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Power BI Desktop: How to build a profit and loss statement

Name: Power BI Desktop: How to build a profit and loss statement
Rating: 4.4 (37 reviews)

Create a P&L in Power BI

Created byDan We

Last updated 1/2026

English

English [Auto],

What you'll learn

You learn how to build a profit and loss statement in Power BI
You learn Power BI Tips and Tricks
You apply Power BI DAX
You can transfer this knowledge to your own financial projects
Discover new job opportunities in a data driven future job market

Course content

3 sections • 22 lectures • 2h 43m total length

1 How to build a simple Profit and Loss Statement in Power BI Desktop1:14
Build a simple profit and loss statement in Power BI Desktop using a period–item structure, derive the result, and compare to the prior period with built-in visuals and a template.
Download the course files here0:03
3 Introducing our Template and Data5:14
Discover how to set up a profit and loss statement in Power BI Desktop using the provided template and data, including sorting, item formatting, highlighting, and expense signs.
4 Datestable Datamodel and Formatting13:08
Import and transform Excel data in Power BI, pivot to a table, create a calendar using the calendar auto function, and build a star schema with filtering for P&L.
5 Display the correct Profit and Loss Structure5:35
apply a Power BI trick to display the correct profit and loss structure by sorting with a helper column, removing spaces via Power Query, then restoring them without breaking sort.
6 Lets create our first Profit and Loss Measure in DAX7:41
Create your first profit and loss measure in Power BI Desktop using DAX and CALCULATE, set the filter context for items, and organize the measure in a dedicated measures table.
7 The SUPER DAX measure to map our Profit and Loss items9:23
Create a penal measure in Power BI that uses switch and selected value to map the sales line item in the pal structure, with calendar slicer validation.
8 Practise mapping profit and loss items8:17
Map profit and loss items in Power BI Desktop by creating materials, labor, and overhead measures, then compute cost of goods sold using a super measure.
9 Finishing mapping our profit and loss items correctly17:00
Learn to map profit and loss items in Power BI Desktop by creating measures for gross margin, operating expenses, other income and expenses, and net income.
10 Measure Formatting and other challenges and solutions12:35
Learn to format measures in Power BI Desktop using format and switch to display values in millions, align numbers, and preserve empty rows with show items with no data.
11 The profit and loss statement should look pretty9:38
Format a Power BI desktop profit and loss table by removing the total column, using a minimal style, and applying conditional formatting via a highlight flag to emphasize key items.
12 Profit and Loss prior period comparison made easy8:59
Build a profit and loss report in Power BI Desktop by creating a prior period comparison using time intelligence measures, date add, and a focused slicer for monthly analysis.

Trick Conditional Formating for Donut Chart in Power BI9:36
Learn to color a Power BI donut chart by dynamically applying thresholds using multiple measures, enabling green, yellow, and red based on total sales and slicers.
Power BI vs Tableau Comparison18:28
Compare licensing, AI features, and ETL between Power BI and Tableau, highlighting cloud vs on-premise options and data connections for informed tool selection.
How to create report page tooltips on images and buttons8:12
Overlay a card visual on images or buttons to enable report page tooltips in Power BI Desktop, using a placeholder measure and a dedicated tooltip page.
Current State of Visual Calculations Quo Vadis DAX6:11
Discover the current state of visual calculations in Power BI, enable preview features, use versus previous, format results with currency, and recognize DAX's ongoing role.
Power BI Trick Removing unused Measures5:18
Learn how to remove unused measures in Power BI using Measure Killer, choose admin or portable versions, identify not in use measures, review DAX artifacts, and back up your report.
Same Column Size Table Trick2:28
Learn the same column size trick in Power BI Desktop by using a resize placeholder, turning values to rows, and disabling auto size width to keep columns uniform.
Power Query Tip and Update for Mac Users3:03
Copy Power Query queries between Power BI reports with ctrl+c/ctrl+v to speed transfer, and use Get Data in Power BI service to edit queries in the cloud for Mac users.
Create your own DAX functions in Power BI10:19
Enable user defined DAX functions in Power BI, define functions with or without parameters in DAX query view, and use them in measures in the same report.
Congratulations, thanks a lot and one favor to ask0:21

Requirements

You should have at least taken my Power BI Masterclass beginners to advanced course
Prior working with Power BI (see first point) is recommended
no additional costs - Power BI can be downloaded for free!

Description

Business Intelligence / Business Analytics is in high demand. Companies are constantly searching for ways to make better and faster decisions. Therefore they rely heavily on data. Data driven decision making is the key to success for any business in the world of tomorrow.

Because of that companies are constantly searching for skilled employees and freelancers with the necessary capabilities to help with analyzing data and creating valuable highly profitable insights. This will be the key advantage to succeed in business.

MS Power BI is an andvanced yet easy to get started self service business analytics / business intelligence solution provided by Microsoft which is currently in very hot demand. From my personal experience I can tell you that companies will actively searching for you if you master Power BI. Diving into data & analytics can not only immensly improve your career opportunities but also your job satisfaction!

The strength in Power BI lies in visualizing data in beautiful interactive charts. The finance industry and related departments however love to see tables.

And profit and loss statements are one use case where a table structure is certainly more common then fancy charts (even though it is also possible to show it more visually :) )

In this course we learn

How to build a P&L (Profit and Loss Statement) in Power BI

We apply a simple yet powerful and easy to follow step by step logic and you learn hands on how it is build.

This is done with the default tools we have without using any additional paid custom visuals!

Interested?

Then let's get started right here right now!

Update: The complete Power BI Masterclass Series on udemy (I have aggregated some classes together to provide more content value per class for you. I really hope that serves you better!

1. Power BI Masterclass - beginners to advanced

2. Microsoft Power BI Masterclass - Expand Excellence

3.Power BI Masterclass - DAX, Excel And More

4. The Power BI Masterclass - Additional Tips and Tricks

5. Power BI Desktop - Data Prep Challenges

6. Power BI Masterclass - DAX, R and Gateways

7. Power BI Masterclass - Python Finance and Advanced DAX

8. Power BI Masterclass - the next level

9. Power BI DAX Fundamentals Mastering the Key Concepts

10. Power BI Masterclass Calculation Groups with Tabular Editor

11. The Power BI Service Masterclass

12. How to build a profit and loss statement in Power BI Desktop

Who this course is for:

Data Analysts
Financial Analysts
Consultants
Everyone working with data or strive for a data analytics career

Power BI Desktop: How to build a profit and loss statement

What you'll learn

Explore related topics

Course content

How to build a profit and loss statement in Power BI Desktop (P&L in Power BI)12 lectures • 1hr 39min

Bonus9 lectures • 1hr 4min

More Power Learning1 lecture • 1min

Requirements

Description

Who this course is for: