It was 8 months ago that I did this video.
#Power bi how to#
I’m sorry, but I just don’t know how to answer the question. What do you think? Did you know you could do this with Power BI? Do you have any tricks you use to solve some of the problems, perhaps in a different way? PercentagesĬlick here for Part 2 on Percentages. Voting is a great way to have your say on what should be improved in the product. You can see how to do it below.īut please vote to have this changed. It should be simple, but unfortunately it is not. Turn off Grand Totalįrank posted a comment below asking me how to turn off the Grand Total in my matrix. If you do that too, make sure you change the setting back, otherwise you won’t be able to hide the details for the blank rows of data. In the video, I changed the “show rows with no values” option in the matrix, to demonstrate a point, but I forgot to change it back. IsSubHeaderVisible=TRUE() & DisplayDetailCode = 0 ,BLANK(), VAR isSubHeaderVisible = ISFILTERED(Accounts) //we need to know if the sub header is trying to show itself VAR DisplayDetailCode = SELECTEDVALUE(Header) // 1 if the detail should display and 0 if detail should be hidden
Total Amount = VAR CalcType = SELECTEDVALUE(Header) // should it be a simple total or a running total? VAR Result = CALCULATE(,All(Header),Header <=ThisHeaderID)Ĭorrect Display Amt = VAR CalcType = SELECTEDVALUE(Header)
Running Total = VAR ThisHeaderID = SELECTEDVALUE(Header) Magic Additive Total = VAR isHeaderFiltered = ISFILTERED(Header) Raw Amount = SUM(GeneralLedger)ĭisplay Value = SUMX(VALUES(Accounts), * Accounts)Īmount Adds Up = SUMX(VALUES(Accounts), * Accounts) But if you can see the formulas that I wrote, it should help you do this for your own data. With that in mind, the formulas are not as important as the process of writing the formulas. Each P&L is different depending on your source system and specific company needs. If you watch the video and study the formulas below, you should be able to learn from there. I have not shared the workbook but I am happy to share my formulas. Here is the video with the step by step demo.Ī few people asked me for the workbook I used. I repeated the process over and over until the solution was complete. From there I set about solving the next problem, with each step moving me closer to a working solution. I literally wrote each of these formulas, one at a time, and then placed the measure in the visual in Power BI to check that it did what I needed. I then proceeded to create a presentation and demo using that steps people through the process of writing the DAX. I used the same dataset used by Derek when I first learnt to do this myself. It’s the difference between giving someone a fish and teaching them how to fish. If you have read a few of my blog articles, you would have seen a repeating concept appearing over and over I like to share “how” to solve a problem rather than just provide people with the answer to a problem.
I have used these principles many times to help customers, and I thought it would be a great time to pass on that knowledge, and the skills I have learnt along the way on my blog. Derek shared with me how he built his P&L using Adventure Works. I was still fairly early on my DAX journey at the time and certainly didn’t have any experience with financial accounting using DAX. I first learnt how to do this way back in 2015 when I met Derek Rickard. I decided to speak about creating a P&L using Power BI and DAX. Relationships in Power BI and Power PivotĪ few weeks ago, Danielle Stein Fairhurst from Plum Solutions contacted me and asked if I would speak at her financial modelling meetup group (a topic of my choice related to Power BI).Who Needs Power Pivot, Power Query and Power BI Anyway?.
#Power bi install#
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