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 visualizat

MBA 620 Module Five Power BI Executive Summary Assignment User Manual Introduction ……………………………………………………………………………………………………………………………….. 2

Accessing Power BI Via the Virtual Desktop Infrastructure (VDI) ……………………………………………………….. 2

Accessing and Cleaning the CSV File ………………………………………………………………………………………………. 3

Importing CSV Files to Power BI…………………………………………………………………………………………………….. 6

Working on the Module Five Visualization of Financial Performance Assignment ……………………………… 11

Creating Clustered Column Charts ……………………………………………………………………………………………. 11

Creating a Line Chart ………………………………………………………………………………………………………………. 18

Exporting Files From Power BI …………………………………………………………………………………………………. 22

Uploading Image Files to OneDrive…………………………………………………………………………………………… 23

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Introduction

Power BI is a tool that enables its users to visualize and present data in a manner that is easy to understand and analyze. This document will show you how to use Power BI to complete the Module Five Visualization of Financial Performance assignment. Note: The instructions provided are representative of the Power BI configuration in the SNHU VDI. Students using Power BI through local installations or other means may encounter different interfaces or functionality.

Accessing Power BI Via the Virtual Desktop Infrastructure (VDI)

1. In Brightspace, select Course Menu at the top of the page. Click VDI in the left-hand menu to open the VDI area of the course. Within that area, click VDI Access and log in with your SNHU username and password. See the VDI Instructions document (linked in the VDI area) for more information if needed.

2. Select Apps from the top navigation bar. Click Student Lab 1 and wait for the VDI to load.

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3. On the VDI home screen, click the Power BI Desktop icon.

4. The Power BI homepage is displayed.

Accessing and Cleaning the CSV File

The CSV file must be cleaned before it’s imported into Power BI. For example, to plot charts as per the prompt in the assignment guidelines, we’ll use data from the Balance Sheets section of the supplied comma-separated values (CSV) file, which is a delimited text file that uses a comma to separate values. Each line of the file is a data record. The other data sections, such as Income Statement, Cash Flow Statement, and Supporting Schedules, are not required and will be removed before the analysis is conducted. To open and clean the data set CSV file, locate the file MBA620_Module five_Assignment two_Company A Financial within the MBA 620 folder in the VDI.

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1. On the VDI home screen, open the Business Analytics Course Content folder on the VDI desktop. Locate and open the folder for MBA 620.

2. Click on the CSV file MBA620_Module five_Assignment two_Company A Financial to open it in the Microsoft Excel application within the VDI.

3. In the file, you’ll remove the following data to clean the CSV file for creating the specific chart in the assignment:

• Remove columns A, C, and D, as they are empty and not required in the analysis.

• Remove rows 1, 2, 3, and 4, as that data is not required to plot the charts in Power BI.

• In section 1 of the prompt, in guiding question 1, you are asked to analyze the data in the Balance Sheet section of the CSV file, which starts from row 17 and extends to row 34. This makes all other data irrelevant. Therefore, we can remove all the other data rows.

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After removing the columns and rows mentioned above, we’ll have the following data:

4. Move the text in row 2 to row 1 to make it a header of the CSV file. The sheet will now have the text Balance Sheet, 2017, 2018, and 2019 in row 1.

This is now a cleaned data sheet and will enable you to complete the first sub-task of section 1 in the assignment. Similarly, clean the data sheet as per the requirement before solving the other question given in the assignment.

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Ensure you save your work to a cloud-storage account such as OneDrive before proceeding to the next step. Remember the location and the name you give this file, as you’ll be importing it into Power BI in the next step.

Importing CSV Files to Power BI

Open Power BI if it’s not already open. For steps to access the Power BI tool via the VDI, refer to the “Accessing Power BI Via the Virtual Desktop Infrastructure (VDI)” section at the beginning of this document. Note: Once Power BI opens, close any message windows that may pop up. Do not use the “Import Data from Excel” button, as shown below.

1. Click Get Data From Other Sources.

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2. The Get Data window is displayed. Make sure Text/CSV is highlighted. Click the Connect button.

3. Go to the location where you saved your cleaned CSV file, select it, and click Open to begin importing. The preview window with the data set content is displayed. If you do not see your CSV file where you expect it, be sure that All Files is selected in the file type drop-down menu.

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4. In the imported CSV file, we see that the headers for the data are Column1, Column2, Column3, and Column4. The headers should be labeled Balance Sheet, 2017, 2018, and 2019.

To resolve the incorrect headers, follow these steps:

1. In the preview window, on the bottom right side, click Transform Data.

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2. The Power Query Editor window is displayed.

3. In the top ribbon, under the Home tab in the Transform section, select Use First Row as Headers.

4. Your results should look like this:

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5. In the upper right corner of the Power Query Editor, click the cancel icon (an X). Click Yes to apply your changes.

The changed headers are applied, and the data is imported into the Power BI homepage. The data has

been imported into Power BI. You are now ready to perform your analysis.

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Working on the Module Five Visualization of Financial Performance Assignment

In this section, you’ll create clustered column charts and line and column charts (also called combo charts) for your analysis. Creating Clustered Column Charts

1. If you’re not continuing from the previous page, you must start Power BI and open your saved project file.

2. If you’re continuing from the previous page, your screen should look like this:

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Note: To review the process for importing files into Power BI, refer to the “Importing CSV Files to Power BI” section of this document. In the displayed right pane, under Visualizations, click the Clustered column chart icon.

Note: To view the name of the icon, place your cursor over the icon. For example, to view the name Clustered column chart, place your cursor over the following icon:

3. In the center pane, the line chart placeholder is displayed.

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4. Using the resizing tool, resize the clustered column chart placeholder so that it fits the screen by clicking and dragging the bottom right corner.

5. The placeholder is resized. You can now move ahead to plot the clustered column chart per the required attributes.

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6. To add an attribute, in the right pane under Data, expand the file to show the attributes and select an attribute to place it in the Visualizations section.

a. For example, let’s assign the attribute Balance Sheets from Data to the X-axis and the 2017, 2018, and 2019 values to the Y-axis. This will provide us with the graph for analyzing the balance sheet for the years 2017, 2018, and 2019.

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b. Click the boxes next to the attributes in the order you want them to appear. This will display the fields in the appropriate boxes below the axis titles in the Visualizations section.

7. After assigning the three attributes, the clustered column chart is displayed in the center pane.

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The assignment prompt asks you to analyze Company A’s assets, liabilities, and equity. We have the graph with all attributes. To get a graph with only these three values (assets, liabilities, and equity), we will apply filters. Follow these steps to apply the filters:

1. On the right side of the clustered column chart, open Filters and hover your cursor over Balance Sheets.

2. A filter card tool tip is displayed. Click the downward caret to expand the filter card.

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3. The expanded list, with a checklist of attributes under Balance Sheet, is displayed. Scroll down the list and select the options Total Assets and Total Liabilities & Shareholder’s Equity.

4. The graph is now filtered and will display information for only those two options.

5. Perform these steps again for Company B’s file after completing Company A’s bar graph. You can click to add a page at the bottom of the Power BI screen to start fresh for Company B. You can now perform your next analysis.

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Creating a Line Chart

1. To create a visualization for your company’s income statements, you must first clean the income

statement data, access Power BI, and import the cleaned CSV file.

Note: Review the process for cleaning and importing files into Power BI in the “Accessing and Cleaning the CSV File” section of this document. Where you previously removed all rows unrelated to the balance sheet, you will now remove all rows unrelated to the income statement. Failing to take this step will result in incorrect output. Refer to the “Importing CSV Files to Power BI” section to import your cleaned income statement data.

2. After importing the cleaned income statement data into Power BI, click the line chart icon in the

displayed right pane under Visualizations.

3. In the center pane, the line chart placeholder is displayed.

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Note: To view the name of the icon, place your cursor over the icon. For example, to view the name Line chart, place your cursor over the following icon:

4. Using the resizing tool, resize the line chart placeholder so that it fits the screen.

5. The placeholder is resized. You can now move ahead and plot the line chart per the required attributes.

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6. To add an attribute, in the right pane under Data, select one or more attributes in the order you want them displayed in the chart. They’ll then also appear on the X and Y axes in the Visualizations panel.

For example, let’s assign the attributes Income Statement, 2017, 2018, and 2019 in the Data panel to the X and Y axes in Visualizations. This will provide us with the graph for analyzing the income statement for Company A for the years 2017, 2018, and 2019.

7. The fields are then displayed in the X-axis and Y-axis boxes, under Visualizations.

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8. After the four attributes are assigned, the line chart is displayed in the center pane.

9. Reduce the items in the filter down to the assignment categories: revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.

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You can now perform your analysis by studying the different attributes in the line chart. If you stop here, be sure to save your work as a Power BI project file on your cloud drive. It will not be retained in the VDI environment. Exporting Files From Power BI

Please note that Power BI doesn’t allow you to export individual chart or graph files to the VDI. All charts or graphs can be exported at once. You can later take the screenshot from the downloaded file to add them individually to your assignment submission. If you’re not continuing from the previous page, load your saved project file.

1. In the upper left corner of the VDI screen, click File.

2. In the displayed list, select Export. In the right pane, select Export to PDF.

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3. All the charts are opened in one PDF document. If you saved your charts as separate Power BI files, they will be separate PDF files as well.

4. Take a screenshot of an individual chart page and save it in the VDI. Once the screenshots are taken, you can upload them onto OneDrive.

Uploading Image Files to OneDrive

1. In the VDI, open the OneDrive-SNHU application.

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2. A browser opens, and the OneDrive login page is displayed. Enter your SNHU login ID email and click Next.

3. The password page is displayed. Enter your SNHU password and click Sign in.

4. The OneDrive user homepage is displayed. In the top menu, click New.

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5. In the drop-down menu, click Folder.

6. The Create a folder dialog box is displayed. Enter a name for the folder and click Create.

7. The new folder is created and displayed in OneDrive. Open the new folder.

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8. In the top menu, click Upload. In the drop-down menu, select Files.

9. The Open window is displayed. Navigate to the saved graph image files, select them, and click Open.

10. The image files are uploaded to OneDrive. A success message indicating the successful upload of the files is displayed.