Power BI / Version 0.1.0
Balance Sheet
A two-sided Power BI balance sheet visual with scenario comparisons, financial direction and a balance proof.
.pbiviz · 267 KB · Ready to import
What it is for
Review assets alongside liabilities and equity. Keep the two sides in view, compare balances and inspect whether their totals agree.
- Assets on the left, liabilities and equity on the right, with aligned subtotals.
- Comparisons and line-specific favourable or unfavourable direction.
- Balance proof, optional composition bars, presentation mode and Excel download where Power BI permits it.
Connect your fields
Start with the example report to see the bindings in context. For your own model, use these core fields.
| Visual field | What to bind |
|---|---|
| Lines | Your balance sheet hierarchy, highest level first. |
| Values | The current balance measure. |
| Budget / Forecast / Prior Year | Optional comparison balances, shown with their measure names. |
| Side / Direction | Assign each line to its side and set how changes should be interpreted. |
| Line order | Your ordering column, aggregated as Minimum. |
Before you build
Assign the sides of your balance sheet; the visual does not guess them from account names. The balance proof checks the figures supplied to the visual. It is a reconciliation aid, not an audit.
Your report data
The visual does not send your report data to Consilium. Power BI controls your report storage, access and sharing. These packages do not request web access.
This visual requests optional file-export permission for its Excel download. Power BI policy and your confirmation control whether that download is allowed.
The working example
Start with the finance pack.
Download the example Power BI report, open it in Power BI Desktop and inspect how the visuals are set up. Use the field mappings and formatting as a guide for your own report.
The .pbix file is a report to open. The .pbiviz files above are visuals to import into a report. No Consilium account is needed.
1.8 MB · Power BI Desktop
Direct report downloadFile checksum
SHA-256
8c9df3287544fc6a473403906917dbb0bcd6eaa2046acf891de0b2c3a84dc3d4Getting started
Import once. Build your report.
Download a visual
Save its .pbiviz file. Keep that file format; it is the Power BI visual installer.
Import it in Power BI Desktop
Open your report. In the Visualizations pane, choose the three-dot menu, then Import a visual from a file. Select the .pbiviz file.
Add it and map your fields
Select the new visual in the gallery. Bind your measures and hierarchy using the guide on its product page, or inspect the example report first.
These are uncertified custom visuals. Your organisation may restrict their use. Check your Power BI policy before importing. Native PDF, PowerPoint and subscription output has restrictions for uncertified visuals; check your intended export workflow.
Microsoft guidance, checked 3 October 2026: importing a visual · organisational controls · certification and export support.
Updating a visual? Save, close and reopen the report after importing the replacement. Send feedback if you encounter a problem.