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Anonymous
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How to create the calculated rows in P&L statement.

Hello Community Team,

 

We are trying to create the Profit and Loss statement in Power BI, I am doing this is first time and stuck at how to create the predefined total in P&L statement, Shall I use measure or calculated column.

 

Also would request you please help with dax, I have mark the filed below for your refernce.

 

Thnaks in advance.

 

P&L.JPG

1 ACCEPTED SOLUTION

Accepted Solutions
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Community Support
Community Support

Re: How to create the calculated rows in P&L statement.

Hi @Anonymous ,

I created an original data table like this:
(Notice that the value in the last row is empty.)

a1.PNG

In Power BI , first I calculated the value of the last row with a column:

 

 

value of 'K+L-J' = 
VAR x=
CALCULATE(
    SUM(Sheet1[values]),
    FILTER(
        Sheet1,
        [Main title] = "Operating Profit-HG" || [Main title] = "Operating Profit-PAA" 
    )
)
VAR y =
CALCULATE(
    SUM( Sheet1[values]),
    FILTER(
        Sheet1,
        [Main title] = "Fixed Cost"
    )
)
RETURN
IF(
    [Main title] = "K+L-J",
    x-y,
    BLANK()
)

 

 

Second, I merged [values] column and [value of ‘K+L-J’] column with a column:

 

 

Column = 
IF(
    [values] = BLANK(),
    COMBINEVALUES("$", [value of 'K+L-J'], [values]),
    COMBINEVALUES("$", [values], [value of 'K+L-J'])
)

 

 

Third, Transform data type:

 

a3.PNG

At last, add column in a matrix:
a4.PNG

Best regards,
Lionel Chen

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

1 REPLY 1
Highlighted
Community Support
Community Support

Re: How to create the calculated rows in P&L statement.

Hi @Anonymous ,

I created an original data table like this:
(Notice that the value in the last row is empty.)

a1.PNG

In Power BI , first I calculated the value of the last row with a column:

 

 

value of 'K+L-J' = 
VAR x=
CALCULATE(
    SUM(Sheet1[values]),
    FILTER(
        Sheet1,
        [Main title] = "Operating Profit-HG" || [Main title] = "Operating Profit-PAA" 
    )
)
VAR y =
CALCULATE(
    SUM( Sheet1[values]),
    FILTER(
        Sheet1,
        [Main title] = "Fixed Cost"
    )
)
RETURN
IF(
    [Main title] = "K+L-J",
    x-y,
    BLANK()
)

 

 

Second, I merged [values] column and [value of ‘K+L-J’] column with a column:

 

 

Column = 
IF(
    [values] = BLANK(),
    COMBINEVALUES("$", [value of 'K+L-J'], [values]),
    COMBINEVALUES("$", [values], [value of 'K+L-J'])
)

 

 

Third, Transform data type:

 

a3.PNG

At last, add column in a matrix:
a4.PNG

Best regards,
Lionel Chen

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

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