Building a formatted P&L table

Q&A
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1

Has anyone been able to implement a Profit and Loss statement in QuickSight?

Below is what we need to implement. I can’t find a good example of this implemented in QS and I really don’t want to have to migrate to a second tool after everything we have built here in the past few years.

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2

Hello Javier,

Not sure if it helps, but you could use hierarchy layout for Pivot tables

See reference here - Introducing advanced formatting options for pivot table totals and subtotals in Amazon QuickSight | AWS Business Intelligence Blog

Hope this gives some insight.

Cheers,

Deep

3

Hi @Javier_Galvis

Your image reminds me of a P&L statement I built for a POC recently in Power BI!

I guess your main concerns are

a. Ordering accounts in your required order

b. Including Dollar and % accounts on the rows but format based on the type of account

c. Showing Totals where required; hide for others.

I am afraid you may need to prepared all the data including columns like sort order etc in a dataset before hand. Formatting may be a problem for the number and % columns; So may be you need to produce those as well in your dataset.

Regards,

Giri

4

thank you Giri, that’s exactly what it is…
a. Ordering: that’s solved.
b. Dollar and %: Absolutely, that’s one of the problems, but not only the format, also that some parts of the table come directly from the data, while others involve calculations (such as Gross Profit and Gross Profit %). We have tried LAC and several other approaches, but have not yet found a solution that solves this problem.
c. Absolutely, this is a must for look and feel.

Producing everything in the dataset is impossible (other than sort orders), since the users should be able to filter at different levels.

It’s possible on PowerBI, but that’s opening a window for a discussion that I rather not have, and paying as much as we do to AWS, I really hope there is a way to solve this challenge.

5

thanks Deep, this doesn’t really solve the problem we’re facing.

6

Hi @Javier_Galvis

Check this out. Someone from Amazon Mexico created a P&L statement in a dashboard. See if you can reach out to him and get some insights?

7

Hi @Javier_Galvis

Check this learning video as well and see if it helps

8

thank you Giri, still does not cover the expected formatting needs from accounting.

9

Thank you, it does work great for the analysis, but no way to build the formatting expected from any standard financial statement.

10

Hi @Javier_Galvis,

Due to the evident formatting limitations for developing a P&L Table equivalent in Quick, I will make sure to mark this post as a Feature Request and archive it so that the AWS Team can look into it (and potentially develop more custom formatting capabilities in the future).

Thank you!