This session explores how to transform an Excel-based credit rating model for local government authorities into an interactive and scalable report using Power BI and Microsoft Fabric. Participants learn techniques to modernise complex financial models and leverage the advanced capabilities of Power BI for analysis and storytelling. Hear from Power Platform in Finance specialist and Microsoft MVP, Rishi Sapra as we explore the following areas: • Replicating Complex Rating Logic: Translating intricate credit rating formulas and logic from Excel into DAX to ensure consistency and accuracy. • Interactive Comparisons: Using slicers, bookmarks, and contextual visualizations to compare local authorities and identify key drivers of credit ratings. • Enhanced Reporting: Designing an intuitive and user-friendly interface that allows stakeholders to explore the data and insights interactively. • Scalability with Fabric: Integrating the model into Microsoft Fabric to enable data pipelines, metadata management, and collaboration for enterprise use. This session is particularly beneficial for finance professionals and analysts with existing financial or operational models in Excel who are considering migrating to Power BI. Attendees will walk away with practical strategies for maintaining model integrity, enhancing interactivity, and scaling reporting solutions to meet modern analytical demands.
★ Download accompanying files
★ Follow Rishi Sapra on LinkedIn
★ Follow Danielle Stein Fairhurst on LinkedIn
★ Register for another Virtual Meetup
