MBA 620 Module Five Power BI Executive Summary Assignment

MBA 620 Module Five
Power BI Executive Summary Assignment User Manual
MBA 620 Module Five
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Power BI Executive Summary Assignment User Manual
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Introduction
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Accessing Power BI via the Virtual Desktop Infrastructure
(VDI) .......................................................1
Cleaning the CSV File
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............................2
Importing Files to Power BI
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..................4
Working on the Module Five Visualization of Financial
Performance Assignment ............................8
Creating Clustered Column Charts 8

Creating a Line Chart
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Exporting Files From Power BI
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.......... 18
Uploading Image Files to OneDrive
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... 20
Introduction
Power BI is a tool that enables its users to visualize and present
data in a manner that is easy to
understand and analyze.
Accessing Power BI via the Virtual Desktop Infrastructure
(VDI)
1. Open the virtual desktop interface (VDI) on your machine.
2
2. On the VDI home screen, select Power BI Desktop. The
Power BI homepage is displayed.

Cleaning the CSV File
We should clean the CSV file before we import it into Power
BI. For example, to plot charts as per
the prompt in the assignment guidelines, we will use data from
the Balance Sheets section of the
CSV file. The other data sections, such as Income Statement,
Cash Flow Statement, and Supporting
Schedules, are not required. Therefore, we can remove them and
conduct the analysis.
To clean the data set file, locate MBA620_Module
five_Assignment two_Company A Financial.
1. On the VDI home screen, open the Business Analytics Course
Content folder.
3
2. Open the MBA620_Module five_Assignment two_Company
A Financial CSV file.
3. In the file, we can remove following data to clean the CSV
file for creating the specific chart
in the assignment:

• Remove columns A, C, and D, as they are empty and not
required in analysis.
• Remove rows 1, 2, 3, and 4, as that data is not required to plot
the charts in Power
BI.
• In section 1 of the prompt, in guiding question 1, you are
asked to analyze the data
in the balance sheet section of the CSV file, which is starting
from row 18 and
extends to row 35. This makes all other data irrelevant.
Therefore, we can remove
all the other data.
After removing the above mentioned columns and rows, we will
have the following data.
4
4. Now we move the text in row 2 to row 1 to make it a header
of the CSV file. The sheet will
now have the text Balance Sheet, 2017, 2018, and 2019 in row
1.
This is now a cleaned data sheet and will enable you to

complete the first sub-task of section 1 in the
assignment. Similarly, clean the data sheet as per the
requirement before solving the other question
given in the assignment.
Ensure you save your work before proceeding to the next step.
Remember the location and the
name you give this file, as you’ll be importing it into Power BI
in the next step.
Importing Files to Power BI
NOTE: Once Power BI opens, close out of any message
windows that may pop up.
1. Click on File, then Get Data, and then Text/CSV.
Note: For the steps to access the Power BI tool via the VDI,
refer to Accessing Power BI via
the VDI.
5
The Open window is displayed.
2. Go to the location you saved when you cleaned CSV file,
select it, and click Open to begin

importing. The preview window with the data set content is
displayed.
6
In the imported CSV file, we see that the headers for the data
are Column1, Column2, Column3, and
Column4. We need the sheet to have the headers labeled
Balance Sheet, 2017, 2018, and 2019.
If you come across an error, refer to the steps below (i, ii, iii,
and iv). If the headers are displayed
correctly, proceed to step 3.
To resolve the error of incorrect headers:
i. In the preview window, on the bottom right side, select
Transform Data.
ii. In the top ribbon, under the Home tab, in Transform, select
Use First Row as
Headers.

7
The first row is now displayed as headers.
iii. In the upper right corner of the window, click the cancel
icon . The Power
Query Editor window is displayed.
iv. Click Yes. The changed headers are applied, and the data is
imported into the
Power BI home page.
3. Click Load. The data has been imported in Power BI. You
can now perform your analysis.
8
Working on the Module Five Visualization of Financial
Performance Assignment
In MBA 620, you will access Power BI using the VDI for the
Module Five Visualization of Financial
Performance assignment. In this assignment, you will create a
clustered column charts and line and
column charts (also called combo charts) for your analysis.
Creating Clustered Column Charts

1. Access Power BI and import the CSV files.
Note: To learn the process for importing files into Power BI,
refer to Importing Files to Power BI.
2. In the displayed right pane, under Visualizations, click the
clustered column chart icon.
9
In the center pane, the line chart placeholder is displayed.
NOTE: To view the name of the icon, place your cursor over the
icon. For example, to view the
name Clustered column chart, place your cursor over the
following icon.

