Finance · Power BI template

Price-Volume-Mix Analysis Power BI template

Power BI price-volume-mix (PVM) template: revenue growth split into price, volume and mix effects in DAX, a bridge slot, product scatter and PVM matrix.

By · Founder & Reliability Engineer · Updated

Free for commercial use

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

Price-Volume-Mix Analysis Power BI dashboard template: 5 KPI cards, a custom visual, a scatter chart, a column chart, a matrix and 2 slicers on a 1280×720 page

BetaOpens in Power BI Desktop with 4 tables of sample data and every built-in visual bound; 1 slot left for a custom visual (Revenue bridge). 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
Gradient band header, 5 KPIs, revenue-bridge slot + price/volume scatter, quarterly comparison + PVM matrix
Page size
1280×720 px (16:9, Power BI default)
Theme
Ledger Navy

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 Price Volume Mix sample model

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

Tables
4
Fact rows
192
DAX measures
10

Quarterly unit sales and net revenue for eight fictional household-appliance products in three regions over two years (Q4 2024 to Q3 2026). In year two premium coffee and kitchen products grow, kettles shrink and list prices rise unevenly, so price, volume and mix all move. Units: US dollars; units.

Tables and columns

Calendar

Date table · 2024–2026, 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)

Product

Dimension · 8 rows

Fictional appliance range with product family and list price.

  • Product (text)
  • Family (text)
  • List Price (decimal)

Region

Dimension · 3 rows

Sales regions.

  • Region (text)

Sales

Fact · 192 rows

One row per product, region and quarter (Date = first day of the quarter).

  • Date (date)
  • Product (text)
  • Region (text)
  • Units (whole number)
  • Revenue (decimal)

Relationships

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

  • Sales[Date] → 'Calendar'[Date]
  • Sales[Product] → Product[Product]
  • Sales[Region] → Region[Region]

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.

RevenueNet revenue.
Revenue =
SUM ( Sales[Revenue] )

Format string: $#,0

UnitsUnits sold.
Units =
SUM ( Sales[Units] )

Format string: #,0

Revenue PYRevenue in the same period last year.
Revenue PY =
CALCULATE ( [Revenue], SAMEPERIODLASTYEAR ( 'Calendar'[Date] ) )

Format string: $#,0

Units PYUnits in the same period last year.
Units PY =
CALCULATE ( [Units], SAMEPERIODLASTYEAR ( 'Calendar'[Date] ) )

Format string: #,0

Avg PriceRealised revenue per unit.
Avg Price =
DIVIDE ( [Revenue], [Units] )

Format string: $#,0.00

Avg Price PYRealised revenue per unit last year.
Avg Price PY =
DIVIDE ( [Revenue PY], [Units PY] )

Format string: $#,0.00

Revenue Growth %Revenue change against the same period last year.
Revenue Growth % =
DIVIDE ( [Revenue] - [Revenue PY], [Revenue PY] )

Format string: 0.0%

Price EffectRevenue change from each product's price change, at this year's units.
Price Effect =
SUMX (
    VALUES ( Product[Product] ),
    IF ( [Units PY] > 0, ( [Avg Price] - [Avg Price PY] ) * [Units] )
)

Format string: $#,0;($#,0)

Volume EffectRevenue change from selling more or fewer units in total, at last year's average price.
Volume Effect =
( [Units] - [Units PY] ) * [Avg Price PY]

Format string: $#,0;($#,0)

Mix EffectThe rest of the change: selling a different blend of products (premium vs entry-level).
Mix Effect =
[Revenue] - [Revenue PY] - [Price Effect] - [Volume Effect]

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
YearSlicerCalendar[Year]
RegionSlicerRegion[Region]
RevenueCard[Revenue]
Growth vs prior yearCard[Revenue Growth %]
Price effectCard[Price Effect]
Volume effectCard[Volume Effect]
Mix effectCard[Mix Effect]
Revenue bridgeCustom visualPlaceholder for a custom visual
Price vs volume by productScatter chartProduct[Product], [Units], [Avg Price], [Revenue]
Revenue by quarter vs prior yearColumn chartCalendar[Quarter], [Revenue], [Revenue PY]
PVM by productMatrixProduct[Family], Product[Product], [Revenue PY], [Price Effect], [Volume Effect], [Mix Effect], [Revenue]

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

Price-volume-mix analysis explains why revenue moved, not just by how much. The sample model decomposes the change against the same period last year into three DAX measures that always add up: the price effect (each product's change in realised price × this year's units), the volume effect (the change in total units × last year's average price) and the mix effect, which is the remainder and comes from selling a richer or poorer blend of products.

The five cards show revenue, growth against prior year and the three effects. The wide slot on the left is left for a revenue bridge (waterfall) from prior-year revenue through price, volume and mix to this year; Power BI's built-in waterfall chart works if you feed it the three effect measures as categories, or generate a custom visual sized to the slot.

The scatter plots each product's units against its realised price, sized by revenue, which is where pricing conversations start: a product that moved up without moving left gained price without losing volume. The matrix lists price, volume and mix by family and product next to prior-year and current revenue.

The sample is two years of quarterly sales for eight fictional household-appliance products in three regions. In the second year premium coffee and kitchen products grow while kettles shrink, so the mix effect is positive even where the price effect is small.

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 Price-Volume-Mix Analysis template
VisualTypeXYWidthHeight
YearSlicer9202416040
RegionSlicer10962416040
RevenueCard4011216872
Growth vs prior yearCard29611216072
Price effectCard54411216072
Volume effectCard79211216072
Mix effectCard104011216072
Revenue bridgeCustom visual40232704200
Price vs volume by productScatter chart792232448200
Revenue by quarter vs prior yearColumn chart40480456200
PVM by productMatrix544480696200

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 Price-Volume-Mix Analysis first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 9 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.

Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (9 data slots; this preset uses templates with at most 7).

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.

Custom visual · 704×200 px · custom-visual placeholder

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 custom visual titled "Revenue bridge". Purpose: Waterfall from prior-year revenue through price, volume and mix effects to current revenue. It sits in a 704×200 px slot on a designed report page. Match the report's brand: data colours #14213D, #AD882B, #3E6FB0, #7B8CA8, #C57958, #2E8B7A; background #FFFFFF; text #14213D; font Segoe UI. Transparent visual background so the page design shows through; no visual border.

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

Ledger Navy

Classic finance navy and gold Power BI theme for annual reports and investor dashboards: serif-free, print-safe, with a cream page and ink-dark text.

See the Ledger Navy 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 Price-Volume-Mix Analysis 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 built-in visual on the page is already bound to it (Revenue bridge stays a placeholder for a custom visual you can generate). The sample: Quarterly unit sales and net revenue for eight fictional household-appliance products in three regions over two years (Q4 2024 to Q3 2026). In year two premium coffee and kitchen products grow, kettles shrink and list prices rise unevenly, so price, volume and mix all move. 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 Price-Volume-Mix Analysis template?

The page has 11 visual areas: 2 slicers, 5 cards, 1 custom visual, 1 scatter chart, 1 column chart, 1 matrix. 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 Price-Volume-Mix Analysis template use?

It ships with the Ledger Navy 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 Price-Volume-Mix Analysis 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.

Want the headline numbers to look like cards rather than plain values? Browse the KPI card gallery or build your own in the SVG measure builder.

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Make the Price-Volume-Mix Analysis 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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