Power BI (6) - Balance Sheet Metrics

详细信息

This engagement requires developing advanced Power BI reports and dashboards to analyze key balance sheet metrics. The client, a mid-sized financial institution, needs customized visuals created to provide insight into trends in their assets, liabilities, and equity accounts over time. The visualizations should enable leaders to make informed decisions by highlighting areas of strength and weakness.
The freelancer will be given access to the company's financial database containing historical balance sheet data. Advanced DAX formulas and measures need to be written to calculate critical metrics like current ratios, debt-to-equity ratios, and days of inventory outstanding. Interactive reports and dashboards then must be designed visually compelling and easy to interpret. Conditional formatting and other data bars will aid in comparing performance to internal targets and industry benchmarks.
Dynamic tiles and card visuals are preferred to deliver at-a-glance updates of key performance indicators. Line, bar and area charts should be employed to show patterns in accounts over recent years. A fully labeled organizational chart is required to breakdown asset and liability compositions. Roadmaps and planned initiatives need to be integrated to forecast expected impacts to financial health. The end product will be a sophisticated, role-based dashboard delivering transparent insights to aid strategic decision making. Strong Power BI and financial analysis skills are needed to complete this impactful pro bono project.