10
3. Using the re-sizing tool, resize the clustered column chart
placeholder so that it fits the
screen.
The placeholder is re-sized. You can now move ahead and plot
the clustered column chart per the
required attributes.
4. To add an attribute, in the right pane under Fields, drag an
attribute and place it under
Visualizations and Axis/Legend/Values/Tooltips.
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For example, let’s move the attributes Balance Sheets, 2017,
2018, and 2019 from Fields to
Axis and Values in Visualizations. This will provide us with the
graph for analyzing the
balance sheet for the years 2017, 2018, and 2019.

The fields are then displayed in the boxes under the Axis and
Values, under Visualizations.
12
5. After moving the three attributes, the clustered column chart
is displayed in the center
pane.
In the assignment prompt, we have been asked to analyze
Company A’s assets, liabilities, and equity.
We have the graph with all attributes. To get a graph with only
these three values (assets, liabilities,
and equity) we will apply filters. To apply filters:
6. On the right side of the clustered column chart, under Filters,
point your cursor towards
Balance Sheets.
7. Click the arrow icon.
13

The expanded list with a checklist of attributes under Balance
Sheet are displayed.
8. In the displayed list, select the options Total Assets and Total
Liabilities & Owners' Equity.
The graph is filtered and will display information for only Total
Assets and Total Liabilities &
Owners' Equity.
You can now perform your analysis.
14
Creating a Line Chart
1. Access Power BI and import the required CSV file.
Note: To learn the process for importing files into Power BI,
refer to Importing Files to Power BI.
2. In the displayed right pane, under Visualizations, click the
line chart icon.

In the center pane, the line chart placeholder is displayed.
15
Note: To view the name of the icon, place your cursor over the
icon. For example, to view the name
Line and clustered column chart, place your cursor over the
following icon.
3. Using the re-sizing tool, resize the line and clustered column
chart placeholder so that it fits
the screen.
16
The placeholder is re-sized. You can now move ahead and plot
the line and clustered column chart
per the required attributes.

4. To add an attribute, in the right pane under Fields, drag an
attribute and place it under
Visualizations and Legend/Details/Values/Tooltips.
For example, let’s move the attributes Income Statement, 2017,
2018, and 2019 from Fields
to Axis and Values respectively in Visualizations. This will
provide us with the graph for
analyzing the income statement for Company A for the years
2017, 2018, and 2019.
17
The fields are then displayed in the boxes under Axis and
Values, under Visualizations.
5. After moving the four attributes, the line chart is displayed in
the center pane.
You can now perform your analysis by analyzing the different
attributes in the line chart.

18
Exporting Files From Power BI
Note: Power BI doesn’t allow to export individual chart or
graph files to the VDI. All charts or graphs
can be exported at once. You can later take the screenshot from
the downloaded file to add them
individually to your assignment submission.
1. In the upper left corner of the virtual desktop interface (VDI)
screen, click File.
2. In the displayed list, select Export, and in the right pane
select Export to PDF.
19
3. All the charts are opened in one PDF document.
4. Take a screenshot of an individual chart page and save it in
the VDI. Once the screenshots

are taken, you can upload them onto OneDrive.
20
Uploading Image Files to OneDrive
1. In the VDI, open the OneDrive-SNHU application.
A browser is opened and the OneDrive login page is displayed.
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2. Enter your SNHU login ID email and click Next. The
Password page is displayed.
3. Enter your SNHU password and click Sign in. The OneDrive
user homepage is displayed.

4. In the top pane, click + New.
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5. In the displayed list, click Folder. The Create a folder dialog
box is displayed.
6. Enter a name for the folder and click Create. The new folder
is created and displayed in
OneDrive.
7. Open the new folder.
8. In the top pane, click Upload.
23
9. In the displayed options, select Files. The Open window is
displayed.

