Dynamic Planning Excel Reporting Income Statement Example

Overview

This topic provides an example of creating an Income Statement based on a view using Excel Reporting.

In Practice

1. Select a View that contains the pertinent accounting data for the income statement.
   
   
2. Click into Sheet1 in the workbook, and create the headings and look of the Income Statement that you want. Rename the tab to “Income Statement.”
   
   
3. Click back to the Analyze tab, and select Design With, Excel Report.
   
   
4. Click Refresh.
5. Copy the appropriate data cells to the Income Statement tab to fill in the contents of the Income Statement. Note that Gross Profit is not a member in the model so it will need its own Excel formula.
   Here is the result.
   
   Now, if you want to display your numeric values on a smaller scale, such as in millions, here are the steps:
6. Insert a heading indicating values in millions.
7. Use custom Cell Formatting ($#,,;) to display the value of the cells in millions.
   
   Here is the resulting report.