This session explored how to transform a traditional Excel-based credit rating model for countries into a modern, interactive, and scalable solution using Power BI and Microsoft Fabric. Participants will discover innovative techniques to enhance financial modelling and storytelling by leveraging advanced analytics and integration capabilities.
It covered the following areas:
- Replicating Complex Rating Logic: Translating intricate credit rating formulas and methodologies from Excel into DAX to ensure consistency and accuracy.
- Interactive Insights: Using slicers, bookmarks, and contextual visualizations in Power BI to enable dynamic comparisons and highlight key drivers of credit ratings.
- Streamlined Reporting: Designing intuitive and user-friendly reports that empower stakeholders to explore insights interactively.
- Scalability with Microsoft Fabric: Harnessing the Medallion Lakehouse architecture to enable seamless data integration, metadata management, and collaboration at an enterprise level.
This session is particularly beneficial for finance professionals and analysts who are seeking to modernize their financial or operational models. Attendees will leave with practical strategies to maintain model accuracy, enhance interactivity, and scale their solutions to meet the evolving demands of modern analytics.
Note that the solution presented here is available as a portfolio solution here