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Created April 18, 2024 14:48
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video4.md

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:

  1. [00:01:58] Share the Power BI screen to show the dashboard under construction.

  2. [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.

  3. [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.

  4. [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.

  5. [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.

  6. [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

  7. [00:15:24] Compare the profitability and volatility calculations in Power BI with the values in Excel to ensure accuracy.

  8. [00:16:36] Verify the date of the data being used in the Power BI report. The data should be updated daily.

  9. [00:17:18] Discuss the process of publishing the Power BI report and embedding it with the database.

  10. [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

  11. [00:18:32] Update the Power BI report daily for review by Luis Ángel.

  12. [00:19:17] Investigate discrepancies in fund balances between the Power BI report and the actual values from the previous day.

  13. [00:20:11] Review the balance sheets in the Power BI report to ensure the correct information is being displayed.

  14. [00:20:29] Compare the asset composition in Power BI with the Excel file containing the profitability and volatility calculations.

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