Docs · Visuals
Statement guide
Your P&L and balance sheet as a finance team lays them out.
Fields
| Field well | What to put in it |
|---|---|
| Accounts | The hierarchy, top level first, such as section, group and account. Give each level a Sort by column so the rows come in statement order. |
| Actual | The amount, such as the sum of the general ledger. |
| Plan | Optional: plan or budget. |
| Previous year | Optional: the same period last year. |
Set it up
- Add Statement to the report page (see Install the visuals) and drag in the fields above.
- Every group total is your measure, worked out by Power BI for that group. With revenue positive and costs negative, the total at the bottom is the result and higher is better everywhere. If your costs are positive numbers, list them in Format › Rows › Lower is better for, and a cost overrun shows as worse.
- In Format › Columns, pick the comparison (Auto uses the plan when there is one), which variance columns to show, and whether they have bars.
- In Format › Rows, put group totals on their own row or on the group’s heading, rename “Total {group}” and the total, or switch the total off for a balance sheet.
In the report
- Hover a row for its accounts, the actual, the comparison and both variances, marked better or worse.
- Click a row to filter the report to it; the rest dims. Ctrl+click picks several.
- The header stays at the top and the account names at the left when the table scrolls.
- Light or dark background, high-contrast mode, and your own colours.
- Tab into the table and move with the arrow keys; Right opens a group, Left folds it and Enter selects. Screen readers get a tree grid with the level of each row.
- The format pane, the headings and the messages are in English and Norwegian.
Pro features
- Both comparisons: plan and previous year side by side, each with its variances
- Result rows: Gross profit, EBITDA, EBIT and others, written as Gross profit = Revenue + Cost of sales
- Percent of a row: every line as a share of Revenue, or any row you name
Pro features need a licence key for Statement or Everything, or a 14-day trial key. Without a valid key, Statement shows one comparison and leaves out the result rows and the percent column, with a short notice above the chart and a “Try Pro free” button. Everything else keeps working. See Add your licence key.
Something not right?
Check Questions and answers, or write to support@getgrafpoint.com saying which visual and where the report runs (Desktop, the Power BI service or Report Server), with a screenshot made with sample data.