Accounting Card

Winnie_1234
Winnie_1234 Member
in Cards, Dashboards, Stories

Hi, is there any table format card that is ready to use in domo suitable for displaying P&L accounting? it's a huge dataset and i need to aggregate them by month in a table. The dataset contains also different years, types and locations to be used as filters/variables.

Plus, I am required to create and add hierarchical metric rows. For example, Margin V1, V2, V3 are not originally available in my dataset. I need to hierarchically calculate them using the available metrics such as Sales-Cost=Margin V1, then Margin V1+Related Goods Sales-Related Cost=Margin V2. Margin V2+Discount=Margin V3. They will be added as the new calculation rows.

Please help

Table_Format.png

, appreciate it very much.

Answers

  • brycec
    brycec Coach

    Have you looked into the Domo Finance App yet? Domo Finance | Implementation Guide. It includes a great P&L report that is probably what you're looking for. You will probably have to prep it a bit in a DataFlow or Views Explorer, especially for your margin columns.

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  • Winnie_1234
    Winnie_1234 Member

    do i need to pay extra to get this app? what is the range of cost?

  • brycec
    brycec Coach

    Are you on consumption? If you are, it is included at no extra cost. If you have consumption but it says request a quote, that just means they didn't put it in your contract. So, you'll have to contact your CSM or AE and ask for access, and they might have you sign a $0 amendment to add it.
    If you are on the user model, I do not know the cost.

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