Profit & Loss data is one of the most common reporting needs in business — but turning raw numbers into something clear, visual, and actionable often takes time. I set out to show how Excel can not only handle the calculations but also present results in a way that highlights performance instantly.
The Challenge
Traditional P&L reporting is often trapped in static tables. While the numbers are accurate, they don’t always give decision-makers the clearest picture of how revenue and costs interact. That’s where visualisation comes in — showing the flow of profit and loss across a business period.
I wanted to demonstrate how Excel can combine advanced formulas with strong charting tools to produce a clear, interactive Profit & Loss calculator.
The Solution
I built a working demo in Excel where a user can input Profit & Loss data, calculate results, and instantly see performance visualised in a waterfall chart.
📊 P&L Calculator – a structured layout in Excel where figures can be entered and summarised.
📈 Waterfall Chart – a visual breakdown that shows how revenues and costs flow through to net profit.
⚙️ Advanced formulas – supporting tables built with dynamic Excel functions to drive the calculations behind the scenes.
🚀 Practical demo – not just a static model, but a proof of how Excel can be used for live financial analysis.
Why This Matters
For businesses, analysts, and finance teams, this kind of setup makes reporting both faster and clearer:
Quickly test different revenue or cost scenarios.
Highlight exactly where money is being made (or lost).
Share visuals that help managers and non-finance teams understand results.
Excel isn’t just about holding data — it’s a powerful platform for turning numbers into insight when used with the right formulas and charting techniques.
Who This Is For
This demo is designed for:
Excel users interested in financial modelling
Businesses that want clearer visuals in reporting
Anyone curious about using advanced formulas to structure analysis
Viewers who want to see how raw data can be transformed into instant clarity
Want Something Similar?
If this sparks ideas for your business, I can help turn them into reality. Whether it’s custom Excel dashboards, calculators, or full automation, I specialise in building solutions that save time and make reporting effortless.
👉 Get in touch at helptechnical.co.uk