Analyse and Visualise Balance Sheet Data In Power BI

This is a step-by-step demo of how to visualise the data in a company’s balance sheet with Power BI. We import the raw data, merge and append in the query editor, create calculated column in DAX, build the visuals using the matrix, tree-map and waterfall and slicer visual types, then format these to make them more appealing and insightful. Timestamps: 00:00 Introduction - this is a step-by-step tutorial 00:34 How to download the data 00:52 Explanation of the balance sheet data 02:00 Import, append and merge in Query Editor 04:26 Reproduce balance sheet with a matrix visual 06:18 Format the matrix 07:37 Sort items in a custom order 08:28 Configure subtotals 09:25 Add conditional formatting - data bars 10:06 Add calculated column - change during the year 10:45 Add conditional formatting - background colours 11:47 Build a waterfall chart 11:48 Build a tree-map 14:20 Add fields to the default tooltip 14:40 Build a custom tooltip 18:54 View the published reports 19:15 Thank you for watching If you would like to follow along and build these yourself, you can download the datasets used in this video from https://github.com/MarkWilcock/lbag-online/blob/master/M%26G%20Results/M%26G%20Accounts%20Data.xlsx