The blue columns represent data for quarter 1 while the grey represents the Year to Date values. The chart has a legend showing the different areas of data represented.
This shows where the chart is pulling its data from.
EXCEL INCOME EXPENSE BAR CHART REPORT PROFESSIONAL
Let’s insert two charts to make this report more professional looking and easier to analyze.įirst, you need to select the data you want the charts to represent. Here we have an income statement showing the revenue, cost of sales, expenses, gross profit and net income for the first quarter as well as the year to date. Note: This data can come from anywhere your Sage solution or from a different Accounting program or even from a simple Excel spreadsheet. We will create two charts: a waterfall chart and clustered column chart to show the comparison between the different sections of an income statement (revenue, cost of sales, expenses, gross profit and net income We are going to work with data from a simple income statement.
EXCEL INCOME EXPENSE BAR CHART REPORT HOW TO
In this Excel tip, we will show you how to create a simple financial dashboard. Charts and graphs also make your report look more professional and can even help when creating dashboards. This gives you the ability to easily analyze large amounts of data. They want to know what the total income was and they want to see the total of all expenses.When viewing numerical data in Excel, you may at some point want to represent this data visually. What can we do with it, or in other words: what information interests Frank and Laura? Of course they are interested in the account balance. It is easy to read it in with Pandas as we can see in our chapter Pandas Data Files:īy reading the CSV file, we created a DataFrame object. The above mentioned csv file is saved under the name expenses_and_income.csv in the folder data. Pizzeria da Pulcinella restaurants and hotels 33.00 0 house insurance insurances and taxes 167.89 0 Golf Club, yearly payment health and sports 612.18 0 theatre tickets education and culture 125 0 Pizzeria da Pulcinella restaurants and hotels 60.00 0 LeGourmet Restaurant restaurants and hotels 145.00 0 payment to bank monthly redemption payment 1287.43 0
Fitness studio, Jane health and sports 19.00 0 GreenEnergy Corp., (electricity) utility 87.34 0 This journal may look like this: Date Description Category Out In Let us assume that you have already a csv file containing your expenses and income over a certain period of time. We will start with a small example, suitable for private purposes and the following chapter of our tutorial continues with a more extensive example suitable for small businesses. The main focus is rather on the possibilities offered by Python and Pandas to program the necessary tools.
This article is not meant to convince you of the necessity of doing this. You need to know exactly how much is coming in and going out. Monitoring the flow of money is important to understand your financial situation. Some say that if you want to manage your money successfully you will have to track your income and expenses. In this chapter of our Pandas tutorial we will deal with simple Expense and Income tables for private usage. Estimation of Corona cases with Python and Pandas.Net Income Method Example with Numpy, Matplotlib and Scipy.Expenses and income example with Pandas and Python.Accessing and Changing values of DataFrames.Image Processing Techniques with Python and Matplotlib.Image Processing in Python with Matplotlib.Adding Legends and Annotations in Matplotlib.Reading and Writing Data Files: ndarrays.Matrix Arithmetics under NumPy and Python.Numpy Arrays: Concatenating, Flattening and Adding Dimensions.Instructor-led training courses by Bernd Klein Live Python classes by highly experienced instructors:
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