Data Visualization Best-Practices For P&L / BS Statement

Standard financial data visualization which should be present in any organization: a Profit & Loss / BalanceSheet Statement.

Data visualization best-practices

  • Display a table
    • Show the chart of account (drillable structure)
    • Display the actual value
    • Display Previous Year value + Variance + Variance in %
    • Display Budget value + Variance + Variance in %
  • Allow the user to select the type of accounts he wants to visualize: ‘Profit & Loss’ or ‘BalanceSheet’
  • If ‘Profit & Loss’ is selected, allow the user to select how to view the information: Month-To-Date, Quarter-To-Date, Year-To-Date, Moving-Annual Total

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Tableau Software

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Qlik Sense

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