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Prompt

Use the provided data sets of Company A and Company B to create data visualizations of their financial performance in Power BI. Then, based on the visualizations, write an executive summary interpreting the financial performance of Company A and Company B. Include screenshots from your data visualizations as needed in your summary. Follow the directions in the Power BI Executive Summary Assignment User Manual.

To complete this assignment, you will use Power BI software that is located within the virtual desktop infrastructure (VDI).

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Specifically, you must address the following criteria:

  1. Assets, Liability, and Equity: Summarize how the assets, liabilities, and owner’s equity have changed over three years for Company A and Company B. Include screenshots of your data visualization as follows:
    1. Company A: In Power BI, use the provided Company A Financials and construct a set of three clustered column charts, representing:
      1. The assets of Company A as represented in the data during each of the three years
      2. The liabilities and owners’ equity over the same three years
    2. Company B: In Power BI, use the provided Company B Financials and construct a set of three clustered column charts, representing:
      1. The assets of Company B as represented in the data during each of the three years
      2. The liabilities and owners’ equity over the same three years
  2. Revenue and Earnings: Use the provided income statements to summarize the gross revenue and net earnings for Company A and Company B over three years. Include screenshots of your data visualization as follows:
    1. Company A: In Power BI, use the provided Company A Financials document and construct a line chart illustrating the visual relationship of revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.
    2. Company B: In Power BI, use the provided Company B Financials document and construct a line chart illustrating the visual relationship of revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.
  3. Conclusion : Summarize your observations about the financial performance of both companies. Include any insights you may have about their performance trends or how they have performed compared to each other over the past three years.

Guidelines for Submission

Submit a 2- to 3-page Word document using double spacing, 12-point Times New Roman font, and one-inch margins. Sources should be cited according to APA style.

MBA 620 Module Five Power BI Executive Summary Assignment User Manual

MBA 620 Module Five ……………………………………………………………………………………………………………..1

Power BI Executive Summary Assignment User Manual ………………………………………………………………1

Introduction ………………………………………………………………………………………………………………………..1

Accessing Power BI via the Virtual Desktop Infrastructure (VDI) ……………………………………………….1

Cleaning the CSV File ……………………………………………………………………………………………………………2

Importing Files to Power BI …………………………………………………………………………………………………..4

Working on the Module Five Visualization of Financial Performance Assignment ……………………….8

Creating Clustered Column Charts 8

Creating a Line Chart ………………………………………………………………………………………………………… 14

Exporting Files From Power BI …………………………………………………………………………………………… 18

Uploading Image Files to OneDrive …………………………………………………………………………………….. 20

Introduction

Power BI is a tool that enables its users to visualize and present data in a manner that is easy to understand and analyze.

Accessing Power BI via the Virtual Desktop Infrastructure (VDI)

1. Open the virtual desktop interface (VDI) on your machine.

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2. On the VDI home screen, select Power BI Desktop. The Power BI homepage is displayed.

Cleaning the CSV File We should clean the CSV file before we import it into Power BI. For example, to plot charts as per the prompt in the assignment guidelines, we will use data from the Balance Sheets section of the CSV file. The other data sections, such as Income Statement, Cash Flow Statement, and Supporting Schedules, are not required. Therefore, we can remove them and conduct the analysis. To clean the data set file, locate MBA620_Module five_Assignment two_Company A Financial.

1. On the VDI home screen, open the Business Analytics Course Content folder.

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2. Open the MBA620_Module five_Assignment two_Company A Financial CSV file.

3. In the file, we can remove following data to clean the CSV file for creating the specific chart in the assignment:

• Remove columns A, C, and D, as they are empty and not required in analysis.

• Remove rows 1, 2, 3, and 4, as that data is not required to plot the charts in Power BI.

• In section 1 of the prompt, in guiding question 1, you are asked to analyze the data in the balance sheet section of the CSV file, which is starting from row 18 and extends to row 35. This makes all other data irrelevant. Therefore, we can remove all the other data.

After removing the above mentioned columns and rows, we will have the following data.

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4. Now we move the text in row 2 to row 1 to make it a header of the CSV file. The sheet will

now have the text Balance Sheet, 2017, 2018, and 2019 in row 1.

This is now a cleaned data sheet and will enable you to complete the first sub-task of section 1 in the assignment. Similarly, clean the data sheet as per the requirement before solving the other question given in the assignment. Ensure you save your work before proceeding to the next step. Remember the location and the name you give this file, as you’ll be importing it into Power BI in the next step.

Importing Files to Power BI

NOTE: Once Power BI opens, close out of any message windows that may pop up. 1. Click on File, then Get Data, and then Text/CSV.

Note: For the steps to access the Power BI tool via the VDI, refer to Accessing Power BI via the VDI.

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The Open window is displayed.

2. Go to the location you saved when you cleaned CSV file, select it, and click Open to begin importing. The preview window with the data set content is displayed.

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In the imported CSV file, we see that the headers for the data are Column1, Column2, Column3, and Column4. We need the sheet to have the headers labeled Balance Sheet, 2017, 2018, and 2019.

If you come across an error, refer to the steps below (i, ii, iii, and iv). If the headers are displayed correctly, proceed to step 3. To resolve the error of incorrect headers:

i. In the preview window, on the bottom right side, select Transform Data.

ii. In the top ribbon, under the Home tab, in Transform, select Use First Row as Headers.

