Please can you assist with my query
I have 2 tables for the income statement.
Table 1 is an Income statement summary. Data is on a monthly basis. Its named IS data
Table 2 is the Geography data and breaks down the income statement on a segmental basis.
Following on from the example used by Sam in the Financial Reporting showcase course, I am not able to use this example for my query as I would like to merge the Geography Data with the IS data.
The Financial Reporting course initially creates a new table to mirror the Company Expenses table before going ahead to use a UNION function to merge both tables together.
However the Geography data has more than 1 category. It has 7 unique categories which are:
- Interest Income
- Interest Expense
- Depreciation & Amortization
- Equity Income (Loss) - Net
My plan is to have the IS data show the numbers on both a segment analysis as well as a Full Year/ Quarterly analysis
The IS data is a monthly one while the Geography data is quarterly
I am not able to replicate this solution in the Financial Reporting showcase example to my case. Is this scenario possible?
Please see attached my pbix file
Financial Reporting Income Statement.pbix (150.7 KB)