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

Rank expenses in P & L matrix to allow funnel plot of top "x" expenses

Hi All,

 

I am trying to rank by "type" in a P & L matrix (filtered by year or quarter or month) to allow me to use a funnel plot (or similar) for the top "x" expenses.  P & L matrix layout is as below for the first quarter of our current financial year.

 

Category   Account     Type            July 18  August 18  September 18 Total

 Expense    Expense    Accounting  -200     -600           -300               -1100

                                 Cleaning      -100    -200           -400                -700

Income       Sales         Product 1    200      200            200                 600

 

There are only two data tables - a date table and the P & L data in the format

 

Category  Account  Type  Date  Value

 

 

Thanks in advance

 

Peter

 

 

2 REPLIES 2
v-yulgu-msft Super Contributor
Super Contributor

Re: Rank expenses in P & L matrix to allow funnel plot of top "x" expenses

Hi @PeterDeGaris,

 

Please post some sample data of P & L data table. And what is your expected result? I could not understand how to "rank by type".

 

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
PeterDeGaris Frequent Visitor
Frequent Visitor

Re: Rank expenses in P & L matrix to allow funnel plot of top "x" expenses

HI,

 

The data is set out in the P & L matrix as in the first post.  "Type" is a column heading in the matrix (eg cleaning expense/accounting expense etc).  I wish to be able to rank the values (listed under column headings of July 18, August 18 etc) by the various items listed under the column with the heading "type".  The once each item is ranked, I want to be able to produce a visual such as a funnel plot only showing the items with the 10  highest or  10 lowest values.

 

I haven't figured out how to attach actual data or screenshots of the data to the post yet - any advice on this would also be appreciated.

 

Thanks

 

Peter

Helpful resources

Announcements
Community Highlights

Community Highlights

Find out what's new in the Power BI Community!

Summit North America

Power Platform Summit North America

Register by September 5 to save $200

Virtual Launch Event

Microsoft Business Applications Virtual Launch Event

Watch the event on demand for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

MBAS Gallery

Watch Sessions On Demand!

Continue your learning in our online communities.

Users Online
Currently online: 6 members 4,129 guests
Please welcome our newest community members: