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.

[Corrado]

Really cool!!! Thank you for sharing.

[hgarcia6104]

Jennel Grat work,congrats and thansk for sharing,, quick question how did you created the column Structure Link seems that this is the key that make all the tables to talk....

[hgarcia6104]

have you noticed this behaviour in one of the tables in the P&L section , instead of show the results is presenting the svg formula

[Dennis_Jaskowiak]

Hey hgarcia6104,

normally the svg formular shouldn't be visible. If that is the case please edit the chart and select under Representation the option "Image"

[Dennis_Jaskowiak]

Hey hgarcia6104,

we created a Flat Hierarchy Link Table. It is also part of the script (section: DIM-Structure Link).

* Script to Create a Flat Hierarchy Link Table

*

* Purpose: This script transforms a hierarchical 'Accounts' table (with levels

* in separate columns like Level1, Level2, etc.) into a flat link table.

* This new table allows for easy selection and analysis of all lowest-level

* accounts that roll up to any given parent at any level.

Let me know if it is part of your load script as well. Otherwise I can share it.