The income statement (P&L) can be a tricky report to build within Power BI and - as such - there is much conflicting advice online about the best way to achieve this. In this video, Chris Barber explains his preferred approach covering:
1. How to structure your data
2. How to create the data model
3. Using virtual relationships in DAX
4. Data Visualization
Chris also shows you how to create the report bridge. This allows you to easily explain variances and tell the data story about how you get from one value (budget / forecast) to the actuals.
You can download the the dataset and Power BI Desktop file shown in the video from https://github.com/MarkWilcock/lbag-online/tree/master/Income%20Statement
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