DATA VISUALIZATION
FOR FINANCE & ACCOUNTING
Linkedin: linkedin.com/in/ikinsolihin
Email : [email protected]
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Why DATA ANALYSIS are so Important?
Nowadays almost every company generate a
lot of data every day. Based on analysis of
this data a management of a company will be
able to make data-driven business decisions
for optimizing the operations and increasing
the profit.
Creating an analytics-driven enterprise
From hindsight to insight to foresight – this sequence illustrates the ways an analytics driven
enterprise can use data analytics to improve customer retention
Next generation finance & accounting
Source : Finance Analytics Institute
Skills of The Future
Why We use Power BI
TWO-OPTION COMPARISON
OPTION 01 OPTION 02
Power BI is mostly used for data visualizations and Excel is mostly used for in-depth driver analysis
dashboard sharing to a large number of users and calculations
Power BI has huge selection of charts and it has Excel has huge range of charts but is light on
excellent maps, plus custom charts. mapping functionality
On its own Excel can’t handle big data, and even
Power BI can handle millions of rows of data
struggles with medium size data
Excel can get data from almost anywhere only
Power BI can get data from almost anywhere
with Power Query, not in all versions of Excel
Green marketing is a practice whereby companies
Power BI is free for personal use
seek to go above and beyond traditional.
Project Case Study
Project case study
Your boss has just emailed you
about something executive team
would like to look at ASAP.
You need to make a visual
presentation of a business, with
limited information.
You only have 2 data sets and
some guidance from the company’s
management team.
You must analyze the data and
make a visual presentation as fast
as possible.
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Project case study
ABC Ltd Delivery Company
any
Services on delivering
food, clothing and
household
appliances.
For each delivery the
company get from the
customer delivery fee
which is the rate of the
cost of the ordered
product.
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Project case study
ABC Ltd Delivery Company
Based on 2010 in Los Angeles, CA
Number of Clients : 18.500
Net Profit in 2016: US$170.000
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Working data
ORDER CUSTOMER
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Working data: Order
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Working data: Customer
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ORIENTATION
ON TIME
FINISH WHAT YOU START!
MAKE IT A “PROJECT”
Installation of Power BI Desktop
Installation of Power BI Desktop
1 Head to powerbi.Microsoft.com and click products > Power BI Desktop
2 Install Power BI Desktop, download and launch
Installation of Power BI Desktop
Course Options & Settings
File > Options & Settings > Option
Pillars of Power BI
Pillars of Power BI Solutions
Pillar 1: Data Query [Cleaning, Transforming & Loading Data]
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Pillar 2 : Data Modeling
Pillar 3 : Data Analysis Expression (DAX)
Pillar 4 : Reporting and Visualization
Power BI Interface
The Power BI Interface
The Power BI Workflow
Report View Tabs
Report View Tabs (Contextual)
Data Tabs (Contextual)
Working Data Analysis & Planning
Raw Data
Raw Data
Working data : Order
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37
Working data: Customer
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Variable Analysis
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Dashboard Planning
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Dashboard Planning
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Pillar 1 : Query Editor
Cleaning, Transforming & Loading Data
Loading Data
Import Excel File
1 Home > Get data > All > Excel
Import Excel File
2 Home > Get data > All > Excel > 3 Click Customers & Orders > Load
Full_Data_Excel>Open
Import Excel File
Basic
Transformation
Basic Transformation
Investigating Data Type
Choose header of column
to see Data Type
Change Name of Table
1 Change Name. Orders Æ data of orders. Customers Æ data of customers
Change Name of Column
2 Change name of column
Choose header of column
and right click > Rename
Reorder Columns
Select column and drag it to right or left
Duplicate Column
Select column > Right Click > Duplicate Column
To cancel click
Reordered Columns
Working with
Dates
Working with Dates
Working with Dates
Working with Dates
Extract year data from Date. Select Order Date > Add Column > Date > Year
2 3
Splitting
Column
Splitting Columns
Select Column Customer ID> Split Column > By Number of Characters >Number of
characters: 2 > select Once as far left as possible
2 3
Splitting Columns
Change name of the column
6 7
Conditional
Column
Adding Conditional Column
Grouping Customer Age
Conditional Columns
Select Column Customer Age > Add Column > Conditional Colum
1 2
3
Conditional Columns
4 Drag the column
Add new column with full name of Gender
Conditional Columns
Calculated
Column
Calculated Columns : Net Profit
Create a new column, “Net Profit” based on Revenue Column and Opex Column
1 3 Formula = Double Click Revenue and Opex
4 Investigating Data Type = Decimal Number
Apply
Transformation
Apply Transformations
1 Check data after transformations
Apply Transformations
2 Click Close & Apply
Pillar 2: Data Modeling
Managing Data Relationships
The Power BI Interface
The Power BI Workflow
The Power BI Workflow
The Power BI Workflow
Creating Data Relationship
Creating Data Relationship
Creating Data Relationship
2
3
5
Creating Data Relationship
Pillar 4 : Data Visualization and Reporting
Bar Chart
Stacked Bar Chart
Stacked Bar Chart
Stacked Bar Chart
1
2
Stacked Bar Chart
Stacked Bar Chart
100% Stacked
Column Chart
100% Stacked Column Chart
100% Stacked Column Chart
100% Stacked Column Chart
2
100% Stacked Column Chart
100% Stacked Column Chart [Alternative]
1 Copy & Paste
Ctrl + C Ctrl + V
100% Stacked Column Chart [Alternative]
Change chart type to 100% Stacked
2 Column Chart 3 Change Legend to Year
Pie & Donut
Charts
Pie & Donut Charts
Pie & Donut Charts
1
Pie & Donut Charts
Pie & Donut Charts
3
Pie & Donut Charts
Column Chart
With Line
Column Chart with Line
Column Chart with Line
2
Column Chart with Line
Column Chart with Line
Tree Map
Tree Map
Add new page
Tree Map
Map Chart
Map Chart
Map Chart
3
Map Chart
4 Chart Format
Map Chart
Waterfall Chart
Waterfall Chart
Waterfall Chart
Gauge Chart
Gauge Chart
Gauge Chart
1 4
2
3
Gauge Chart
Visualization Techniques
Card
Card
Card
1 2
Card
Matrix
Matrix
Matrix
3 Right click > Rename
Matrix
Matrix
3 Right click > Rename
Matrix
Slicer
Slicer
Slicer
1 3
Slicer
5 Select Slicer > Format > Edit interactions
6 Click
Slicer
Image, Textbox, &
Shape
Image, Textbox, Shape
Image, Textbox, Shape
1 Select Insert > Image
Image, Textbox, Shape
2 Select Insert > Shapes
Image, Textbox, Shape
3 Select Insert > Text box
Image, Textbox, Shape
Visual
Relationship
Visual Relationship
Visual Relationship
Slicer
3 4
1
Slicer
5 Select Slicer > Format > Edit interactions
6 Click
Visual Relationship
1 Create Title
Visual Relationship
2 Select Shapes > Rectangle > Format shape > Fill Off
Visual Relationship
Extra Functionalities
Duplicate Page
Right Click
Duplicate Page
Rename Duplicate
What’s Next?
What’s Next?
What’s Next?
Step 08: Charts & graphs [A08]
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