PowerBI 3 Statement Dynamic Model | Income Statement

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  • Опубліковано 27 жов 2024

КОМЕНТАРІ • 16

  • @Ptarmy_
    @Ptarmy_  11 місяців тому

    Free download of the model used in the video: www.ptarmy.com/joinus

  • @MrAammy
    @MrAammy 9 місяців тому

    Thanks a lot, good quality stuff 👍

  • @hafizagboola7819
    @hafizagboola7819 10 місяців тому +1

    Nice and simple, but i notice that year 2023 numbers change for other variables (COGS & Operating expense) which I felt it has a result of you not applying the date & year filter

  • @dameskytower1
    @dameskytower1 4 місяці тому +1

    Would you please share the DAX used to calculate the running CAPEX?

    • @Ptarmy_
      @Ptarmy_  4 місяці тому

      Yes can download the exact .pbix with all the Dax in it at the link in the video description

  • @mohammedabdulwahab4152
    @mohammedabdulwahab4152 11 місяців тому +1

    Great Work and i am following step by step, unfortunately i am stuck in Forecast modelling, you have skipped fast in above video, How you have placed Financial Years from 2023 to 2028 in column, can you please share the steps,

    • @Ptarmy_
      @Ptarmy_  11 місяців тому

      Hey Mohammed - after we create the date table using the CALENDAR function, I bring in the Date field from that table to the columns section of the matrix visual, that automatically comes in as a hierarchy, from there I just remove months, quarters, days and keep years

  • @GCabecinhas
    @GCabecinhas 14 днів тому

    I already registered for free download and I didnt received the model file yet.

  • @PrasadVeera-nb7kb
    @PrasadVeera-nb7kb 10 місяців тому +1

    I have also registered for downloading the template. I have not received the model file as well. There seem to be an issue with response automation.

    • @Ptarmy_
      @Ptarmy_  10 місяців тому

      Okay Prasad will have a look and see if it’s down

  • @jayli3291
    @jayli3291 10 місяців тому +1

    I learned quite a lot. Thank you! My question is:
    In the Annual Depreciation measure, you defined
    var placed_in_service = minx(all('Date'),CALCULATE(year(min(Fixed_Assets[Date])),Fixed_Assets[Value]>0))
    I find the results are the same if I define
    var placed_in_service = CALCULATE(year(min(Fixed_Assets[Date])),Fixed_Assets[Value]>0, all('Date')))
    Any particular reason that you introduce another layer of minx function here?

    • @Ptarmy_
      @Ptarmy_  10 місяців тому

      Good point Jay - honestly I spent a lot of time working the depreciation logic so that it worked, very possible I ended up with more complex syntax than needed! I’ll have a look at your simpler Dax

  • @mohammedabdulwahab4152
    @mohammedabdulwahab4152 11 місяців тому +1

    I already registered for free download. However i didnt received the model file

    • @Ptarmy_
      @Ptarmy_  11 місяців тому

      Hey Mohammed a link is sent to your email that gives you access to google drive folder. Please let me know if that worked for you

  • @mohammedabdulwahab4152
    @mohammedabdulwahab4152 10 місяців тому

    Awesomes Tutorial, Thanks for sharing, i created Income Statement using matrix function. Since we cannot input Gross profit, Operating Profit and Net Income directly in the Matrix report i created separated cards and through measure i was able to input this information successfully, However, i am working in Readymix industry and so the initial starting point of P & L A/c is sales volume and every Main line item & sub line item shall be divided by Sales Volume to ascertain the cost per m3(qubic Meter), So the Matrix is automatically considering the sales volume in the Total, Can you provide me the measure to exclude the sales volume from matrix and every item with sub item should be divide by sale volume, Appreciate, if you can help in providing solution