Very nice solution Ruth! Thanks for sharing. Anyway, please vote for the idea "When showing subtotals at the bottom, show the attributes there as well and not on top" in MS Power BI Ideas. And a quick note to MS: Profit and Loss Account is one of the most important, if not the most important, statement in business, so why, why, why… we need to do work arounds with a tool called Power Business Intelligence?
I can't agree more Filip! No idea why P&L is not one of the built-in visualiations. This and smoothing lines on line charts... Thank you Ruth for sharing :)
This is a great solution thank you for sharing. Previously I have used the method that Enterprise DNA had where they create a template in excel to match the P&L layout and then create DAX measures to populate it in the template.
Potential of integrating PBI and excel is greatly understated. Please clarify the part in embedding link, and what piece of the link you are pasting back into the service. Are there learning resources with a little deeper explanation. Thank you, your videos are greatly appreciated!
Thanks for this ! I'm working on a P&L report for a client and this gives me the recipe on how to do it i think. One question. When we schedule a Refresh on our Power BI report on Power BI Service. Will everything update PBI and the Excel file ? Or do we have to update the excel file for the Power BI report to update ?
Nice, thank you for sharing this solution. I think in some cases it will be a livesaver for financials on power bi projects to speed up time to production.
Thank you for providing great content. I was following your steps but ran into a problem when I tried to convert the pivot table to formulas. I get an error that the values are defined in Excel and not on the server or service. I'm not sure how to change this because I built the report in Power BI, uploaded it to the service, and then clicked the Analyiz in Excel button to download the information to an Excel file and create the pivot table. Have you come across this issue before or do you know a solution?
Don't know how I missed this one. This is highly applicable to me. I haven't tried that cubevalue technique before. This could be a game-changer. How did I miss possibly the most important video of my life?
Row Level Security doesn't apply to the embedded Excel file, right? Just file access right applies, and data ist shown according to the roles of the user that created rhe file?
It is hard to find pnl sample data , so when I found this MS file, I didn't care about the wacked numbers as it wasn't the focus of the video, but if you are in finance I can see why you care ;)
@@CurbalEN Credits are expressed as negative numbers and Debits are expressed as positive numbers in accounting, so when presenting reports, one needs to flip the Revenue numbers to positives. In your example, you could alter the cube formulas to do this and adjust the totals accordingly.
