An income statement (or a Profit & Loss statement) is one of the three key financial reports, along with a balance sheet and cash-flow statement. It provides the ultimate view of your company’s financial performance.
Still, creating income statements in MS Power BI can be nightmarishly difficult. Datasets are hierarchical, containing several intermediate results and subtotals, consist of both “good” and “bad” elements (e.g. revenues vs expenses), require inserting additional performance indicators (e.g. percentages like Gross Margin in %, Operating income as % of Revenue), etc.
In our webinar, we will tackle the abovementioned challenges and provide tips&tricks to structure, create, and design understandable and actionable income statements with the help of Zebra BI visuals for Power BI.