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yali
Contributor
Contributor

Measures for 2 dim - P&L Chart

I got a problem using P&L Chart. Could anyone kindly help?

  1. The first column was created by valuelist, e.g. Gross Margin = Revenue + COGS.
  2. The second dimension in this P&L Chart (A,B,C,D) is shown in the first row.
  3. The measure is calculted by

pick(rowno(),
Sum({<ProfitLoss={'Revenue'}>}Amount),
Sum({<ProfitLoss={'COGS'}>}Amount),
Sum({<ProfitLoss={'Revenue','COGS'}>}Amount)....

The problem is the Revenue of A will be shown in the column of A. Under the column of B, I have COGS everywhere. (Please refer to the screenshot below).

What should I do to have the result like help document?

Many thanks!

yali_0-1598964576097.png

 

Labels (1)
1 Solution

Accepted Solutions
Kushal_Chawda

@yali  You may need to modify your expression like below

pick(Match(valuelist('Revenue','COGS',....),'Revenue','COGS',......),
Sum({<ProfitLoss={'Revenue'}>}Amount),
Sum({<ProfitLoss={'COGS'}>}Amount),
Sum({<ProfitLoss={'Revenue','COGS'}>}Amount

... )

View solution in original post

4 Replies
Kushal_Chawda

@yali  You may need to modify your expression like below

pick(Match(valuelist('Revenue','COGS',....),'Revenue','COGS',......),
Sum({<ProfitLoss={'Revenue'}>}Amount),
Sum({<ProfitLoss={'COGS'}>}Amount),
Sum({<ProfitLoss={'Revenue','COGS'}>}Amount

... )

AbhijitBansode
Specialist
Specialist

Just wondering the use of valuelist in this case. Not sure if you actually need it. You have below output if you use pivot table:

AbhijitBansode_0-1598967220668.png

With below settings:

AbhijitBansode_1-1598967283461.png

 

yali
Contributor
Contributor
Author

Thank you for your answer. But I need valuelist to create manuelly subsum (e.g. Revenue + COGS).

yali
Contributor
Contributor
Author

Huge thanks for quick answer.