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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.

    https://exceleratorbi.com.au/build-a-pl-with-power-bi/

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    Brent Lightsey
    Analytics Consultant
    FirstLight Analytics
    Oklahoma, USA
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  • 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.

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

    Posted 10 days ago
    Edited by Jeremy Dennis 10 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!

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    Jeremy Dennis
    Director of Data
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