Overview
To measure the financial performance of any company, it is important to analyze its four key financial statements: balance sheets, income statements, cash flow statements, and shareholders’ equity statements. In this assignment, you will:
- Visually present the balance sheet to depict what each company owns and what it owes over the past three years.
- Visually present the income statement to depict how much money a company made and spent over the past three years.
The visual presentation and analysis will help you understand and compare the performance of both the companies to be acquired and eventually will help you build your recommendation for the acquisition.
Prompt
Use the provided data sets of Company A and Company B to create data visualizations of their financial performance in Power BI. Then, based on the visualizations, write an executive summary interpreting the financial performance of Company A and Company B. Include screenshots from your data visualizations as needed in your summary. Follow the directions in the Power BI Executive Summary Assignment User Manual.
Specifically, you must address the following criteria:
- Assets, Liability, and Equity: Summarize how the assets, liabilities, and owner’s equity have changed over three years for Company A and Company B. Include screenshots of your data visualization as follows:
- Company A: In Power BI, use the provided balance sheet and construct a set of three clustered column charts, representing:
- The assets of Company A as represented in the data during each of the three years
- The liabilities and owners’ equity over the same three years
- Company B: In Power BI, use the provided balance sheet and construct a set of three stacked column charts, representing:
- The assets of Company B as represented in the data during each of the three years
- The liabilities and owners’ equity over the same three years
- Company A: In Power BI, use the provided balance sheet and construct a set of three clustered column charts, representing:
- Revenue and Earnings: Use the provided income statements to summarize the gross revenue and net earnings for Company A and Company B over three years. Include screenshots of your data visualization as follows:
- Company A: In Power BI, use the provided Company A Financials document and construct a line chart illustrating the visual relationship of revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.
- Company B: In Power BI, use the provided Company B Financials document and construct a line chart illustrating the visual relationship of revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.
- Conclusion : Summarize your observations about the financial performance of both companies. Include any insights you may have about their performance trends or how they have performed compared to each other over the past three years.
- Assets, Liability, and Equity: Summarize how the assets, liabilities, and owner’s equity have changed over three years for Company A and Company B. Include screenshots of your data visualization as follows:
Guidelines for Submission
Submit a 2- to 3-page Word document using double spacing, 12-point Times New Roman font, and one-inch margins. Sources should be cited according to APA style. Consult the Shapiro Library APA Style Guide for more information on citations.
| Criteria | Exemplary | Proficient | Needs Improvement | Not Evident | Value |
|---|---|---|---|---|---|
Visualization of Assets, Liability, and Equity: Company A | N/A | Constructs visualization in Power BI, using three stacked column charts representing assets, liability, and equity attributes (100%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include constructing three stacked column charts in Power BI, representing required attributes (70%) | Does not attempt criterion (0%) | 10 |
Summary of Assets, Liability, and Equity: Company A | Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner (100%) | Summarizes the insights about assets, liability, and equity presented in the visualizations created using Power BI (90%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include summarizing the visualizations created using Power BI (70%) | Does not attempt criterion (0%) | 10 |
Visualization of Assets, Liability, and Equity: Company B | N/A | Constructs visualization in Power BI, using three stacked column charts representing assets, liability, and equity attributes (100%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include constructing three stacked column charts in Power BI, representing required attributes (70%) | Does not attempt criterion (0%) | 10 |
Summary of Assets, Liability, and Equity: Company B | Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner (100%) | Summarizes the insights about assets, liability, and equity presented in the visualizations created using Power BI (90%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include summarizing the visualizations created using Power BI (70%) | Does not attempt criterion (0%) | 10 |
Visual Relationship of Yearly (gross) Revenue and Yearly Net Earnings: Company A | N/A | Constructs visualization in Power BI, using a line chart to represent visual relationship of yearly revenue and net earnings (100%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include constructing a line chart using Power BI to represent the visual relationship between any two attributes (70%) | Does not attempt criterion (0%) | 15 |
Visual Relationship of Yearly (gross) Revenue and Yearly Net Earnings: Company B | N/A | Constructs visualization in Power BI, using a line chart to represent visual relationship of yearly revenue and net earnings (100%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include constructing a line chart using Power BI to represent the visual relationship between any two attributes (70%) | Does not attempt criterion (0%) | 15 |
Conclusion | Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner (100%) | Summarizes observations about the financial performance obtained from the visualizations; summarizes performance trends and comparative analysis (90%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include summarizing observations, financial performance, trends, and comparative analysis from Power BI visualizations (70%) | Does not attempt criterion (0%) | 20 |
Articulation of Response | Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner (100%) | Clearly conveys meaning with correct grammar, sentence structure, and spelling, demonstrating an understanding of audience and purpose (90%) | Shows progress toward proficiency, but with errors in grammar, sentence structure, and spelling, negatively impacting readability (70%) | Submission has critical errors in grammar, sentence structure, and spelling, preventing the understanding of ideas (0%) | 10 |
| Total | 100% |