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