10. Navigate to the saved graphs image files. Select them and
click Open.
The image files are uploaded to OneDrive. A success message
indicating the successful upload of the
files is displayed.
MBA 620 Module FivePower BI Executive Summary
Assignment User ManualIntroductionAccessing Power BI via
the Virtual Desktop Infrastructure (VDI)Cleaning the CSV
FileImporting Files to Power BIWorking on the Module Five
Visualization of Financial Performance AssignmentCreating
Clustered Column ChartsCreating a Line ChartExporting Files
From Power BIUploading Image Files to OneDrive
Reasons to Invest in the Fund
• For investors looking for peace of mind with low volatility
and stable income in
all market environments
• Over 20 year track record with only 3 negative calendar
year returns (1994,
1999, 2013)
• Comfort of fixed income investments with easy
access to your money
Growth of $10,000 as of 31/05/2021
$10,000
$15,000

$20,000
$25,000
$30,000
$35,000
$40,000
$45,000
$50,000
$55,000
$60,000
Apr88 Apr92 Apr96 Apr00 Apr04 Apr08 Apr12 Apr16 Apr20
$54,665
Graph shows comparative performance rate of price in
increments of $10,000
Top Holdings as of 30/04/2021
Holdings %
Ontario, Province of 2.9% 02-JUN-2049 4.8
Quebec, Province of 3.5% 01-DEC-2045 3.7
Quebec, Province of 2.75% 01-SEP-2027 3.6
Canada (Government) 1.25% 01-JUN-2030 3.1
British Columbia, Province of 5.62% 17-AUG-2028 2.9

Canada (Government) .5% 01-DEC-2030 2.4
Top Holdings (% of Portfolio) 32.3
Total Portfolio Holdings 212
Annual Compound Returns as of 31/05/2021
1 mo 3 mo 6 mo YTD 1 yr 2 yr 3 yr 5 yr 10 yr SI
0.5% -1.2% -4.7% -5.0% -2.9% 1.3% 2.6% 1.5% 2.2% 5.3%
Calendar Year Returns as of 31/05/2021
2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
7.6% 5.1% 0.1% 1.3% 0.5% 0.9% 7.1% -2.9% 2.5% 6.8%
Fixed Income Characteristics as of 30/04/2021
Bond Term (%)
Duration (yrs) b Portfolio Yield a
1-5 yrs 5-10 yrs >10 yrs
30.9 38.8 27.2 7.68 2.81%
Distributions ($/unit)
2021
May
2021
Apr
2021
Mar
2021
Feb
2021
Jan

2020
Dec
2020
Nov
2020
Oct
2020
Sep
2020
Aug
2020
Jul
2020
Jun
.0073 .0050 .0050 .0092 .0274 .0050 .0241 .0050 .0135 .0138
.0304 .0050
Distribution Rate (annualized) c 0.64% as of 31/05/2021
Standard Deviation** as of 31/05/2021
3 yr 4.8% 5 yr 4.4% 10 yr 3.9%
Fund Details
Portfolio Advisor: BMO Asset Management Inc.
Portfolio Manager: Andrew Osterback, Piper Kerr
Fund Inception Date: May 2, 1988
Prospectus Risk Rating: Low
Fund Benchmark: FTSE TMX Canada Universe

Bond Index
Minimum Investment: $500
Subsequent Investment: $50
Price/Unit (NAV): $13.69 as of 31/05/2021
AUM (total fund in millions): $348.74 as of 31/05/2021
Management Fee: 1.30%
MER: 1.60% as of 30/09/2020
Distribution Frequency: Monthly
Category: Canadian Fixed Income
Asset Allocation as of 30/04/2021
■ Fixed Income 99.9%
■ Cash 0.1%
Geographical Allocation as of 30/04/2021
■ Canada 91.2%
■ United States 7.1%
■ Australia 0.9%
■ United Kingdom 0.8%
Bond Type Allocation* as of 30/04/2021
■ Corporate Notes/Bonds 71.4%
■ Govt. Agency Notes/Bonds 17.5%
■ Fixed Income Other 10.9%
■ ABS 0.2%
Credit Quality of Portfolio as of 30/04/2021
AAA 21.7% BBB 28.0%
AA 27.6% BB 0.1%
A 22.6%
* Percentages are based on the fixed income
portion of the portfolio.
FundSERV Codes Front End† Low Load*
Deferred

Sales
Charge*
A (No Load) BMO143
* DSC closed to new purchase. As of November 2020, LL no
longer
available for sale. †Front End = Sales Charge
BMO Bond Fund - Series A
** An annualized statistical measure of risk of a
fund’s performance around its average. It is
calculated based on a fund’s monthly returns
over a specified time period.
The greater the standard deviation, the greater the fund’s
volatility. a It is the most recent income received by the fund in
the form of dividends, interest and other income
annualized based on the payment frequency,
divided by the current market value of
the fund’s investments. It is gross of
any fees or expenses of the fund. b A measure
of
sensitivity of bond prices to changes in interest rates.
Generally, the higher the duration the more volatile the bond’s
price will be when interest rates change. c For the month
indicated in the as of date, the distribution paid is
multiplied by 12, divided by the month end
net asset value of the fund and annualized.
This excludes any additional annual
distributions that may have been paid in the month.
This material may contain forward-looking statements.

