BYU Student Author: @Jacob_Dutton
Reviewers: @Millie_K_B @James_Gerstner
Estimated Time to Solve: 15 Minutes
We provide the solution to this challenge using:
- Power BI
Need a program? Click here.
Overview
Congrats! You have just been hired as a financial analyst at Cougar Construction, a growing construction business. You have been provided a CSV file with some of their financial data over the last five years. You have been tasked with creating a dashboard in Power BI to display their revenue, cost of goods sold (COGS), gross income, operating income, and net income over time. Your boss is interested in being able to filter these values by year. He also wants to see the company’s average gross margin, operating margin, and net margin for the last five years.
Instructions
- Load the data into Power BI.
- Create calculated columns to calculate gross income, operating income, and net income.
- Create measures to calculate average gross margin and average operating margin.
- Create a line graph to display revenue, COGS, gross income, operating income, and net income over time.
- Create cards to display average gross margin and operating margin.
- Add a slicer to filter the report by year.
Data Files
Challenge217_FinancialData.csv
Suggestions and Hints
Hints:
Gross income = Revenue – COGS
Operating income = Gross income – Operating expenses
Net Income = Operating Income – Net other expenses
Gross margin = Gross Income / Revenue
Operating margin = Operating income / Revenue
Solution
