Portfolio

Portfolio

A showcase of Power BI reports

Seven interactive reports exploring custom KPIs, field parameters, variance visualisation, render performance and storytelling, all built from real-world business problems.

7 reports Live Power BI embeds Interactive
01
Finance

P&L Statement at 206 ms

A profit and loss statement that renders in 206 ms. The same 28 x 15 grid of numbers took 12,412 ms as a native matrix driven by a calculation group, so I rebuilt it as a single Deneb visual over one query.

The blog article is the backstory: why the matrix was slow, the four approaches I benchmarked side by side, and the DAX and spec behind the version that won.

DenebDAXPerformance
Read the full write-up
pl-bridge-demo.pbix
Monthly P&L Deneb grid report preview Load interactive report
02
Healthcare

Hospital Revenue Performance & Drivers

This report actually helped me to land my first PBI Dev contract with a private healthcare provider.

This is why it’s good to have a report showcase portfolio. Even better if your data is related to the industry in which you would like to work.

KPICustom TooltipsHealthcare
View Full Project
hospital-revenue.pbix
Hospital Revenue Performance dashboard preview Load interactive report
03
Sales

Onyx Data Challenge, Sales Analysis

This report gives insight into customer sales metrics like moving averages, new/returning customers, and satisfaction metrics.

The middle line chart uses a secondary y-axis that consistently shows all sales when dimensions are filtered, so the user can see what proportion of the whole the selected dimensions make up.

Moving AvgCohortsSecondary Axis
View Full Project
04
Profit

Service Profit Analysis

This project explores the capabilities of field parameters.

Field parameters are a winning PBI feature for building highly interactive visuals. In this example users can dynamically control the displayed metrics, adjust date granularity, and see appropriate number formatting with the click of a button.

Field ParametersInteractivity
View Full Project
service-profit.pbix
Service profit analysis dashboard preview Load interactive report
05
Revenue

Revenue Analysis

This report focuses on showing variances to a selected metric (target, last year or 2 year’s ago).

The KPI in the top right shows an overview of the selected year and all of the comparatives while the line chart gives the detail on a monthly basis. This report also makes use of the very awesome PBI feature, field parameters.

VarianceKPIField Parameters
View Full Project
revenue-analysis.pbix
Revenue analysis dashboard preview Load interactive report
06
Dashboard

Revenue & Gross Profit Dashboard

This report makes use of a Top N selection as per business line (department).

This report also makes some great use of field parameters for selecting visible chart metrics. Report users are also able to sort the charts by revenue or gross margin via a slicer.

Top NField ParametersSlicers
View Full Project
07
Variance

Variance Highlights with Stacked Bars

An exploration of what can be done with stacked bar charts in Power BI, this report showcases an alternative way of presenting a variance to last year.

The size of the variance is represented by the red or green stack to quickly show the reader where the gains and losses are coming from.

VarianceStacked Bars
View Full Project
variance-stacked.pbix
Variance highlights dashboard preview Load interactive report
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Power BI specialist & CPA. Building data solutions that translate complexity into decisions.

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