For Finance Teams
Power BI custom visuals for finance
Variance bridges, balance-sheet smalls, scenario sliders — the finance visuals Power BI doesn't ship.
For CFOs, FP&A leads, controllers. AI-generated, .pbiviz output, source code yours.
Finance teams live inside Power BI. The 8 a.m. variance review, the quarterly board pack, the rolling-forecast reforecast cycle — all of it ends up in a Power BI report that needs a chart Power BI doesn't natively draw. Native bar and line visuals work for top-of-house metrics, but the moment a CFO asks "show me where the $4.2M margin variance came from," you need a waterfall with commentary callouts. The moment FP&A wants to compare actuals against three scenarios on one page, you need synchronised small-multiples. Default Power BI doesn't ship either, so finance teams either spend three weeks tweaking AppSource visuals that don't quite fit, or pay developer time to write custom TypeScript.
VizForge generates finance-grade Power BI custom visuals from plain-English prompts. Describe the bridge you need — the buckets, the colour rules, the labels, the subtotal styling — and our AI writes the .pbiviz, validates it against pbiviz build rules, and hands you a file you import into Power BI Desktop. Same workflow as marketplace visuals, but the visual you get is exactly the one you described, with TypeScript source you own and can extend. No per-seat licensing, no AppSource dependency, no waiting for a developer sprint. Most finance dashboards we see ship in under an afternoon: prompt, refine, import, publish.
What finance teams need
- Native Power BI has no waterfall with commentary, no scenario small-multiples, no balance-sheet stacked variance
- AppSource finance visuals are generic — fixed buckets, opinionated palettes, per-seat licensing that compounds at enterprise scale
- Building custom TypeScript visuals takes a developer 30-50 hours per visual, plus ongoing maintenance every Power BI SDK upgrade
- Variance bridges hand-drawn in Excel break formatting on every refresh; rebuilding them in Power BI is a non-starter without a custom visual
- The board pack timeline doesn't accommodate a 6-week marketplace evaluation cycle
Featured visuals for finance dashboards
Each card links to a full reference page with example prompts, data shape, and DAX measures. Generate any of these in under 5 minutes by describing what you want — no code, no developer time.
Variance bridge with commentary callouts and subtotal columns.
Example: “Margin variance bridge: starting EBITDA, then volume, price, mix, FX, and one-time items, ending at current EBITDA. Subtotals every 3 column…”
Actuals vs target vs prior-year, with qualitative bands.
Example: “Bullet chart for revenue actuals vs budget vs forecast vs prior year, with qualitative bands at 90% / 100% / 110% of budget. One bullet per …”
Sensitivity analysis on revenue / cost drivers, ranked by impact.
Example: “Tornado sensitivity chart showing impact of ±10% movement on each of 12 revenue and cost drivers, sorted by absolute impact, with a centerli…”
Stacked KPI tile with trend, target gap, and YoY delta.
Example: “KPI card showing current-month revenue, sparkline of last 12 months, gap-to-budget percentage, and YoY change, with conditional colour on th…”
Account × time-period heatmap for variance hotspots.
Example: “Heatmap of GL account category by month, cells coloured by absolute variance to budget. Drill from category to account on click.”
Revenue mix and segment share on one canvas.
Example: “Marimekko showing revenue mix by product line (column width) and customer segment (column-stack share), with totals labelled at the top of e…”
Cash-flow cascade from revenue through cost buckets to net income.
Example: “Sankey from total revenue through gross profit, opex categories, and tax to net income. Width proportional to dollar amount, opex categories…”
Top-N customer / product concentration with cumulative line.
Example: “Pareto of top 30 customers by net revenue with a cumulative percentage line, an 80% reference rule, and bar colour gradient by margin contri…”
Try one of these prompts
Click any prompt below to start a new visual. The prompt opens in your VizForge workspace pre-filled — edit it before generating, or generate as-is.
Example VizForge prompt
Margin variance bridge from prior-quarter EBITDA to current-quarter EBITDA, decomposed by volume, price, mix, FX, and one-time items, with commentary callouts on every delta over $500K.
Example VizForge prompt
Synchronised 4-up small-multiples comparing this year actuals, budget, last-year actuals, and re-forecast across the same accounts, sharing one y-axis.
Example VizForge prompt
Cash-flow Sankey from revenue through major cost buckets to net income, with the top 5 opex categories called out individually and the rest collapsed to 'other'.
FAQ
Will the visual respect our finance brand colours?
Yes. Mention your colour codes in the prompt ('positive deltas in #1F7A3D, negative in #B22234') and the generator hard-codes them into the .pbiviz. You can also edit the TypeScript settings file later to expose them as a formatting-pane option.
Can it handle our chart-of-accounts hierarchy?
Yes — Power BI's data model handles the hierarchy, the visual just respects it. Bring in your account hierarchy as a Power BI hierarchy and the generated visual cross-filters correctly when you drill.
Does it work with Power BI Premium and Direct Query?
Both work. Direct Query just means update() is called more often as filters change — the AI-generated visuals always make update() idempotent (a hard requirement of the Power BI SDK), so they re-render cleanly on every interaction.
How long does a typical finance dashboard take to build?
First custom visual usually ships in under 30 minutes — describe, refine once or twice, download, import. A full board-pack with 6-8 custom visuals is typically a half-day of work, end to end.
What happens at year-end when the chart of accounts changes?
Nothing breaks — the visual reads from your data model, not from hard-coded labels. Update the model, re-publish the report, and the same .pbiviz renders correctly with new accounts.
Ready to ship a finance dashboard this week?
5 free credits on signup. No card required. .pbiviz output is yours forever.
Generate your first finance visual →