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Explore the Financial System with Power BIIn 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 TraderThe 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 InsightsYou 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.
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.
Trade Profit Analysis
Now that you've struck our trades, it's time to analyze the outcomes and Sooper Mortgage's business strategy.
In the following tracksFinancial Reporting in Power BI
Nick EdwardsSee More
Analyst for Mynd
Nick Edwards is an Analyst for Mynd, a fast-growing PropTech startup, where he uses data and BI tools to unlock the full strength of financial analysis. He graduated with honors in Economics and Business Analytics at the University of Colorado Boulder. He realized honing data science skills would greatly benefit his career and believes it will for you, too!