Income Statement Tableau Dashboard Example

1. Data Model

This dashboard uses a complex data model and data densification that is best supported through an analytics engineering tool. This data model was built in Alteryx, which allows for the process of updating the dashboard to be completely automated. The data model here is needed in order to accomplish the following:

• To allow for different schemas depending on the company selected
• To allow for helpful formatting (some rows bolded, some indented, some can be collapsed and expanded, some rows have lines or are shaded)
• To ensure the account information shows up in the correct order

2. Collapse/Expand Logic

This income statement has three hierarchical levels: the account category (e.g. Income), the account type (e.g. Sales Income), and the account description (e.g. Sales). The account description level can be hidden altogether by clicking the ‘Collapse All’ button, or individually by clicking the arrow on each account description’s account type. 

Similarly, all account descriptions can be shown by clicking the ‘Expand All’ button, or by clicking individual account type arrows. When an account description is collapsed, the account type’s subtotal is listed on the same line as the account type header. However, when an account description is expanded, a subtotal row also appears (bolded) after listing out all account descriptions.