Week 5 Power BI Executive Summary

4/19/22, 11:23 AM Module Five Power BI Executive Summary Guidelines and Rubric - MBA-620-X4689 Measuring Success in an Org 22TW4

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Module Five Power BI Executive Summary Guidelines and Rubric

Overview

To measure the financial performance of any company, it is important to analyze its four key financial statements: balance sheets,

income statements, cash flow statements, and shareholders’ equity statements. In this assignment, you will:

Visually present the balance sheet to depict what each company owns and what it owes over the past three years.

Visually present the income statement to depict how much money a company made and spent over the past three years.

The visual presenta�on and analysis will help you understand and compare the performance of both the companies to be acquired

and eventually will help you build your recommenda�on for the acquisi�on.

Prompt

Use the provided data sets of Company A and Company B to create data visualiza�ons of their financial performance in Power BI.

Then, based on the visualiza�ons, write an execu�ve summary interpre�ng the financial performance of Company A and Company

B. Include screenshots from your data visualiza�ons as needed in your summary. Follow the direc�ons in the Power BI Execu�ve

Summary Assignment User Manual.

To complete this assignment, you will use Power BI so�ware that is located within the virtual desktop infrastructure (VDI).

Specifically, you must address the following criteria:

1. Assets, Liability, and Equity: Summarize how the assets, liabili�es, and owner’s equity have changed over three years

for Company A and Company B. Include screenshots of your data visualiza�on as follows:

a. Company A: In Power BI, use the provided Company A Financials and construct a set of three

clustered column charts, represen�ng:

i. The assets of Company A as represented in the data during each of the three years

ii. The liabili�es and owners’ equity over the same three years

b. Company B: In Power BI, use the provided Company B Financials and construct a set of three clustered

column charts, represen�ng:

i. The assets of Company B as represented in the data during each of the three years

ii. The liabili�es and owners’ equity over the same three years

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 visualiza�on as follows:

a. Company A: In Power BI, use the provided Company A Financials document and construct a line chart

illustra�ng the visual rela�onship 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

illustra�ng the visual rela�onship of revenue, gross profit, total expenses, earnings before tax, net earnings,

and taxes.

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MBA-620-X4689 Measuring Success in an Org 22TW4 TM

4/19/22, 11:23 AM Module Five Power BI Executive Summary Guidelines and Rubric - MBA-620-X4689 Measuring Success in an Org 22TW4

https://learn.snhu.edu/d2l/le/content/1022673/viewContent/17803161/View 2/5

3. Conclusion : Summarize your observa�ons 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.

Guidelines for Submission

Submit a 2- to 3-page Word document using double spacing, 12-point Times New Roman font, and one-inch margins. Sources

should be cited according to APA style. Consult the Shapiro Library APA Style Guide for more informa�on on cita�ons.

Criteria Exemplary Proficient Needs Improvement Not Evident Value

Visualiza�on of

Assets, Liability,

and Equity:

Company A

N/A Constructs

visualiza�on in

Power BI, using

three clustered

column charts

represen�ng assets,

liability, and equity

a�ributes (100%)

Shows progress

toward proficiency,

but with errors or

omissions; areas for

improvement may

include construc�ng

three clustered

column charts in

Power BI,

represen�ng

required a�ributes

(70%)

Does not a�empt

criterion (0%)

10

Summary of

Assets, Liability,

and Equity:

Company A

Exceeds proficiency

in an excep�onally

clear, insigh�ul,

sophis�cated, or

crea�ve manner

(100%)

Summarizes the

insights about assets,

liability, and equity

presented in the

visualiza�ons

created using Power

BI (90%)

Shows progress

toward proficiency,

but with errors or

omissions; areas for

improvement may

include summarizing

the visualiza�ons

created using Power

BI (70%)

Does not a�empt

criterion (0%)

10

Visualiza�on of

Assets, Liability,

and Equity:

