Good idea! Will get that into the rotation. Until then, you would export each branch and include a new column called “branch”. U would then append all together in power query and use branch as a filter
There certainly is a way, but I’m not 100% familiar with how to do so in this setting! I believe it would be a custom field / measure. Will do some research on it
You work from an existing PL, it's not the reality, you have to work from the accounting detail entry and it's not the same thing, it's very complicated in Power Pivot as in Power bI
The way I would approach that is by bringing this to the data model, and then creating Custom Measures for both metrics, and formatted for %. You can learn how to do that in this video: ruclips.net/video/SayhYGHgnLI/видео.htmlsi=_3ov3BGdxhXmgUaa
Download the worksheet for FREE with coupon code PTPL7 before 7/12!
www.yourcfoguy.com/templates/pivottable-profit-loss-worksheet
coupon expired josh can u send me new coupon download and try it
Hi Josh , would you please share coupon code
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Thank you! I just subbed to your channel
Great to have you here!
Love it . Top job. Love the icons, emoj.
Glad you liked it!
OMG, this is awesome. Thank you for sharing this.
Glad you enjoyed it!
Great lecture I like it too much Thank you.
Glad to hear thanks for watching!
This is insightful
Great to hear!
Awesome video!
Glad you liked it!
This is awesome 👍👍
Glad you liked it!
Top Content!
Thanks for watching!
Nice one 👍
Thanks Racheal!
Hi Josh, do you have also the blank template to follow along, please? :)
No blank one, but I do have the completed one that you can recreate!
www.yourcfoguy.com/templates/pivottable-profit-loss-worksheet
Can you guide us to create Segment Profit & Loss where we need to prepare P&L for multiple branches
Good idea! Will get that into the rotation. Until then, you would export each branch and include a new column called “branch”. U would then append all together in power query and use branch as a filter
Great 👍
Thanks for watching!
Great video. Just wondering whether we can do a Gross margin % based on the PV table created?
There certainly is a way, but I’m not 100% familiar with how to do so in this setting! I believe it would be a custom field / measure. Will do some research on it
Save my life♥
mission accomplished :)
Will this update dynamically when data for a new month is added to the original source data?
Yes! That’s the beauty of power query
You work from an existing PL, it's not the reality, you have to work from the accounting detail entry and it's not the same thing, it's very complicated in Power Pivot as in Power bI
Thanks for sharing your feedback - I'm not sure I follow. You're saying you need to start one level deeper with the transaction detail?
How do Input GP% and NP%
The way I would approach that is by bringing this to the data model, and then creating Custom Measures for both metrics, and formatted for %. You can learn how to do that in this video: ruclips.net/video/SayhYGHgnLI/видео.htmlsi=_3ov3BGdxhXmgUaa
Please extend free code to help a guy out thanks.