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.

Introduction to the Financial System

Roles in the financial system

Cleaning up the data

What is a mortgage?

Risky ratios

Post-close process

Ready yet?

Paying principal

Scheduled balances

Mortgage data

Bids are in on the loans, so now it's time for you to analyze the bids and determine the winners.

Trading mortgages in the capital markets

Bids received

Compiling market data

Benchmarking

Trade premium

Weight in gold

Strike!

Trade on

Now that you've struck our trades, it's time to analyze the outcomes and Sooper Mortgage's business strategy.

Pricing in profit

The Financial System

Full circle

Show me the money

Target profit

Story telling

Make a pricing recommendation

Congratulations!

Trade Profit Analysis

Metadata sheet

Exercises and Datasets

DataCamp vs. Local Experience

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.

<h2>Explore the Financial System with Power BI</h2> 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. <br><br> <h2>Play the Role of a Junior Trader</h2> 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. <br><br> <h2>Use Your Power BI Skills to Gain Insights</h2> 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.


Intermediate DAX in Power BI

Data Transformation 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.

Case Study: Mortgage Trading Analysis in Power BI

Financial Reporting in Power BI

People need money, so they borrow from lenders.

Lenders charge borrowers fees to the borrower in exchange for the money.

 Lenders sell loans in the capital markets to investors.

Lenders may change their rates and fees based on the profits made from selling the loans to stay competitive.

Full circle

Case Study: Mortgage Trading Analysis in Power BI

Hands-on interactive exercise