Finance · Power BI template

Profit & Loss Statement Power BI template

Power BI P&L statement template: a full-height income statement matrix with actual, budget and prior year, margin KPIs and expense drivers.

By · Founder & Reliability Engineer · Updated

Free for commercial use

Dark version: same layout, colours re-solved and checked for WCAG AA contrast.

Profit & Loss Statement Power BI dashboard template: 2 KPI cards, a matrix, a line chart, a bar chart and 2 slicers on a 1280×720 page

BetaOpens in Power BI Desktop with 4 tables of sample data and every visual bound. See what’s inside

Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).

Customise in the design studio →
Layout
Left nav rail, full-height matrix, KPI pair and two supporting charts
Page size
1280×720 px (16:9, Power BI default)
Theme
Emerald Finance

Open the sample-data PBIP in Power BI Desktop

Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).

  1. 1

    Unzip to a short path and open the .pbip

    Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.

  2. 2

    Select Refresh once

    The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.

  3. 3

    Save as .pbix or connect your data

    Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.

What’s inside the P&L sample model

Rendered from the same definition the download writes as TMDL, so this list always matches the file.

Tables
4
Fact rows
360
DAX measures
10

A three-entity UK and Ireland business with ten P&L lines: monthly actual, budget and prior-year amounts for Nov 2025 to Oct 2026. Units: GBP thousands; costs stored as positive numbers and signed in the measures.

Tables and columns

Calendar

Date table · 2025–2026, one row per day

Date table generated in Power Query (List.Dates), marked as the model's date table.

  • Date (date)
  • Year (whole number)
  • Quarter (text)
  • Month (text)
  • Month Name (text)
  • Week Start (date)
  • Weekday (text)
  • Fiscal Year (text)

Entity

Dimension · 3 rows

Reporting entities.

  • Entity (text)

Account

Dimension · 10 rows

P&L lines with section (Revenue, Cost of sales, Operating expenses) and sign.

  • Line (text)
  • Section (text)
  • Sign (hidden, used by DAX) (whole number)

Ledger

Fact · 360 rows

One row per entity, P&L line and month.

  • Date (date)
  • Entity (text)
  • Line (text)
  • Actual (decimal)
  • Budget (decimal)
  • Prior Year (decimal)

Relationships

Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.

  • Ledger[Date] → 'Calendar'[Date]
  • Ledger[Entity] → Entity[Entity]
  • Ledger[Line] → Account[Line]

DAX measures

All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.

ActualSigned actual: income positive, costs negative, so subtotals add up.
Actual =
SUMX ( Ledger, Ledger[Actual] * RELATED ( Account[Sign] ) )

Format string: £#,0;(£#,0)

BudgetSigned budget.
Budget =
SUMX ( Ledger, Ledger[Budget] * RELATED ( Account[Sign] ) )

Format string: £#,0;(£#,0)

Prior YearSigned prior-year actual.
Prior Year =
SUMX ( Ledger, Ledger[Prior Year] * RELATED ( Account[Sign] ) )

Format string: £#,0;(£#,0)

Variance vs BudgetFavourable is positive for both income and cost lines.
Variance vs Budget =
[Actual] - [Budget]

Format string: £#,0;(£#,0)

Variance %Variance as a share of budget.
Variance % =
DIVIDE ( [Variance vs Budget], ABS ( [Budget] ) )

Format string: 0.0%

RevenueUnsigned revenue.
Revenue =
CALCULATE ( SUM ( Ledger[Actual] ), Account[Section] = "Revenue" )

Format string: £#,0

Cost of SalesUnsigned cost of sales.
Cost of Sales =
CALCULATE ( SUM ( Ledger[Actual] ), Account[Section] = "Cost of sales" )

Format string: £#,0

ExpensesUnsigned costs, for ranking expense lines.
Expenses =
CALCULATE ( SUM ( Ledger[Actual] ), Account[Section] <> "Revenue" )

Format string: £#,0

Gross Margin %Gross profit over revenue.
Gross Margin % =
DIVIDE ( [Revenue] - [Cost of Sales], [Revenue] )

Format string: 0.0%

Net Margin %Operating profit (signed total) over revenue.
Net Margin % =
DIVIDE ( [Actual], [Revenue] )

Format string: 0.0%

What each visual is bound to

The PBIP opens with these fields already on each visual.

