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Power BI Financial Performance Template (Editable)

Power BI Financial Performance Template (Editable)

Start from a production-style Power BI finance model instead of building every KPI, statement, and variance measure from scratch.

Best for

  • Finance and BI practitioners connecting ERP, CSV, or other business data
  • Power BI learners, freelancers, and consultants who want an advanced reusable base

What you get

  • PBIX or PBIT files with a finance-focused star schema
  • KPI, Profit & Loss, Balance Sheet, Budget-versus-Last-Year, and MTD/YTD views
  • Direction-aware variance logic, conditional formatting, advanced DAX, and parameterised M patterns
  • A how-to guide, JSON theme, and practice CSV data

Why it helps

Use the model as a learning resource or adapt it into a governed financial-reporting solution more quickly.

  • Compatibility & requirements

    Microsoft Power BI Desktop is required. Tabular Editor 2 or 3 and DAX Studio are required for the advanced model-editing workflows described in the included material.

  • Data & privacy

    The report works with local sample data or sources that you connect. Review your organisation's data-handling requirements before connecting production systems.

€50.00Price
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