Company B

N/A Constructs

visualiza�on in

Power BI, using

three clustered

column charts

represen�ng assets,

liability, and equity

a�ributes (100%)

Shows progress

toward proficiency,

but with errors or

omissions; areas for

improvement may

include construc�ng

three clustered

column charts in

Power BI,

represen�ng

required a�ributes

(70%)

Does not a�empt

criterion (0%)

10

Summary of

Assets, Liability,

and Equity:

Company B

Exceeds proficiency

in an excep�onally

clear, insigh�ul,

sophis�cated, or

crea�ve manner

(100%)

Summarizes the

insights about assets,

liability, and equity

presented in the

visualiza�ons

created using Power

BI (90%)

Shows progress

toward proficiency,

but with errors or

omissions; areas for

improvement may

include summarizing

the visualiza�ons

created using Power

Does not a�empt

criterion (0%)

10

Module Five Power BI Execu�ve Summary Rubric

4/19/22, 11:23 AM Module Five Power BI Executive Summary Guidelines and Rubric - MBA-620-X4689 Measuring Success in an Org 22TW4

https://learn.snhu.edu/d2l/le/content/1022673/viewContent/17803161/View 3/5

created using Power

BI (70%)

Visual Rela�onship

of Yearly (gross)

Revenue and

Yearly Net

Earnings:

Company A

N/A Constructs

visualiza�on in

Power BI, using a

line chart to

represent visual

rela�onship of yearly

revenue and net

earnings (100%)

Shows progress

toward proficiency,

but with errors or

omissions; areas for

improvement may

include construc�ng

a line chart using

Power BI to

represent the visual

rela�onship between

any two a�ributes

(70%)

Does not a�empt

criterion (0%)

15

Visual Rela�onship

of Yearly (gross)

Revenue and

Yearly Net

Earnings:

Company B

N/A Constructs

visualiza�on in

Power BI, using a

line chart to

represent visual

rela�onship of yearly

revenue and net

earnings (100%)

Shows progress

toward proficiency,

but with errors or

omissions; areas for

improvement may

include construc�ng

a line chart using

Power BI to

represent the visual

rela�onship between

any two a�ributes

(70%)

Does not a�empt

criterion (0%)

15

Conclusion Exceeds proficiency

in an excep�onally

clear, insigh�ul,

sophis�cated, or

crea�ve manner

(100%)

Summarizes

observa�ons about

the financial

performance

obtained from the

visualiza�ons;

summarizes

performance trends

and compara�ve

analysis (90%)

Shows progress

toward proficiency,

but with errors or

omissions; areas for

improvement may

include summarizing

observa�ons,

financial

performance, trends,

and compara�ve

analysis from Power

BI visualiza�ons

(70%)

Does not a�empt

criterion (0%)

20

Ar�cula�on of

Response

Exceeds proficiency

in an excep�onally

clear, insigh�ul,

sophis�cated, or

crea�ve manner

(100%)

Clearly conveys

meaning with correct

grammar, sentence

structure, and

spelling,

demonstra�ng an

understanding of

audience and

purpose (90%)

Shows progress

toward proficiency,

but with errors in

grammar, sentence

structure, and

spelling, nega�vely

impac�ng readability

(70%)

Submission has

cri�cal errors in

grammar, sentence

structure, and

spelling, preven�ng

the understanding of

ideas (0%)

10

Total 100%

4/19/22, 11:23 AM Module Five Power BI Executive Summary Guidelines and Rubric - MBA-620-X4689 Measuring Success in an Org 22TW4

https://learn.snhu.edu/d2l/le/content/1022673/viewContent/17803161/View 4/5

4/19/22, 11:23 AM Module Five Power BI Executive Summary Guidelines and Rubric - MBA-620-X4689 Measuring Success in an Org 22TW4

https://learn.snhu.edu/d2l/le/content/1022673/viewContent/17803161/View 5/5

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