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Go to our Data Library to find a dataset to use for this build.
Note: If you do not find any dataset of interest in our Data Library please bring your own dataset
Goal:
The goal of this build is to create a financial report in Power BI that effectively communicates valuable insights to the audience. The report should use appropriate visualizations and analysis techniques to highlight key trends, patterns, and anomalies in the data.
Steps:
Identify a financial data set to analyze. This could be any data set related to financial performance, such as sales revenue, profit margins, or expenses.
Collect and clean the necessary data.
Create a Power BI report. Use the Power BI interface to design and build a report that effectively communicates financial insights using appropriate visualizations and analysis techniques. Consider using table-based visuals, Zebra BI charts, or dynamic visuals to highlight key trends and patterns.
Analyze the financial data. In addition to visualizing the data, the report should include a detailed analysis of key trends and patterns, as well as any anomalies or areas of concern. This could involve comparing the data to industry benchmarks or conducting statistical analysis to identify correlations.
Present the report to an audience. Use the Power BI interface to create a professional and engaging presentation of the report, including clear explanations and examples to help the audience understand the financial insights and the implications for the business.
Deliverables:
A completed Power BI report that effectively communicates valuable financial insights to the audience.
Navigate to the Project Center and Click on Builds
Pick the Build you want to participate in and “Submit Your Builds Entry”
Share an image and a brief description of your report in this forum thread: Financial Report Showcase
Share an image of your report to the Enterprise Challenges Group (https://www.linkedin.com/groups/14069197/) with the following hashtags: #EDNADataBulds. #EDNAFinancialReportShowcase
Or alternatively, you can email the completed PBIX file and report description to builds@enterprisedna.co
We always encourage all participants to provide a summary with the most insightful, instructional explanation of how they constructed their reports and met their personal learning objectives for the challenge.
If you need any help with publishing, please reach out to one of the team managers for assistance (post in the forum/LinkedIn group) or email builds@enterprisedna.co
Data Set:
Go to our Data Library to find a dataset to use for this build.
Note: If you do not find any dataset of interest in our Data Library please bring your own dataset
The Challenge is now available for free on the On Demand Platform. If you don’t have a subscription, you can still participate by creating a free account and submitting your entries.
This is an entry submitted by Damian Wolowiec (@Gervith) via On Demand.
Here’s how Damian Wolowiec described it:
This report presents completethe financial statements of Microsoft Corporation, consisting of a balance sheet, income statement and cash flow statement for the period of 4 years. It was built on the basis of annual reports available to the public, and all amounts are calculated in an automated manner. In addition, a ratio analysis was performed using selected financial indicators and interpreted.
I was looking forward to this type of challenge given that I am currently in a position as an accountant and financial auditor. Even though I didn’t have much time I knew I had to participate. I used custom color palette and icons as well as navigation menu and intro page.
This post is part of the Enterprise DNA platform initiative to provide information about the Power BI Challenge.
To ask any questions on the content covered in this category please start a new topic within the forum. You may check this how-to guide for reference - How To Use The Enterprise DNA Support Forum.