Power BI · Starter kit .zip · 5 files
Finance Dashboard for Power BI
A starter kit for a four-page Power BI finance report: P&L, budget against actual, and the balance sheet and cash, built on a monthly ledger export and an account list.
- Power BI Desktop (free) Yes
- Power BI Desktop for Mac No
- Sample workbook and measures file Yes
- Power BI Service (publish and share) Partly
- Full matrix
Dashboard
Operations: 1,842.0, 52.0 over budget
| Cost centre | Actual | Budget | Diff |
|---|---|---|---|
| Operations | 1,842.0 | 1,790.0 | +52.0 |
| Engineering | 1,215.4 | 1,260.0 | −44.6 |
| Sales | 388.6 | 402.0 | −13.4 |
| Finance and admin | 297.1 | 281.5 | +15.6 |
| Facilities | 164.9 | 150.0 | +14.9 |
Data
| Date | AccountKey | EntityKey | Amount |
|---|---|---|---|
| 30/09/2026 | 4010 | 1 | 18,420.00 |
| 30/09/2026 | 5120 | 3 | 9,310.00 |
| 30/09/2026 | 6300 | 2 | 2,150.00 |
Ledger export in, mapped to P&L lines by DimAccount.
Read me
- 1Sample data workbook (.xlsx): Excel tables: FactGL (4,356 rows, monthly by account, entity and cost centre), Budget (3,267 rows, P&L accounts only), DimAccount (with the P&L and balance-sheet mapping), DimDate, DimEntity and DimCostCentre. Three made-up entities of Hearthstone Fabrication. Balance-sheet balances are there for every entity and month.
- 2DAX measures (.dax text file): 40 measures, each with a one-line comment and the number format to give it: P&L lines, margins, budget and variance, and the balance sheet, plus a DimDate table in DAX. Written for Power BI Desktop.
- 3Theme (.json): Colours and text styles for the report.
- 4Build guide (PDF, 5 pages): Loading the tables, the relationships, the measures, the theme and the four pages. P&L rows are monthly movements and balance-sheet rows are closing balances; the guide explains the difference.
- 5Starter kit (.zip): sample data workbook, theme, DAX measures, build guide. For Power BI Desktop (Windows, free). There is no ready-made .pbix or .pbit in this version.
Rendered from the template's own layout with made-up numbers for Hearthstone Fabrication, a company that doesn't exist.
What it answers
- What's the P&L this month and year to date, laid out the way finance expects it?
- Which cost centres and accounts are over budget?
- How do I get Power BI to show P&L lines in my order, with gross profit, EBITDA and net income?
- Can several companies sit in one report, with a filter to switch?
- How do actuals compare with budget, month by month?
What's in the kit
| Sheet | What it does |
|---|---|
| Sample data workbook (.xlsx) | Excel tables: FactGL (4,356 rows, monthly by account, entity and cost centre), Budget (3,267 rows, P&L accounts only), DimAccount (with the P&L and balance-sheet mapping), DimDate, DimEntity and DimCostCentre. Three made-up entities of Hearthstone Fabrication. Balance-sheet balances are there for every entity and month. |
| DAX measures (.dax text file) | 40 measures, each with a one-line comment and the number format to give it: P&L lines, margins, budget and variance, and the balance sheet, plus a DimDate table in DAX. Written for Power BI Desktop. |
| Theme (.json) | Colours and text styles for the report. |
| Build guide (PDF, 5 pages) | Loading the tables, the relationships, the measures, the theme and the four pages. P&L rows are monthly movements and balance-sheet rows are closing balances; the guide explains the difference. |
| README.txt | What is in the kit and the quick steps. |
| Format | Starter kit (.zip): sample data workbook, theme, DAX measures, build guide. For Power BI Desktop (Windows, free). There is no ready-made .pbix or .pbit in this version. |
Pages the build guide walks you through
- Overview
- The headline numbers for the month you pick.
- P&L breakdown
- Revenue down to net income by P&L line, in your account order.
- Budget vs actual
- Actual against budget with the variance, by P&L line and by month.
- Balance sheet and cash
- Closing balances and cash by entity and month.