Field bindings per visual
VisualFields
MonthSlicerCalendar[Month]
EntitySlicerEntity[Entity]
Income statementMatrixAccount[Section], Account[Line], [Actual], [Budget], [Variance vs Budget], [Variance %], [Prior Year]
Gross margin %Card[Gross Margin %]
Net margin %Card[Net Margin %]
Net income vs budget by monthLine chartCalendar[Month], [Actual], [Budget]
Top 10 expense linesBar chartAccount[Line], [Expenses]

Questions this dashboard answers

Each one is answered by a visual on the page, from the sample model's own tables and measures.

About this dashboard layout

The income statement is a table first and a chart second, so the matrix gets the full height of the page on the left. Build it from an account hierarchy (section, line, sub-line) on rows and a calculation group or field parameter on columns for Actual, Budget, Variance and Prior Year. A 680px wide matrix fits those four columns plus a variance % at the default 10pt text size without horizontal scrolling.

The right-hand column supports the matrix rather than repeating it: two KPI cards for gross and net margin, a line of monthly net income against budget, and a bar chart of the ten largest expense lines. Readers usually look at the bars, spot a surprise, then find the line in the matrix.

The left rail is decoration in the background image, sized for Power BI page navigator buttons. Place a vertical page navigator (Insert → Buttons → Navigator → Page navigator) over the icons, set its fill to transparent, and the rail becomes working navigation between the P&L, balance sheet and cash-flow pages.

Sign conventions are the classic P&L pitfall. Store costs as positive numbers and flip the sign in the subtotal measures, or the variance colours will invert for expense lines. Emerald Finance's good and bad colours make an inverted sign obvious at a glance.

Visuals on the page

Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.

Visual positions in the Profit & Loss Statement template
VisualTypeXYWidthHeight
MonthSlicer9522414440
EntitySlicer11122414440
Income statementMatrix112120656560
Gross margin %Card81612015272
Net margin %Card105612014472
Net income vs budget by monthLine chart816240424184
Top 10 expense linesBar chart816472424208

Custom visuals for this layout

Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.

Already have a report?

Brand Makeover tries Profit & Loss Statement first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 5 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.

Restyle my report into this

Swap a slot for a custom visual

Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.

Generate one that fits this layout.

Card · 152×72 px · bound to [Gross Margin %]

1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.

Brief sent to the generator (you can edit it there)

A Power BI card visual titled "Gross margin %". It sits in a 152×72 px slot on a designed report page. Match the report's brand: data colours #047857, #0D95D2, #6366F1, #BF7B09, #DC2626, #64748B; background #FFFFFF; text #0B2B22; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Gross Margin %]; keep the same data roles so the fields drop straight in.

Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.

Colours and theme

Emerald Finance

Finance-ready Power BI theme in calm greens with DIN headings: variance-friendly good/bad colours, white cards, and a mint page for P&L and treasury reports.

See the Emerald Finance palette and contrast checks →

Use the background in an existing report

Prefer to keep your own report? Apply the design to it instead of opening the PBIP.

  1. 1

    Download the background

    Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.

  2. 2

    Set the canvas background

    Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.

  3. 3

    Import the theme

    Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.

  4. 4

    Place your visuals

    Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.

Questions about this template

Does the Profit & Loss Statement template come with sample data?

Yes. The “PBIP with sample data” download contains a semantic model with 4 tables and 10 DAX measures, and every visual on the page is already bound to it. The sample: A three-entity UK and Ireland business with ten P&L lines: monthly actual, budget and prior-year amounts for Nov 2025 to Oct 2026. The data is written into each table's Power Query step, so there is no data source or sign-in.

Is it a .pbix file?

It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.

What visuals are in the Profit & Loss Statement template?

The page has 7 visual areas: 2 slicers, 1 matrix, 2 cards, 1 line chart, 1 bar chart. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.

Which theme does the Profit & Loss Statement template use?

It ships with the Emerald Finance theme (light tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.

Is there a dark version of the Profit & Loss Statement template?

Yes. Switch the preview to Dark and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a dark page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.

How do I use the background image in Power BI Desktop?

Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.

Can I open the PBIP project in Power BI Desktop?

Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.

Build guides for this dashboard

Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.

KPI cards for this layout

Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.

Designs made for this template’s KPI slots: IBCS relative variance pin, Margin delta arrow. Browse all styles in the KPI card gallery or build your own in the SVG measure builder.

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Make the Profit & Loss Statement template yours

Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.

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