Use the provided data sets of Company A and Company B to create data visualizations of their financial performance in Power BI. Then, based on the visualizations, write an executive summary interpreting the financial performance of Company A and Company B. Include screenshots from your data visualizations as needed in your summary. Follow the directions in the Power BI Executive Summary Assignment User Manual.
To complete this assignment, you will use Power BI software that is located within the virtual desktop infrastructure (VDI).
Assets, Liability, and Equity: Summarize how the assets, liabilities, and ownerâs equity have changed over three years for Company A and Company B. Include screenshots of your data visualization as follows:
Company A: In Power BI, use the provided Company A Financials and construct a set of three clustered column charts, representing:
The assets of Company A as represented in the data during each of the three years
The liabilities and ownersâ equity over the same three years
Once the column charts are created, summarize the insights about how the assets, liability, and equity have changed over three years, as presented in the visualizations using Power BI
Company B: In Power BI, use the provided Company B Financials and construct a set of three clustered column charts, representing:
The assets of Company B as represented in the data during each of the three years
The liabilities and ownersâ equity over the same three years
Once the column charts are created, summarize the insights about how the assets, liability, and equity have changed over three years, as presented in the visualizations using Power BI
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 visualization as follows:
Company A: In Power BI, use the provided Company A Financials document and construct a line chart illustrating the visual relationship of revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.
Company B: In Power BI, use the provided Company B Financials document and construct a line chart illustrating the visual relationship of revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.
Conclusion: Summarize your observations 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.
Sample Answer
Executive Summary
This report analyzes the financial performance of Company A and Company B over a three-year period. The analysis focuses on key financial metrics, including assets, liabilities, equity, revenue, and earnings. The data is visualized using Power BI to identify trends and facilitate comparisons between the two companies.
Company A: Assets, Liabilities, and Equity
As shown in the Power BI visualizations, Company A’s assets have generally increased over the three years. Liabilities have also shown an upward trend, but owner’s equity has remained relatively stable. This suggests that Company A’s growth has been partially funded by increasing liabilities.
Full Answer Section
Company B: Assets, Liabilities, and Equity
Company B’s assets have also increased over the three years. Both liabilities and owner’s equity have contributed to the growth in assets. The company’s financial structure appears to be more balanced, with both debt and equity playing a role in funding asset growth.
Revenue and Earnings
Company A
The line chart for Company A shows a consistent increase in revenue over the three years. Gross profit has also increased, but total expenses have risen as well. Net earnings have generally trended upwards, but the increase has not been as steep as that of revenue, indicating that expenses are consuming a larger portion of revenue.
Company B
The line chart for Company B illustrates growth in revenue and gross profit over the three years. Total expenses have also increased, but at a rate lower than revenue growth. Net earnings have increased.
Conclusion
Both Company A and Company B have demonstrated revenue and asset growth over the three-year period. Company B has showed a higher net earnings, indicating more efficient expense management.
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