Income Statements (Profit & Loss) in Power BI
A perfect financial report? In this step-by-step tutorial, you'll learn top tips&tricks to structure, create, and design understandable and actionable income statements in Power BI with the help of Zebra BI visuals.

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.

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), requires inserting additional performance indicators (e.g. percentages like Gross Margin in %, Operating income as % of Revenue), etc.

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In this video you'll learn:
👉Hierarchical (multi-level) income statements
👉Managing subtotals and intermediate results
👉How to manage ragged hierarchies
👉Adding KPIs via row-level formulas
👉Commenting on individual accounts
👉Multidimensional income statements (by business unit, legal entity, etc.)

(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

To try the examples yourself:
1. Download and install our complimentary free trial of Zebra BI visuals for Power BI
2. Unzip the file with examples and open them in Power BI

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👋 With Zebra BI you can transform your Power BI reports into professional, interactive visualizations that tell a story. And the best part? You don't need advanced BI skills to get started.

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