This report allows you to easily view annual income statements directly on the web.

Move beyond managing stacked Excel files each year and being to view and analyze profit and loss data more conveniently online.

Explore monthly net income and revenue trends, and visualize key profitability indicators to quickly grasp overall business performance.

Try converting your own income statement to the web using the provided sample Excel file and experience how seamless financial reporting can be.

Step 1. Prepare your Excel file

1. • Download the sample Excel file from the Learning Experience Samples.
     

Step 2. Excel sheet naming conventions

• • Create the Income Statement report by utilizing the data in the downloaded Excel file.

  • Let’ start by understanding the role of each sheet in this report.

    • Sheet V : V_ProfitAndLoss
      When multiple sheets exist in Excel, the sheet to be displayed on the web must follow the format ‘V_(letters)’ or ‘V(number)’.
      
      
      
      

    • Sheet D : D1
      This sheet allows you to enter data or retrieve it by connecting to a database.
      
      
      

    • Sheet P : P1
      Create variables to be used when querying data. You can define cell values as variables by using Excel’s ‘Name Manager’ feature.
      In this exercise, we’ll use ‘Year’ as a variable to view the income statement by year.
      
      
      

      
      

      The naming convention for Excel sheet is as follows:

      
      

Step 3. Set variables and connect data to the V sheet

• • Set the ‘Year’ variable in the P Sheet using Excel’s ‘Name Manager’ feature.

  • The variable can be used as a filter condition on the web screen. Once the condition is set, only data matching the variable’s value will be retrieved.
    
    
    

  • Use Excel’s SUMIFS function to calculate the monthly values corresponding to the selected year for each item.
    * Year : VS_YYYY
    * Month : Jan, Feb, Mar …
    * Value : Sales, COGS (Cost of Goods Sold) …
    Example) Cell D17 : =SUMIFS('D1'!$C:$C,    'D1'!$A:$A, VS_YYYY,   'D1'!$B:$B,V_ProfitAndLoss!D$14)
    
    
    

  • Once you have finished entering the data, the Income Statement report is complete. Save the completed Excel file.

Step 4. Convert the Excel file for the web using i-AUD Designer

• • • From the EPA main screen, go to [Menu] > [Tool] and launch i-AUD Designer.

    • Drag and drop the saved Excel file into the i-AUD Designer window.

    • The Excel report now appears in the web view, preserving the original layout.
      
      
      

    • Ensure the report automatically resizes to fit the web browser window.

    • In the Properties pane on the right, check Docking: Left, Right, Bottom.
      
      
      
      

    • To remove the border from the report on the designer screen, set the Line Type property under Border to ‘None’.

Step 5. Configure the Search filter

• • • Next, add and configure the 'Year' filter to view the Income Statement report by year on the web.
    • Place a ‘Year’ label and a calendar so that users can select the year, and add a ‘Refresh’ button to refresh data when clicked.
      
      
    • From the UI Bot menu at the top, click Label and place it on the designer. In the Properties pane, change the Text property to ‘Year’, or press F2 on your keyboard. You can also customize the label’s font, color, and other style properties in Style.
      
      
      
      
      
    • Next, add the calendar.
    • From UI Bot > Calendar, click Year and place it next to the label..
    • Set the calendar’s Name property to 'VS_YYYY', the same variable you defined in the Excel’s ‘Name Manager’. This ensures that the value selected in the calendar is used as the filter condition.
      Optionally, set InitDate to define the default value when the report is first opened.
      
      
      
      
      
    • Finally, add the ‘Refresh’ button to the designer.
    • From the UI Bot menu at the top, click Button and place it in the desired location on the designer.
    • Similar to the ‘Year’ label, change the button’s Text property to ‘Refresh’, and adjust its formatting in Style.
      You can use BoxStyle to quickly apply a saved style to the button.
      
      
      
    • Set up an event so that when the ‘Refresh’ button is clicked, the report data is refreshed using the value from the Year variable.
    • Click Process Bot at the top. In the Objects panel, double-click Button with a name ‘Button’; in the Activities panel, double-click 'Refresh'.
    • In the Refresh module details, select the MXGrid component to refresh, and drag a connection line from the Button to Refresh Module.
      (Note: Dragging and dropping the Excel file onto the web screen automatically creates the MXGrid component.)
      
      
      
    • Save and close the Process Bot.
    • The report setup is now complete.

Step 6. Save your report

• • • Save the completed report to My Folder.
      
      
      
    • From the EPA main screen, go to [Menu] > [Individual] in the left-hand sidebar.
    • Click the Search(Magnifying glass icon) button to refresh the report list and confirm your saved report.
    • Change the year and click the 'Search' button to see the data updated.