P&L is propably the most important report in the business world. I wonder, why Microsoft didn't adress this issue properly. At the very least they should add more formating options to matrix, such as the ability to put subtotal labels below a group of rows instead of an extra row above.
FYI; You can use the Financial Reporting Matrix custom visual for Power BI to create this type of income statement very quickly without having to resolve to faking.
i have looked at the older versions of it and found it lacking some key features... i should probably take a look at the latest version and see how well it works now
Thank you for this article. It in fact is a lot of pain. We have close 30 -40 measures on our PnL. Formatting aside, I am able to put all those measures as rows in matrix visual and plot time dimension and scenario type (Actual or Forecast) on columns. My current dilemma is how to plot the variance between Actual and Forecast? The "Subtotal" on matrix gives me total but I need difference :(. Any idea or workaround regarding it?
You might be able to use Calculation Groups, but even then, it will not give you the perfect control over the look and feel of the grid, but it might get you closer. Here is a video that I did that might help some: ruclips.net/video/pk8-x60UbM4/видео.html
@@KnowledgeBankPro it called financial reporting by profitbase Plz check it and give me ur opinion about it Because I'm about to start working with a dashboard and I don't know if I should use it or non
i have looked at it a couple of months ago, i don't believe that this control allows you to mix and match %, $ and volumes all in the same column for different types line items. I will probably do a full review later
hi, the link should be working now or here is another one to the same page: businessintelligist.com/2020/07/20/how-to-fake-an-income-statement-in-power-bi-tutorial/
I didn't see a way to contact you on your website, but I just signed up at knowledgebank.pro and accepted the invitation, but I don't see the channel in Microsoft teams. Looking for assistance
Finally someone who understands my P&L plight! :) that's a much neater solution than what I'm currently doing will have to try and replicate Thank You
Life is short. Don't feel bad over a fake income statement. In fact, it's good work.
ty!
P&L is propably the most important report in the business world. I wonder, why Microsoft didn't adress this issue properly. At the very least they should add more formating options to matrix, such as the ability to put subtotal labels below a group of rows instead of an extra row above.
I agree... there are several easy enhancements that would take the matrix visual farther in the the right direction.
A tip: watch movies on flixzone. I've been using it for watching a lot of movies these days.
@Roland Bjorn definitely, have been watching on Flixzone for years myself =)
FYI; You can use the Financial Reporting Matrix custom visual for Power BI to create this type of income statement very quickly without having to resolve to faking.
i have looked at the older versions of it and found it lacking some key features... i should probably take a look at the latest version and see how well it works now
above method is better than the matrix for beginners
You can draw similar length lines by using different number of spaces after each one.
that's true, good idea!
really hard work you did sir
ty sir
Thank you for this article. It in fact is a lot of pain. We have close 30 -40 measures on our PnL. Formatting aside, I am able to put all those measures as rows in matrix visual and plot time dimension and scenario type (Actual or Forecast) on columns. My current dilemma is how to plot the variance between Actual and Forecast? The "Subtotal" on matrix gives me total but I need difference :(. Any idea or workaround regarding it?
You might be able to use Calculation Groups, but even then, it will not give you the perfect control over the look and feel of the grid, but it might get you closer. Here is a video that I did that might help some: ruclips.net/video/pk8-x60UbM4/видео.html
There is a visual table in power bi market that helps make this table really quickly
i will check it out, ty
@@KnowledgeBankPro it called financial reporting by profitbase
Plz check it and give me ur opinion about it
Because I'm about to start working with a dashboard and I don't know if I should use it or non
i have looked at it a couple of months ago, i don't believe that this control allows you to mix and match %, $ and volumes all in the same column for different types line items. I will probably do a full review later
@@KnowledgeBankPro so if we don't have the & % issue it will work perfectly right?
@@islam48ify think it might work better than a regular table, but i think a table plus calculation groups might work even better
Thanks , had nightmares before implementing P&L Statements in Power BI.
Link isn't working.
my apologies, the link should be working now...
Thanks Andre. FYI: The link to blog post doesnt work.
hi, the link should be working now or here is another one to the same page: businessintelligist.com/2020/07/20/how-to-fake-an-income-statement-in-power-bi-tutorial/
I didn't see a way to contact you on your website, but I just signed up at knowledgebank.pro and accepted the invitation, but I don't see the channel in Microsoft teams. Looking for assistance
sorry about that, let us investigate and get back to you.