Financial Dashboard in Power BI

Build an interactive financial dashboard in Power BI with DAX and slicers.

Introduction

30 Second Summary

Every business tracks sales numbers in spreadsheets, but scrolling through hundreds of rows doesn't help anyone make quick decisions. Leaders need a way to spot trends, compare regions, and answer questions at a glance.

In this project, you will import Microsoft's Financial Sample dataset into Power BI. From that raw data, you will build a single-page interactive dashboard that tracks revenue, profit, and performance across countries, products, and market segments.

What You'll Build

Picture clicking a country on a map and watching every chart, card, and bar on the page instantly update to show only that country's data.

By the end of this project, you'll have:

  • Charts and a map visual that show which products drive the most profit, which countries perform best, and how trends shift over time.
  • KPI cards powered by DAX formulas displaying total revenue, total profit, and profit margin percentage. They update dynamically as you interact with the dashboard.
  • Interactive slicers and cross-filtering that let anyone filter the entire dashboard by year or segment with a single click.
  • Secret Mission: A drill-through page that lets users right-click any country to see its detailed product-level breakdown.

Are there any prerequisites?

You need a Windows PC for this project. Power BI Desktop is a free, Windows-only application. No prior Power BI experience is needed.

Before We Start

Before we dive in, let's lock in what you're about to build and why it matters.

Install Power BI Desktop and Get the Data

Before you can build any dashboard, you need two things: the tool to create it and the data to fill it.

In this step, you will install Power BI Desktop from the Microsoft Store, download Microsoft's Financial Sample dataset, and load it into your first report.

In this step, get ready to:
  • Install Power BI Desktop from the Microsoft Store.
  • Download the Financial Sample Excel workbook.
  • Load the financials table into Power BI Desktop.
Install Power BI Desktop

Power BI Desktop is a free Windows application for connecting to data, transforming it, and building interactive visual reports.

Installing from the Microsoft Store means no admin privileges are needed and the app auto-updates.

  • Press the Windows key to open your search bar.
  • Type Power BI Desktop and check whether it appears in the search results.

✔️ I see Power BI Desktop in my results

Power BI Desktop is already installed on your machine.

  • Click the result to open Power BI Desktop, then skip ahead to the next substep.

ⓧ I don't see it

Power BI Desktop is not installed yet. You will grab it from the Microsoft Store.

What happens when I click this link?

This URL opens the Microsoft Store app on your computer and takes you directly to the Power BI Desktop listing. If it opens in your browser instead, click the button to open it in the Microsoft Store app.

  • Click Install on the Microsoft Store page.
  • Wait for the download and installation to finish. This may take a few minutes depending on your internet speed.
  • Once the install completes, press the Windows key, type Power BI Desktop, and press Enter to open it.

Microsoft Store not opening?

Some corporate or school networks restrict access to the Microsoft Store. If the link does not open, check with your IT administrator or try connecting through a different network.

Still stuck? Help me install Power BI Desktop.

When Power BI Desktop opens for the first time, you may see a welcome screen or sign-in dialog. Close it or skip past it to reach the blank canvas.

What is Power BI Desktop?

Power BI Desktop is part of the Power BI suite from Microsoft. It lets you import data from sources like Excel, databases, and web services, then clean, transform, and visualize that data in interactive reports.

You create reports locally in Power BI Desktop and can optionally publish them to the Power BI service online. For this project, you only need the free desktop app.

Download the Financial Sample workbook

Microsoft provides a free Financial Sample Excel workbook with 700+ rows of sales transactions across 5 countries, 6 products, and 5 market segments. This is the dataset you will use for your dashboard.

  • Open File Explorer by pressing the Windows key and E together.
  • In the left sidebar, click This PC, then double-click your Local Disk (C:) drive.
  • Right-click in an empty area, select New, then select Folder.
  • Name the folder PowerBI-Project and press Enter.

You should see the PowerBI-Project folder listed in your C:\ drive.

The file downloads automatically to your default Downloads folder. The file is called Financial Sample.xlsx.

  • Open your Downloads folder in File Explorer.
  • Drag Financial Sample.xlsx into the C:\PowerBI-Project folder.

Open the C:\PowerBI-Project folder. You should see Financial Sample.xlsx inside it.

Don't see the downloaded file?

Some browsers ask where to save files instead of downloading automatically. If you see a Save As dialog, navigate to C:\PowerBI-Project and save the file there directly.

