Webinar recording
The Definitive Guide to Income Statements in Power BI

In this webinar, we will tackle all the 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.

What's included

Full video recording
PBIX example used in the webinar
Enjoy & thank you for watching! Don't hesitate to reach out if you have any questions — write to us at support@zebrabi.com!

Presenter

Andrej Lapajne

Founder & CEO at Zebra BI

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Get PBIX Example
You can download the PBIX example that we used at the webinar to check how it's done!
Access the materials
(0:00) - Introduction by Andrej Lapajne
(0:50) - P&L example presentation
(5:47) – Agenda
(6:45) – Anatomy of a financial report
(11:51) – Financial data model and data preparation
(25:10) – Building a report
(29:58) – Inverted rows
(32:50) – Row Formulae
(36:12) – Creating a report slicer to switch between reports
(38:48) – Comments & Comment markers
(42:15) – KPI Trends
(55:25) – Bridge Charts
(57:50) – Wrapping up
(01:00:12) – Q&A Session
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Your Questions

Here are some of the questions that came up during our live session. Thank you for being such a proactive audience. Have more questions? Drop us a note at support@zebrabi.com!
Why wouldn´t you use the bookmarks? Usually they provide a good solution without messing with the underlying data model.

Several reasons. Bookmarks take much more work to set up, are prone to manual errors, lead to slower performance, and almost always become a nightmare to maintain. You have to insert multiple visuals, switch their visibility on/off, add bookmarks for all states. Once you do that on 1 single report page, you have to repeat the exercise on all pages in all of your reports...

Even if users have this skill, they don't have the time for this. Not to mention that you need to revamp the bookmarks every time when there's a change, making Power BI reports multiple times more "expensive" to maintain.

If you create a simple switch in your data model, every user can add the native slicer with 2-3 clicks, that's it.

That's the reason why we recommend using bookmarks only for (1) info overlays, (2) storytelling, and (3) personalization (if necessary). Bookmarks are not intended for slicing. Slicers are.

 

Are you able to drill down to more detail on the rows of the report? For example, if product revenue is made up of multiple accounts?

Sure, if you would like to have more detailed level of Product revenue in your hierarchy, you would simply click on Product revenue and to the drill down.

We saw a lot of vertical waterfall charts and plus/minus charts. Which of those would you advise to use in financial reports?

I personally like waterfall charts best. If you think your audience isn't familiar with waterfall charts yet, for example, non-financial management, you can first roll out reports using a bar chart (plus/minus chart). After people get used to them after a couple of months, you can switch them to waterfall charts.

Ready to start uncovering actionable insights from your data?

Explore Zebra BI for Office and Power BI, or start a trial instantly and test our tools on your data. You can also contact us to help you build your first test report and create a custom package for your business.

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