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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.
Financial Analysis in Power BI

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
Financial Analysis in Power BI

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
Financial Analysis in Power BI

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.
Financial Analysis in Power BI

Best of luck!

Financial Analysis in Power BI

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