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Hi All
One week ago , @VijayP share his you tube on AR analysis video.
https://www.youtube.com/watch?v=3bV9BfB3_Oc
I suggested to him , he should do a video for GL analysis , base on my GL problem statement on how to create a P&L financial statement.
With the help from forum following people :-
And many other I forget to mention who help me a lot in the past 2 month ....
Have finally Help create below P&L table ,
P&L item....Description ....Amount
REV.... Local Sales .............100
REV.... Oversea Sales .......210
REV.... Inter co Sales ......100
COGS..Cost of goods........200
COGS..Cost of goods..........20
Now I like to format the table , so that it will be look like traditional P&L table below :
P&L item....Description ....Amount
.REV....Local Sales ............100
.,,,,,,.... Oversea Sales ......200
......,,,,,,,Inter co Sales ......100
.................................................400
COGS..Cost of goods.....,,..200
..........,,,Cost of goods.....,,..200
..................................................400
Enclosed my PBI file :-
I have read the document, but still can not figure out how to do it :-
Hope below expert can help as well :-
@Anonymous
Remark :-
I have Reporting Code , which is run in sequence numbering for all P&L items can sort In sequences
P&L item....Description ...Reporting Code
REV.... Local Sales ...........1
REV.... Oversea Sales .....2
REV.... Inter co Sales ......3
COGS..Cost of goods....,..4
COGS..Cost of goods....,,.5
Below is my sample PBI file :-
Paul
Please find attached the Sample work where I have Craeted Annula Total and Few Line Level Breakups
You need to follow the same logic and build rest! however will be creating a complete video on it to make useful to many other users soon!
Let me know if you have any questions!
Proud to be a Super User!
Thank you very much for your effort , kindly share with me the 2 accounting setup file you created. So that i can use it.
https://drive.google.com/file/d/1dj30B0w7OfAs5svPAE66E8GaPXiI592R/view?usp=sharing
https://drive.google.com/file/d/1W1qLuGC2WQuyPVl4VFmO5b8yKzGGOnQf/view?usp=sharing
Proud to be a Super User!
I have diffcuilty in create meansure group , this is good feature . alternative i create all measure at Date Table. Hope you can share with me how to create this ?
I try to duplicate what you have did. when i try to add Annual Total Amount , the table go blank :-
Below is my PBI file :-
https://www.dropbox.com/s/jo3jq8goyr9iqaq/PBT%20GL%20VER0063.pbix?dl=0
@admin11 good to know that you find it useful, I think it is a very scalable and easy solution and that's pretty much was core logic for my solutions. Cheers!!
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@admin11 I worked on financial statements to meet my customers' requirements but there is nothing I can share. Somebody shared this amazing video that explains everything from start to end on the financial statement. I have briefly watched this video and I think it is good enough for anyone to meet their financial statement requirements using Power BI.
Good luck!
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Hi to all participant.
I have made a complete Financial statements report:
Your feedback would really matters to me.
Regards
Amine Jerbi
If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook
Really Valueable! Great Job! Keep it up!
Proud to be a Super User!
I am working on it. Not only P&L now I am making complete P&L and B/S also.
To discuss in detail I suggest you can send a test mail to vijay.perepa@ameetz.com
Lets meet on MS Teams as well to make much more informative not only to you but also entire forum mates who may require this !
Proud to be a Super User!