Portfolio Project Power BI Hospitality

Hotel Analytics
Reporting Template

A fully parameterised Power BI reporting suite built on PMS export data — designed to give hotel leadership instant visibility across revenue, reservations, and sales performance.

Data Source
Opera
PMS export data
Report Pages
6
audience-specific views
Data Tables
13
5 fact · 5 dim · 3 calc
DAX Measures
55+
reusable across pages
Overview

Built for Swiss luxury hospitality

After 8+ years working across Swiss 4 and 5-star properties — from front office to revenue management — I distilled the recurring analytical needs into a single deployable Power BI template. Every report in this suite answers a question that hotel leadership asks daily.

The template is fully parameterised: hotel name, room count, currency symbol, date format, and fiscal year start month are all controlled from a single parameters table. Deploy it to a new property in under a day.

All data flows from standard PMS flat-file exports — no API, no database access, no IT project. If your property already exports Opera reports, you are ready to connect.

Data Architecture

Five PMS sources, one connected model

The model ingests five standard Opera export types, cleaned and shaped in Power Query before loading into a star schema. Each source feeds a dedicated fact table; shared dimension tables (Date, Room Type, Market Segment) provide consistent filtering across all report pages.

Source 1
Daily Flash
Occupancy, ADR, and RevPAR actuals at business-date granularity
Source 2
Reservations
Full reservation history with status, segment, channel, and booking source
Source 3
Segments
Monthly market segment production summaries for mix analysis
Source 4
Packages
8-day rolling forecast with F&B cover counts and revenue uplift
Source 5
Sales
Account-level production data for sales team performance tracking

Dashboard Preview

GM Dashboard — morning snapshot

A single-screen operational overview with every critical KPI visible before the morning briefing. Designed to answer the questions a General Manager asks before 09:00.

GM Dashboard · Business Date: Today
Occupancy
87.4%
▲ 3.2pp vs LY
ADR
CHF 485
▲ 6.1% vs LY
RevPAR
CHF 424
▲ 9.8% vs LY
Revenue MTD
CHF 1.2M
▼ 1.4% vs Budget
Segment Rooms ADR
Leisure 42 521
Corporate 28 448
Group 18 392

Report Suite

Six pages, six audiences

Each report is scoped to a specific role and decision horizon — from the GM's morning snapshot to the Sales Director's weekly account review. No one sees data that isn't theirs to act on.

01
General Manager
GM Dashboard

Single-screen operational overview with all critical KPIs for the current business date. Designed to answer every question from the morning briefing without drilling through.

  • What is tonight's occupancy and how does it compare to last year?
  • Where is ADR tracking vs budget and vs the same period last year?
  • What is the MTD revenue split by segment?
  • Are we on pace to hit the monthly target?
02
Revenue Manager
Revenue Analysis

Deep-dive revenue performance with ADR, RevPAR, and TRevPAR trends by room type, channel, and market segment. Full YoY and YTD comparisons with budget variance tracking.

  • Which channel is driving the highest ADR and how has the mix shifted?
  • Where are we losing RevPAR relative to last year?
  • What is the contribution of packages to total revenue?
03
Revenue Manager · Reservations
Reservations & Pace

Forward-looking reservations intelligence with 30-day booking pace, lead time distribution, and rooms-on-books position vs the same point last year.

  • How are we tracking on bookings for the next 30 days vs last year?
  • What is the average lead time by segment?
  • How many rooms are on books for the next 7 days, and from which source?
04
Revenue Manager · GM
Market Segment Report

Full segment and channel production analysis across the rolling 12-month period. Highlights mix shift trends, concentration risk, and segment-level ADR trajectory.

  • Is our leisure mix growing or shrinking relative to corporate?
  • Which segments are showing price compression?
  • How concentrated is our revenue in the top three accounts?
05
F&B Manager · Revenue Manager
Package & F&B Forecast

8-day rolling forward view of packaged reservations, F&B cover forecasts by meal period, and revenue uplift analysis from packages vs room-only rates.

  • How many F&B covers should we prepare for each service in the next 8 days?
  • What is the average revenue uplift from package inclusions?
  • Which package type is generating the best total spend per guest?
06
Sales Director · Sales Manager
Sales & Account Review

Account-level production tracking with concentration risk indicators, cancellation rates by account, and individual sales manager performance metrics against targets.

  • Which accounts are under-producing against contracted volumes?
  • What is the cancellation rate by corporate account?
  • How is each sales manager tracking against their annual room night target?

Technical Build

Enterprise-grade architecture, deployable template

The model is built to production standards — not as a proof of concept. Calculation groups, a proper star schema, and full parameterisation mean it can be handed to a new property and adapted in hours rather than weeks.

Data Model
Star Schema
5 fact tables and 5 dimension tables connected through a shared Date dimension. No many-to-many relationships. All aggregations driven by DAX, not Power Query.
Fact: Reservations Fact: Daily Flash Fact: Segments Dim: Date Dim: Room Type
DAX Layer
55+ Reusable Measures
All measures stored in a dedicated _Measures table, organised by domain (Revenue, Occupancy, Pace, Sales). Calculation groups handle time intelligence across all pages simultaneously.
CALCULATE SAMEPERIODLASTYEAR DATESMTD AVERAGEX Calc Groups
Data Preparation
Power Query M
Each source file type (XML, flat CSV, Excel) has a dedicated query function. Parameter-driven folder paths allow the data source to be updated without touching any query logic.
XML parsing Folder connector Custom functions Error handling
Tooling & Format
PBIP + Tabular Editor
Built in PBIP (Power BI Project) format for source control compatibility. Tabular Editor 3 used for calculation group authoring and bulk measure management.
Power BI Desktop PBIP format Tabular Editor 3 Git-compatible
Full parameterisation: hotel name, total room count, currency symbol, date display format, and fiscal year start month are all controlled from a single tbl_Parameters table. Deploying to a second property requires changing five cells.
Work With Me

Ready to deploy this
at your property?

Whether you want the template deployed as-is, customised to your PMS and reporting structure, or need a full analytics build from scratch — let's talk.

Template Deployment
Deploy this exact template to your property. Includes data connection setup, parameter configuration, and a 1-hour walkthrough.
Custom BI Build
Full bespoke Power BI solution built on your PMS, POS, and finance data. Scoped to your KPIs and reporting cadence.
BI Health Check
Review of your existing dashboards for model quality, DAX efficiency, and usability. Delivered as a written report with prioritised fixes.
Fractional BI Support
Ongoing monthly retainer for hotels that need analytical support without a full-time hire. Remote or on-site across CH & EU.

Remote · Switzerland-based · Available for new projects · EN / FR / TR / RU