How to generate hierarchy P&L report

yychim

Hi Community,

I am currently facing difficulties in creating a hierarchy Profit and Loss (P&L) report with multiple tabs.Please kindly guiding me through the process and sharing any relevant learning materials that might be helpful.

Thank you in advance.

Input source data like this:

I want the expected Output:

Dummy P&L Data.xlsx

DanielG

@yychim  -- I don't have time to do up an entire workflow, but you basically just need to build it out in section and then union all the parts together with layout tools to get it looking how you want.  I did a mock up for the first section to give you an idea of how I'd do it.  Hope this helps.  🙂

PartialSample.yxmd