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:
Thank you!
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:
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
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.
