The Corporate Ethics Office Dashboard in Power BI turns a flat case log into a nine-page report an ethics and compliance office can take into a board meeting. It ships with 500 sample ethics cases covering the full 2025 calendar year across 7 business units, 8 allegation categories, 5 report channels and 5 regions, wired to 9 DAX measures and four slicers that stay in sync on every analysis page. Open the .pbix in the free Power BI Desktop, point the query at your own anonymised case export, and the whole report follows. One-time payment, no subscription, and a 30-day money-back guarantee if it does not fit your case file.
Key Features of the Corporate Ethics Office Dashboard in Power BI
- Six visible report pages plus three hidden ones – Overview, Reporting Trends, Allegation Analysis, Investigation Performance, Outcomes & Actions and Get More Dashboards, backed by a hidden Case Details drillthrough and two tooltip pages, Category Detail and Trend Detail.
- Four synced slicers on every analysis page – Month, Severity, Business Unit and Report Channel. Set them once on Overview and they follow you through the report.
- Nine DAX measures – Total Cases, Active Cases, Closed Cases, Closure Rate %, Avg. Investigation Days, Avg. Risk Score, Substantiation Rate %, Total Remediation Cost and Total Training Referrals.
- Four headline KPI cards on Overview – 500 total cases, 124 active, a 75.2% closure rate and $1.15M of remediation cost, each recalculating against the slicers.
- Averages that really are averages – Avg. Investigation Days runs 43.5 to 54.8 days across the eight investigation owners, and Avg. Risk Score runs 50.9 to 60.3 across the seven business units. No hidden sums behind an average label.
- Case Details drillthrough – right-click a bar or a bubble and land on a 13-column case table with a back button, carrying Region, Reporter Type, Investigation Days, Risk Score, Status and Outcome.
- A custom bronze-on-burgundy theme with a left navigation rail, page backgrounds and a branded footer, applied consistently across all nine pages.
What Is Inside the Corporate Ethics Office Dashboard in Power BI
The download is a single ZIP holding three files: the .pbix report, the Data.xlsx source workbook it imports from, and a Power BI Dashboard user manual (PDF).
The case table carries 17 columns for each of the 500 rows: Case ID, Report Date, Business Unit, Region, Report Channel, Allegation Category, Severity, Investigation Owner, Reporter Type, Employees Involved, Investigation Days, Remediation Cost, Risk Score, Training Referrals, Status, Outcome and Action Taken. A Power Query date table drives the Month slicer.
Page by page:
- Overview – four KPI cards over Case Intake & Closures by Month, Case Status Mix (376 closed, 63 under investigation, 45 open, 16 on hold), Severity Profile, Cases by Business Unit, Reports by Channel, Allegations by Category and Outcome Profile.
- Reporting Trends – Case Volume & Closures by Month, Active Workload by Month, Training Referrals by Month and Cases by Report Channel.
- Allegation Analysis – Cases & Substantiation by Allegation plots case counts as columns against substantiation rate as a line, beside Risk by Business Unit and Severity Profile.
- Investigation Performance – Investigation Days vs Risk by Owner as a bubble chart, Avg Investigation Days by Owner, and Case Throughput by Owner comparing total against closed cases.
- Outcomes & Actions – the Corrective Action Portfolio table, case by case, with the outcome, the action taken, the remediation cost and the training referrals it triggered.
Power BI vs. Excel vs. Paid GRC Software – Where This Fits
| This Power BI dashboard | Tableau or Qlik build | Paid GRC / hotline platform | |
|---|---|---|---|
| Cost | $17.99 one time | Per-user subscription, billed annually | Annual contract, quoted per employee |
| Platform | Power BI Desktop (free) | Tableau Desktop or Qlik Sense | Vendor-hosted SaaS |
| Setup time | Under an hour to swap the data | Days to model and design | Weeks of implementation |
| Case intake and hotline | No – analysis only | No | Yes, that is the product |
| Editable visuals and DAX | Yes, nothing is locked | Yes | Vendor-controlled reports |
| Share with colleagues | Publish to Power BI Service, or send the file | Server or Cloud licence | Included in the contract |
| Year-1 cost at 5 users | $17.99 total | Five paid seats | Full annual contract |
| Investigator throughput view | Yes – days and risk per owner | Build it yourself | Usually an add-on module |
Who This Template Is For – and Who It Is Not For
It fits an ethics and compliance officer who already collects case data in a spreadsheet, a hotline export or a ticketing tool and needs a defensible quarterly view; an internal audit lead who wants substantiation rates and remediation cost in one place; and a Power BI analyst who would rather adapt a finished model than start from a blank canvas.
