5-1 POWER BI: VISUALIZATION OF FINANCIAL PERFORMANCE 1
5-1 Power BI: Visualization of Financial Performance
Samnang Sam
Southern New Hampshire University
MBA-620-Q3790 Measuring Success in an Org
Instructor: James Walters
March 12, 2023
5-1 POWER BI: VISUALIZATION OF FINANCIAL PERFORMANCE 2
Assets, Liability, and Equity
Using Financial Clustered columns to visualize data, one can directly compare multiple
series and observe changes over time. The following chart displays the Total Assets and Total
Liabilities & Shareholder's Equity of Company A and Company B for 2017, 2018, and 2019.
Company A Balance Sheet Summarize
The balance sheet for Company A was analyzed to identify trends in its financial
performance over three years from 2017 to 2019. The total assets for 2017 and 2018 remained
stable, but in 2019, there was a decline of $17,896, primarily due to a decrease in cash holdings
from the previous year. The inventory also exhibited slight changes over the three years.
Moreover, the total liabilities remained stable between 2017 and 2018 but experienced a
