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Financial Modelling with Power BI (2026)

Welcome to our updated sample site for Financial Modelling with Power BI.

This repos contains some of out widely adopted design patterns for Enterprise Financial Modelling in PowerBI

You can either download content here or cloen the repos and link it to a Workspace in Power BI. If you have a large/complex project and want help with the modelling you can also contact as at (info@prodata.ie)

Contents

  • Sample Power BI PBIP with P&L, BS and CF
    Finance-GL.pbip

  • Sample files to import into Power BI (General Ledger & Transactions)
    Files Folder

  • Sample business rules spreadsheet (GL → Statement mapping)
    Statement.xlsx

  • V1 Content using the Statement Bridge (2016–2025)
    V1 Folder

SQLBits Session (V1 Design)

Want to see the original design pattern in action? SQLBits Power BI Financial Modelling Session 🎥 Watch the SQLBits session

This session walks through the Statement Bridge approach (V1) and the thinking behind the model.

Cashflow Reporting (V1)

Cashflow Reporting for the Enterprise 🎥 Watch the video on Cashflow Reporting

Feel free to download and explore.

This design pattern has already been proven across multiple ERPs, including:

  • SAP
  • M3
  • Dynamics