Annual Comparative Statement Power BI Template

Here's an example how you too can turn an Excel table with financials for the past 5 years into Power BI, from an outdated table to a mean, lean, insights-generating machine with the help of our Annual Comparative Income Statement Power BI template:

Built entirely with Zebra BI visuals, this report enables you analyze income statement data across multiple years and regions. The easy to understand visual representations help you clearly identifying trends, key performance drivers, and financial patterns in a financial dashboard.  

This template enables finance professionals and business users to understand the past so they can project the future, either as part of financial analysis or when validating assumptions in forecasting and planning. It applies data visualization best practices and interactivity to support easy exploration, intuitive interpretation, and clear communication of financial performance.  

Who is this template for?

This annual comparative income statement template is ideal for:  

• Finance professionals and controllers – to analyze actual performance historically and validate forecasting assumptions about future performance 

• FP&A teams – for building dynamic dashboards that replace static Excel financial statements and outdated financial dashboards 

• Executives and senior management – to get high-level and drill-down financial views  

• Business managers and non-financial users – to understand how their actions impact financial outcomes  

• Data analysts and BI developers – looking to elevate financial reporting with best-in-class visuals  

What business insights will you gain?

This financial reporting template for your annual income statements helps you answer questions like:  

• What are the main drivers behind our income growth or decline?  

• What does the statement by region look like?  

• Which parts of the income statement need more attention and why?  

• What are the trends in key metrics like EBITDA or Net Income?  

• How well do actuals align with plans and forecasts?  

• Are your operating expense ratios on track?  

• Is your revenue forecasting accurate as compared to actual revenue historically, as well as other performance indicators? 

With these actionable insights, you can use Power BI to: 

✅ Understand financial trends over time with regional and hierarchical views  

✅ Identify performance gaps with variance analysis and clear visual indicators  

✅ Communicate financial data in an accessible and actionable way  

✅ Explore key metrics interactively using filters, hierarchies, and small multiples  

✅ Drive strategic decision making with insights that connect business actions to financial outcomes  

Why use this template?

This Power BI annual report template is designed to apply best practices in data visualization and financial reporting right out of the box, so you can get valuable insights and present them in a way that is easy to understand for everyone: from project managers to your finance team and C-level executives.  

Acting as a fully-fledged financial dashboard for the entire organization, this Power BI template enables you to:  

• Present multi-year income statements using a clear, intuitive tabular format in Power BI 

• Communicate complex variance analyses clearly and efficiently  

• Use visual storytelling to make reports understandable at a glance, even outside of your finance team 

• Avoid complicated DAX measures or manual chart tweaking  

• Build waterfall charts, small multiples, and integrated variance tables with just a few clicks using Zebra BI visuals  

• Use annotations and comment markers to explain the "why" behind financial movements  

• Help non-financial users grasp the structure and implications of financial results  

• Highlight the relationship between strategy and financial performance  

• Help the entire organization make better, more informed decisions 

This Annual Comparative template helps you make your message crystal clear and your data drives actual data-driven decisions, based on your performance metrics—whether reporting to executives and stakeholders or diving into detailed financial analysis.  

Zebra BI visuals used

To help you make the most out of this template, we have enhanced it with the following Zebra BI visuals:  

Zebra BI Tables

Financial statements follow a structure similar to a category breakdown—tables are the most natural and intuitive way to present them.  

We used a combination of tables and charts with already embedded formulae and out-of-the-box formatting to help you analyze and present your data in a way that makes it easy for non-financial users to understand financial statements and how business actions impact results and strategy.  

Here’s what you need to know about the Zebra BI tables in this Annual Comparative Power BI template:  

• This template combines tabular structure with waterfall charts to clearly show the impact of each P&L account on the bottom line (Net Income)  

• The integrated variance analysis is automatically calculated and formatted out-of-the-box, helping you focus on areas that need attention and explanation  

• Our built-in dynamic comments solution enables clear annotations that explain the "why" behind financial changes  

• The template also allows you to display grouped categories and hierarchies over time with intuitive formatting  

Note on the tables’ guide interpretation: left to right (oldest to newest), top to bottom (aggregated or subtracted items), reflecting widely accepted accounting standards  

Zebra BI Charts

The Zebra BI charts in this Annual Comparative template also help you deliver the best and clearest data presentations. They:  

• Include plus-minus charts, waterfall chart, and pin charts for trend and contribution analysis  

• Leverage small multiples to track several KPIs in time series with precise scaling  

• Variance highlights and dynamic breakdowns explain performance at-a-glance  

Zebra BI Cards

Want to get down to the nitty-gritty of your financial data? Zebra BI cards enable you to:  

• Display top-level KPIs like Revenue, Net Income, and EBITDA with visual clarity  

• Make key performance indicator tracking consistent and actionable with out-of-the-box built-in variances and IBCS-compliant layouts