Data anlayst

Note: This is an AI-generated image and not an actual dashboard.

The aim of this project was to enhance the financial reporting process for a Financial Services client by developing a dynamic Power BI dashboard that incorporates multiple data sources and allows for real-time adjustments. The solution aimed to streamline financial analysis, enabling the client to interactively forecast, analyze P&L, and compare actuals versus budget in a user-friendly format. By leveraging field parameters, dynamic measures, and interactive slicers, the project delivered a robust, responsive tool that significantly improved reporting efficiency and accuracy, empowering decision-makers to make data-driven business decisions.

Industry	Technology Used	Problem Statement	Solution	Impact
Financial Services	Power BI, SharePoint	Need to create a Power BI report using multiple Excel files, replicating the reference tabs and visuals (Monthly Summary, Profit & Loss, Balance Sheet, Forecast).	Analyzed the provided Excel files and identified which components could be built into the dashboard. Reformatted the data and applied calculations to build the dashboard in the desired format.	Improved reporting efficiency, enhanced financial forecasting, and provided dynamic insights through interactive dashboards.
		Need to modify P&L categories (Revenue, Cost of Goods Sold, Operating Expenses) based on changes in revenue and OPEX percentages.	Created a field parameter for What-If analysis, allowing adjustments to revenue and OPEX percentages to dynamically recalculate forecasts based on new values.
		The total in the P&L table does not change when the values of operational expenses and revenue change.	Created a virtual table and used custom measures to calculate totals dynamically when operational expenses or revenue figures are updated.
		P&L table needs to display both Actual and Budget data, where Actual values are shown until a certain month, and Budget values start from the next month.	Developed a dynamic measure that adjusts based on the months of actual data available and displays budget values accordingly from the following month.
		Financial summary needs to change based on different budget options and date ranges. Visuals should interact and recalculate accordingly.	Used field parameters and slicers for budget options and date ranges, allowing visual interactions and recalculations based on user input.