​

“Anything Tableau can do..” #2 – Wealth & Banking Template

​

The second in this series is the Wealth & Banking - Advisor Performance dashboard, created originally by Ellen Blackburn in Tableau. I have always liked this design due to its eye catching use of subtle colors to indicate performance. The layout is also well designed, conveying a lot of information on a single page without feeling cluttered. As always, the final Power BI product that I created uses ZERO custom visuals and only out of the box standard Power BI visuals. There were a lot of Tableau LOD calculations to replicate in Power BI DAX, all of which are included in the PBIX file (available for download below).

​

Link to Ellen Blackburn's Tableau version - https://public.tableau.com/app/profile/ellen4268/viz/Demowealthandbanking-Managerview/BankingDemo-Managerview3

​

PDF with Power BI screenshots below -