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How would you create a matrixed P&L?

  • 2 May 2024
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Hello, 

I just went through a painful process of manually creating ~230 lines in a custom row set to go along with 14 columns created in a column set to effectively create a matrixed P&L. The client wanted to have everything on one report and have everything above ‘Gross Profit’ broken down between their divisions (they have 4) as well as showing a total column, and repeat this to show a monthly set and a year to date set on the same page. The rows needed to show all of the correct header column data in a single row and the merge worked pretty well. 

This was my novice approach at this task but how would you have created something like this? 

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Best answer by Laura02 3 May 2024, 00:23

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Hello,

Two options that come to mind for a P & L broken out by division, with periods and year to date across the page are ARM reports (Row Set, as you created)  and Velix o - to produce financial reports in Excel with direct updates from (and to) Acumatica.

 

Laura

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