Use of Power BI in Investment Banking or Fund Accounting

Power BI
1

We need your support in use of Power BI in investment banking or in fund accounting.
Am sharing some reports with you, which we have made for Fund Accounting.
If you have any Power BI sample on fund accounting or in investing banking kindly share with us (Which may contain Portfolio Value, FIFO costing Method, Long term short term gain, Performance of the portfolio).

We want to make these report as Power BI reports + Static Report(RDLC).
All static reports (RDLC report) will have data source from Power BI DataSet.
Using Power BI internal or some other .Net Application we want to combine all the static reports in single Pdf (We have done the same using .Net, SQL Server and RDLC but not used the Power BI)

CorporateAction.pdf (27.3 KB) DetailedPortfolioReport.pdf (43.4 KB) IncomeExpenses.pdf (31.8 KB) PerformancebyAssetClass.pdf (27.8 KB) PerformanceReport.pdf (39.6 KB)

2

Hi @rajendermakhija, we aim to consistently improve the topics being posted on the forum to help you in getting a strong solution faster. While waiting for a response, here are some tips so you can get the most out of the forum and other Enterprise DNA resources.

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3

Hi @rajendermakhija

If you would be able to browse through the power BI showcase Power BI Showcase, you might find something that would suit your needs and requirements.
Stock Market Dashboard

I hope you will be able to find the sample that you might want to use for your data model.

Thanks and best regards

4

Hi @rajendermakhija, we’ve noticed that no response has been received from you since the 16th of April. We just want to check if you still need further help with this post? In case there won’t be any activity on it in the next few days, we’ll be tagging this post as Solved. If you have a follow question or concern related to this topic, please remove the Solution tag first by clicking the three dots beside Reply and then untick the checkbox. Thanks!