A small portfolio of dashboard work

Three coordinated views of a fictional portfolio: Portfolio Overview (executive RAG matrix across budget, schedule, scope, resources, governance), Project Deep-Dive (RAG history, EVM tracking, risk register, cost breakdown), and Variance Reconciliation (residual delta between finance-reported and PM-tracked actuals, by cost code and over time).

Most RAG dashboards show current state. The matrix on page one shows % Days Red by dimension, how often each program was red over the period, not just where it sits today. That column catches programs flickering between green and red on snapshots while operationally chaotic underneath.

Built on a star-schema data model with 13 views and custom DAX measures. Three project profiles (red, amber, green) staged to make the matrix readable as a story rather than a table.

A PMO-operations companion to the Power BI views, serving the same data to a different reader. The Power BI is built for executives reviewing portfolio health at a glance. This one is built for the PMO analyst who needs the four registers (Risks, Issues, Actions, Decisions) on a single slicer-driven worksheet.

KPI tiles, severity distribution donuts, a probability-vs-impact heatmap with risk-score-weighted bubbles, and cumulative-flow charts for action and decision velocity. The Top 5 risks pull from the live register. Project slicer at the top filters everything in one click.

The full workbook is downloadable below, with eight backing sheets behind the dashboard.