Finance and controlling

Power BI · margin · budget vs. actual · synthetic data

Business problem

Management gets the monthly results in Excel, and late. It is hard to see which products and channels actually make money, or where costs drift away from budget.

Questions the report answers

What is the margin by product, channel and customer?
Where do actual costs differ from budget, and by how much?
How do production downtime and overtime affect manufacturing costs?

Report

Interactive Power BI report. It loads when you click, so the page opens quickly.

The report runs on generated data that is consistent with the production, sales and HR reports. Best viewed on a computer.

What the data shows

[Finding 1]
[Finding 2]
[Finding 3]

Tools

Power BI: one star schema shared by all four reports
DAX: margin, budget variances, period-over-period comparisons
Power Query: preparing and cleaning source data