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Financial Reporting for a SaaS Company. Reports That Free Up the Business.
/ The engagement
PowerBI Reports Built on Microsoft.
The client is a North American SaaS product company whose software helps businesses manage their finances and visualize key opportunities. Brainvire's Microsoft team built a set of PowerBI reports in chart and graph form, including gross margin, gross profit by line of business, revenue, cost of service, and cumulative reports, so leaders can track finances and focus on growth.
/ About the client
The client is a SaaS-based product company based in North America. Its offerings help businesses and institutions manage their finances efficiently, and its clientele is primarily leaders and marketing agency executives of all sizes. Customers take a login subscription and view the financial reports for their company.
The team built various reports in chart and graphical form that the client can present to its customers, including gross margin monthly, gross profit monthly, gross profit by line of business, revenue, cost of service, and cumulative reports. These reports keep track of an organization's finances and let leaders focus entirely on growing the business.
/ The approach
Design, architecture, and features, shipped as one program.
Forecasts, locked
Gross profit forecasting depended on a month-locking scenario tied to the budget name, so pivot and unpivot transformations and a calculated column build the required table structure.
Values, distinguished
Year-to-date figures had to be read against the budget name, so a calculated column in Power Query distinguishes YTD, Total, Actual, and forecast values in a single column.
Months, reshaped
The source database held months in separate columns, so the team transformed columns into rows to calculate monthly data and show YTD, Actuals, Forecast, and Total in one row.
Nulls, handled
Null and zero values in the revenue column broke the gross margin formula, so they are replaced with 0.01 to avoid calculation errors in gross profit over revenue times 100.
/ What stood in the way
Four problems, solved without a maintenance window.
Select a challenge to see how it shaped the build.
Gross profit calculation
Gross profit forecasting was based on a month-locking scenario tied to the selected budget name. The team performed pivot and unpivot transformations on columns and rows to create the required table structure and developed a calculated column to support the forecast.
YTD calculation
YTD calculation had to work off the budget name selection. The team created a calculated column in Power Query to distinguish YTD, Total, Actual, and forecast values in a single column and build a clean structure.
Live database transformations
The source needed to show YTD, Actuals, Forecast, and Total values in a single row, but the months sat in separate columns. The team transformed the columns into rows to calculate the monthly data of each measure.
Displaying gross margin values
Gross margin display had to handle null and zero values in the revenue column. The Microsoft team replaced zero and null values with 0.01 to avoid calculation errors in gross margin, which is gross profit over revenue times 100.
/ Product screens
The delivered experience.
The interface people actually use.
/01Gross Profit
/02YTD View
/03Live Data
/04Gross Margin
/05Cumulative/ The results
What changed, in numbers.
/ Next step
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