Power BI Multi-Purpose Template 2 (Editable)
Move from overall results to a product, customer or order in one reporting environment. Adapt this order-based model for a recurring commercial review.
Who it is for
Product/commercial managers, operations analysts and internal BI teams.
What you can explore
- Overview, Products, Customers and Orders pages with three supporting tooltips.
- Product/customer/order rankings and detail components.
- Revenue, gross margin, quantity, price and customer-activity measures.
- Delivery measures and an OTIF-oriented order view.
How to adjust it
- Open a working copy in Power BI Desktop and review its pages, model and queries.
- Repoint local demonstration sources to available, reviewed source data; preserve field types, keys and model grain or map replacements.
- Review units, comparison periods and business definitions. Update labels, images and theme; reconcile totals and test filters, tooltips and navigation.
Requirements and download
ZIP containing an editable PBIX report. Power BI Desktop and compatible source data are required. Included values represent the supplied report state. Live connections, scheduled refresh, deployment and sharing licences require separate setup. Standard single-business internal use; software subscriptions, source systems and custom implementation are separate. Cover artwork is illustrative.
Implementation notes
This edition has a narrower main-page set than v1. Choose by workflow and design, rather than edition number alone.
Original screenshots
Explore the separate original screenshots in the image gallery; select an image to inspect the captured view. You can also open each full-size screenshot here:
These previews show selected captured states of the supplied file. Cover artwork is illustrative.
Download & file contents
Digital ZIP download containing the editable Multi-Purpose Template v2.pbix (.pbix).
7 report pages, including supporting pages in the inspected source file.
The product gallery includes 2 separate original application screenshots: Overview; Products. Cover artwork is illustrative. Screenshots show captured supplied-file states; they are not a live data feed.
Software & requirements
- Microsoft Power BI Desktop on Windows to open and edit the PBIX file. Sharing through Power BI Service requires the appropriate Microsoft licence and permissions.
- A ZIP extraction utility and access to any replacement data sources and credentials needed for refresh.
- v2 has a narrower main-page set than v1. Choose by workflow and design, not the version number alone.
- Data-source replacement, refresh and business-definition validation remain implementation work.
- At least one model query uses a local file/folder source. Repoint it to an available, supplied or buyer-owned source before refresh.
Setup & customisation
- Map the model’s product, customer, order, date and organisational dimensions to your source data.
- Verify quantity units, currency, price basis, margin calculations and delivery-date rules.
- Agree the OTIF definition before treating it as a service commitment.
- Update report labels and branding, then reconcile totals and filtered order samples.
- Work in a copy. Reconcile results to your own sources after changing data, formulas or measures. Test filters, navigation and refresh in your intended environment.
Who it is for & what to explore
Product and commercial managers, operations analysts and internal BI teams adapting an order-based reporting model.
- Four main analytical pages and three supporting tooltip pages.
- Product, customer and order views with ranking/detail components.
- Measure references include revenue, gross margin, quantity, price and customer activity.
- Order performance includes delivery measures and an OTIF-oriented view.
Single-business licence
One purchase covers internal use and adaptation within one business. You may customise the template for that business's reporting and analysis.
Resale, redistribution, public sharing of the source files and use as a template deliverable for other businesses are outside this single-business scope. Third-party data, images, services and software remain subject to their own terms.
Microsoft subscriptions, third-party service charges, data-source access and custom implementation are separate.
Preview notes & implementation limits
- v2 has a narrower main-page set than v1. Choose by workflow and design, not the version number alone.
- Data-source replacement, refresh and business-definition validation remain implementation work.
- Screenshots document selected captured views, not every page, filter combination or deployment scenario. Source refresh, service deployment and all calculation outputs are not certified by these previews.
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