All classes Power BI Syllabus · Episode 3 of 7

Class Power BI #3: Dashboard Cost & Profitability

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Creating a cost and profitability dashboard in Power BI: measure Total Cost, Tax & Shipping, and Avg Cost per Unit with currency format, waterfall chart for profit changes per year, and combo chart for sales and profit margin per category.

Software: Power BI Desktop
Level: Beginner
Duration: ± 7 min
Series total: 44 min · 7 videos
Published: October 7, 2026

Episode 3 of 7 · view syllabus

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Transcript

The full narration of this video. The current sentence is highlighted while the video plays; click any sentence to jump there.

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Introduction

This is the final result of part three, the Dashboard Cost and Profitability. We calculate total production costs, taxes, and shipping costs, average cost per unit, then look at the change in profit each year using a waterfall chart. Let's get started. Hello, this is part three of the Power BI Dashboard Wifex series. This time we focus on the cost and profit side. What is the production cost, taxes, and shipping costs, and how does profit change from year to year.

Step 1: Duplicate the Sales2 page into Cost & Profitability

Duplicate the Sales 2 page by right-clicking the tab and duplicating it. Rename the tab to Cost and Profitability, then rename the page title.

Step 2: Measures Total Cost, Tax & Shipping, Avg Cost per N

We create three measures in the Sales table. First, Total Cost equals the sum of the Total Production Cost column. Second, Text and Sipping equals the sum of the Text plus Sipping Cost column. Third, Half Cost per unit equals the Average of the Cost per unit column, remember there is a space at the end of the column name. For each measure, click the Currency button on the Ribbon and set the decimal to 0 so the numbers are neat. KPI Card

Step 3: Cost KPI Card

Delete Total Quantity and Average Profit per unit, then drag Total Cost and Text and Sipping to the Value column. It looks like the total production cost is around 11 million dollars from 12 million dollars in sales. We change the Sales by Category chart to production cost per category.

Step 4: Production Cost by Category

Clear the X-Axis, then drag the Total Cost measure. Change the title to Production Cost by Category. The Performance category has the highest cost.

Step 5: Waterfall Change in Profit per Year

We change the Top Distributor chart to a Waterfall Chart. Click the Waterfall icon, clear the category and Y-Axis, then fill the category with Date and Y-Axis with Profit. Waterfall shows profit increases in green and decreases in red. The year 2020 had a slight decrease, then a sharp increase in 2022. The title becomes Profit Chang'e By Year.

Step 6: Trend of Average Cost per Unit

We'll change the value of our Line Chart Sales. Clear the Y-Axis and drag Half Cost per unit. The average cost per unit increased from around 8,300 to 9,400 dollars. The title becomes Average Cost per unit trend.

Step 7: Combo Chart of Sales and Profit Margin by Category

We'll turn our Sales Growth chart into a combo chart. Click the Line & Cluster Red Colum Chart icon. Change the X-Axis to the Type category, keep the column containing Sales, then drag Profit Marine% to the Line Y-Axis. Now sales and Marine for each category are visible in one chart. The title becomes Sales & Marine By Kategori.

Done! Dashboard Cost & Profitability

Done. Dashboard Cost & Profitability is now complete. Save the file with Ctrl-S. See you in part four about Time Intelligence. Want to have a Power BI dashboard like this? Cerdas Inovasi Digital offers Power BI courses, dashboard creation and report automation services, as well as selling Power BI project files from this tutorial series. Contact us via WhatsApp, or visit cerdasinovasidigital.com. Thank you for watching!

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Cerdas Inovasi Digital Team

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53 video classes1,281 episodes

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Memuat

Class Power BI #3: Dashboard Cost & Profitability

1 views

Software

Power BI Desktop

Level

Beginner

Duration

± 7 min

Series total

44 min · 7 videos

Published

October 7, 2026

▶ Watch the video lesson0 plays

Transcript

The full narration of this video. The current sentence is highlighted while the video plays; click any sentence to jump there.

Show transcript

Introduction

Step 1: Duplicate the Sales2 page into Cost & Profitability

Duplicate the Sales 2 page by right-clicking the tab and duplicating it. Rename the tab to Cost and Profitability, then rename the page title.

Step 2: Measures Total Cost, Tax & Shipping, Avg Cost per N

Step 3: Cost KPI Card

Step 4: Production Cost by Category

Clear the X-Axis, then drag the Total Cost measure. Change the title to Production Cost by Category. The Performance category has the highest cost.

Step 5: Waterfall Change in Profit per Year

Step 6: Trend of Average Cost per Unit

Step 7: Combo Chart of Sales and Profit Margin by Category

Done! Dashboard Cost & Profitability

Your instructor

Cerdas Inovasi Digital Team

Software developers, BIM & 3D engineers, and AI practitioners

53 video classes1,281 episodes

See our clients →

Need more than a video?

Transcript

0:03Introduction

0:37Step 1: Duplicate the Sales2 page into Cost & Profitability

1:04Step 2: Measures Total Cost, Tax & Shipping, Avg Cost per N

2:54Step 3: Cost KPI Card

3:31Step 4: Production Cost by Category

4:03Step 5: Waterfall Change in Profit per Year

4:57Step 6: Trend of Average Cost per Unit

5:34Step 7: Combo Chart of Sales and Profit Margin by Category

6:27Done! Dashboard Cost & Profitability

Ask the class material

My notes

Questions & answers

Your instructor

Need more than a video?

Transcript

0:03Introduction

0:37Step 1: Duplicate the Sales2 page into Cost & Profitability

1:04Step 2: Measures Total Cost, Tax & Shipping, Avg Cost per N

2:54Step 3: Cost KPI Card

3:31Step 4: Production Cost by Category

4:03Step 5: Waterfall Change in Profit per Year

4:57Step 6: Trend of Average Cost per Unit

5:34Step 7: Combo Chart of Sales and Profit Margin by Category

6:27Done! Dashboard Cost & Profitability

Ask the class material

My notes

Questions & answers

Your instructor

Introduction

Step 1: Duplicate the Sales2 page into Cost & Profitability

Step 2: Measures Total Cost, Tax & Shipping, Avg Cost per N

Step 3: Cost KPI Card

Step 4: Production Cost by Category

Step 5: Waterfall Change in Profit per Year

Step 6: Trend of Average Cost per Unit

Step 7: Combo Chart of Sales and Profit Margin by Category

Done! Dashboard Cost & Profitability

Introduction

Step 1: Duplicate the Sales2 page into Cost & Profitability

Step 2: Measures Total Cost, Tax & Shipping, Avg Cost per N

Step 3: Cost KPI Card

Step 4: Production Cost by Category

Step 5: Waterfall Change in Profit per Year

Step 6: Trend of Average Cost per Unit

Step 7: Combo Chart of Sales and Profit Margin by Category

Done! Dashboard Cost & Profitability