If the download link opens a preview instead of downloading, try right-clicking the link and selecting Save link as.

Need more help? Help me download the Financial Sample workbook.

Load the data into Power BI Desktop

With the workbook saved, you can now import it into Power BI Desktop. This connects Power BI to the Excel data so you can build visuals from it.

  • Switch to Power BI Desktop (it should still be open from the first substep).
  • In the Home ribbon at the top, click Excel workbook.
  • In the file browser that opens, navigate to C:\PowerBI-Project.
  • Select Financial Sample.xlsx and click Open.

A Navigator window appears showing the tables available inside the Excel file.

  • Check the box next to the financials table.
  • Click Load.

What does Load do?

Clicking Load imports the selected table directly into your Power BI report. The data is now stored inside the report file so you can build visuals from it without keeping the Excel file open.

Before you check the result, take a moment to predict: what do you expect to see in the Data pane on the right side of the screen?

  • Look at the Data pane on the right side of Power BI Desktop.
  • Click the small arrow next to the financials table to expand the field list.

You should see field names like Segment, Country, Product, Sales, Profit, and Date. These are the columns from the Excel workbook that Power BI will use to build your dashboard.

Don't see the financials table?

Make sure you checked the box next to financials in the Navigator window before clicking Load. If you accidentally clicked Cancel, go back to the Home ribbon and click Excel workbook to try again.

If Power BI Desktop shows a blank gray window or does not respond, try closing and reopening the application.

Still stuck? Help me load data into Power BI Desktop.

Your data is loaded and ready to go. In the next step, you will drag these fields onto the canvas to build your first visuals.

Build Your First Visuals

Your data is loaded and the financials table is ready to explore. Before spending time on data cleaning or formulas, let's get something on screen right away.

Building visuals first gives you a feel for how Power BI works. It also reveals problems hiding in the raw data that you would miss by staring at a spreadsheet.

In this step, get ready to:
  • Create a line chart showing profit trends over time.
  • Create a map visual showing profit by country.
  • Spot data quality issues hiding in the raw data.
Create a profit-over-time line chart

Power BI lets you create visuals by dragging fields from the Data pane directly onto the canvas. The tool automatically picks a chart type, but you can change it anytime.

  • In the Data pane on the right side of your screen, expand the financials table.
  • Drag the Profit field onto the blank canvas.

Power BI creates a single-column chart showing total profit.

  • Drag the Date field onto the same chart.

The chart now breaks profit down by date. Power BI may display this as a clustered column chart by default.

  • In the Visualizations pane (also on the right side, above the Data pane), select the Line chart icon to change the chart type.

Your canvas now shows a line chart with profit values plotted over time.

Don't see a chart on the canvas?

  • Make sure you dragged the field onto the canvas area itself, not into the Visualizations pane.
  • If the chart appears empty, click on it and check that Profit and Date appear in the field wells of the Visualizations pane.
  • My Power BI chart isn't showing any data after I dragged fields onto the canvas. What could be wrong?
Create a country map
  • Click a blank area of the canvas so no existing visual is selected.
  • Drag the Country field from the Data pane onto the canvas.
  • In the Visualizations pane, select the Map icon (a globe with dots) to display the data as a map.
  • Drag Profit onto the map visual so that bubble sizes reflect each country's profit.

Bubbles appear on the map, each sized by the profit for that country.

Map showing a blank globe?

  • Power BI needs an internet connection to render map visuals. Check that you are connected to the internet.
  • Map visuals may be disabled by default. Go to File, then Options and Settings, then Options. Under Security, check that Use Map and Filled Map visuals is enabled.
  • If bubbles still do not appear, click the map visual and confirm that Country is in the Location field and Profit is in the Bubble size field in the Visualizations pane.
  • My Power BI map visual is blank and not showing any country bubbles. How do I fix this?
Spot the data quality issues

Take a step back and look at both visuals. Would you feel confident presenting this dashboard to a manager right now?

The visuals display data, but several issues make the dashboard look unprofessional.

What's wrong with the data?

Look closely and you will notice three problems.

  • The Segment labels have inconsistent casing. Some entries are uppercase and others are not. In a chart, this could cause the same segment to appear as separate categories.
  • The Units Sold column shows decimal values like 1,473.5. Physical unit counts should be whole numbers.
  • The line chart's x-axis may show individual dates rather than clean monthly trends. This makes it harder to spot patterns at a glance.

