PC Review


Reply
Thread Tools Rate Thread

How to chart a profit & loss statement/Profitability analysis statement in Excel Charts

 
 
Belinda
Guest
Posts: n/a
 
      1st May 2004
Hello All

I want to chart a profit & loss statement / profitability analysis
statement in Excel Chart.

Essentially I have the numbers for the following in one of the Excel
worksheet:

=========================================
Gross Sales A
sales & Admin Expenses B
COGS (Cost of Goods Sold) C
=========================================
Gross Profit D = A-B-C
=========================================
Selling Expenses E
General & Admin Expenses F
=========================================
Total Expenses G = E + F
=========================================
EBIT (Earnings before H = D - G
interest & taxes)
=========================================
Interest Expenses & taxes I
=========================================
Net Income H - I
=========================================


I want to plot the above in a graphical chart form in Excel as
follows:



Gross +++++++++ |
Sales |
| Gross profit
Sales & +++ |-- ++++++++ |
Admin Exp | |
| |
COGS +++++++ | |
| EBIT
| +++++++++ |
| |
Selling Exp ++++++++ | | |
| Total Expen | |
Net Income
General & ++++ |-- +++++++ | | --
++++++++
Admin Exp | |
Interest |
Exp & taxes |
+++++++ |


I want to chart the numbers I have shown in Sheet1 above in Sheet2 as
a chart as I have featured above.

I am thinking of using column charts but further still not figuring
out how I can display these in the above form. Your ideas would be
highly appreciated how I can display these in the chart form indicated
above.

Also, apart from the column chart I am wondering I would like to use a
box to surround each of the above numbers appreciate if you can
provide some ideas how I could do this.

Thanks
Belinda
 
Reply With Quote
 
 
 
 
Jon Peltier
Guest
Posts: n/a
 
      2nd May 2004
Belinda -

It's not exactly what you tried to draw, but you could use a Waterfall
chart to show all the costs removed from gross earnings. Here's one link:

http://peltiertech.com/Excel/Charts/Waterfall.html

Your gross income is like the Initial column in my example, and all the
other items in the table are yet another red bar dragging us closer to
zero. Whil I only had Initial and Final as full-height bars, you could
put in a full height bar wherever it makes sense.

- Jon
-------
Jon Peltier, Microsoft Excel MVP
Peltier Technical Services
Tutorials and Custom Solutions
http://PeltierTech.com/
_______

Belinda wrote:

> Hello All
>
> I want to chart a profit & loss statement / profitability analysis
> statement in Excel Chart.
>
> Essentially I have the numbers for the following in one of the Excel
> worksheet:
>
> =========================================
> Gross Sales A
> sales & Admin Expenses B
> COGS (Cost of Goods Sold) C
> =========================================
> Gross Profit D = A-B-C
> =========================================
> Selling Expenses E
> General & Admin Expenses F
> =========================================
> Total Expenses G = E + F
> =========================================
> EBIT (Earnings before H = D - G
> interest & taxes)
> =========================================
> Interest Expenses & taxes I
> =========================================
> Net Income H - I
> =========================================
>
>
> I want to plot the above in a graphical chart form in Excel as
> follows:
>
>
>
> Gross +++++++++ |
> Sales |
> | Gross profit
> Sales & +++ |-- ++++++++ |
> Admin Exp | |
> | |
> COGS +++++++ | |
> | EBIT
> | +++++++++ |
> | |
> Selling Exp ++++++++ | | |
> | Total Expen | |
> Net Income
> General & ++++ |-- +++++++ | | --
> ++++++++
> Admin Exp | |
> Interest |
> Exp & taxes |
> +++++++ |
>
>
> I want to chart the numbers I have shown in Sheet1 above in Sheet2 as
> a chart as I have featured above.
>
> I am thinking of using column charts but further still not figuring
> out how I can display these in the above form. Your ideas would be
> highly appreciated how I can display these in the chart form indicated
> above.
>
> Also, apart from the column chart I am wondering I would like to use a
> box to surround each of the above numbers appreciate if you can
> provide some ideas how I could do this.
>
> Thanks
> Belinda


