How to Build a PivotTable Profit & Loss in Excel

[@yourcfoguy]

Download the worksheet for FREE with coupon code PTPL7 before 7/12! www.yourcfoguy.com/templates/pivottable-profit-loss-worksheet

[@mdrashediqbalmollick426]

coupon expired josh can u send me new coupon download and try it

[@afeefabdullah323]

Hi Josh , would you please share coupon code

[@yourcfoguy]

@@afeefabdullah323 Sorry, the promo is over but if you're subscribed to my newsletter you'll be the first to know about future promos!

[@yourcfoguy]

@@mdrashediqbalmollick426 Sorry, the promo is over but if you're subscribed to my newsletter you'll be the first to know about future promos!

[@Que-what]

Love it . Top job. Love the icons, emoj.

[@yourcfoguy]

Glad you liked it!

[@QrooSpanish]

Thank you! I just subbed to your channel

[@yourcfoguy]

Great to have you here!

[@bushraikram6173]

OMG, this is awesome. Thank you for sharing this.

[@yourcfoguy]

Glad you enjoyed it!

[@alamiralshafay]

Great lecture I like it too much Thank you.

[@yourcfoguy]

Glad to hear thanks for watching!

[@racheallola8058]

Nice one 👍

[@yourcfoguy]

Thanks Racheal!

[@Tonyfinance-ge2un]

Top Content!

[@yourcfoguy]

Thanks for watching!

[@odiet76]

This is awesome 👍👍

[@yourcfoguy]

Glad you liked it!

[@daniedavy1354]

This is insightful

[@yourcfoguy]

Great to hear!

[@financnifitness2583]

Hi Josh, do you have also the blank template to follow along, please? :)

[@yourcfoguy]

No blank one, but I do have the completed one that you can recreate! www.yourcfoguy.com/templates/pivottable-profit-loss-worksheet

[@learningwithmaliha]

Awesome video!

[@yourcfoguy]

Glad you liked it!

[@fionapan5821]

Save my life♥

[@yourcfoguy]

mission accomplished :)

[@ssbpl94]

Great 👍

[@yourcfoguy]

Thanks for watching!

[@powerstill3883]

Great video. Just wondering whether we can do a Gross margin % based on the PV table created?

[@yourcfoguy]

There certainly is a way, but I’m not 100% familiar with how to do so in this setting! I believe it would be a custom field / measure. Will do some research on it

[@MohammedZiyad-z1h]

Can you guide us to create Segment Profit & Loss where we need to prepare P&L for multiple branches

[@yourcfoguy]

Good idea! Will get that into the rotation. Until then, you would export each branch and include a new column called “branch”. U would then append all together in power query and use branch as a filter

[@JTB-n1e]

Will this update dynamically when data for a new month is added to the original source data?

[@yourcfoguy]

Yes! That’s the beauty of power query

[@JeanMarcSoulié-h1v]

You work from an existing PL, it's not the reality, you have to work from the accounting detail entry and it's not the same thing, it's very complicated in Power Pivot as in Power bI

[@yourcfoguy]

Thanks for sharing your feedback - I'm not sure I follow. You're saying you need to start one level deeper with the transaction detail?

[@kishorregmi6296]

How do Input GP% and NP%

[@yourcfoguy]

The way I would approach that is by bringing this to the data model, and then creating Custom Measures for both metrics, and formatted for %. You can learn how to do that in this video: kzbin.info/www/bejne/iZLcmYx9fcyhgqssi=_3ov3BGdxhXmgUaa

[@billgyrotech]

Please extend free code to help a guy out thanks.