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Course Description
Explore the Financial System with Power BI
In this Power BI case study, you will play the part of a newly hired junior trader on a trading desk for a mortgage originator. Enjoy this fast-paced and challenging case study as you learn the ins and outs of the financial system.Play the Role of a Junior Trader
The flow of money through our economy happens on your desk as it trickles down from big investment banks to your lending firm to individual borrowers – and you’re the one making it happen.Use Your Power BI Skills to Gain Insights
You will identify a population of mortgages to trade, evaluate each mortgage and each bid received from prospective buyers, and finally execute a trade. By the end of this case study, you will have sharpened your data modeling, DAX, and financial analysis skills, and you will have experienced a unique perspective on the banking industry.Prerequisites
Curriculum
Course outline
1
Mortgage data
In this chapter, you will focus on getting our data ready for trading. You’ll clean up mortgage data, create loan statuses, and amortize loan balances.
2
Trade on
Bids are in on the loans, so now it's time for you to analyze the bids and determine the winners.
3
Trade Profit Analysis
Now that you've struck our trades, it's time to analyze the outcomes and Sooper Mortgage's business strategy.
Case Study: Mortgage Trading Analysis in Power BI
Course
Complete
