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samu
Partner - Contributor
Partner - Contributor

Making profit & loss statement with Qlikview

I'm making a profit & loss statement with qlikview and I'm wondering which would be the best approach. The problem I'm having is that I cant seem to find a proper way to create a table in Qlikview which would display all the information correctly. Ie.

Turnover (should display the total sum from all the accounts between XXXX and XXXX)

Other operating income

Materials & Services

Personnel expenses

etc...

I have data from our SQL database and all the transactions from our general ledger. I can get everything out just fine on account level. However, I'm having problems with grouping data from certain accounts together. (ie. all the sales accounts under turnover, all the purchase accounts under materials & services, etc.).

Do I have to do this when loading data to Qlikview from our database by creating for example a new calculated field that has the information under which type of costs or income specifics accounts belong to, or can I do it in some other way? I've tried to create a chart with different dimensions/expressions in Qlikview which would contain all the information but I naturally can't get all the lines to align.

The only way I've managed to do it in Qlikview is by adding separate charts on top of each other that only display one line of information but it doesn't seem to be all that convenient solution.

Any tips on how I should get this done?

Best regards,

Sam

16 Replies
Not applicable

Ok. Thank you for your input!

samu
Partner - Contributor
Partner - Contributor
Author

Thanks for the advice! I'm going to try to achieve the results I'm looking for by using Jeanne's sample.

Br,

Sam

Not applicable

Any example in this case will be appreciated.. Thankyou:-)

Not applicable

Hello Jeanne,

I m still a newbie with QV.

I do alot of accounting stuff (ERP) and I m keen on using QV to handle P&L, Balance sheet, cash flow reports etc.

I ll appreciate any help you can give me to jump-start

Thanks in advance

Femi

pelqlikview
Partner - Contributor
Partner - Contributor

Hi QlikView Guys,

we have developed an QliView AddOn for solving that problem - for more details have a look at: http://www.highcoordination.de/en/qlikview/qlikview-add-ons/structurebuilder/

Please feel free to contact me for further questions.

BR

Peter Ellerau

HighCoordination GmbH

Not applicable

Thanks for your email.

I ll be attending to it shortly

Regards

Femi

robert99
Specialist III
Specialist III

Hi

 

I did this in Sense. But it would also work in View

I used it to not only do a number of  P+Ls. but also a  cash flow

 

https://community.qlik.com/t5/Qlik-Sense-App-Development/QlikSense-Profit-and-Loss-Statement-without...

Profit&Loss.JPG