Build a Finance Chart in Power BI
A typical visualisation in finance is a combination line and column chart that shows a company's daily close price (on the line) and the volume traded (as the column) over time. In this video, I build this chart from scratch with Power BI.
Here are the links you need if you want to follow the tutorial and build your own. The original Yahoo Finance chart, showing data for M&G, the company used in the example, is at https://uk.finance.yahoo.com/chart/MNG.L
You can download the data from Yahoo Finance at https://uk.finance.yahoo.com/quote/MN... Even easier, I have published a snapshot of this data (as of June 2022) on a public GitHub site that you can import directly into Power BI Desktop with the URL https://raw.githubusercontent.com/Mar...
Timestamps
00:00 Introduction - explanation of the chart
01:22 Get the share price & volume data from Yahoo Finance or GitHub
01:55 Description of the data
02:25 Set up Power BI Desktop - preference and auto date time,..
02:48 Import the data into Power BI Desktop
03:15 Build the combination line / column chart
03:46 Format the chart: titles, axis labels, colours, ...
04:50 Add a relative date slicer
05:22 Create a calculated column, Intraday Price Change
06:12 Make columns green or red based on whether Intraday Price Change is positive or negative using conditional formatting rules
07:35 Create a measure [Y Axis Range Max] and view its value in a card
08:00 See how measure is affected by the relative date slicer
09:05 Set the y axis range maximum dynamically based on the measure
09:35 Discussion: next steps to improve and extend chart
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