Power BI · Financial Analytics · Budgeting

FINANCE 360

Financial Performance & Budget Analytics — a Power BI solution designed to monitor revenue, costs, profitability and budget variances across entities, regions and business units.

Main toolPower BI

Data preparationPower Query M

CalculationsDAX

DomainFinancial Analytics

Context & objective

Finance 360 was built as a complete financial case study designed to provide a consolidated view of financial performance. The report compares actual and budget data to quickly identify variances, key cost drivers, the most profitable business units and margin trends.

Business need

Provide management with a clear view of revenue, costs, margins, operating profit, net profit and budget execution, with analysis by month, entity, region and business unit.

BI solution

Power BI model structured around financial and budget facts, shared dimensions, Power Query transformations, DAX measures and decision-oriented visualizations with favorable / unfavorable variance analysis.

Key metrics

Total RevenueTracking actual revenue and comparing it with budget.

Total CostsAnalysis of cost structure and budget overruns.

Gross ProfitGross profit after taking cost of sales into account.

Gross MarginAnalysis of margin level and variance versus budget.

Operating ProfitTracking operating performance after operating expenses.

Net ProfitFinal result and comparison with the budget target.

Budget VarianceAbsolute variance between actual and budget.

Budget AchievementMeasurement of financial target achievement.

Report pages

Executive Overview Finance 360 — Executive Overview

Revenue Analysis Finance 360 — Revenue Analysis

Cost and Expense Analysis Finance 360 — Cost & Expense Analysis

Budget versus Actual Finance 360 — Budget vs Actual

Profitability Analysis Finance 360 — Profitability Analysis

Skills demonstrated

Power BI Power Query M DAX Data Modeling Financial Analytics Budget Analysis Variance Analysis Profitability Analysis KPI Design Dashboard UX/UI