cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
sandhya_vsr1
Frequent Visitor

P & L report, wireframe , doable? using powerbi / inforiver/ builder?

Hi All,

I have got a new reuirement wireframe , which is a P & L report.  I was not able to figure out , if teh requirement is achievable or not If yes, how? I tried with matrix & inforover visuals,  can anybody help me with my questions by taking a look at wirframe?

 

breifly , 

1. rows  will have upto 4 levels. highlighted in blue/green are level 1

2. the rest of the values on rows in wirframe are level 2 

3. on columns , I have to show MTD , YTD values for the selected month starting current year to last 4 years

4. YTD columns have to have expand /collapse option to go till month level (can see starting from N column)

5. columns H, I , J , AA, AB , AC are calcualted, formula : (G8-C8)/C8

6. Row no 16, is calculated row based on above category totals, I have many such calculated rows if I scroll down on the wireframe

 

 

link.jpg

 

Thanks in advance

Sandhya

1 REPLY 1
MFelix
Super User
Super User

Hi @sandhya_vsr1 ,

 

Check this blog post

 

https://blog.enterprisedna.co/how-to-create-profit-and-loss-statements-in-power-bi/

 

There are several examples online.


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



Helpful resources

Announcements
Power BI Show Episode 10 Recap

The Power BI Community Show

Watch the playback when Amit Chandak, a Power BI Super User, demos how to use Field Parameters to make reports more dynamic.

Health and Life Sciences Power BI User Group

Health and Life Sciences Power BI User Group

Power BI specialists at Microsoft have created a community user group where customers in the provider, payor, pharma, health solutions, and life science industries can collaborate.

Ignite 2022

What's Next at Microsoft Ignite 2022

Explore the latest innovations, learn from product experts and partners, level up your skillset, and create connections from around the world.

Top Solution Authors