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[Solved] Income stmt using power pivot

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(@softballrick)
Posts: 3
Active Member
Topic starter
 

I have a file with GL information that I am linking to the chart of accounts using power pivot.
I like the example given on using a pivot table for an income statement by using a calculated field (revenue - expense for example). Is there a way to do this using Power Pivot with joined tables?
Thanks

 


 
Posted : 19/11/2025 8:20 am
Alan Sidman
(@alansidman)
Posts: 266
Member Moderator
 

Probably yes, but it would be more helpful if you posted in a file a sample (10-15 records) and then mock up what you want the results to look like.  Then we can give you specific DAX for your particular issue.


 
Posted : 19/11/2025 9:13 am
(@softballrick)
Posts: 3
Active Member
Topic starter
 

Attached is an example of what I am trying to do.

2 Sheets

Sample - this has a pivot table with an example below the pivot table of what I would like to be able to do
Tables - two tables that are joined on account number using PowerPivot 

 


 
Posted : 20/11/2025 5:13 am
Riny van Eekelen
(@riny)
Posts: 1441
Member Moderator
 

@softballrick 

See if the attached filed contains a working solution for you. You'll need some DAX measures and play around a bit with the format of the pt to get the lay-out you want.

 


 
Posted : 20/11/2025 9:12 pm
(@softballrick)
Posts: 3
Active Member
Topic starter
 

Yes, thanks!

 

Rick


 
Posted : 22/11/2025 2:23 am
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