“Forward-looking statements,” can be identified by
the use of
forward-looking terminology such as “may”,
“should”, “expect”, “anticipate”, “outlook”,
“project”, “estimate”, “intend”,
“continue” or “believe” or the negatives thereof, or variations
thereon, or other comparable terminology. Investors are
cautioned not to place undue reliance on such
statements, as actual results could differ
materially due to various risks and
uncertainties.
Commissions, trailing commissions (if applicable),
management fees and expenses all may be
associated with mutual
fund investments. Please read the fund facts or prospectus of
the relevant mutual fund before investing. The indicated
rates of return are the historical annual compounded total
returns for the period indicated including changes in unit value
and reinvestment of all distributions and does not take into
account sales, redemption, distribution or optional charges or
income taxes payable by any unitholder that would
have reduced returns. Mutual funds are not
guaranteed, their values
change frequently and past performance may not be
repeated. Distributions are not guaranteed and
are subject to change
and/or elimination. For a summary of the risks of
an investment in BMO Mutual Funds,
please see the specific risks set
out in the prospectus.
BMO Mutual Funds are managed by BMO Investments Inc.,
which is an investment fund manager and a separate legal entity
from Bank of Montreal.
®/™Registered trade-marks/trade-mark of Bank of
Montreal, used under licence.Lipper, a Refinitiv
Company. © 2020 Refinitiv. All rights

reserved. Any copying, republication
or redistribution of Lipper content is expressly
prohibited without the prior written consent of
Lipper.
How Your Money Is Invested
The Fund aims to provide monthly income that is
inline with current market rates via a core
Canadian fixed income portfolio. The portfolio
manager
will achieve this by:
• Investing primarily in high quality fixed income
securities issued by Canadian governments and
corporations
• Examining the economy and determining where
interest rates are going to build the Fund’s
maturity and sector allocations
• Analysing individual securities for credit quality to
determine portfolio suitability
• Providing monthly investment income that the fund is able
to earn
Ideal Investor
• You are looking for a core Canadian fixed income
fund for your portfolio
• You want the potential for higher income from longer term
bonds, which form part of the Fund’s portfolio
• You are comfortable with low investment risk
(i.e. you are willing to accept some fluctuations
in the market value of your investment
over the short-
term)
Commentary as of 31/03/2021

• The Bank of Canada kept its policy interest rate unchanged
and maintained its quantitative easing program that included
large-scale asset purchases
over the first quarter of 2021 (“the quarter”). It does
not anticipate a change in its policy rate
until 2023. Market expectations of higher
inflation when
lockdown measures are lifted, pushed longer-term interest rates
higher. As a result, the Canadian yield curve steepened.
• The Fund’s performance over the quarter was
negative, in line with the FTSE Canada
Universe Bond Index (“the benchmark”). As
the portfolio
manager remained relatively bullish during the quarter, an
overweight in the corporate credit sector was maintained. Like
stocks, corporate credit
performed well where mid-term corporate bond spreads
narrowed. The Fund’s overweight position to the corporate bond
sector coupled with
corporate spread narrowing, added to the Fund’s relative
performance over the period.
• During the quarter, the portfolio manager
extended the Fund’s yield curve steepening
bias (where longer-term maturities underperform
shorter-term
maturities). The manager believes market conditions favour
upward pressure on interest rates, particularly those rates with
longer-dated maturities.
Buys and sells were executed consistent with increasing the
Fund’s yield curve steepening exposure.
• The portfolio manager will maintain duration/interest rate
sensitivity less than that of the benchmark and will underweight
the long-end (Maturities> 10

years) of the yield curve where the rise in
yields will be most heavily felt. The manager
expects that risk assets will continue to be
rewarded and as a
result, they anticipate that credit spreads will continue to
narrow and will outperform Government of Canada benchmarks.
They will continue to favour
credit by maintaining an overweight to
corporate bonds, particularly those with term-
to-maturities of less than five years where
additional yield and roll
down are the most favourable.
• The Fund maintained exposure to U.S. dollar-based
corporate bonds during the quarter. All
currency exposure was hedged back to Canadian
dollar.
BMO Bond Fund - Series A
Fund NameReasons To InvestGrowth of 10000Top
HoldingsFund DetailsAsset AllocationGeographical
AllocationIndustry or Bond Type AllocationFund NameHow
Your Money Is InvestedIdeal InvestorCommentary

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