Power BI Multi-Purpose Template 3 (Editable)
Combine portfolio performance with product context in a report suited to detailed industrial or chemicals-style product records.
Who it is for
Product portfolio managers, commercial leaders, internal reporting teams and BI developers.
What you can explore
- Overview, Products, Customers, Orders and What’s new, plus Product detail and four tooltips.
- Revenue, gross margin, tonnes and EUR/kg product measures.
- Account context, customer status, days since last order and average payment days.
- OTIF, delivery days, late orders and key-account indicators.
- Product form, shelf life, transport and risk fields; version/release information.
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
What’s new displays model content; it does not automatically update the report or fetch releases. Hazard, shelf-life and transport fields require reviewed data. This workflow has no separate Operations or Quality pages as supplied in v1.
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 v3.pbix (.pbix).
10 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.
- The What’s new page displays model content; it does not automatically update the installed report or fetch software releases.
- Product hazard, shelf-life and transport fields require reviewed reference data for real use.
- This edition is a different workflow from v1; it does not include v1’s separate Operations and Quality pages.
- 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 product, customer, order, plant and business-unit keys before reconnecting the report.
- Confirm that tonnes and EUR/kg match your data; change both the calculations and labels if another unit basis is needed.
- Maintain product detail records and the release/change-log data as part of your reporting process.
- Validate the Product detail route, menu/filter states and order-service definitions after adapting the model.
- 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 portfolio managers, commercial leaders, internal reporting teams and BI developers working with detailed product records.
- Overview, Products, Customers, Orders and What’s new pages, plus Product detail and four tooltip pages.
- Product analysis references revenue, gross margin, quantity in tonnes and price in EUR/kg.
- Customer views include account context, customer status, days since last order and average payment days.
- Orders references OTIF, delivery days, late orders and key-account indicators.
- Product detail includes form, shelf life, transport and risk fields; What’s new displays version and release information.
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
- The What’s new page displays model content; it does not automatically update the installed report or fetch software releases.
- Product hazard, shelf-life and transport fields require reviewed reference data for real use.
- This edition is a different workflow from v1; it does not include v1’s separate Operations and Quality pages.
- 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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