Power BI BS Overview

I have an existing Power BI dashboard that already houses the raw data and category-level visuals. What I now need is a concise Balance-Sheet (BS) Overview page built directly inside that same PBIX file. The new view should pull the relevant category information already present in the model and present a clean, interactive summary that decision-makers can grasp at a glance.

Preferred format
The overview must live natively in Power BI—please do not export it to PDF, Excel, or PowerPoint. Instead, add a dedicated report page (or revise an unused one) and keep all calculations in DAX so totals stay dynamic when filters are applied.

Scope of work
• Identify the tables and fields that represent the balance-sheet categories.
• Create measures for key BS lines (e.g., assets, liabilities, equity) if they do not already exist.
• Design a visual layout that is readable both on desktop and in the Power BI Service.
• Apply existing slicers and drill-through features so users can explore category contributions quickly.
• Document any new measures or transformations you add.

Acceptance criteria
1. PBIX file returned with the new BS Overview page fully functional.
2. All visuals refresh correctly when underlying data is updated.
3. No broken relationships or performance regressions in the model.
4. Short hand-off note (one or two paragraphs) explaining custom measures and filters for future maintenance.

With these pieces in place, I will be able to publish the updated report immediately.