Dataset – 5 Full Years of Financials (7/1/2017 – 6/30/2022)
Audience -FP&A Team
Description
After years of excel files and formatted word documents, we are in need of a more visual approach to our Balance Sheet and Income Statements.
Data Dictionary
Total Equity: Total Assets – Total Liabilities
Gross Margin: Sales – Operating Costs
Net Income: Sales-(Operating Expenses+Taxes+Operating Costs)
Operating Income: Gross Margin – (Operating Expenses + Depreciation Amortizations)
Liquidity Ratio: Current Liabilities/Current Assets
Debt to Equity Ratio: Total Liabilities/Total Equity
Debt to Income: Total Liabilities / Sales
OpEx to Revenue Ration: Operating Expenses / Sales
ROI%: Net Income / Total Equity
Working Capital: Current Assets – Current Liabilities
Basic Needs
Ultimately we’d like to have an overview of all aspects of the financials, and then a deeper dive into the Balance Sheet and Income Statement.
Accelerator – https://exchange.tableau.com/products/559?q=finac
Prior Reports
Design Elements
