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PK: An Excel Expert

Transforming Data into Decisions

Tag: investment analysis Power BI

Power BI Templates

Crowdsourced Investment Platforms Dashboard in Power BI

August 30, 2026August 30, 2026 PKComments Off on Crowdsourced Investment Platforms Dashboard in Power BI
Crowdfunding platforms live and die on one ratio: how much of the target actually gets raised. The Crowdsourced Investment Platforms Dashboard in Power BI puts that ratio on the front
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Power BI Templates

Impact Investment Funds Dashboard in Power BI

June 22, 2026June 22, 2026 PKComments Off on Impact Investment Funds Dashboard in Power BI
Impact Investment Funds Dashboard in Power BI helps fund managers, ESG analysts, sustainable finance teams, investor reporting leads, and portfolio operations teams review capital flow, portfolio value, returns, and measurable
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Power BI Templates

Hedge Fund Administration Dashboard in Power BI

June 19, 2026June 19, 2026 PKComments Off on Hedge Fund Administration Dashboard in Power BI
Hedge Fund Administration Dashboard in Power BI helps fund administrators, CFO teams, operations analysts, investor services teams, and finance consultants review fund operations across transactions, operating expense, redemptions, management fees,
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Power BI

VC Portfolio Dashboard in Power BI

May 3, 2026May 3, 2026 PKComments Off on VC Portfolio Dashboard in Power BI
The VC Portfolio Dashboard in Power BI tracks 5 fund-level KPIs across 5 fully-interactive analytics pages, with 16+ DAX-driven visuals covering invested capital, unrealized gain, ROI by sector and stage,
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Dashboard Power BI

Private Equity Dashboard in Power BI

January 28, 2026January 28, 2026 PKComments Off on Private Equity Dashboard in Power BI
A Private Equity Dashboard in Power BI helps private equity firms track performance, control risk, and drive smarter investment decisions. However, many firms still depend on scattered spreadsheets, static reports,
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Dashboard Power BI

Pension Funds Dashboard in Power BI

November 26, 2025November 26, 2025 PKComments Off on Pension Funds Dashboard in Power BI
Managing pension funds demands clarity, accuracy, and quick access to data. Every small financial decision impacts long-term stability. Because of this, organizations and fund managers need simple, interactive, and real-time
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  • Learn Excel (Free Course)
    • 1. Shortcut Keys
    • 2. Fill & Flash Fill
    • 3. Find & Replace
    • 4. Sort & Filter
    • 5. Formulas & Functions
    • 6. Data Validation
    • 7. Conditional Formatting
    • 8. Basic Charts
    • 9. Advanced Charts
    • 10. Pivot Tables
    • 11. Excel Dashboards
    • 12. VBA Course
    • 13. Excel Formulas with AI
  • Templates
  • Tutorials
    • Charts and Visualization
    • VBA
    • Excel Tips and Tricks
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  • Power BI
  • Template Store
    • Ready to Use Templates
  • Courses
  • Academy
    • Excel + AI Mastery: 100 Formulas
    • Excel Pivot Tables & Dashboards
  • About Us
  • Contact Us
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