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!

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