How to Build a Profit & Loss in Power BI with Balance Sheet and Cash Flow from One Model | Zebra BI

📈 Learn how to create a dynamic P&L (income statement), balance sheet and cash flow in Power BI using one clean data model and Zebra BI visuals. Perfect for FP&A, controllers and BI developers who want scalable financial reporting. Start your free trial 👉 https://bit.ly/48eU7Is

📊 Too many Power BI reports confuse instead of explain – with colors everywhere, no comparisons, and no clarity for decision-makers. But it doesn’t have to be this way. Watch how we fix it with Zebra BI:    • Storytelling in Power BI: Native vs Zebra ...  

💡 Download Zebra BI for Power BI today: https://bit.ly/4oHsPR2 Don’t overcomplicate reporting! All you need is clear, automated, IBCS-compliant visuals.

⚡🚀⏱️ STOP wasting hours on manual work. With Zebra AI you get advanced AI-powered data prep and analysis – plus visuals that do the heavy lifting: automatic variances, dynamic comments, and responsive layouts. Try it here: https://bit.ly/49S6RWM

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▶EDUCATION:

Join Zebra BI Academy for free Course: https://bit.ly/4hV9glu

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▶RESOURCES 💵📊📈📉💡

Income statement Power BI Template: https://bit.ly/49ltNO8

Free Webinars: https://zebrabi.com/resources/?_resou...

Guide: Power BI Financial Dashboards: https://zebrabi.com/power-bi-financia...

Case Study – Helvetia: https://zebrabi.com/customer_stories/...

Knowledge Base: https://help.zebrabi.com/kb/power-bi/...

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Chapters:
0:00 Actionable Financial reports in Power BI overview
2:40 Clean Data model for financial statements
7:00 Building the financial statements report in Power BI
11:32 Add Custom On-Visual Calculations
16:00 Braking Down our P&L by MTD, YTD and Full Year Calculations
20:05 Adding Comments and Annotations
23:39 Switching between P&L, Balance Sheet and Cash Flow in one report
24:32 Financial KPI Trends with Charts
27:34 Recap


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▶More Content 🍿🎥📺🎞️🎬

How to Start With Variance Analysis in Power BI:    • FP&A’s Smarter Way To Do Variance Analysis...  

Zebra BI Webinars Playlist:    • Zebra BI Webinars  

Zebra BI Channel:    / @zebrabi  

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