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Patrick_Pescetto
Contributor III
Contributor III

Is it possible to build a “Balance Sheet” style visualization in Qlik Sense?

Hi everyone,

I would like to ask if it is possible to create a visualization in Qlik Sense similar to the one in the attached example. The idea is to build a financial dashboard that shows a balance sheet layout, with Assets on the left side and Liabilities/Equity on the right side, aligned and structured just like in a traditional financial statement.

The goal is not only to display the totals, but also to present the hierarchy (e.g. Fixed Assets, Current Assets, Equity, Liabilities, etc.) in a mirror-style balance layout, instead of just a pivot table or straight table.

way.jpg

Has anyone tried something like this before?

  • Are there extensions or best practices for designing such layouts in Qlik Sense?

  • Would this require a custom extension, or can it be achieved with native objects and some creative formatting?

Thanks in advance for your advice!

Labels (3)
1 Reply
robert_mika

You may achieve that using the new text object and build in tables.

But how do you see the mechanics?

 

You can look into the below for a  Vertical layout

https://community.qlik.com/t5/App-Development/Qlik-sense-Balance-Sheet/td-p/1540912