It is not for you if you need case intake. There are no report forms, no anonymity workflow, no evidence storage and no chain-of-custody log. It does not connect live to any hotline or case management provider – it imports from the bundled Excel file, and you point that at your own export. It is not legal advice and does not make an organisation compliant with any whistleblowing or anti-corruption regime. The 500 cases and the eight investigation owners are fictitious sample data, included so you can see the model working before you load anything sensitive.
How to Use the Corporate Ethics Office Dashboard in Power BI
- Unzip the download and open the .pbix in Power BI Desktop, which is free from Microsoft.
- Click through all six visible pages with the sample data still loaded so you can see what each measure is doing.
- Open Data.xlsx and replace the 500 sample rows with your own anonymised case export, keeping the 17 column headers exactly as they are.
- Back in Power BI Desktop, press Refresh. Cards, charts, slicers and the drillthrough all repopulate.
- Rename any categories that do not match your taxonomy – allegation categories and business units are plain text columns, so editing them in the workbook is enough.
- Right-click a bar to reach the Case Details drillthrough and confirm your row-level data reads correctly.
- Publish to the Power BI Service if colleagues need browser access, or share the .pbix file directly.
Real-World Use Cases
Priya, Head of Ethics at a 6,000-person manufacturer. Her board asks the same three questions every quarter: how many cases, how many are still open, what did it cost. Overview answers all three above the fold, and the Month slicer rebuilds the deck for any quarter in seconds.
Daniel, Internal Audit Manager. He uses Allegation Analysis to show that substantiation rate is not uniform across categories, then Risk by Business Unit to argue for a targeted control review rather than a company-wide one.
Meera, Compliance Operations Analyst. Investigation Performance is her staffing case: average investigation days by owner, plotted against average risk score, shows whether the slowest investigators are simply carrying the hardest cases.
Frequently Asked Questions
Does this connect to my hotline or case management system?
No. It imports from the bundled Data.xlsx. Export your cases into that workbook, or repoint the Power Query source at your own file or database, then refresh.
Do I need a paid Power BI licence?
Not to open and edit it – Power BI Desktop is free. You only need a paid licence if you want to publish to the Power BI Service and share the report with colleagues in a browser.
Are the investigators and cases real?
No. Every case ID, name and figure is generated sample data, there so you can see the measures and the drillthrough working before you load anything sensitive.
Does buying this make my organisation compliant?
No. This is a reporting template, not a compliance programme, a policy or legal advice. It shows you what your case data says; the programme around it is yours.
Can I change the colours and the branding?
Yes. The theme is a standard Power BI theme JSON and the page backgrounds are image files, both editable in Power BI Desktop.
How many cases will it handle?
The sample is 500 rows. The Power BI import engine handles far larger case files comfortably, and nothing in the model is hard-coded to 500.
Is there an Excel version?
Yes – the Corporate Ethics Office Dashboard in Excel covers the same topic with pivot tables and slicers instead of DAX.
About the Author
Built by PK – Microsoft Certified Professional with 15+ years of Excel, Google Sheets, and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels. Every template is hand-built and tested before release.
Explore Related Templates
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- Corporate Governance KPI Dashboard in Google Sheets – a board-level KPI scorecard.
- Power BI Dashboard Mega Collection – 15 Power BI templates in one bundle.
Browse more in Power BI Dashboards or across the full Power BI category.
Get the Corporate Ethics Office Dashboard in Power BI for $17.99 (regular $29.99) – instant download, lifetime access, free updates, and a 30-day money-back guarantee.
Last updated: 26 August 2026.
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