Create user-friendly income statements in Power BI

Join our webinar to learn how to use Power BI to design income statements that are:

  • user-friendly,
  • easily understandable, and
  • actionable.
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Webinar Details
Learn how to create awesome income statements in Power BI!

The Income Statement (or Profit & Loss Statement) is one of the most commonly used financial statements. We know it takes a lot of time to extract the most important insights from the usual "tabular" income statements our goal is to make everything easier for you.

Together with the recording, we'll also hand out the new Zebra BI custom visuals for Power BI! 💪

 

 

You'll Learn: 

Detailed instructions for creating income statements in Power BI
Handle different types of KPIs - sales, costs, AR, ...
Best ways to compare income statements to previous year and plan
How to manage sub-calculations for COGS, OpEx subtotals, etc.
How to ensure the correct P&L sort order

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Presenter

Andrej Lapajne

Founder & CEO at Zebra BI
Andrej brings 25 years of experience in business intelligence and software development and 20 years as a consultant. Helping numerous international and regional companies achieve consistent and efficient internal reporting throughout the organization inspired him to build Zebra BI.

Join the conversation

Meena Laird
Data Analyst
Watching Zebra BI videos was a game changer for me in dashboard and report design! Thank you for always having great content! ⭐️
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Rachel Guthrie
Customer Success at Microsoft
Woohoo! You guys rock the data viz world - keep up the great work!
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Wilco Nagtzaam
Senior FP&A Controller
Our financial landing page at KPN is completely based on the sales dashboard template. We also use a copy of the consolidated financials. The templates of Zebra BI are providing us with a lot of inspiration, and we don't "need to invent the wheel" again 😉
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Kimberley Canoute
Business Intelligence Analyst
You guys are amazing! Thanks so much for the great content! Keep up the fantastic work 👍
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Raúl Vinuesa Arjona
Senior Data Consultant
An amazing visual for finance. It has a lot of possibilities such as analytic periods, variances, or custom hierarchies for your income statement. 100% advisable.
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Esteban Fabiani
MS PowerBI Consultant
Awesome reports. Lots of tricks inside, thanks to the Power BI and the Zebra BI visuals.
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Brahim Chabane
Zebra BI User
Zebra BI is the best feature that has been created for Power BI. It makes designing reports easy. Thank you.
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Ryan Cheung
Zebra BI User
I spent a couple of hours searching for a solution, your brief tutorial was the only one that worked for me. Thanks so much!
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Cheng Wang
Zebra BI User
It looks so good to a point that makes me be like, what's the point of me learning given I'll never be that good.....😄
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Wilco Nagtzaam
Senior FP&A Controller
Amazing, Mindblowing, Supereasy
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Brian Julius
Chief Content Officer at Enterprise DNA Ltd.
I've recently been experimenting with Zebra BI's custom Table visual, which is like the native Power BI matrix on steroids. If your work allows for the use of custom visuals, I think it's definitely worth checking out. Planning on doing a video on it soon...
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Jonathan Kapoor
Commercial Reporting and Insights Manager
Hot damn @ZebraBI...speechless. Can’t share it but it looks good!
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Lars Schreiber
Power BI Consultant & Trainer
Hey @ZebraBI: Your CEO is a cool dude and your visuals for #powerbi and #Excel are insane. Thanks @lapajne for presenting today. It was a ton of fun 👊
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Pascal Kiefer
CEO & BI Consultant
I can't believe you always manage to pack so many new and great features into every update :-)
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Harry Ferrera
Senior Business Intelligence (BI) Analyst
I dare to say that Zebra BI is the most realy hight level custom visual that exist right now. Amazin job, great updates. I definitely will keep recomending this custom visual to our clients.
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Jeff "Power BI Lobbyist" Weir
Modelling/Visualisation consultant and analytical storyteller
I had a phone interview for a #PowerBI contract, where the interviewer said of the sample dashboards in my CV: "Great...I see you use @ZebraBI!" How cool is that? And they mentioned my top-secret passphrase on the call: "Actionable Insight". I'm in.
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Manuel Barahona Gandía
Business Intelligence Reporting Manager
The reusable trick of switch I think is brilliant! And obviously, Zebra BI table replaces any other table now in Power bi. RIP to normal tables!
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Daniel DeHaven
Director of Financial Systems
This visual from Zebra BI enables you to build stunning P&L, CF, and BS statements with complex structures with ease. Very intuitive for developers and users. In my opinion the best solution for Financial Reporting structures. 11 Stars!
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Tania Tombak
Principal Consultant, Executive Dashboards and Data Analysis
Already tried stacked bar. It's fantastic! Thank you for such a great feature!
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Esteban Fabiani
MS PowerBI Consultant
As you say, Andrej Lapajne, we spent A LOT, searching and explaining how to do Comments, with Power Apps, and also with the help of Excel. They were workarounds!!! No doubt...this is awesome and the simple way to go forward.
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