Financial Health - Power BI

Executive summary

This reproducible Power BI report demonstrates a transparent approach to financial health monitoring. All metrics are defined up front; norms and thresholds are stated on the page; and every figure can be traced to a documented source table. Data is anonymised and time-boxed to avoid any client-identifying detail. The layout mirrors the Python prototype so that numbers match across tools. The project is designed for auditability : a consistent status colour (hex) scale, clear labelling, and a concise methodology page show exactly how each KPI is derived. The result is a practical, review-ready dashboard rather than a design exercise.

Who this is for: Executive leadership and finance leads; licensed insolvency practitioners (administrators, liquidators, CVA supervisors); and restructuring and turnaround advisers.

Status colour scale

Bar/column charts use a consistent status colour (hex) to encode KPI health - above norm , at norm , or below norm - providing an instant, visual read on a company's condition. Where needed, the logic is implemented with DAX measures and Deneb (Vega-Lite JSON) to keep the encoding reproducible across visuals. The same mapping drives badges, legend dots and bars , so one glance gives a consistent judgement across pages and years. Soft norm bands keep neutral states neutral while still surfacing genuine outliers.

Role and impact

Role: Financial/BI Analyst - end-to-end delivery (data model, DAX, visuals, QA)
Method: Product-style KPI catalogue with norm bands and defensive rules
Reusability: Versioned measures and Vega-Lite specs; easy to port to new data
Transparency: Reproducibility checklist, anonymised sample, clean repo structure

Highlights

12 KPIs across liquidity, financial stability, and profitability with norms and trends
Clean card layout with norm bands and trend arrows
Three-year comparison plus indexed micro-charts

Design variants

Variant	Intent	Where to use
v1 - rounded cards	Web/presentation look with soft background	On-screen portfolio
v2 - flat, print-friendly	Same numbers; flat skin for clean Word crops	Word 3.2 Analysis of liquidity ratios

For a similar implementation in Python (data processing + Word/Excel reporting), see: live page · repository

Screenshots

The two screenshots below show the same report in both skins (v1 web, v2 print-friendly).

Dashboard v1 - rounded cards — Page 1 - rounded cards (v1)

Dashboard v2 - flat cards — Page 2 - flat cards (v2, print-friendly)

Tech stack and versions

Power BI Desktop: current release (specify exact build if required)
DAX: comma-separated args; naming: grp__KPI__SubKPI__Measure
Deneb / Vega-Lite: JSON specs (no comments), versioned
Data: anonymised Excel sample (structure only)

How to open the PBIX

Download fin-health.pbix and open in Power BI Desktop
If prompted, keep relative paths; the anonymised sample is bundled