Power BI DAX

Finance DAX Measures

Copy DAX measure examples for common finance KPIs used in Power BI dashboards.

Affiliate resources

Ideas for You

Useful learning resources related to this page. As an Amazon Associate, this site may earn from qualifying purchases at no extra cost to you.

Finance KPI DAX examples

Gross Margin
Gross Margin =
DIVIDE(
    [Revenue] - [Cost of Goods Sold],
    [Revenue]
)

Full Gross Margin guide →

Net Profit Margin
Net Profit Margin =
DIVIDE(
    [Net Profit],
    [Revenue]
)

Full Net Profit Margin guide →

Operating Margin
Operating Margin =
DIVIDE(
    [Operating Income],
    [Revenue]
)

Full Operating Margin guide →

EBITDA
EBITDA =
[Net Income] + [Interest] + [Taxes] + [Depreciation] + [Amortization]

Full EBITDA guide →

EBIT
EBIT =
[Revenue] - [Operating Expenses]

Full EBIT guide →

Revenue Growth Rate
Revenue Growth Rate =
DIVIDE(
    [Current Revenue] - [Previous Revenue],
    [Previous Revenue]
)

Full Revenue Growth Rate guide →

Free Cash Flow
Free Cash Flow =
[Operating Cash Flow] - [Capital Expenditures]

Full Free Cash Flow guide →

Cash Conversion Cycle
Cash Conversion Cycle =
[DIO] + [DSO] - [DPO]

Full Cash Conversion Cycle guide →

Return on Equity
Return on Equity =
DIVIDE(
    [Net Income],
    [Shareholders Equity]
)

Full Return on Equity guide →

Return on Assets
Return on Assets =
DIVIDE(
    [Net Income],
    [Total Assets]
)

Full Return on Assets guide →

Return on Invested Capital
Return on Invested Capital =
DIVIDE(
    [NOPAT],
    [Invested Capital]
)

Full Return on Invested Capital guide →

WACC
WACC =
VAR EquityValue = [Equity Value]
VAR DebtValue = [Debt Value]
VAR TotalCapital = EquityValue + DebtValue
RETURN
    DIVIDE(EquityValue, TotalCapital) * [Cost of Equity]
    + DIVIDE(DebtValue, TotalCapital) * [Cost of Debt] * (1 - [Tax Rate])

Full WACC guide →

Debt-to-Equity Ratio
Debt-to-Equity Ratio =
DIVIDE(
    [Total Debt],
    [Total Equity]
)

Full Debt-to-Equity Ratio guide →

Current Ratio
Current Ratio =
DIVIDE(
    [Current Assets],
    [Current Liabilities]
)

Full Current Ratio guide →

Quick Ratio
Quick Ratio =
DIVIDE(
    [Cash] + [Marketable Securities] + [Accounts Receivable],
    [Current Liabilities]
)

Full Quick Ratio guide →

Interest Coverage Ratio
Interest Coverage Ratio =
DIVIDE(
    [EBIT],
    [Interest Expense]
)

Full Interest Coverage Ratio guide →

Working Capital
Working Capital =
[Current Assets] - [Current Liabilities]

Full Working Capital guide →

Burn Rate
Burn Rate =
[Starting Cash] - [Ending Cash]

Full Burn Rate guide →

Runway
Runway =
DIVIDE(
    [Cash Balance],
    [Monthly Burn Rate]
)

Full Runway guide →