Hello in addition to the great visualization charts and graphs we have a need to show a financial Profit and Loss statement on our dashboard. I am using a pivot table and can get halfway to success. But the order and grouping of the rows is not ideal.
Has anyone else built a P&L statement able to share any tips/tricks? I'm not sure if it is the structure of our DB or if I just need a new drag and drop/manually organize table rows type functionality.
Thanks for any help you can provide,
Hey @mjhavey, hope you found what you needed here.
Wanted to throw in some info for other searchers. Currently, Metabase does not support custom sorting within a pivot table. You can find the bug here: Pivot table - sort by value · Issue #16505 · metabase/metabase · GitHub
However, I have managed to find a (albeit janky) workaround. I've added a "Line Item" string to my accounts in the order that I want them to be displayed in the pivot table. Note that by using strings, any lines below 10 will need to be prefixed with a 0. I.e. 01, 02, 03, etc.
Here's what it looks like:
Best of luck!
