Skip to content

Latest commit

 

History

6 Commits

Folders and files

NameName
Last commit message
Last commit date
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Repository files navigation

Financial Statement Analysis Dashboard

A dynamic Power BI project transforming raw Balance Sheet and Profit & Loss Statement data into a strategic decision-making tool.

📊 Dashboard Previews

1. Executive Overview

Focuses on high-level health metrics like ROE and ROA. It features an interactive EBIDTA growth trend to monitor year-on-year performance. Page1

2. Assets & Liability Analysis

A deep dive into capital structure. This page tracks the Net Working Capital and uses a ribbon chart to visualize the composition of the Top 5 Assets over time. Page2

3. Profitability Analysis

Utilizes a Waterfall Chart to bridge the gap between Revenue and Net Profit, highlighting major cost drivers like COGS and Other Expenses. Page3


🛠️ Technical Stack & Skills

  • Data Modeling: Star Schema design with dedicated Fact and Dimension tables.
  • DAX (Data Analysis Expressions): Created complex measures for:
    • Time Intelligence: YoY Growth and Moving Averages.
    • Financial Ratios: Current Ratio, Debt-to-Equity, and Inventory Turnover.
  • Power Query (M): Data cleaning, unpivoting financial categories, and handling multi-year data consolidation.
  • Data Visualization: Custom themes, conditional formatting for KPIs, and interactive slicers.

📂 How to Use

  1. Clone the Repo: Download the FS Analysis.pbix file.
  2. Open in Power BI: Best viewed with Power BI Desktop.
  3. Interact: Use the Year Slicer (Top Right) to filter. Note: Historical trend charts are designed to remain static to provide long-term context.


Created by Vedang Singh

About

A dynamic Power BI project transforming raw Balance Sheet and Profit & Loss Statement data into a strategic decision-making tool.

Topics

Resources

Stars

1 star

Watchers

0 watching

Forks

Releases

Contributors