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Created April 18, 2024 15:11
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video5.md

VIDEO5: https://drive.google.com/drive/folders/1DgDwK-dNztL2EpPvlW0ezaFSkqpQhkq0?usp=sharing

Based on the transcript provided, here is a list of Power BI tasks mentioned, along with their corresponding start timecodes:

  1. [00:00:05] Share the updated Power BI report link in the chat.

  2. [00:00:56] Configure commas in the amount format for the current portfolio section.

  3. [00:01:19] Configure the expected long-term profitability and associated volatility for the current portfolio.

  4. [00:01:23] Load the reference portfolio balance for the international variable income.

  5. [00:01:51] When selecting a group, the reference portfolio should be blank (zero).

  6. [00:02:06] Load the economic group, number of people in it, and the current portfolio when a client is selected.

  7. [00:05:00] Add the name field to the base file shared by Nico for validation purposes.

  8. [00:06:01] The reference portfolio part is not displaying correctly, showing empty fields for balanced and international variable income.

  9. [00:07:27] Validate the client's balance in the Power BI report against the balance shared in the Excel file.

  10. [00:08:13] Fix the incorrect calculation in the product distribution for the current portfolio.

  11. [00:10:29] Remove data dummy from the reference portfolio and load the actual reference portfolio.

  12. [00:10:44] Update the reference portfolio with the files provided by Jonathan.

  13. [00:12:30] Remove the options related to the voluntary pension fund (FVP) from the active FIG.

  14. [00:16:34] Eliminate the red options in the active FIG type file as they are no longer available for clients.

  15. [00:18:45] Update the portfolio reference titles file and the direct position reference portfolio file.

  16. [00:30:35] Execute the processes for intake, portfolio, and portfolio reference in the correct order.

  17. [00:31:30] Modify the profile codes in the report to remove the leading numbers (e.g., "1 100" should be "100").

  18. [00:33:05] Ensure that the reference portfolio in the report shows the correct distribution for each type of asset and product based on the profile.

  19. [00:34:55] Display zero values for products without participation in the reference portfolio, but not in the current portfolio.

  20. [00:37:28] Change the order of displaying the client name and economic group when a client is selected, with the client name in black at the top and the group name below it.

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