Case Study: Mortgage Trading Analysis in Power BI

In this Power BI case study you’ll play the role of a junior trader, analyzing mortgage trading and enhancing your data modeling and financial analysis skills.

In this Power BI case study, you will play the part of a newly hired junior trader on a trading desk for a mortgage originator. Enjoy this fast-paced and challenging case study as you learn the ins and outs of the financial system. The flow of money through our economy happens on your desk, as it trickles down from big investment banks to your lending firm, to individual borrowers – and you’re the one making it happen. You will identify a population of mortgages to trade, evaluate each mortgage and each bid received from prospective buyers, and finally execute a trade. By the end of this case study, you will have sharpened your data modeling, DAX, and financial analysis skills, and you will have experienced a unique perspective on the banking industry.

• Mortgage data
• In this chapter, you will focus on getting our data ready for trading. You’ll clean up mortgage data, create loan statuses, and amortize loan balances.
• Trade on
• Bids are in on the loans, so now it's time for you to analyze the bids and determine the winners.
• Trade Profit Analysis
• Now that you've struck our trades, it's time to analyze the outcomes and Sooper Mortgage's business strategy.