These issues would confuse anyone reading the dashboard. Fixing them at the data level means every visual automatically inherits clean values.

Your first visuals are on the canvas and the data quality gaps are clear. Next up, you'll clean and transform the data in Power Query so every chart inherits polished, trustworthy values.

Clean and Transform Data with Power Query

In Step 2, you built your first line chart and map. They showed real data, but they also revealed quality issues hiding in the raw dataset.

The Units Sold column has decimal values that make no sense for unit counts. Segment labels mix uppercase and lowercase. Power Query lets you fix these issues at the source so every visual automatically inherits clean data.

In this step, get ready to:
  • Clean data types and formatting in Power Query Editor.
  • Filter out a discontinued product from the dataset.
  • Apply transformations and verify your visuals update automatically.
Open Power Query and fix data formatting

Power Query is Power BI's built-in data transformation tool. It cleans and reshapes your data before it reaches the report, so you fix problems once and every visual benefits.

  • Select Transform Data on the Home ribbon.

The Power Query Editor opens in a new window. You can see a preview of your data with column headers along the top.

What is Power Query?

Power Query is a data transformation engine built into Power BI Desktop. Every change you make here is recorded as a step in the Applied Steps pane on the right side of the window.

These steps run automatically every time your data refreshes. You fix a problem once, and Power Query applies the fix forever.

  • Select the Units Sold column by clicking its header.
  • Go to the Transform tab in the ribbon.
  • Select Data Type, then choose Whole Number.
  • In the dialog that appears, select Replace current.

The preview updates immediately. The Units Sold column now shows whole numbers like 1,473 instead of 1,473.5.

  • Select the Segment column by clicking its header.
  • On the Transform tab, select Format, then choose UPPERCASE.

The Segment column now shows consistent labels like GOVERNMENT and ENTERPRISE instead of mixed casing.

  • Double-click the Month Name column header.
  • Type Month and press Enter.

The column header now reads Month instead of Month Name. Shorter names keep your field list tidy as your data model grows.

Preview not updating?

  • Check the Applied Steps pane on the right side of the Power Query window. You should see a new step listed for each transformation you applied.
  • If you selected the wrong column, click the X next to the most recent step in Applied Steps to undo it. Then try again on the correct column.

Help me fix my Power Query transformations.

Filter out a discontinued product

Montana is a discontinued product in this dataset. Including it would skew your analysis and mislead stakeholders.

  • Click the dropdown arrow on the Product column header.
  • Uncheck Montana from the list of values.
  • Select OK.

The preview refreshes. Montana rows are gone from the data.

Why filter data instead of deleting it?

Power Query filters are non-destructive. Your original Excel file stays completely untouched.

If Montana comes back into production, you can remove the filter step from Applied Steps and the data reappears. Filtering out discontinued or irrelevant data is a common cleaning step in enterprise reporting.

Apply transformations and return to your report

Your transformations are staged in Power Query but have not reached your report yet. Closing and applying pushes the cleaned data into your visuals.

  • Select Close & Apply on the Home tab.

Before you look at your report, what do you think will be different about your visuals? Will the line chart shift? Will the map change?

Power BI returns to Report view. Your existing line chart and map have automatically updated with the clean data.

What should I see?

  • The line chart data may shift slightly because Montana product rows are now filtered out.
  • The map still shows profit by country with no visible change (Montana is a product, not a country).
  • In the Data pane on the right, the column now reads Month instead of Month Name.
  • If you expand the financials table and scroll to Segment, hovering over your visuals confirms the labels are now consistent uppercase (GOVERNMENT, ENTERPRISE).

Visuals not updating?

  • Make sure you selected Close & Apply, not just the X button to close the Power Query window. Closing without applying discards all your changes.
  • If your changes were lost, select Transform Data on the Home ribbon to reopen Power Query and redo the transformations.

Help me get my Power Query changes to show in my report.

Your data is clean and your visuals are polished. Next up, you will write DAX formulas that calculate KPIs like total revenue, total profit, and profit margin percentage.

Create DAX Measures for KPIs

Your data is now clean and consistent. Every visual on your canvas automatically reflects the Power Query transformations from the last step.

Charts tell part of the story, but stakeholders also want headline numbers they can scan in seconds. DAX (Data Analysis Expressions) lets you create calculated measures that answer questions like "How much total revenue did we earn?" and respond dynamically whenever someone filters the dashboard.

