Re: Financial Dashboard

Frequent Visitor
21432 Views
Samietex
Advocate II
Advocate II

Financial Dashboard

This Power BI report is inspired by Leonardo Karpinski. It shows how major indicators like Operational Revenue, Gross Margin, and Gross Marin percentage among others are analyzed.
This data was extracted and transformed in the Power Query Editor where the M code was used to create custom columns. A lot of transformations were carried out in the Power Query Editor. Measures, calculated columns, and tables were created using the DAX language in the Power BI desktop tool.

The first page (Revenue & Margin) consists of a matrix table showing how some of the calculated measures are analyzed by Suppliers and Groups from the data. From the stacked bar chart, we could see that category (Retail) has the highest revenue. The measures also show that November recorded the highest operational revenue and gross margin, while January recorded the highest gross margin %.
The income statement page is basically showing how the operating income is increasing and decreasing for each month. It also shows the analysis of the header account, subheader account, and the detailed account by the horizontal analysis, vertical analysis, and profit and loss indicator for each month.
The financial simulator page gives room for users to simulate scenarios on the Power BI report. You can easily predict the Variance revenue, Variance costs, and Variance Expenses among several others by interacting with the report by using the What IF? section.

 

ca_od91
New Member

Hi is it possible to get the pbix file? catherineod91@gmail.com

Thanks so much!

MSedky
Regular Visitor

Hello Samuel, 

great work keep it up thanks a lot for sharing! 

Best Regards

 

maxkaoppp
Helper II
Helper II

What a great work! Can I have this pbix file?  thanks a lot

Samietex
Advocate II
Advocate II

Hello guys, 

 

To have access to the PBIX file: https://github.com/samietex/Financial_Dashboard_Modeling

 

You can also check my github profile for more Power BI files of projects I've worked on: https://github.com/samietex

Hello Samuel, 

thanks a lot for sharing! 

 

DarrenWatson
Regular Visitor

This looks great could i get a copy of the PBIX

Creasso
New Member

Hi how are you? 🙂

Amazing work , Congragulations on that, Can you please share the pbix file i'd be very thankfull

 

avatar user
Anonymous
Not applicable

Amazing work, Will you please share me PBIX file?

avatar user
Anonymous
Not applicable

Amazing work , Congragulations on that, Can you please share the pbix file? 

avatar user
Anonymous
Not applicable

Hello Samuel,

 

Could you please share the pbix file?

 

Well done job! Congrats!!

alexd1
Regular Visitor

Hello Samuel, 
that's nice work!  I'm interested in learning more about your data model and view from organizing the data.  If you are willing to share  
Kind regards

JasperS
Frequent Visitor

Great work!! would it be possible to get a copy of the PBIX file as well please 

avatar user
Anonymous
Not applicable

Please Share me PBIX file and Dataset..

 

mosscon
Regular Visitor

Hello there,

 

This is impressive - is it possible to get the PBIX? if your able to share.

Thanks,

Mosscon

lean_monzon2020
New Member

This is amazing. Can you please share the PBIX file

StacyLL
Frequent Visitor

Excellent work!  I have a background in financial analysis and really like how you captured and visualized the financial data.   I am interested in learning more about your model.  If you are willing to share.  Kind regards, Stacy

 

Thank you for the nice feedback Stacy. I'm willing to give you more tips on how I went about the report. I'll reach out to you via your email address.

 

Best regards,

Samuel.

Hi,

 

I've just joined Leonardo's Power BI course 🙂

 

Is it possible to get the PBIX file of the report?

 

Best Uros

avatar user