Replicate Spreadsheet P&L in Domo

joebenz

I am hoping for help in recreating a simple P&L generated by my finance team in Domo. Attached is the concept in excel format. I'm looking for help on the following:

• What is the best way to structure this data? I have the data for the revenues and costs in a table where each row has the Period amount (i.e. Jan 2024), and the associated wages, benefits + taxes, and revenues and would like to know best way to structure from there (attached is an example of how it looks now)
• Is it possible to create a table (or Pivot table) like the following?
  • I have raw values in the data and am hoping to have the total amounts shown, as well as a row showing the Gross Margin amount
  • Is there a way to create spaces between certain columns to space it out? If not, are there other suggestions to improve formatting?

Thank you!

• P&L Revenues and Host Costs by Country Region.xlsx

DavidChurchman

As an addendum, I think those super wide tables with just a couple rows are hard to scan. To me, it's a lot easier to read across long lists of numbers in columns:

ggenovese

If you add a row number column in your ETL you can use it to place a blank row between two other rows. For example, if I want a blank between Revenue and Wages I could assign a row number between them

And then I can hide column 1 in the chart properties:

This would create an empty row:

You can also play around with column widths in the properties but I don't believe you can selectively make certain columns wider or narrower

DavidChurchman

Here's an approach:

I think you should group your metrics by 'Revenue' and 'Costs'

Then, to get that Total row that is a different aggregation (% gross margin) than your value, a BeastMode that tricks the pivot table into doing that for you:

Then a pivot table:

One of the options on subtotals is to add padding, which acts to separate the categories and the total row. You can also play with the grid lines on the subtotals to create more visual separation from the raw values. Since Revenue only has one category, you can leave it collapsed. You can also suppress single-item groups, but then you lose your padding for revenue.

DavidChurchman

As an addendum, I think those super wide tables with just a couple rows are hard to scan. To me, it's a lot easier to read across long lists of numbers in columns: