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.
12
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

14
Working data: Order

15

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]

2
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

37
37

Working data: Customer

38
Variable Analysis

39

Dashboard Planning

40
Dashboard Planning

41

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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