In this solution we are demonstrating how Power BI can open fantastic new angles for financial analysis. Managility was commissioned by Finviews a provider of financial information services to design a new approach for visualizing financial information. Backbone of the solution is the Finviews information stream that includes financial details of all listed companies in the US. The data is automatically gathered from the lodged report avoiding the potential of human error and standardised using a special Finviews method for better comparability. The Finviews dashboard enables:
- Analysis of all items in income statement, balance sheet and cash flow statement supported by variance calculations like quarter to quarter change and configurable conditional formatting.
- Industry analysis by different sector categorisations and visualisations in a tree map.
- Performance/Price comparisons using waterfall charts
- Comparative analysis of Key Ratios and Indicators
- Top Bottom Performer for all categories of the data stream and
- Geographic analysis by state