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📊 Financial KPI Dataset by Slidescope – Summary

This dataset contains daily financial performance data for a business over 300 days in 2023. It is structured to track key financial metrics across three business lines:

🏢 Business Lines:

  • Sports Equipment
  • Sportswear
  • Nutrition and Food Supplements
U.S. Company's Financial Analysis – Summary Page

Get the Dataset here : https://github.com/slidescope/data/blob/master/financial_kpis_with_business_line_300_rows.csv

Get the Navigation Icons from here:

DAX Used in the project

-- New Measure -- 
Selected KPI Value = 
SWITCH(
    SELECTEDVALUE('KPI Selector'[KPI]),
    "OPEX", SUM('financial-data'[OPEX]),
    "Gross Profit", SUM('financial-data'[Gross Profit]),
    "EBIT", SUM('financial-data'[EBIT]),
    "Interest and Tax", SUM('financial-data'[Interest and Tax]),
    "Net Profit", SUM('financial-data'[Net Profit])
)

--- New Table -- 
KPI Selector = DATATABLE(
    "KPI", STRING,
    {
        {"OPEX"},
        {"Gross Profit"},
        {"EBIT"},
        {"Interest and Tax"},
        {"Net Profit"}
    }
)

-- new Table -- 
DynamicWaterfall = 
VAR Revenue = CALCULATE(SUM('financial-data'[Revenue]))
VAR COGS = CALCULATE(SUM('financial-data'[COGS]))
VAR GrossProfit = CALCULATE(SUM('financial-data'[Gross Profit]))
VAR OPEX = CALCULATE(SUM('financial-data'[OPEX]))
VAR EBIT = CALCULATE(SUM('financial-data'[EBIT]))
VAR InterestTax = CALCULATE(SUM('financial-data'[Interest and Tax]))
VAR NetProfit = CALCULATE(SUM('financial-data'[Net Profit]))

RETURN
    UNION(
        ROW("Step", "Revenue", "Value", Revenue, "SortOrder", 1),
        ROW("Step", "COGS", "Value", -COGS, "SortOrder", 2),
        ROW("Step", "Gross Profit", "Value", GrossProfit, "SortOrder", 3),
        ROW("Step", "OPEX", "Value", -OPEX, "SortOrder", 4),
        ROW("Step", "EBIT", "Value", EBIT, "SortOrder", 5),
        ROW("Step", "Interest and Tax", "Value", -InterestTax, "SortOrder", 6),
        ROW("Step", "Net Profit", "Value", NetProfit, "SortOrder", 7)
    )

-- new measure -- 
Net Profit Margin % = 
DIVIDE(SUM('financial-data'[Net Profit]), SUM('financial-data'[Revenue]))

📈 Columns Explained

Column NameDescription
DateThe date for the financial entry (daily granularity)
RevenueTotal income generated from sales on that day
COGSCost of Goods Sold – direct cost to produce goods
OPEXOperating Expenses – overhead costs (rent, salaries, etc.)
Gross ProfitRevenue – COGS
EBITEarnings Before Interest and Taxes (Gross Profit – OPEX)
Interest and TaxEstimated cost of interest and taxes
Net ProfitEBIT – Interest and Tax
Business LineThe business segment for the entry

💡 Use Case in Power BI, Tableau, Excel etc.

You can use this dataset to:

  • Create KPI cards (Revenue, EBIT, Net Profit, etc.)
  • Visualize expense breakdown by business line (like your bar chart)
  • Track trends over time (e.g., profits by month)
  • Compare profitability between business lines