There are so many different ways to use Power BI, yet most enterprise teams are barely scratching the surface.
Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on.
Power BI’s versatility means that it works for just about any type of data visualization, from simple bar graphs to AI analysis and data plotted on maps. Power BI creates powerful reports with your existing data or becomes an integral part of broader Power Platform solutions.
Here at Collectiv, we help enterprises master Power BI and its powerful reporting capabilities. To show you the limitless possibilities with this tool, our team has been busy creating Power BI reports to help you understand and visualize different reporting use cases. These visuals are powerful on their own, and they can easily be added to PowerPoint presentations, websites, PDF flyers, and all kinds of communications.
Take a look at some of our favorite Power BI report examples. We hope these reports inspire you to sunset your Excel spreadsheets and use Power BI instead.
These 11 Power BI report examples span finance, government, recycling, healthcare, HR, and sales, and each one below now notes the industry it fits, the key visuals it uses, and the data it pulls from, so you can judge what a similar report could do before you build one.
Jump to an example
- Report Portfolio in Power BI
- Government Financial and Resource Planning Report
- Financial Reporting in Power BI
- Recycling Sales Analysis Report
- Stock Market Report in Power BI
- Financial Analysis Report in Power BI
- Government Contract Analysis FP&A Report
- Government Contract Analysis Report
- Healthcare Analysis Report
- HR Analytics Report
- Sales Scorecard Report
Industry: cross-industry IT and PMO teams.
Visual to build: a table with one row per report, columns for status (a colored chip reading Published, In Review, or Retired), owner group, data source, and last refresh date, with a slicer panel on the left for owner group and data source.
Data source: Power BI workspace and report inventory metadata.
Report Portfolio in Power BI
This report portfolio allows organizations to analyze all of their Power BI reports in one place. Users can scroll through all current reports and sort by status, owner group, data source, and more.
Building a comprehensive report portfolio in Power BI helps your team keep data organized across the entire organization. Sorting reports by current status and department provides a helpful progress overview so you can allocate your resources efficiently and stay on track to meet your data management goals.
Industry: government contracting.
Visual to build: a two-page report. Page one is a clustered column chart plotting actual spend against budget by contract line item, with a variance percentage KPI card. Page two is a matrix with resources or projects as rows and actual/budget as columns, filtered by slicers for scenario and task.
Data source: contract financial and resource management system exports.
Government Financial and Resource Planning Report in Power BI
This Power BI report provides a comprehensive overview of a government contract with financial and resource planning reports. The financial report compares actuals and budgets across the entire contract, giving stakeholders the information they need to make informed financial decisions.
The resource planning report analyzes these metrics in further detail. Users can sort by specific resources or projects and see how actuals compare to budgets for the specified criteria. Additionally, users can sort by specific scenarios or tasks to plan for the future. Government contracts require detailed financial planning with many different elements.
Industry: corporate finance and FP&A.
Visual to build: three linked pages. An overview page with KPI cards for revenue, net income, and margin next to a monthly trend line. A profit and loss page as a matrix with line items as rows and periods as columns. A balance sheet page as a matrix of assets, liabilities, and equity by period, with a period slicer at the top of each page.
Data source: general ledger and accounting system exports.
Financial Reporting in Power BI
This financial reporting assesses financial performance across the organization. It contains three pages—a financial overview, profit and loss, and a balance sheet.
This type of financial analysis report can be used to determine if an organization is financially viable or worthy of investment. Users are able to sort financial information by year and time period, as well as detailed breakdowns of specific metrics.
Industry: recycling and environmental services.
Visual to build: a filled map shaded by sales region, a bar chart of sales by material type (scrap metal, cardboard, plastics), a key influencers visual ranking what drives high-margin sales, and a customer table filterable by recycling segment.
Data source: sales transaction and CRM data by customer and recycling segment.
Recycling Sales Analysis Report in Power BI
This Power BI report shows the profitability of recycling across the world. It breaks down recycling sales for a specific organization by customer, geography, and type of recycling. A dynamic analysis tool allows users to ask relevant questions about recycling sales. The key influencers tab allows you to sort data by recycling segment and view how various metrics are intertwined.
While recycling has many environmental benefits, this report quantifies the financial benefits of recycling. Organizations could use this type of report to illustrate the financial impact of any product or service as part of a larger pitch.
Industry: financial markets and investment analysis.
Visual to build: a line chart with three series (Dow Jones, NASDAQ, S&P 500) over a selectable date range, KPI cards for each index’s average, minimum, maximum, and percentage change, and a second page with a stacked column chart of trading volume by index and date.
Data source: historical index pricing data, refreshed on the date range you point it to.
Stock Market Report in Power BI
This Power BI report tracks the performance of three major stock markets over a rolling multi-year window. This report is specifically designed to assess stocks within a specific industry and could be customized to assess various aspects of the stock market.
It compares performance across the Dow Jones, NASDAQ, and S&P 500, as well as provides a detailed analysis of the performance of changes within each market. It indicates average prices, minimums and maximums and percentage changes for the indicated time period. The volume page details volume trends across all three markets.
Industry: retail, illustrated with a hardware store.
