Using the “demo” database, which I described in Part 1 of this set of blog entries, I have created a number of sample reports using Power BI Desktop for various areas of the Financial Services Division of a fictitious company, ABC Automotive Ltd.
The “demo” database, together with other data, were imported into Power BI Desktop and, where necessary, were transformed using the ETL, or transformation, functions that are embedded in the desktop / online Power BI software (Power Query / “M” language / “DAX” language ).
Having now got the measure of uploading the Power BI Desktop file (.pbix), via OneDrive Business, to my online Power BI Service account it is possible to interactively query the various reports that are described below.
Click HERE to open up the interactive reports in a new tab.
Hints: Three hints on how to select the display of information within the visualisations i.e. in addition to using the filters/slicers at the top of the page.
Image 1: Asset report containing a number of different visualisations of data related to the asset being financed. It is possible, in this report, as well as in the others, to filter the finance agreement data using Geographical, Asset and Finance Product criteria.
The pie and donut charts offer the ability to drill down through the data e.g. from Make to Model to Fuel Type. The matrix visualisation displays the data that is held in the “demo” database that I have created.
Image 2: Finance report containing a number of different visualisations of data related to financial transactions. Of particular interest are the KPI visualisations that provide a easily viewed status of some of the financial figures for the filtered finance agreements.
Image 3: Customer report containing a number of different visualisations of data related to the customer. Of particular interest is the Treemap visualisation showing the link between the agreement data and external Experian Mosaic customer demographics data.
Image 4: Residual Values report containing a number of different visualisations of data related to the residual value of the assets. Of particular interest is the “RV Change Percentage” filter/slicer which allows the user to select a percentage figure that will the dynamically change the displayed residual value totals for all financed agreements.
If a user selects the “Fuel Type” of “Diesel” and selects a percentage change figure it would be possible to see what the reduction in residual values would be in the latest “anti-diesel” climate here in the UK.
Image 5: Arrears report containing a number of different visualisations of data related to customer arrears.
Image 6: A diagram showing the amounts of deposit, monthly payments and residual value (GMFV) for the filtered agreements.
Here’s hoping that this was of interest. If you have any questions feel free to contact me at firstname.lastname@example.org