Rishi Sapra
Rishi Sapra

Credit Risk Modelling in Excel, Power BI and Fabric

This solution explores how to transform an Excel-based credit rating model for 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.

• 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.

Explore the interactive report below!

The resources for this session can be downloaded from here

A huge thanks to Naveen Ganpat for contributing to this solution!

Latest Solutions

FP&A Unlocked – Podcast Episode with Paul Barnhurst

FP&A Unlocked – Podcast Episode with Paul Barnhurst

Power BI and a Creator Mindset Are Essential for FP&A Teams to Replace Excel with Rishi Sapra n this episode…
ICAEW Data Analytics Community Webinar: Analytics Powered by Agentic AI

ICAEW Data Analytics Community Webinar: Analytics Powered by Agentic AI

2025 has been the year of ‘agentic AI’, but what does this mean for those working with data? Is it…
Migrating Financial Models from Excel to Fabric – Full Guide! – Credit Risk Modelling In Power BI/Fabric

Migrating Financial Models from Excel to Fabric – Full Guide! – Credit Risk Modelling In Power BI/Fabric

For decades, the entire business world has been built on the flexibility and power of spreadsheets. From rocket science to…
Top tips for financial reporting with Power BI and MS Fabric (Plum Solutions)

Top tips for financial reporting with Power BI and MS Fabric (Plum Solutions)

If you’ve come across Power BI/Fabric, you might be wondering whether the Copilot-driven storytelling and automation capabilities are what you…
Power BI MCP Server – Context Engineering Blog Post

Power BI MCP Server – Context Engineering Blog Post

After attending (and presenting!) at Fabcon Europe 2025, I was inspired by a session on the Power BI MCP Server…
PPF Blog Article – Financial Reporting with Power BI: Tips and Tricks

PPF Blog Article – Financial Reporting with Power BI: Tips and Tricks

I published a blog article on the PPF site with an interactive e-learning video and a series of 3 tips…
Fabcon Europe 2025: 45 Microsoft Executives/Product Leads and Community Experts Introduce Themselves

Fabcon Europe 2025: 45 Microsoft Executives/Product Leads and Community Experts Introduce Themselves

At FabCon Europe 2025 in Vienna, I asked 40+ attendees to do quick 10-15 second introductions of themselves! This unique…
ICAEW Power BI Tips & Tricks Live: your questions answered

ICAEW Power BI Tips & Tricks Live: your questions answered

In this webinar, Rishi and Gary Watson ( Digital Skills Lead at Forvis Mazars UK) were on hand for over…
Storytelling with Data (Power BI and Fabric Manchester)

Storytelling with Data (Power BI and Fabric Manchester)

Communicating through telling stories is an innate part of what it means to be human. It’s what allows us to…
Rishi Sapra