Power BI - How to Make a Simple Income Statement - Part 2
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- Опубликовано: 11 сен 2024
- Follow up video to the first tutorial on making financial statements. Here we learn how to create ultra flexible income statements with measures in PowerBI. Use this approach with PowerBI's advanced capabilities to analyze financial data, and satisfy every oddball formatting request from your client or boss.
Part 1: • Power BI - How to Make...
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Free downloads of templates and data used: www.ptarmy.com... ✌️
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As always please subscribe, like or comment with any more ideas or feedback. It helps keeps me going.
Hey, thanks for that, it's helping, what about if want to add a columm to calculate % of evolution ?
Yes totally possible to add that in !
@@Ptarmy_ how would you do that with a filter context ? I'm very curious, second issue is column and line are switched, it will add a new row ?
Sorry MrHugiz it’s difficult for me to visualize especially the second issue without seeing your work. Soon I will roll out an email link for quick troubleshooting help that can assist with stuff like this! Thank you for your interest!
Thank you very much for this tutorial. It may be possible to use calculation groups (recent formulas)
Video on calc groups coming shortly ! Thank you
Great video and work. simple explanation and easy. Is there a way to maintain the group and ungroup in the second method by measures only? Thanks again
It’s possible using calculation groups which came out in the October update. I’ve been meaning to revisit it on a future video
cool
last table ws not grouped like in excel it's possible or in first video. Is it possible in power bi?
With the measures on rows approach, the collapse and expand functionality is not there. It’s a trade off w the greater flexibility of having specific measures
How could I add a versus plan column where the plan comes from a different table?
Good Q Frank... Fastest way is to bring in a second table exact same format as General Ledger table, one option is then to append the two in powerquery and add identifier column for Actuals and Plan. That way you can put a slicer in the dashboard for actuals/plan and your measures will already work fine.
Awesomes video Once again, I am following your videos and learning a lot,, I created similar one and measure are working properly. Since my First row item is total sold quantity(sales volume) and then the Revenue(3 sub Product), Cost of Sale(10 sub line), Gross profit, Direct cost element(15 sub line), operating expenses(sub line 10) then Net profit, I will create measure for each of the main and sub line item, I need to divided all Main and subline item with sales volume to figure out the Rate per unit, Since my industry is Readymix Concrete i have 10 location, can you help me with writing Measure,
Is it possible to share the PBIX file for this in the templates?
ptarmy.com/joinus
Merci !