Demo Showcase

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P/L and KPI BI Dashboard

​A Power BI Dashboard based on Profit and Loss (P&L) data, using data from a Journal, a Chart of Accounts (COA), and additional supporting tables that we at Roma Intel set up. 

Our approach demonstrates best practices in financial reporting:

  • Clean data model with normalized Journal and COA.
  • Dynamic layout-based measure logic for scalability.
  • Time intelligence via calendar table.
  • KPI insights layered on top for deeper business analysis.

Instead of creating multiple measures, we use one measure that dynamically adjusts its value based on the category. Reducing the size of the data model and thus improving performance.