Power BI • Financial Services

Power BI MetricFlow Template for Financial Services

Reduce reconciliation loops by aligning Power BI models with dbt Semantic Layer guardrails.

Align Power BI with MetricFlow Learn MetricFlow YAML basics

Recommended metrics

Start with foundations, then extend the YAML with your warehouse-specific dimensions.

Net interest margin
Delinquency rate
Portfolio at risk
Branch productivity

MetricFlow YAML starter

Paste this into your repo, then extend entities, dimensions, and measures to match your grain.

semantic_models:
  - name: credit_portfolio
    model: ref('mart_credit_portfolio')
    defaults:
      agg_time_dimension: reporting_date
    dimensions:
      - name: reporting_date
        type: time
        type_params:
          time_granularity: month
      - name: branch
        type: categorical
    measures:
      - name: nim
        agg: average
        expr: net_interest_margin
      - name: delinquent_loans
        agg: sum
        expr: delinquent_balance
      - name: loan_count
        agg: count
        expr: loan_id
    entities:
      - name: branch
        type: primary