VIDEO4: https://drive.google.com/drive/folders/1tkGC2GRlNblgTXU4orkG0oX8OydOk6Sj?usp=sharing
Based on the transcript provided, here is a list of Power BI related tasks with their corresponding start timecodes:
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[00:01:58] Share the Power BI screen to show the dashboard under construction.
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[00:02:03] Explain that the current portfolio part is empty, while the reference portfolio has a list of customer groups and customers. Demonstrate the ability to filter customers by typing 3-4 characters.
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[00:06:26] Investigate why the asset type values in the chart are displaying in an incorrect format (e.g. 8.63.42.88.218). The values should be in millions.
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[00:07:13] Make changes so that when a group is selected, no profile appears. The profile should only appear when an individual client is selected.
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[00:08:49] Discuss that the process involves loading all information into the Data Lake, building part of the process in Power BI, and having Heduca build the recommended portfolio.
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[00:11:17] Make corrections in Power BI:
- Groups should not have profiles
- Client profiles should be shown directly, not selected from a combo box
- Amounts should be displayed in Colombian pesos
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[00:15:24] Compare the profitability and volatility calculations in Power BI with the values in Excel to ensure accuracy.
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[00:16:36] Verify the date of the data being used in the Power BI report. The data should be updated daily.
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[00:17:18] Discuss the process of publishing the Power BI report and embedding it with the database.
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[00:18:16] Review the following in the Power BI report:
- Economic group handling
- Profile display (not as a combo box)
- Value formatting in Colombian pesos
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[00:18:32] Update the Power BI report daily for review by Luis Ángel.
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[00:19:17] Investigate discrepancies in fund balances between the Power BI report and the actual values from the previous day.
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[00:20:11] Review the balance sheets in the Power BI report to ensure the correct information is being displayed.
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[00:20:29] Compare the asset composition in Power BI with the Excel file containing the profitability and volatility calculations.