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Financial Analysis in Power BI

Nick Edwards

Capital Markets Analyst

Chapter 1: Financial dashboards

• Reviewed the basics about dashboards and learned financial concepts
• Applied Objective and Key Results (ORK) frame work goal setting
• Used artificial intelligence to create impactful dashboard visuals
• Created a forecast using the analytics pane.

Chapter 2: Scenarios and sensitivity analysis

• Used what-if parameters to run scenario analysis
• Stress-tested sales data and created forecasts with DAX
• Created a scenario analysis matrix to show the impact of various input variables

Chapter 3: Time value of money

• Learned about the time value of money and compounding
• Performed future value and present value calculations by hand and with DAX
• Used FV() to create a straight-line forecast

Chapter 4: Capital budgeting

• Learned about the importance of capital budgeting in financial analysis.
• Used net present value, profitability index, internal rate of return, and payback period to make sound investment decisions.
• Explored the impact of discount rates on net present value.
• Used intermediate DAX skills to create a payback period measure.
• Focused on creating an informative dashboard that could be shared.

Best of luck!

Financial Analysis in Power BI