Statement · Tables

Your P&L and balance sheet as a finance team lays them out

Month-end packs show the profit and loss and the balance sheet line by line: sections, groups and accounts, a total under each group, actual against plan and last year, and the variances. In Power BI that means a matrix where subtotals look like any other row, variances are separate measures with conditional formatting, and Gross profit or EBIT need their own calculation groups or hidden rows. The visuals that do it properly cost from about $800 a year for ten users.

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Free to use, with no watermark and no time limit. Pro from $3 per viewer a year.

Net profit €158K under planProfit and loss against plan, € thousands
AccountACPLΔPL⌄ RevenueProduct sales7,3927,270+122Services1,4101,590−180Other income6450+14Total Revenue8,8668,910−44› Cost of sales−3,115−3,045−70› Operating expenses−3,744−3,703−41Net profit1,2891,447−158
Light report
Net profit €158K under planProfit and loss against plan, € thousands
AccountACPLΔPL⌄ RevenueProduct sales7,3927,270+122Services1,4101,590−180Other income6450+14Total Revenue8,8668,910−44› Cost of sales−3,115−3,045−70› Operating expenses−3,744−3,703−41Net profit1,2891,447−158
Dark report

What it shows

Statement draws the statement the way a finance team writes it: the account hierarchy indented, a bold “Total …” row under each group, a strong line over the total, and columns for actual (AC), plan (PL) or previous year (PY). Next to them are the variance in money (ΔPL) as a small bar in each row and the variance in percent (ΔPL %) as a pin, around a zero line that runs down the column, so the big misses stand out without reading every number. Blue is better, orange is worse. Fold a group to one line with its arrow; the report remembers what you folded.

How to set it up

Add Statement from AppSource or the .pbiviz file, then drag in:

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.

Read the full Statement guide

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.

Free and Pro

FeatureFreePro
Account hierarchy with Power BI’s subtotals, a total row and folding saved in the report✓✓
Actual with plan or previous year, variance columns with bars and pins✓✓
Lower is better per group, totals below or on the group’s row, own labels, display units✓✓
Tooltips, click to filter, keyboard, high contrast, light and dark✓✓
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—✓

Free features always work, with no key and no tag. Pro features need a licence key for Statement or Everything. Without a valid key, Statement shows one comparison and leaves out the result rows and the percent column, with a short notice and a “Try Pro free” button. A paid key keeps Pro working for 7 days after it runs out, so a late renewal never breaks a report.

Your data stays in your report

Statement makes no network calls and stores nothing outside the report. The licence key is checked inside the visual, so it also works offline, in Report Server and in locked-down tenants.

How the visuals handle data

Pro licence
$36per creator a year
$3per viewer a year

For Statement alone. The entire suite is $90 per creator and $7.50 per viewer, or license the whole organisation.

See pricing

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