Dynamic P&L report in Power BI / Fabric without custom visuals

The profit and loss (P&L) statement is one of the most commonly built financial reports in Power BI — and simultaneously one of the most frequently designed in ways that are hard to maintain, adjust, or extend. The gap between common Power BI demos on this topic and the real requirements of financial controlling in larger organizations can be significant.

In this session, I will demonstrate how to design a dynamic, multi-variant P&L based on data definitions and model logic rather than custom visuals, using standard capabilities of Power BI and Microsoft Fabric.

* Using a realistic financial model (transaction ledger, chart of accounts, cost centers, cost types), we will cover:

* designing the data model with a bridge table and a multi-level P&L definition,

* mapping transactions to the P&L structure using combinations of dimensions,

* a DAX pattern based on “row types” (e.g., simple sum, conditional sums, partial totals, custom formulas),

* supporting multiple P&L variants within one model (e.g., cost accounting, comparative view, project-based),

* and the final result using only standard Power BI visuals.

This session focuses on architectural decisions and patterns that enable building flexible, business-driven financial reports through advanced and efficient mapping and DAX logic — without custom visuals. Microsoft Fabric serves as the data backend; the primary focus is on the P&L model and its semantics.

• Learn how to design a P&L model & report in Power BI without relying on custom visuals • Understand a proven data modeling and DAX pattern for mapping complex financial structures • Gain practical guidance for building maintainable, business-ready financial reports at scale