Congratulations!
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
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