P&L Card - Pivot Table

gbrown
gbrown Member
in Charting

Hello,

I am trying to create a P&L via DOMO pivot table card with our GL accounts. Everything works except the ability to show NET INCOME & EBITDA at the bottom. How would I go about this? I can use filter functions to show one or the other but cant see both at once. Is there a dynamic filter function or grouping beast mode that can do this functionality?

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Answers

  • ColemenWilson
    ColemenWilson Coach

    Could you provide a bit more information and perhaps a screenshot of your analyzer view?

    Also, you may want to take a look at the Domo Profit & Loss (P&L) app in the Domo Appstore: https://www.domo.com/appstore/app/profit-loss-pl/overview

    If I solved your problem, please select "yes" above

  • Manasi_Panov
    Manasi_Panov Contributor

    Hi @gbrown,

    There is a nice tutorial on P&L topic from DataCrew:

    https://youtu.be/YgevJkjeFqw?si=9lZ0iz0ptyPHiIRz

    I hope this helps.

    If you found this post helpful, please use 💡/💖/👍/😊 below! If it solved your problem, don't forget to accept the answer.

  • ccccc4
    ccccc4 Member

    I built a P&L card by grouping the accounts/lines of the P&L and then EBITDA is the total row, and the sections of the P&L are subtotals. What if you group the sections of the P&L into EBITDA and Non-EBITDA and use that as an "outer" grouping in the pivot table? So then EBITDA becomes another subtotal and Net Income is the total row.

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