 
Reply With Quote
 
Belinda
Guest
Posts: n/a
 
      3rd May 2004
Jon Peltier <(E-Mail Removed)> wrote in message news:<(E-Mail Removed)>...
> Belinda -
>
> It's not exactly what you tried to draw, but you could use a Waterfall
> chart to show all the costs removed from gross earnings. Here's one link:
>
> http://peltiertech.com/Excel/Charts/Waterfall.html
>
> Your gross income is like the Initial column in my example, and all the
> other items in the table are yet another red bar dragging us closer to
> zero. Whil I only had Initial and Final as full-height bars, you could
> put in a full height bar wherever it makes sense.
>
> - Jon
> -------
> Jon Peltier, Microsoft Excel MVP
> Peltier Technical Services
> Tutorials and Custom Solutions
> http://PeltierTech.com/
> _______
>
> Belinda wrote:
>
> > Hello All
> >
> > I want to chart a profit & loss statement / profitability analysis
> > statement in Excel Chart.
> >
> > Essentially I have the numbers for the following in one of the Excel
> > worksheet:
> >
> > =========================================
> > Gross Sales A
> > sales & Admin Expenses B
> > COGS (Cost of Goods Sold) C
> > =========================================
> > Gross Profit D = A-B-C
> > =========================================
> > Selling Expenses E
> > General & Admin Expenses F
> > =========================================
> > Total Expenses G = E + F
> > =========================================
> > EBIT (Earnings before H = D - G
> > interest & taxes)
> > =========================================
> > Interest Expenses & taxes I
> > =========================================
> > Net Income H - I
> > =========================================
> >
> >
> > I want to plot the above in a graphical chart form in Excel as
> > follows:
> >
> >
> >
> > Gross +++++++++ |
> > Sales |
> > | Gross profit
> > Sales & +++ |-- ++++++++ |
> > Admin Exp | |
> > | |
> > COGS +++++++ | |
> > | EBIT
> > | +++++++++ |
> > | |
> > Selling Exp ++++++++ | | |
> > | Total Expen | |
> > Net Income
> > General & ++++ |-- +++++++ | | --
> > ++++++++
> > Admin Exp | |
> > Interest |
> > Exp & taxes |
> > +++++++ |
> >
> >
> > I want to chart the numbers I have shown in Sheet1 above in Sheet2 as
> > a chart as I have featured above.
> >
> > I am thinking of using column charts but further still not figuring
> > out how I can display these in the above form. Your ideas would be
> > highly appreciated how I can display these in the chart form indicated
> > above.
> >
> > Also, apart from the column chart I am wondering I would like to use a
> > box to surround each of the above numbers appreciate if you can
> > provide some ideas how I could do this.
> >
> > Thanks
> > Belinda





Hi Jon

Many thanks again for your inputs apart from Waterfall I thought of
using the Pie of Pie and a Pie of Stacked bar chart to solve the above
problems briefly my ideas on the above was as follows:

To show the EBIT as a Pie of Pie and a Pie of Stacked bar chart what I
mean is to show the EBIT as a pie chart of Gross Profit and Total
expenses. And then show the Gross Profit as a stacked bar chart as
part of the Pie of stacked bar. Also if possible as part of the EBIT
to show the Total Expenses as a Pie of Pie explosion.

I do not know how to put together a Pie of Stacked bar or a Pie of
Pie. I battled trying to put together a Pie of Stacked bar but could
not get it to work appreciate if you can point me to some resource on
exmples of putting together a Pie of Pie and a Pie of Stacked Bar
chart.

Thanks
Belinda
 
Reply With Quote
 
Jon Peltier
Guest
Posts: n/a
 
      3rd May 2004
Belinda -

I just answered your speedometer gauge question. Small world.

To do a Pie of Pie or Bar of Pie, set up your data so that the items
broken out in the second chart are at the bottom of the list. Make the
chart, and Excel puts an arbitrary number of points into the second
chart. Double click on one of the pies, and on the Options tab, where it
says Second Plot Contains the Last: enter the number of points you want
broken out. There are other interesting options there as well.

I'm not sure if you were asking this question, but you can only break
out one group of data in a single X-of-Pie chart. You can fake it,
though, by drawing multiple regular pie charts, and arranging the broken
out ones as satellites around the main one. Double click on the chart
area, then the plot area, and change each to have no border and no fill.
This way, they won't obscure each other when you move them close together.