In this step, get ready to:
  • Create Total Revenue and Total Profit measures using DAX.
  • Create a Profit Margin percentage measure.
  • Add KPI Card visuals to display each measure on the report.
Create your revenue and profit measures

A DAX measure is a formula that calculates a value on the fly. Instead of storing a fixed number, the measure recalculates every time you filter or slice the data.

  • On the Home ribbon, select New measure.
  • A formula bar appears at the top of the canvas. Type the following formula into it:
Total Revenue = SUM(financials[Sales])
  • Press Enter or select the checkmark to commit the measure.

The formula bar closes and Total Revenue appears in the Data pane on the right with a small calculator icon next to it.

  • Select New measure again on the Home ribbon.
  • Type this second formula into the formula bar:
Total Profit = SUM(financials[Profit])
  • Press Enter to commit the measure.

What is a DAX measure?

DAX measures are formulas that live inside your data model rather than in a cell on a spreadsheet. They recalculate automatically whenever a filter, slicer, or cross-filter changes the context.

SUM(financials[Sales]) adds up every value in the Sales column of the financials table. If someone filters the dashboard to a single country, the measure recalculates to show only that country's total.

  • Expand the financials table in the Data pane. You should see both Total Revenue and Total Profit listed with calculator icons, separate from the regular column fields.

Seeing an error in the formula bar?

  • Check that the table name is financials (lowercase) and that the column name matches exactly what the Data pane shows. DAX column references are case-sensitive.
  • Make sure you included the square brackets around the column name, like financials[Sales].
  • Why is my DAX formula showing an error?
Calculate profit margin as a percentage

Revenue and profit totals are useful, but stakeholders also want to know how efficiently the business converts revenue into profit. A profit margin measure answers that question as a single percentage.

  • Select New measure on the Home ribbon.
  • Type this formula into the formula bar:
Profit Margin = DIVIDE([Total Profit], [Total Revenue])
  • Press Enter to commit the measure.

Why DIVIDE instead of a regular slash?

You could write [Total Profit] / [Total Revenue], but if Total Revenue ever equals zero (for example, after filtering to a segment with no sales), that formula would throw an error.

DIVIDE performs safe division. It returns a blank instead of an error when the denominator is zero.

The measure defaults to showing a decimal like 0.17. Stakeholders expect to see 17%, so you need to format it.

  • In the Data pane, select the Profit Margin measure.
  • Go to the Measure tools ribbon that appears at the top.
  • Set the Format to Percentage.

You should see all three measures listed in the Data pane with calculator icons: Total Revenue, Total Profit, and Profit Margin.

Non-English locale?

If your Windows language is set to a non-English locale, DAX may expect semicolons (;) instead of commas (,) to separate function arguments. For example: DIVIDE([Total Profit]; [Total Revenue]).

Add KPI cards to the report

Your three measures exist in the data model, but they are not visible on the report yet. Card visuals are single-number displays that are perfect for headline KPIs.

  • Click a blank area of the canvas to make sure no existing visual is selected.
  • In the Visualizations pane, select the Card visual (it looks like a single number with text underneath).
  • From the Data pane, drag Total Revenue into the card.

A card appears on the canvas showing the total revenue value. Now create two more cards the same way.

  • Click a blank area of the canvas.
  • Select the Card visual in the Visualizations pane.
  • Drag Total Profit into this new card.
  • Click a blank area of the canvas again.
  • Select the Card visual and drag Profit Margin into it.
  • Arrange all three cards across the top of your report, above your line chart and map.

Why cards instead of a table?

Card visuals are designed for a single headline number. Executives scanning a dashboard want to see total revenue at a glance, not dig through rows. Cards make KPIs impossible to miss.

You should see three cards at the top of your canvas. The Total Revenue and Total Profit cards show dollar amounts, and the Profit Margin card shows a percentage.

Now for the real test. Before you try this, what do you think will happen to your three KPI cards when you click a country bubble on the map?

  • Click any country bubble on your map visual.

All three KPI cards update instantly to show only that country's numbers. This is cross-filtering in action. Your DAX measures recalculate based on the filter context created by your click.

  • Click the same country bubble again to deselect it.

The cards return to their overall totals.

Cards not updating when you click the map?

  • Make sure you dragged a DAX measure (shown with a calculator icon) into each card, not the raw column field. If a card says "First Sales" instead of a total, delete the card, create a new one, and drag the Total Revenue measure from the Data pane.
  • Confirm the map visual is not selected when you check the cards. Click a blank area of the canvas first, then click the map country.
  • Why aren't my KPI cards responding to cross-filtering?

