5-1 Power BI Visualization of Financial Performance

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Southern New Hampshire University *

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620

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Finance

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Jan 9, 2024

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Running head: 5-1 Power BI: Visualization of Financial Performance 1 5-1 Power BI: Visualization of Financial Performance Ramel Myles Thomas Date 3/2/23 Dr Anthony Glavey MBA-620-Q3804 Measuring Success in an Org 23TW3

[SHORTENED TITLE UP TO 50 CHARACTERS] 2 5-1 Power BI: Visualization of Financial Performance Introduction In the following paragraphs, we will take a closer look at the financial performance of Companies A and B over the course of the prior three years. This visual presentation, along with its accompanying analysis, will allow for a better understanding of both companies as well as a comparison of the two. Company A – Assets, Liabilities, and Stakeholders Equity The assets, liabilities, and shareholders' equity of Company A are summarized in the clustered graph that can be found below.

[SHORTENED TITLE UP TO 50 CHARACTERS] 3 The financial data for Company A from 2017 through 2019 are presented in the graph that can be found above. In 2017, the value of the company's assets was $104,136, and in 2018, that number increased very slightly to $104,334. In 2019, we experienced a significant drop of nearly $17,895, bringing our total revenue down to $86,439. In the same span of time, the total amount of a company's liabilities and shareholders' equity amounted to $104,137 in 2017, $104,334 in 2018, and $86,439 in 2019. demonstrating a slight increase throughout the years 2017 and 2018, but a significant decrease of over $17,000 in the coming year of 2019.

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[SHORTENED TITLE UP TO 50 CHARACTERS] 4 Company B – Assets, Liabilities, and Stakeholders Equity The assets, liabilities, and shareholders' equity of Company B are summarized in the clustered graph that can be found below.

[SHORTENED TITLE UP TO 50 CHARACTERS] 5 The data for Company B's finances from 2017 through 2019 are presented in the chart that can be found above. From $124,316 in 2017 to $123,236 in 2018, there was a slight decrease in the value of the company's assets. When compared to 2019, we experienced a sizeable decrease of $9,935, which brought the grand total down to $113,301. The equity held by the owners fell from a total of $124,316 in 2017 to a total of $123,236 in 2018 and $113,301 in 2019, while the total amount owed to creditors remained unchanged at $124,316 throughout the same time period. Even though there was only a slight decrease from 2017 to 2018, 2019 shows a significant decrease of approximately $10,000.

[SHORTENED TITLE UP TO 50 CHARACTERS] 6 Company A – Revenue and Earnings The summary of Company A's revenue and earnings can be found in the line graph below. The following line chart demonstrates that in 2019, not only did revenue and gross profit increase for Company A, but also total equity, earnings before tax, net earnings, and taxes. The annual costs have averaged close to $10,000 over the course of the preceding three years. The company's profits, both before and after taxes, fell dramatically in 2018, but they bounced back in 2019, reaching levels that were higher than in 2017. Company B – Revenue and Earnings The summary of Company B's revenue and earnings can be found in the line graph below.

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[SHORTENED TITLE UP TO 50 CHARACTERS] 7 The income statement for Company B can be found displayed in the line chart that came before it. This line graph illustrates that 2018 was a difficult year for the company as compared to previous years. Nevertheless, in 2019, they are growing across the board in every category. In 2017, the net income was $2 025, but in 2018, it dropped dramatically to -529 dollars, and then it rose to $79 in 2019. In 2019, the net income is expected to be higher than in 2019. This demonstrates that the company has navigated back to the appropriate path. Conclusion When companies A and B are compared, it can be seen that both of them struggled in 2018, but that they turned things around in 2019. When compared to those of Company B, the net earnings of Company A increased by a greater percentage than those of Company B. Company B, on the other hand, has a greater amount of assets, liabilities, and shareholder equity than Company A does. Even though Company A brings in more cash than Company B does each year, the former also has higher outgoings.