Oklahoma Power BI User Group

Please login or click SIGN UP FOR FREE to create your PowerBIUG account to join this user group.
Expand all | Collapse all

Post: Building a P&L with Power BI and DAX

  • 1.  Post: Building a P&L with Power BI and DAX

    Silver Contributor
    Posted Apr 28, 2020 10:37 AM
    Matt Allington at Excelerator BI put this webinar together. @Long Vu @David Osborn, Nathan Thompson, and others who​ work with financial statement analysis might find this video interesting.


    Brent Lightsey
    Analytics Consultant
    FirstLight Analytics
    Oklahoma, USA

  • 2.  RE: Post: Building a P&L with Power BI and DAX

    Posted Apr 28, 2020 11:30 AM
    I was having difficulties getting a full P&L with profit numbers into a PowerBI visual. This helps a lot - thank you.

    Long Vu

  • 3.  RE: Post: Building a P&L with Power BI and DAX

    Bronze Contributor
    Posted 17 days ago
    Edited by Jeremy Dennis 17 days ago
    This has been a life-saver for me, as well.

    I ended up in a situation like the one Matt describes when he says, 'The chart of accounts needs to be changed/updated if there aren't sequential account numbers'  Unfortunately, getting a 80+ year old company to address their chart of accounts wasn't going to be an easy sell.

    So, what I ended up doing was using the native grouping functionality in Power BI to get non-sequential account numbers into the 'header/sub-header' group to which they belong.  I called that 'Account No. (groups)' and then created a group of groups called 'Account (groups)'.  I then created my Header_Master.xlsx spreadsheet, which allowed me to get the sort and signs of each account group the way I needed them.

    I don't think I ever would have come up with this solution on my own, though.  Thanks for this!

    Jeremy Dennis
    Director of Data