Report Name: Balance Sheet Waterfall Chart
Report Number: REP-5010-INT-P
Report Category: Premium
Report Type: Interactive
Overview:
The Balance Sheet Waterfall Chart visually illustrates financial elements (assets, liabilities) across various rows, showing how each category impacts the overall balance sheet. It provides an easy-to-understand view of the financial structure and helps visualize how different components contribute to the final balance.
How It Works:
The vertical waterfall chart displays financial data in a series of rows, each representing a specific balance sheet category. This layout helps to visualize how each element influences the overall balance, making it easier to track individual financial categories and understand their impact on the total balance sheet.
Columns Available:
- Row Name: Displays the name of the financial category (e.g., Total Assets, Current Liabilities).
- AC (Actual): Shows the actual balance for the selected category.
- △PY (Change): Represents the difference in value from the previous balance in the chart, indicating whether the balance has increased or decreased.
- △PY% (Percentage Change): Shows the percentage change between the current and previous values, helping to assess the magnitude of the change.
Interactivity:
You can click on any row in the chart and select "Drillthrough" to explore more detailed data for each category, providing deeper insights into the underlying changes.
Available Filter:
- Posting Date To: Filters the data by the selected end date, ensuring the report reflects the specific period you're analyzing.
Why It's Useful:
This report offers a clear, visual summary of the balance sheet, showing how each financial element contributes to the overall balance. It's ideal for tracking individual financial categories and understanding their effect on the total balance sheet composition.
Who Might Find This Report Useful:
- Accountants and Financial Analysts who want to understand the structure and details of their balance sheet.
- Management and Executives who need a high-level overview of financial health through a visual representation of key balance sheet elements.
- Business Owners seeking a simple, visual format to assess their balance sheet's composition.