Financial Analysis

[Jennell_Yorkman]

As a follow-up to my previous blog post titled Finance Report with Waterfall Chart, I wanted to share an awesome demo that showcases financial reporting visualizations including a profit & loss statement with a waterfall chart. Qlik's Dennis Jaskowiak and Ekaterina Kovalenko, and partner Dawid Marciniak from HighCoordination, created the Financial Analysis demo based off of Jedox data, incorporating many enhancements to the straight table and pivot table. In addition to the waterfall chart, they use inline SVG to create lollipop charts and bar charts in financial statements.

Here is a look at some of the sheets:

The Dashboard provides a high-level overview of profit and loss, cash flow and liquidity. On this sheet, view the use of inline SVG bar charts and lollipop charts.

The P&L sheet provides a more detailed look at profit and loss.

The Cost Center sheet uses the pivot table to show sales costs.

Find a detailed look of cash flow on the Cash Flow sheet.

This is just some of the sheets you will find in the Financial Analysis demo.  If you are looking for appealing ways to visual your financial data while keeping it concise and clean, download the Financial Analysis demo here.

Thanks,

Jennell

Source Files.zip

[Greg_Oliven]

Hi Jennell, from this "incorporating many enhancements to the straight table and pivot table" I can't tell if it uses extensions - can you clarify? Thanks.

[Jennell_Yorkman]

@Greg_Oliven Hi Greg, no extensions are used in the app.  Rather inline SVG is used for some of the visualizations in the charts.

[giohb_]

Love it! Could you include the QVDs and xlsx so we can initiate reloads?

[mhoudas78]

yes it's beautiful, could  you include QVD and xlsx files think you

[Jennell_Yorkman]

@giohb_ @mhoudas78 I have attached the Excel file and the QVDs that they are able to share. If more become available, I will update the zip file.