📊 FP&A Power BI Dashboard – Complete Portfolio Project
A fully interactive Financial Planning & Analysis reporting system built in Power BI
🚀 Overview
This project is a complete FP&A analytics suite developed to showcase end-to-end capability in:
Financial modelling
Data modelling
DAX measure creation
Power BI dashboard design
Business storytelling
Forecasting & variance analysis
It uses a 36-month custom dataset with revenue, COGS, operating expenses, forecast data, and dimensional mapping for products and regions.
📁 Report Pages
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Executive Summary
High-level finance KPIs providing leadership-level insight:
Total Revenue
Total COGS
Total Opex
Gross Profit
Gross Margin %
Revenue YoY %
Waterfall: Revenue → COGS → Opex → Profit
Forecast vs Actual trends
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Revenue Analysis
Detailed revenue exploration:
Forecast vs Actual Revenue trend
Revenue by Product
Revenue by Region
Customer-level Revenue analysis
Revenue Variance & Variance %
Revenue YoY %
Revenue MoM %
Revenue Distribution Treemap
- Cost & Expense Analysis
Understanding cost drivers and spending patterns:
Total Opex
Total COGS
Opex by Product
COGS by Region
Expense breakdown by Expense_Type
Opex/COGS Trend
Forecasted Expense vs Actuals
Category Heatmaps
- Profitability Analysis
Profit insights at multiple levels:
Gross Profit
Contribution Margin
Contribution Margin %
Contribution Margin by Product
Contribution Margin by Region
Gross Profit vs Forecast Profit by Month
Profitability Heatmaps
📐 Data Model
A clean star-schema:
Fact Table: ✔ Fact_Transaction (Revenue, COGS, Opex, Expense Type)
Dimension Tables: ✔ Product_Dim ✔ Region_Dim ✔ Date Table (marked as date table)
Forecast Table: ✔ Monthly forecast for Revenue, Expense, and Profit
🧮 Key DAX Measures Implemented
Created all essential measures:
Total Revenue
Total COGS
Total Opex
Gross Profit
Gross Margin %
Revenue YTD
Revenue R12
Revenue LY
Revenue YoY %
Revenue MoM %
Revenue Prev Month
Revenue Variance
Revenue Variance %
Forecast Revenue
Forecast Expense
Forecast Profit
Forecast Accuracy %
Contribution Margin
Contribution Margin %
🎯 Business Problem (Real-World Scenario)
A mid-sized multi-product company needs to understand why profitability is fluctuating across products and regions over the past 36 months. Leadership wants a unified dashboard showing revenue trends, cost behavior, forecast accuracy, and the true drivers behind margin shifts.
The Power BI report answers:
Which products and regions drive revenue?
Why is margin declining/increasing?
Are forecasts reliable?
What cost centers are inflating?
Which customers contribute most to revenue?
🛠 Tools Used
Power BI Desktop
DAX
Calendar-based time intelligence
Custom JSON theme
Excel / CSV dataset
📈 Outcome
This project demonstrates:
Strong FP&A knowledge
Advanced analytics
Professional dashboard design
Storytelling ability
Business-first thinking
Clean modeling and DAX skills