Financial reporting Power BI Dashboard

You can use the Financial Reporting Power BI Dashboard to view and filter income and expense data including:

  • income
  • expenditure
  • total income by cost centre
  • total expenses by cost centre
  • total expenses per student by cost centre.

Note: For information about sharing and downloading Synergetic Power BI Dashboards, see Monitoring Synergetic data using Power BI Dashboards.

Important: You need to be running Synergetic Version 69.50 to use this dashboard.

Financial Reporting Power BI - Interactive dashboard

You can use this interactive dashboard to explore the functionality of the Financial Reporting Power BI Dashboard.


Financial Reporting Power BI Dashboard key buttons

TileDescription

Total Income

Total income represented in the dashboard based on current selections.

Total Expenses

Total expenses represented in the dashboard based on current selections.

Avg. Income per Student

Average income per student represented in the dashboard based on current selections.

Avg. Expenses per student

Average expenses per student represented in the dashboard based on current selections.

Income

Monthly income of your organisation.

You can:

  • hover over the graph to view a popup displaying the highlighted monthly figure
  • select a line in the graph to filter the dashboard content by year
  • select a year in the legend to filter the dashboard content by year.
Expenditure

Monthly expenditure of your organisation.

You can:

  • hover over the graph to view a popup displaying the highlighted monthly figure
  • select a line in the graph to filter the dashboard content by year
  • select a year in the legend to filter the dashboard content by year.
Total Income by Cost Centre

Total income by cost centre.

You can select a segment of the pie chart to filter the dashboard content.

Total Expenses by Cost Centre

Total expenses by cost centre.

You can select a segment of the pie chart to filter the dashboard content.

Total Expenses per Student by Cost Centre

Total expenses per student by cost centre.

Each bar represents total expenses per student in a given year and cost centre.

You can:

  • select a bar to filter the dashboard content to display data from the selected year and cost centre
  • select a year in the legend to filter the dashboard content by year.

Financial Reporting Power BI Dashboard key buttons

ButtonDescription

Clear all visualisation filters.