Power BI P&L Template (editable)

Elevate your financial reporting with this Profit & Loss Statement Power BI template. Built on a clean star-schema and fully parameterized M queries, it automatically pulls in transactions and extends them across multiple years (Sep 2022 – Sep 2025) while allowing easy additions of new accounts or categories.
The report features:
Dynamic slicers for year, region and country to focus on any segment of your business.
Interactive KPIs that compare current year to prior year with delta arrows and conditional colouring for revenue, COGS, gross profit, net profit, gross profit %, general expenses and more.
A detailed monthly P&L table driven by a helper table and DAX switch logic, ensuring subtotals and percentages reflect accounting best practices.
A YTD vs PY comparison matrix and a net profit by country bar chart for intuitive variance analysis.
Clean, modern layout with space for additional visuals, and fully modular DAX measures ready for custom expansion.
 
This template is ideal for finance teams and FP&A professionals who want a turnkey P&L dashboard without building everything from scratch, yet it remains flexible enough for advanced modelling and governance (e.g. RLS, incremental refresh).

What's inside?
.pbix file
how-to use guide
.csv files for testing
fully-customizable