- Jon
-------
Jon Peltier, Microsoft Excel MVP
Peltier Technical Services
Tutorials and Custom Solutions
http://PeltierTech.com/
_______

Belinda wrote:

> Jon Peltier <(E-Mail Removed)> wrote in message news:<(E-Mail Removed)>...
>
>>Belinda -
>>
>>It's not exactly what you tried to draw, but you could use a Waterfall
>>chart to show all the costs removed from gross earnings. Here's one link:
>>
>> http://peltiertech.com/Excel/Charts/Waterfall.html
>>
>>Your gross income is like the Initial column in my example, and all the
>>other items in the table are yet another red bar dragging us closer to
>>zero. Whil I only had Initial and Final as full-height bars, you could
>>put in a full height bar wherever it makes sense.
>>
>>- Jon
>>-------
>>Jon Peltier, Microsoft Excel MVP
>>Peltier Technical Services
>>Tutorials and Custom Solutions
>>http://PeltierTech.com/
>>_______
>>
>>Belinda wrote:
>>
>>
>>>Hello All
>>>
>>>I want to chart a profit & loss statement / profitability analysis
>>>statement in Excel Chart.
>>>
>>>Essentially I have the numbers for the following in one of the Excel
>>>worksheet:
>>>
>>>=========================================
>>>Gross Sales A
>>>sales & Admin Expenses B
>>>COGS (Cost of Goods Sold) C
>>>=========================================
>>>Gross Profit D = A-B-C
>>>=========================================
>>>Selling Expenses E
>>>General & Admin Expenses F
>>>=========================================
>>>Total Expenses G = E + F
>>>=========================================
>>>EBIT (Earnings before H = D - G
>>> interest & taxes)
>>>=========================================
>>>Interest Expenses & taxes I
>>>=========================================
>>>Net Income H - I
>>>=========================================
>>>
>>>
>>>I want to plot the above in a graphical chart form in Excel as
>>>follows:
>>>
>>>
>>>
>>>Gross +++++++++ |
>>>Sales |
>>> | Gross profit
>>>Sales & +++ |-- ++++++++ |
>>>Admin Exp | |
>>> | |
>>>COGS +++++++ | |
>>> | EBIT
>>> | +++++++++ |
>>> | |
>>>Selling Exp ++++++++ | | |
>>> | Total Expen | |
>>>Net Income
>>>General & ++++ |-- +++++++ | | --
>>>++++++++
>>>Admin Exp | |
>>> Interest |
>>> Exp & taxes |
>>> +++++++ |
>>>
>>>
>>>I want to chart the numbers I have shown in Sheet1 above in Sheet2 as
>>>a chart as I have featured above.
>>>
>>>I am thinking of using column charts but further still not figuring
>>>out how I can display these in the above form. Your ideas would be
>>>highly appreciated how I can display these in the chart form indicated
>>>above.
>>>
>>>Also, apart from the column chart I am wondering I would like to use a
>>>box to surround each of the above numbers appreciate if you can
>>>provide some ideas how I could do this.
>>>
>>>Thanks
>>>Belinda

>
>
>
>
>
> Hi Jon
>
> Many thanks again for your inputs apart from Waterfall I thought of
> using the Pie of Pie and a Pie of Stacked bar chart to solve the above
> problems briefly my ideas on the above was as follows:
>
> To show the EBIT as a Pie of Pie and a Pie of Stacked bar chart what I
> mean is to show the EBIT as a pie chart of Gross Profit and Total
> expenses. And then show the Gross Profit as a stacked bar chart as
> part of the Pie of stacked bar. Also if possible as part of the EBIT
> to show the Total Expenses as a Pie of Pie explosion.
>
> I do not know how to put together a Pie of Stacked bar or a Pie of
> Pie. I battled trying to put together a Pie of Stacked bar but could
> not get it to work appreciate if you can point me to some resource on
> exmples of putting together a Pie of Pie and a Pie of Stacked Bar
> chart.
>
> Thanks
> Belinda


 
Reply With Quote
 
 
 
Reply

Thread Tools
Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Need Template: Profit and Loss statement for Small Business Rossi3 Microsoft Excel Misc 1 28th Apr 2009 12:41 AM
RE: Need Template: Profit and Loss statement for Small Business Pimamedic Microsoft Excel Misc 0 27th Apr 2009 11:43 PM
QUARTERLY Profit and Loss Statement DaveNiche Microsoft Excel Worksheet Functions 1 25th Mar 2009 10:14 PM
Creating a Profit and Loss Statement from Imported Data =?Utf-8?B?S3JlcHNmYXJt?= Microsoft Excel Programming 1 8th Jan 2007 04:14 AM
Profit & Loss statement in Excel? =?Utf-8?B?TWltaQ==?= Microsoft Excel Misc 1 10th Oct 2004 10:40 PM


Features
 

Advertising
 

Newsgroups
 


All times are GMT +1. The time now is 07:39 PM.