Financial Statements
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JennyRuns24
8 - Asteroid
‎10-28-2022
07:17 AM
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Hello everyone!
If anyone has created a financial statement (I'm trying to build a P&L) that includes MTD and YTD values for actuals, budget and forecast, or anything else along those lines, I'd love to see it. Anything you could share would be greatly appreciated!
Thank you
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4 REPLIES 4
dana_mcdonough
Alteryx Alumni (Retired)
‎10-28-2022
07:29 AM
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Hi @JennyRuns24 - take a look at this article: Creating-a-consolidated-Income-statement . It has solution files attached which you can download and reverse engineer!
Hope this helps.
Dana
dana_mcdonough
Alteryx Alumni (Retired)
‎10-28-2022
07:36 AM
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Other resources I've found:
Creating-a-Beginning-and-Ending-Balance-Schedule
create-a-profit-loss-statement-using-the-report-tool
‎10-31-2022
12:47 AM
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Thank you!
dana_mcdonough
Alteryx Alumni (Retired)
‎10-31-2022
07:36 AM
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Sure thing @JennyRuns24 . Please "like" and/or Accept my solution if this was helpful!