Plugging in your own data
Build on the sample data first. Then:
- 1
In Power BI Desktop, load the sample workbook (Get data > Excel workbook) and build the pages by following the guide.
- 2
Export monthly totals by account from your accounting software, with entity and cost centre if you use them.
- 3
Fill DimAccount: each of your accounts, whether it is P&L or balance sheet, its report group and its sort order. One-off job.
- 4
Put your budget in the same shape as the ledger (P&L accounts only).
- 5
Change the Power Query source to your workbook and press Refresh.
What your data has to look like
| Column | What goes in it |
|---|---|
| FactGL: Date | month-end date of the movement or balance |
| FactGL: AccountKey, EntityKey, CostCentreKey | keys that match DimAccount, DimEntity and DimCostCentre |
| FactGL: Amount | P&L rows are the month's movement; balance-sheet rows are the closing balance |
| Budget: same columns, BudgetAmount | P&L accounts only |
| DimAccount: AccountKey, AccountName, AccountType, Statement, ReportGroup, SortOrder | your chart of accounts, in the order the report shows it |
Will it work on your machine?
| App and version | Works? | Notes | |
|---|---|---|---|
| Windows | |||
| Power BI Desktop (free) | Yes | Power BI Desktop is free and runs on Windows only. The kit is built there. | |
| Power BI Service (publish and share) | Partly | Publishing to the Power BI Service and sharing with colleagues needs a Pro or Premium Per User licence from Microsoft. | |
| Mac | |||
| Power BI Desktop for Mac | No | Mac: there's no Power BI Desktop for Mac. Use a Windows virtual machine, or build in the Service if your licence allows. | |
| Any system | |||
| Sample workbook and measures file | Yes | The sample data workbook and the measures file open in anything that reads .xlsx and plain text. | |
- Works with any ledger that exports to Excel or CSV. The kit doesn't connect to accounting software directly.
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
What the licence lets you do
| What you can do | Single | Team |
|---|---|---|
| Who can use the file | You, one named person | Up to 10 named people in the same company |
| Use it in your own business or job | Yes | Yes |
| Send the outputs (charts, PDFs, slides) to anyone, clients included | Yes | Yes |
| Edit anything: formulas, colours, layout, logo | Yes | Yes |
| Pass the file itself to someone else | No | Only inside the team of 10 |
| Resell, upload, rebrand or publish it as a template | No | No |
| Price | €45 | €99 |
More than 10 people? Ask us at office@primedigitallabs.com. Both licences are a one-off price. Nothing renews.
Updates and help
- Bug fixes
- Bug fixes are free for as long as we sell this template. Get the newest version any time with your order number on the download page.
- Support
- Questions go to office@primedigitallabs.com. We usually reply within 2 working days.
- What support covers
- Support covers how the template works and anything that's broken. Rebuilding it around a different data structure is custom work, and we're happy to quote for that.
Probably not for you if
- You want to open a finished report file and press Refresh. In this version you build the pages from the kit.
- You need an indirect cash-flow statement that bridges profit to cash. The Excel Finance Overview has a twelve-month cash bridge; this kit works from balances.
- One small company, one person reading it, no Power BI in the house: the Excel Finance Overview is simpler and cheaper.
Goes well with
- Sample data, fictional
Finance Overview Dashboard
Monthly P&L, margins, cash and runway on one dashboard.
Excel · .xlsx, no macros7 sheetsWin YesMac YesWeb Partly€49
Questions people ask about this one
Does it handle more than one company?
Yes, through the entity column and a filter. The sample has three. It adds them up; it doesn't do intercompany eliminations. We'd quote that as custom work.
Can I use my own chart of accounts?
DimAccount takes any account codes and names, any report grouping, in the sort order you set.
Do I need Power BI Pro?
Not to build or use it on your own machine. To publish to the Service and share it, yes, or Premium Per User.
Will you set it up on our ledger for us?
We can. Connecting and mapping one data source is a template tune-up, from €290; more sources is a quote.
Have the measures been tested?
The measures are written for Power BI Desktop but we haven't run them in every setup. If one shows an error in your model, check the table and column names against the guide and tell us.