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).
Specifically, you must
address the following criteria: **Please see completed Screenshots of the data
attached (already completed)**
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:
a.
Company A: In Power BI,
use the provided Company A Financials and construct a set of three
clustered column charts, representing:
i.
The
assets of Company A as
represented in the data during each of the three years
ii.
The
liabilities and owners’ equity over the same three years
iii.
Once the column charts
are created, summarize the insights about how the assets, liability,
and equity have changed over three years, as presented in the
visualizations using Power BI
b.
Company B: In Power BI,
use the provided Company B Financials and construct a set of three
clustered column charts, representing:
i.
The
assets of Company B as
represented in the data during each of the three years
ii.
The
liabilities and owners’ equity over the same three years
iii.
Once the column charts
are created, summarize the insights about how the assets, liability,
and equity have changed over three years, as presented in the
visualizations using Power BI
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:
a.
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.
b.
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.
Submit a 2-page Word
document using double spacing, 12-point Times New Roman font, and one-inch
margins. Sources should be cited according to APA style. Please use 2 references if applicable!
