Profit and Loss Statement in Power BI - P&L - Financial Reporting

Learn how to build a professional Profit & Loss (P&L) statement in Power BI using only native visuals, a helper table, and DAX. In this video, I’ll walk you through both a monthly layout (Jan–Dec) and a comparison view with actuals, last year, and variance.

Article: https://www.valeriejunk.nl/profit-and-loss-statement-in-power-bi/
Download the file: https://www.valeriejunk.nl/power-bi-download/
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⏰ TIMESTAMPS
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00:28 Why a Profit and Loss Statement in Power BI
02:00 Demo File & Step-by-Step Tutorial
03:28 Power BI Demo
04:41 Adding a helper table
06:21 Data model and relationship
08:09 Creating a switch measure for the monthly Profit and Loss statement
09:55 Formatting the Profit and Loss Statement
12:51 Creating the measures to compare TY vs LY & Delta
15:14 Formatting the % and Currency
16:00 Summary

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Видео Profit and Loss Statement in Power BI - P&L - Financial Reporting канала PorcuBI - Valerie Junk