Your dashboard now has headline KPIs that respond to every click. In the next step, you will add slicers, a product breakdown chart, and a title to transform this collection of visuals into a polished executive dashboard.

Build the Interactive Dashboard

Your DAX measures and KPI cards are working. Clicking a country on the map already updates the cards to show that country's numbers.

Right now, though, your visuals are scattered across the canvas with no title, no year filter, and no product breakdown chart. In this step, you will add a slicer for filtering by year, a stacked column chart for product analysis, and a polished layout that turns everything into a professional executive dashboard.

In this step, get ready to:
  • Add a Year slicer that filters the entire dashboard with a single click.
  • Create a stacked column chart showing sales by product and market segment.
  • Format, arrange, and save the dashboard as a .pbix file.
Add a year slicer

A slicer is a visual filter control that lets anyone interacting with your dashboard filter all the data on the page. You will add a Year slicer so stakeholders can instantly focus on a specific year's performance.

  • Click a blank area of the canvas so no existing visual is selected.
  • In the Data pane on the right, find the Year field and drag it onto the blank canvas.
  • In the Visualizations pane, click the Slicer icon to change the visual type to a slicer.

You should see clickable year buttons on the canvas.

  • Click 2014 in the slicer.

Every visual on the page updates to show only 2014 data. Your KPI cards, line chart, and map all filter simultaneously.

  • Click 2014 again to deselect and return to the full data view.

What is a slicer?

A slicer is a standalone filter control that sits directly on your report page. Unlike clicking a data point on a chart (which is cross-filtering), a slicer gives users an obvious, always-visible button or dropdown to filter the entire dashboard.

Stakeholders love slicers because they do not need to know which chart to click. They just pick a year, segment, or category and every visual responds.

Slicer not filtering other visuals?

  • Make sure you dragged the Year field (not Date) from the Data pane. The Date field may create a date hierarchy slicer that behaves differently.
  • Check that the visual type is set to Slicer in the Visualizations pane. If it looks like a table or chart, click the slicer icon to switch it.
  • Still stuck? Help me figure out why my slicer is not filtering the other visuals on my Power BI dashboard.
Add a sales-by-product chart

Your dashboard shows profit trends and geographic distribution, but it does not yet reveal which products and market segments are driving revenue. A stacked column chart answers that question at a glance.

  • Click a blank area of the canvas so no existing visual is selected.
  • In the Data pane, hold Ctrl and click the Sales field to select it.
  • Continue holding Ctrl and click the Product field.
  • Continue holding Ctrl and click the Segment field.

Power BI creates a clustered column chart on the canvas using all three fields.

  • With the new chart selected, go to the Visualizations pane and click the Stacked column chart icon.

The chart changes to show stacked columns. Each column represents a product, and the colored segments within each column represent different market segments.

What does this chart show?

Each stacked column represents one product. The colored layers inside each column break down that product's sales by market segment (GOVERNMENT, ENTERPRISE, SMALL BUSINESS, etc.).

This makes it easy to spot which products generate the most revenue and which segments are driving that revenue. A tall column with a dominant color tells you exactly where to invest.

Chart not showing stacked segments?

  • Check that Segment appears in the Legend well of the Visualizations pane. If it is in the X-axis well instead, drag it from there into the Legend well.
  • Make sure you selected the Stacked column chart icon, not the Clustered column chart icon. The stacked icon shows bars with colored layers inside.
  • Need more help? Help me fix my stacked column chart so it shows colored segments for each product.
Format and arrange the dashboard

Your visuals work, but they are scattered across the canvas with no title or logical grouping. A polished layout with a clear title transforms this into something that looks like a professional executive report.

  • Select Insert in the ribbon at the top.
  • Select Text box.
  • Type Executive Financial Dashboard into the text box.
  • Select all the text you just typed.
  • Set the font style to Bold using the formatting toolbar above the text box.
  • Set the font size to 20.

You should see a large, bold title reading "Executive Financial Dashboard" on your canvas.

Now arrange all your visuals into a clean, logical layout. Here is the arrangement to aim for:

  • Drag the title text box to the top of the canvas.
  • Position the three KPI cards (Total Revenue, Total Profit, Profit Margin %) in a row just below the title.
  • Place the line chart and map side by side in the middle of the canvas.
  • Place the stacked column chart and Year slicer at the bottom.
  • Resize each visual so nothing overlaps and the canvas looks clean.

