Description: In this video, we will perform financial ratio analysis using DAX in Power BI Desktop. We will use financial data of various companies to calculate typical ratios and create a dashboard comparing these ratios. These ratios will help us understand the overall picture of the industry as well as the individual performance of each company in comparison to others.
To begin with, we will load the financial data of these companies in a CSV file into Power BI Desktop using the Get Data feature. Once the data is loaded, we will perform ratio analysis using Data Analysis Expression (DAX) to calculate gross profit, net profit, earnings per share, gross profit margin, net profit margin, quick ratio, and current ratio.
After calculating all the ratios, we will create a dashboard that will give us an insight into the financial performance of the companies. The dashboard will provide an easy-to-understand comparison of the ratios for each company, allowing us to make informed decisions.
The link to the CSV file containing the financial data and the Power BI file is placed in the video description below. Watch the video to learn how to perform financial ratio analysis using DAX in Power BI Desktop and create a dashboard to compare the ratios.
virtual-school.org/tutorial?v=h1wqUQE4gkM
Link to the Source Data (csv) and Power BI File: drive.google.com/file/d/1LvE6SRJA_QZ7aOOiC-iphacNAF4o1nl2/view?usp=share_link
#financialanalysis #DAX #PowerBIDesktop #ratios #dashboard
Chapters:
00:38 - Loading Data from CSV
01:50 - Financial Ratio Analysis Using DAX
06:34 - Creating an Overview Dashboard
13:58 - Creating an Earning Performance Dashboard
18:42 - Creating a Dashboard for Assets
21:28 - Creating a Dashboard for Equity
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