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Financial Statements

JennyRuns24
8 - Asteroid

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

4 REPLIES 4
dana_mcdonough
Alteryx Alumni (Retired)

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)
JennyRuns24
8 - Asteroid

Thank you!

dana_mcdonough
Alteryx Alumni (Retired)

Sure thing @JennyRuns24 . Please "like" and/or Accept my solution if this was helpful!

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