Build financial reports

Intelligence sheets include built-in features that make it easy to present financial data in a clear format. You can organize metrics into a structured layout that supports both on-screen analysis and formatted exports.

You can apply custom number formatting and scaling, apply single-click templates, display totals and subtotals, and insert calculations. Together, these capabilities help you create presentation-ready financial reports that support planning, analysis, and decision-making.

This article provides a basic overview of creating financial reports using Intelligence sheets.

Format numeric data

1. Select the decimal icons in the Number section to increase or decrease the number of decimal places displayed. This setting applies to all measures in the report.

2. To adjust decimal places for a specific measure, select the measure and use the increase or decrease decimal buttons.

   
3. Select the Prefix/Suffix button, then enter the desired prefix or suffix.

1. Enable Semantic Formatting from Number Settings to highlight positive/negative values.

Set number scaling

1. Select the Quick Format option to set scaling at the report level. This setting applies to all measures.

1. For measures with mixed granularities, select the measure to set the scaling factor.

Apply and customize built-in templates

Out-of-the-box report templates provide a quick starting point for creating reports. They reduce the time and effort required to build reports from scratch.

1. Select the template you want to apply to the report.

1. You can customize templates by formatting the header and footer and adding outlines.

1. Enable grid lines from Display Settings to clearly demarcate various categories.

1. Turn on Semantic Formatting to draw attention to values like negative variances or profits.

1. Enable the Sign in Headers option to display the overall performance of a row category. When all the values in a particular row are negative, the row is prefixed with a minus sign.

1. Customize the position of row and column subtotals when the report contains hierarchical data.

Insert calculated columns

1. Select Insert Formula.

2. Enter the calculation in the Formula window.

3. Press Ctrl + Space to open suggestions while writing a formula. This action helps you quickly discover available fields, functions, and syntax. Use the References tab to use dimensions and measures in your formula.

Insert data input columns

1. Go to Insert > Data Input.

2. Select the data input type, such as checkboxes, dropdowns, and text.

Export reports

Select the export icon to create fully formatted Excel and PDF exports for distribution.