Visual to build: KPI trend cards with sparklines for revenue, gross margin, and inventory turnover, a what-if simulator panel where sliders for price and cost changes update a projected-margin chart, and a table of threshold alerts that flags metrics like margin dropping below target.
Data source: point-of-sale and accounting system data.
Financial Analysis Report in Power BI
This Power BI report shows a financial analysis report, using a hardware store as an example. No matter your industry, these financial planning and analysis reports are critical for anyone looking to make informed business decisions. And you can take care of everything right in Power BI.
Financial analysis reports in Power BI go beyond simple number-crunching. With Power BI’s tools, you’ll see how key pieces of financial data affect your business. Financial simulators within the report help with ongoing financial planning. You can also configure alerts on key numbers so you always stay on top of your finances.
Industry: government contracting finance offices.
Visual to build: a single dashboard combining a budget-versus-actual bar chart by project, a revenue and expense trend line, and a stacked bar chart of resource allocation by labor category, all filtered by a project slicer at the top.
Data source: contract financial systems paired with resource planning data.
Government Contract Analysis FP&A Report in Power BI
This Power BI report example involves a government contract analysis FP&A report. Using Power BI, this report effectively provides insights on both financial and resource planning so financial officers can use the metrics to understand revenue and expenses in each project.
With both financial and resource planning data in the same place, government agencies have access to a detailed budget overview in one document. Power BI is the perfect solution to combine multiple data sources into one report. By comparing your budget to actual spending and assessing your resource allocation, you’ll gain important insights to help you run future projects more efficiently.
Industry: government procurement.
Visual to build: a bubble map sizing labor hours or contract value by state, a stacked bar chart of labor hours by department, and a parameter panel with numeric sliders so users can adjust thresholds and watch the visuals update.
Data source: procurement and labor and timekeeping systems.
Government Contract Analysis Report in Power BI
This Power BI report walkthrough covers a government contract analysis report. This report enables government procurement to effectively provide answers to critical questions by leveraging insights while issuing contracts…all within Power BI.
This example report contains procurement and labor statistics. Power BI’s eye-catching visuals allow you to view labor statistics by location, customer segment, department, and more. You can even view your data on a map to get a visual representation by location. Power BI also allows you to filter data using various parameters for a more precise view.
Industry: healthcare and hospital operations.
Visual to build: a facility-level page with KPI cards for bed occupancy, average length of stay, and readmission rate next to a trend chart by department, and a patient-level page with a drillthrough table restricted by row-level security so each viewer sees only their assigned facility.
Data source: facility operations and HIPAA-compliant patient data feeds.
Healthcare Analysis Report in Power BI
This Power BI report example shows a healthcare report. Healthcare is a complex industry that requires constant monitoring and a unique approach to dealing with challenges. By using Power BI, healthcare organizations can leverage the insights of day-to-day activities to make effective decisions.
With this report, healthcare team members view both facility data and individual patient data in the same place (Power BI reports are HIPAA compliant). Data is pulled from all necessary sources into one report, giving you the insights you need to run your facility efficiently and reach your financial potential.
Industry: human resources, cross-industry.
Visual to build: an employee scorecard page showing performance rating, salary band, and tenure for one selected employee, reached by drilling through from an org-wide page with a bar chart of headcount and turnover by department and location; salary fields are masked unless the viewer has HR-level access.
Data source: HRIS and payroll data with managed field-level access.
HR Analytics Report in Power BI
This Power BI report walkthrough covers a human resources analytics report. Want to make better decisions when recruiting new employees or retaining existing employees? A Power BI report like this one enables HR professionals to practice a data-driven approach.
This report provides detailed reports for each employee in your organization, with key details like performance ratings, salary, length of tenure, and more. HR teams can also use this report to look at the organization as a whole, filtering for trends by location, department, and employee demographics. Access to data can also be managed based on the individual’s business needs, and access to sensitive data can be tightly controlled.
Industry: retail and beverage distribution.
Visual to build: a rep leaderboard table ranked by sales against quota, a key influencers visual showing what separates top performers (call volume, product mix), and a product performance matrix by SKU with month-over-month trend arrows.
Data source: POS and sales rep activity data.
Sales Scorecard Report in Power BI
This Power BI report shows a financial analysis report, using a liquor store as an example. No matter your industry, these sales scorecard reports are excellent tools for holding sales representatives accountable, evaluating your sales process, identifying top performance, and instilling healthy competition.
This report could be customized for many different types of sales teams. These data visualizations dive into individual product performance to provide insights about what’s selling well and why, as well as potential areas of improvement. Power BI uses artificial intelligence to perform deep analysis of data, and present this data in easy to understand ways. This provides a much more meaningful analysis of your data than a simple excel chart can show.
Report development and automation are one of the main focus areas of our Power BI Training here at Collectiv. We take existing reports you’ve already created in Excel and show you how to recreate them in Power BI.
We offer fully immersive half-day and full-day trainings and meet your team where they are (no matter their experience level). Reach out if you’re interested in learning Power BI from our expert team.
If you’d rather have an experienced team design and maintain reports like these for you, our Power BI consulting services cover data modeling, governance, and rollout for enterprise teams.