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The first row is now displayed as headers.

iii. In the upper right corner of the window, click the cancel icon . The Power Query Editor window is displayed.

iv. Click Yes. The changed headers are applied, and the data is imported into the Power BI home page.

3. Click Load. The data has been imported in Power BI. You can now perform your analysis.

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Working on the Module Five Visualization of Financial Performance Assignment

In MBA 620, you will access Power BI using the VDI for the Module Five Visualization of Financial Performance assignment. In this assignment, you will create a clustered column charts and line and column charts (also called combo charts) for your analysis. Creating Clustered Column Charts

1. Access Power BI and import the CSV files.

Note: To learn the process for importing files into Power BI, refer to Importing Files to Power BI.

2. In the displayed right pane, under Visualizations, click the clustered column chart icon.

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In the center pane, the line chart placeholder is displayed.

NOTE: To view the name of the icon, place your cursor over the icon. For example, to view the name Clustered column chart, place your cursor over the following icon.

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3. Using the re-sizing tool, resize the clustered column chart placeholder so that it fits the

screen.

The placeholder is re-sized. You can now move ahead and plot the clustered column chart per the required attributes.

4. To add an attribute, in the right pane under Fields, drag an attribute and place it under Visualizations and Axis/Legend/Values/Tooltips.

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For example, let’s move the attributes Balance Sheets, 2017, 2018, and 2019 from Fields to Axis and Values in Visualizations. This will provide us with the graph for analyzing the balance sheet for the years 2017, 2018, and 2019.

The fields are then displayed in the boxes under the Axis and Values, under Visualizations.

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5. After moving the three attributes, the clustered column chart is displayed in the center pane.

In the assignment prompt, we have been asked to analyze Company A’s assets, liabilities, and equity. We have the graph with all attributes. To get a graph with only these three values (assets, liabilities, and equity) we will apply filters. To apply filters:

6. On the right side of the clustered column chart, under Filters, point your cursor towards Balance Sheets.

7. Click the arrow icon.

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The expanded list with a checklist of attributes under Balance Sheet are displayed.

8. In the displayed list, select the options Total Assets and Total Liabilities & Owners’ Equity. The graph is filtered and will display information for only Total Assets and Total Liabilities & Owners’ Equity.

You can now perform your analysis.

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Creating a Line Chart 1. Access Power BI and import the required CSV file.

Note: To learn the process for importing files into Power BI, refer to Importing Files to Power BI.

2. In the displayed right pane, under Visualizations, click the line chart icon.

In the center pane, the line chart placeholder is displayed.

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Note: To view the name of the icon, place your cursor over the icon. For example, to view the name Line and clustered column chart, place your cursor over the following icon.

3. Using the re-sizing tool, resize the line and clustered column chart placeholder so that it fits the screen.

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The placeholder is re-sized. You can now move ahead and plot the line and clustered column chart per the required attributes.

4. To add an attribute, in the right pane under Fields, drag an attribute and place it under Visualizations and Legend/Details/Values/Tooltips.

For example, let’s move the attributes Income Statement, 2017, 2018, and 2019 from Fields to Axis and Values respectively in Visualizations. This will provide us with the graph for analyzing the income statement for Company A for the years 2017, 2018, and 2019.

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The fields are then displayed in the boxes under Axis and Values, under Visualizations.

5. After moving the four attributes, the line chart is displayed in the center pane.

You can now perform your analysis by analyzing the different attributes in the line chart.

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Exporting Files From Power BI Note: Power BI doesn’t allow to export individual chart or graph files to the VDI. All charts or graphs can be exported at once. You can later take the screenshot from the downloaded file to add them individually to your assignment submission.

1. In the upper left corner of the virtual desktop interface (VDI) screen, click File.

2. In the displayed list, select Export, and in the right pane select Export to PDF.

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3. All the charts are opened in one PDF document.

4. Take a screenshot of an individual chart page and save it in the VDI. Once the screenshots are taken, you can upload them onto OneDrive.

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Uploading Image Files to OneDrive

1. In the VDI, open the OneDrive-SNHU application.

A browser is opened and the OneDrive login page is displayed.

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2. Enter your SNHU login ID email and click Next. The Password page is displayed.

3. Enter your SNHU password and click Sign in. The OneDrive user homepage is displayed.

4. In the top pane, click + New.

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5. In the displayed list, click Folder. The Create a folder dialog box is displayed.

6. Enter a name for the folder and click Create. The new folder is created and displayed in OneDrive.

7. Open the new folder. 8. In the top pane, click Upload.

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9. In the displayed options, select Files. The Open window is displayed.

10. Navigate to the saved graphs image files. Select them and click Open.

The image files are uploaded to OneDrive. A success message indicating the successful upload of the files is displayed.

  • MBA 620 Module Five
  • Power BI Executive Summary Assignment User Manual
    • Introduction
    • Accessing Power BI via the Virtual Desktop Infrastructure (VDI)
    • Cleaning the CSV File
    • Importing Files to Power BI
    • Working on the Module Five Visualization of Financial Performance Assignment
      • Creating Clustered Column Charts
    • Creating a Line Chart
    • Exporting Files From Power BI
    • Uploading Image Files to OneDrive

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