Webinar recording
How to Design Income Statements (Profit & Loss Statements) in Excel

Join our webinar to learn how to redesign your income statements to make them:

  • properly visualized using IBCS standards,
  • easily understandable, and
  • actionable.

What's included

Full video recording
Excel 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

Watch the Video

Get Excel Example
You can download the Excel files with examples from the webinar
Access the materials
(0:34) Example: Comparing to the previous year
(1:15) Displaying sub-calculations
(4:07) Displaying variance: Plus-minus chart and waterfall chart
(5:17) Example: Comparing to the previous year and the budget – table-chart combination
(8:014) The importance of scaling
(10:01) Data visualization with waterfall charts
(12:56) Displaying more business units
(17:14) Creating Profit & Loss statement – actual
(19:03) Defining elements of the waterfall chart: Category class column
(23:39) Showing the sub-calculation – Costs of goods sold
(28:14) Creating Profit & Loss statement – actual vs. previous year
(29:47) Inverting the colors of negative contributions: Row level invert
(33:04) Combining charts and tables
(36:02) Inserting the chart to a specific area
(37:07) Scaling charts
(37:34) Formatting the table
(39:18) Adding the key message, titles and comments
(41:12) Exporting reports to PowerPoint
(42:56) Using page layout templates
(44:48) Editing page layout templates
(46:29) Limiting the outliers
(48:45) Moving charts
(50:16) Creating multiple charts at once
(52:31) Designing a layout
(56:48) Zebra BI resources and social media presence
(57:22) Q & A
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