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How To Create A Hierarchical Income Statement (P&L) In Power BI || Zebra BI Knowledge Base

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How To Create A Hierarchical Income Statement (P&L) In Power BI || Zebra BI Knowledge Base

95,464 views October 12, 2020 7:06

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In this video, you'll learn one of the easiest ways to create a hierarchical income statement in your Power BI using Zebra BI visuals! Follow this step-by-step guide: bit.ly/4tBzTjP

🦓 Claim your free trial of Zebra BI visuals: bit.ly/4354ifp

In this video you'll learn:

- How to set up a hierarchical income statement in Zebra BI with drill-down
- Why having sort order IDs in your data is the key to controlling your P&L row sequence
- How to set up the variance waterfall
- Master the Zebra BI settings you need: hierarchy levels, custom sort order, result rows & drill-down

📊 Zebra BI Tutorial: The COMPLETE guide to Financial Statements in Power BI!
This is your starting point for Financial Statements with Zebra BI. See the full series below 👇

📚 Zebra BI Financial Statements Series:
1. Power BI Hierarchical P&L: Income Statement with Drill-Down: youtu.be/IGCIsCC5iXQ - START HERE ✅
2. Power BI Income Statement or P&L In Just A Few Steps!: youtu.be/XHuBDrSc5Nk
3. How to Build a Profit & Loss in Power BI with Balance Sheet and Cash Flow: youtu.be/YJ2PY5Fyk7Q

🔗 Related Zebra BI Tutorials:
• Variance Analysis Power BI: FP&A Budget vs Actual Guide: youtu.be/rBOtssqsFNw
• Power BI Waterfall Chart: 8-Step Tutorial: youtu.be/Dz61h_gLAEc

🎓 Zebra BI Deep-Dive Webinars:
• Power BI Financial Statements: Automate P&L, Balance Sheet, Cash Flow: youtu.be/6Z517cvZ5Rw
• Power BI P&L Tutorial: Income Statement Complete Guide: youtu.be/gx8RTfXSK-s
• Create user-friendly Income Statements in Power BI: youtu.be/gi7bpfLFyYo
• How to create user-friendly income statements in Power BI [QUICK GUIDE]: youtu.be/DUohCtcNfik

⏱️ TIMESTAMPS ⏱️

00:00:00 Intro
00:00:26 Quick look at the data
00:01:40 Inserting Zebra BI visual & adding the fields
00:02:17 Custom sort order logic
00:04:00 Change the chart type to the waterfall
00:04:11 Define results and inverted accounts
00:06:43 Outro

🦓 Try Zebra BI free: bit.ly/4354ifp

📚 Resources:
🎓 Zebra BI Academy: bit.ly/4dpNNzx
📖 Knowledge Base: bit.ly/4tzBmqU
📹 Join our channel: bit.ly/4npUdTA

🔍 Explore Zebra BI:
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#ZebraBI #PowerBI #IncomeStatement #FinancialReporting

About this tutorial

Zebra BI published this 7:06 video tutorial on October 12, 2020. It has been watched 95,464 times on YouTube.

Channel: Zebra BI
Category: Science & Technology
Duration: 7:06
Published: October 12, 2020
Views: 95,464
Likes: 343

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Further reading

How to Create an Income Statement for Your Business businesstown.com
An income statement, otherwise known as a profit and loss statement, is a summary of a company’s profit or loss during any one given period of time (such as a month, three months, or one year). The income statement reco…
Income Statement: Free Download, Create, Edit, Fill and Print ... pdf.wondershare.com
The income statement you create will be tailored to your regular accounting needs. It is considered that only a professional can make an income statement, but by following the steps below you can also create an income s…
How To Prepare An Income Statement: A Simple 10-Step Business Guide freshbooks.com
To prepare an income statement generate a trial balance report, calculate your revenue, determine the cost of goods sold, calculate the gross margin, include operating expenses, calculate your income, include income tax…

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