Power BI Financial Performance Report (editable)

Editable Power BI Financial Performance Template: an end-to-end PBIT/PBIX for Finance KPIs (Revenue, COGS, GP, Expenses, NP), P&L and Balance Sheet pages, benchmark switching (Budget vs LY), period switching (MTD/YTD), direction-aware variances with conditional formatting, and documented M/DAX patterns. It’s a ready learning + production base.
 
Target audience
Finance/BI practitioners who want a plug-and-play financial dashboard connected to ERP/CSV exports.
Power BI learners who want to study a production-grade semantic model and advanced DAX patterns.
Freelancers/consultants need a reusable base to deliver client dashboards faster
 
What’s inside (content)
PBIX/PBIT with:
Star schema (Date, Entity, Account Groups, Budget, Income Statement, Balance Sheet, Benchmark/Period/Trend).
KPI cards (“Target: … (Δ%)”), KPI funnel, monthly trend with LY/Budget overlay, P&L and Balance Sheet matrices.
Advanced DAX: benchmark switch, direction-aware variance + colour outputs, KPI goal text, arrow icons.
M code: parameterized Date table (2016–2020+) and optional Budget auto-extend function (YoY growth).
Performance notes: disable Auto Date/Time, single Date dimension, encoding/aggregation guidance, optional Incremental Refresh.
How-to Guide (.docx) with screenshots, steps, and code snippets (link below).
 
Bonus:
JSON theme
Practice data (.csv)