EVM Dashboard for Power BI

Premium

A Power BI earned value dashboard for project controls teams, PMOs and sponsors. It shows planned value, earned value and actual cost on one S-curve.

90% off

$39

One-time purchase · Instant download

Instant download No macros
Mac & Windows

What you receive

Power BI project version of each edition

Spend-against-budget reports tell you what a project has cost. They don’t tell you what that money bought or where the project will finish. By the time an overrun shows up in the spend figures, most of the ways to recover have gone.

The Earned Value Performance Dashboard for Power BI answers the questions sponsors actually ask:

Are we getting the value we’re paying for?
Where will we finish if nothing changes?
What efficiency would it take to finish on budget?

It reads three simple tables:

EVM Period Performance: one row per project or work package per status date
Milestones
Recovery Actions

From these it builds a four-page executive report, plus a drill-through page, a hover tooltip and a built-in guide:

Executive Performance. Budget, earned progress against plan, CPI, SPI, the selected EAC and TCPI. A cumulative S-curve, an EAC scenario comparison, a portfolio heatmap and key-insight text that updates as you filter.
Cost & Schedule. PV, EV, AC and both variances. Cost and schedule variance by project, the CPI and SPI trend, and the work packages driving the variance.
Forecast & Scenarios. Selected EAC, remaining cost (ETC) and variance at completion (VAC). EAC under each method, TCPI achievability by project, and a project-by-project scenario table.
Exceptions & Recovery. Open and overdue actions, late critical milestones and projects forecast to finish late. Forecast against baseline finish, milestone status and the open recovery-action list.
Project Detail (drill-through). Right-click any project to see its own S-curve and work-package performance.
Project Snapshot (tooltip). Hover over a project for its key figures and EAC scenarios.

Calculation rules:

Portfolio CPI and SPI are calculated from summed values, never by averaging project indices.
Each project uses its latest status report on or before the selected month.
Every amount is converted to the base currency before anything is added up.

Cost and schedule in one view. PV, EV and AC share one S-curve, with SV, CV, SPI and CPI beside it.
Variance caught early. Each headline figure is compared with a target or the prior period, and the CPI and SPI trend sits next to variance by project.
Forecasts you can defend. Four EAC methods and approved overrides sit side by side, so the forecast you choose is an explicit assumption. The four methods are:BAC ÷ CPI
AC + (BAC − EV)
AC + (BAC − EV) ÷ (CPI × SPI)
AC + a bottom-up estimate to complete
A realistic check on the budget. TCPI to budget and to the selected EAC shows whether finishing on budget is still credible, project by project.
Portfolio figures that add up correctly. Ratios come from summed values, budgets are converted to one currency, and test and out-of-scope projects are left out.
Recovery you can follow through. Overdue actions, late critical milestones and late finishes appear on one page, with owners and due dates.
Look back at any month. Pick a status month and the whole report shows the portfolio as it stood then. The S-curve keeps its full timeline and stops at that month.
Instant start. The template opens with embedded sample data, so you can explore every page before connecting your own Excel file.

The dashboard calculates from the data you enter. Forecast quality depends on how good your baseline, progress measurement and source data are. It supports professional cost-control judgment; it doesn’t replace it or guarantee a recovery.

Do I need Power BI Pro or a paid licence?
No. Power BI Desktop is a free download from Microsoft and is all you need to open, use and refresh the template on your own computer. Publishing to the Power BI Service and sharing with colleagues needs Pro or Premium licences under Microsoft’s terms.

Does it work on a Mac?
Power BI Desktop runs only on Windows. Mac users can use a Windows virtual machine, or view a copy published to the Power BI Service in a browser.

Which edition should I open?
All three have the same pages, measures and data model; only the colours change. Project Controls matches the PMOChampion style, Midnight Minimal suits dark-room screens, and Light Executive prints well.

How do I use my own data?

Paste your rows into the sheets of PMOChampion_EVM_PowerBI_Data.xlsx, keeping the headers.
When the template opens, set DataSource = Excel file and point the file-path setting to your workbook.
Click Load.

How are CPI and SPI calculated for the portfolio?
CPI = ΣEV ÷ ΣAC and SPI = ΣEV ÷ ΣPV, using each project’s latest status on or before the selected month. Project indices are never averaged.

Which EAC method should I choose?

BAC ÷ CPI if current cost efficiency will continue.
AC + (BAC − EV) only if past variance was a one-off that has been fixed.
AC + (BAC − EV) ÷ (CPI × SPI) for late projects where cost and schedule pressure persist.
Bottom-up after a credible re-estimate.
Project Default lets each project use its own method or an approved override.

What is TCPI?
The cost efficiency the remaining work must achieve to finish at budget, (BAC − EV) ÷ (BAC − AC), or at the selected EAC. If TCPI is well above the current CPI, the budget is unlikely to hold.

Can I look at a past month?
Yes. Choose it in the Status month slicer and every page shows the portfolio as it stood then.

Can projects use different currencies?
Yes. Each project has a currency and an exchange rate to the base currency, and every amount is converted before anything is added up. The sample uses USD.

Does it use custom visuals?
No. It uses only Power BI’s built-in visuals, so there’s nothing extra to install or approve.

Can I save it as a .pbix?
Yes. Open the .pbit, let it load, then use File > Save As.

Was it tested in Power BI Desktop?
Every file was checked against Microsoft’s published report formats and loaded by Microsoft’s own model tools. All DAX was parsed, and the model passed a circular-reference check. The files weren’t opened in Power BI Desktop during the build, so a 10-minute first-open checklist with the expected values is included for you to confirm on your version.

Is the sample data real?
No. Northstar Infrastructure Solutions, its projects, people and figures are fictional.

Can I change the colours, logo or thresholds?
Yes. Apply your own theme JSON, swap the logo and edit the CPI/SPI and TCPI targets.

Ready-to-use Power BI templates in three editions: Project Controls (navy and cyan), Midnight Minimal (dark) and Light Executive. Double-click one and the full report loads with fictional sample data.
A Power BI project version of each edition for teams using Git or Microsoft Fabric.
A clean Excel dataset with fact and dimension sheets. Paste in your own data, switch the data source and refresh.
A star-schema data model:12 tables and 9 relationships
project, work-package, organisation and currency dimensions
a marked calendar
separate selector tables for status month, EAC method and EAC scenario
67 documented DAX measures in display folders: context, core EVM, prior period, forecast, trends, schedule, recovery, data quality, status, narratives and targets.
Seven slicers: status month, project, program, region, project manager, contract type and EAC method.
Key-insight text that rewrites itself with every selection.
Theme JSON files for each edition, so you can rebrand in one step.
A Quick Start PDF and build notes, including a measure catalogue, a data-model diagram and a 10-minute first-open checklist with the values to expect.

EVM Dashboard for Power BI

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EVM Dashboard for Power BI

90% off

One-time purchase · Instant download

Instant download No macros Mac & Windows

What you receive

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Instant download No macros
Mac & Windows