Financial Reporting

Problem

A way to easily access current financial metrics with the ability to quickly view by different periods or detail level.

Solution

Taking GL information that typically comes from most accounting systems, I created a P&L statement in Power BI that compares actuals with budget values (see example below). The user can view information by month, quarter or year and either show all categories or summarize by Revenue and Expenses. The second page of the visual shows the same information but compares one time period with the previous and shows the variance period to period. Also, as data is added each month, the visual will automatically update to show the latest information.