Financial Health — Power BI

Role & 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

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

Tech Stack & 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

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

Data & Privacy

This portfolio case uses anonymised sample data. No client-identifying information is included.