Align visuals evenly

Select multiple visuals by holding Ctrl and clicking each one. Then go to the Format ribbon and use the Align options to space them evenly across the page.

  • Save your file by selecting File, then Save.
  • Name the file Financial-Dashboard and save it to your C:\PowerBI-Project folder.

Your file is saved as Financial-Dashboard.pbix. Now it is time to test the full interactive experience.

Before you test, predict what will happen when you click a country bubble on the map. Will only the map change, or will every other visual on the page respond?

  • Click any country bubble on the map.

Every other visual on the page filters to show only that country's data. The KPI cards update, the line chart adjusts, and the stacked column chart highlights that country's product breakdown. This is cross-filtering in action.

  • Click the same country again to deselect it.
  • Click 2014 in the Year slicer.

The entire dashboard updates to show only 2014 data. Every visual, including the map bubbles and KPI cards, reflects the filtered year.

  • Click 2014 again to deselect and return to the full view.

Cross-filtering not working on all visuals?

  • Make sure you click a data point directly (a bubble on the map, a column segment on the chart). Clicking the background of a visual does not trigger cross-filtering.
  • If a specific visual is not responding, click that visual, then go to Format in the ribbon and select Edit interactions. Verify that the filter icon is active on the non-responding visual.
  • Still having trouble? Help me troubleshoot why cross-filtering is not working across all my Power BI dashboard visuals.

Secret mission

Add a Drill-Through Page

Your dashboard gives stakeholders a great high-level overview. But what if someone wants to dig deeper into a specific country's numbers? Add a drill-through page that lets users right-click any country and jump to a detailed product-level breakdown.

Clean Up Your Resources

Clean Up Your Resources

This project runs entirely locally using free tools and local files. There are no cloud resources, paid services, or ongoing costs.

Decide whether to keep your resources running, pause them to come back later, or delete them entirely.

Resources you used:

  • Power BI Desktop (installed from the Microsoft Store).
  • C:\PowerBI-Project folder containing Financial-Dashboard.pbix and Financial Sample.xlsx.

Keep everything running

No action needed. Choose this if you plan to keep building on your dashboard or want it ready for demos.

  • Your Financial-Dashboard.pbix file is saved locally at C:\PowerBI-Project. You can reopen it in Power BI Desktop anytime as a portfolio piece.
  • Power BI Desktop stays installed and will auto-update through the Microsoft Store.
  • If you want to share the dashboard online, you can publish it from Power BI Desktop using Home, then Publish. This requires a Power BI service account and is entirely optional.

Pause - I'll come back to this later

Close Power BI Desktop to free up memory. Your files stay on disk and are ready to reopen whenever you come back.

  • Close Power BI Desktop. Your Financial-Dashboard.pbix file is already saved.
  • To reopen later, double-click the .pbix file in your C:\PowerBI-Project folder. Power BI Desktop launches automatically with your dashboard loaded.

Delete - I don't want to use this again

Remove all project files and uninstall Power BI Desktop to start fresh.

  • Close Power BI Desktop if it is still open.
  • Delete the project folder. Open File Explorer, navigate to C:\, right-click the PowerBI-Project folder, and select Delete. This removes both Financial-Dashboard.pbix and Financial Sample.xlsx.
  • Uninstall Power BI Desktop. Open Settings by pressing the Windows key, then typing Settings and pressing Enter.
  • Select Apps, then Apps & features.
  • Find Power BI Desktop in the list, select it, and click Uninstall. Confirm the prompt to complete the removal.

Nice Work!

Nice Work!

You just built a professional, interactive financial performance dashboard in Power BI. From raw Excel data to polished executive report, you now have a portfolio-ready .pbix file that demonstrates exactly the skills listed on digital transformation internship job descriptions.

You've learned how to:

  • Imported enterprise financial data and cleaned it with Power Query transformations, fixing data types, standardizing text formatting, and filtering out irrelevant records at the source.
  • Written DAX measures to calculate KPIs like Total Revenue, Total Profit, and Profit Margin % that update dynamically when you filter the dashboard.
  • Built a complete interactive dashboard with cross-filtering visuals, a map, a line chart, a stacked column chart, and a year slicer that lets anyone explore the data with a single click.
  • Secret Mission: Added a drill-through page that lets users right-click a country to see its detailed product-level breakdown.

Ready to quiz yourself?