Frequently asked questions

A Sankey diagram is a type of visualization that shows the flow of something, such as energy, water, or money.

It is a special type of flow diagram and consists of a series of interconnected lines that represent the flows. The width of each line represents the amount of flow. The lines are typically color-coded or labeled to show where the flow is coming from and where it is going to.

Sankey diagrams can help to make an income statement more easily understandable and actionable.

Sankey diagrams can show where revenue is coming from, how it is being converted into different types of expenses, and how it ultimately results in net income or loss.

This can help to identify areas where cost savings may be possible, or where revenue is being lost.

Additionally, Sankey diagrams can be useful for comparing the performance of different income statements over time. They can also be useful for identifying patterns or trends in the data, which can be helpful for forecasting future performance. Overall, Sankey diagrams can help to make an income statement more easily understandable and actionable.

You can copy your entire dataset by selecting all relevant cells in Excel and copy pasting them into the SankeyArt input spread sheet.

We also provide an Excel template in the learning resources table at the bottom of this page.

Additionally, we offer an Excel add-in that lets you create diagrams directly in Excel.

CFOs, COOs, finance departments, investor relations departments, consultants, accounting firms and investors.

People use Sankey diagrams in reports and presentations to visually communicate financial data.

They are useful for providing a high-level overview of the data, and can help to identify patterns and trends that might not be obvious from a traditional tabular format. Compared to other chart types, Sankey diagrams are information rich: They visualize the amount of the various financial positions, their structure and with labels how financial positions change over time.

The greater value.

SankeyArt calculates the sum of all input flows to a node and the sum of all output flows for the current year. If these two sums are not the same because there is an imbalance between inflows and outflows, SankeyArt uses the greater of the two values for the year-over-year calculation. The same procedure is used for calculating the node values for the last year.

Note that not specifying some flow value for the current year but specifying it for the last year can lead to undesired behavior. Make sure that each node receives all its flows in both years as otherwise year-over-year changes cannot be calculated consistently.

You can either display the loss as a position that flows into a node (instead of flowing out of it) or you can display it as a flow that is not connected to the main Sankey diagram.

For the first possibility, displaying the loss as a position that flows into a node, consider the hypothetical "Orange Inc" which competes with Apple. Unfortunately, its high operating expenses exceed its gross profit. To generate the Sankey shown below, we defined a flow where the "operating loss" node flowed into "operating expenses" node.

For the second possibility, we display the operating loss by avoiding to display a flow from the "gross profit" node to the "operating loss" node. Instead, we show operating loss as an independent flow and drag the "operating loss" node close to "gross profit" node.

Finally, we need to use a custom label for gross profit as otherwise the value of the operating expenses is shown. This is necessary because the outflows are higher than the inflows and SankeyArt displays the higher value if a node has an imbalance.

At sankeyart.com/subscriptions/ click "manage billing" and scroll down.

In the "invoice history" section, all your invoices are available and can be downloaded as PDF.

There are two ways to install the SankeyArt add-in for Excel or PowerPoint:

Option 1: Install from AppSource (Recommended)

Visit the SankeyArt add-in on AppSource and click "Get it now". This will open the Office application and guide you through the installation process.

Option 2: Install via the manifest file

For organizations with restricted access to AppSource or for testing purposes, you can install the add-in via the manifest file:

1. Open Excel or PowerPoint
2. Go to Insert > Add-ins > My Add-ins > Upload My Add-in
3. Download and select the SankeyArt add-in manifest file
4. Click "Open" to install the add-in

After installation, you'll find the SankeyArt add-in in the "Home" tab under the "Add-ins" section or in the "Insert" tab.

Security and compliance are at the core of how we operate.

All customer data is encrypted in transit (TLS 1.2/1.3) and at rest (AES-256). Our application runs on secure, SOC 2 and ISO 27001 certified infrastructure, and we follow practices such as strict access controls, regular code reviews, and continuous monitoring for potential threats. We are GDPR-aligned and provide clear information about our subprocessors, retention policies, and governance practices.

Explore the details in our Trust Center.