Income Statement | Tableau Exchange

Income Statement

by Tableau


An income statement or profit and loss account is one of the financial statements of a company and shows the company’s revenues and expenses during a particular period. It indicates how the revenues are transformed into net income (or net profit).

This Tableau Accelerator allows you to:

  • Appraise your financial results (profits & losses): Income Statement, Waterfall, Annual Report
  • Realise some simulations on your Income Statement (What-If Analysis)

Demo video

Answer key business questions

  • What is the financial status of the organisation?
  • What is the performance of the organisation?
  • What is the expected future growth of the organisation?
  • How much profit has the organisation generated?

Monitor and improve KPIs


  • Total Revenues: Total amount of income generated by the sale of goods or services related to the company’s primary operations (expressed in currency)


  • Cost of Revenues: Total cost incurred to produce and sell a product or service. It includes all the costs associated with the production process, such as raw materials, labour and overhead expenses. It also includes any other direct costs related to the production and delivery of the product or service (expressed in currency).
  • Operating Expenses: Expenditures (that is, cash out) that a company makes to generate income (also called “SG&A Expenses”): S&M Expenses, R&D Expenses, G&A Expenses (expressed in currency)
  • Operating Expenses %: Determines how much it actually costs to run your business against how much you bring in from revenues (expressed in %)
  • Depreciation & Amortisation: Amortisations and depreciations are methods of prorating the cost of business assets over the course of their useful life (expressed in currency)
  • Interests & Taxes: All taxes the company is subject to, plus all the interests it has to pay to creditors (expressed in currency)


  • Gross Profit: Amount left over from Revenues after Costs of Revenues are subtracted (expressed in currency)
  • Gross Margin: Share of leftover from Revenues after Cost of Revenues are subtracted (also called “Gross Profit %”) (expressed in %)
  • Operating Income: Earnings before interest and taxes → profits before taking away interest charges and tax payments (expressed in currency)
  • Operating Margin: Share of earnings before interest and taxes → share of profits before taking away interest charges and tax payments (expressed in %)
  • Net Income: Total amount of income left after expenses and deductions are taken out (expressed in currency)
  • Net Margin: Share of income left after expenses and deductions are taken out (expressed in %)

Required attributes

  • Month (date): Month
  • KPI Code (string): KPI Code according to defined rules (*)
  • KPI Breakdown (string): Level of detail that identifies the nature of the revenue, expense, asset or liability (**)
  • KPI Value (numeric): Value of the corresponding KPI

(*) “KPI Code” is an attribute where specific values are expected:

  • “REVENUES”**: Revenues
  • “COST OF REVENUES”**: Cost of Revenues
  • “OPEX”**: Operating Expenses
  • “DEPREC”: Depreciations and Amortisations
  • “TAXES”: Interests and Taxes

(**) “KPI Breakdown” is an attribute for which specific values are expected in certain special cases:

KPI Code = “REVENUES” (Revenues)

  • KPI Breakdown=“xxx” → Any type of Revenue (replace “xxx” with your breakdown of “Revenues”)

KPI Code = “COST OF REVENUES” (Cost of Revenues)

  • KPI Breakdown=“xxx” → Any type of Cost of Revenues (replace “xxx” with your breakdown of “Cost of Revenues”)

KPI Code = “OPEX” (Operating Expenses)

  • KPI Breakdown=“xxx” → Any type of Operating Expense (replace “xxx” with your breakdown of “Operating Expenses”)


Supports data mapping


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