BHEL  Stock Performance Analysis in Power BI 

Open BHEL Stock Dataset 

🔹 Step 1: Load the Dataset

1. Open Power BI Desktop.

2. Go to Home > Get Data > CSV/Excel.

3. Browse and select your BHEL_Stock dataset.

4. Click Load to bring the data into Power BI.

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🔹 Step 2: Transform the Data

Click Transform Data to open Power Query Editor.

✅ Key Transformations:

• Change Date to Date type.

• Change Open, High, Low, Close, Adj Close, and Volume to appropriate numeric formats.

• Remove any null or blank rows.

✅ Create new columns (M Query):

1. Daily Change (Close - Open)

= Table.AddColumn(#"Previous Step", "Daily Change", each [Close] - [Open])

2. Volatility (High - Low)

= Table.AddColumn(#"Previous Step", "Volatility", each [High] - [Low])

Click Close & Apply.

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🔹 Step 3: DAX Measures in Modeling

1. Average Closing Price

Avg_Closing = AVERAGE('Bhel_Stock'[Close])

2. Maximum Volume

Max_Volume = MAX('Bhel_Stock'[Volume])

3. Total Volume

Total_Volume = SUM('Bhel_Stock'[Volume])

4. Daily Percent Change

Percent_Change = DIVIDE([Close] - [Open], [Open]) * 100

5. Extract Year

Year = YEAR('Bhel_Stock'[Date])

6. Extract Month

Month = FORMAT('Bhel_Stock'[Date], "MMMM")

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Research Questions with Detailed Steps

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RQ1: How has BHEL's stock price trended over time?

📊 Visual:

Line Chart

✅ Steps:

1. Go to Report View.

2. Insert a Line Chart.

3. Axis: Date

4. Values: Open, Close, Adj Close

5. Format the chart for:

   • Distinct colors per line

   • Data labels

   • Tooltip showing exact date and prices

6. Add slicers for:

   • Year (Year column)

   • Month (Month column)

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RQ2: Which months/years had the highest or lowest closing prices?

📊 Visual:

Bar Chart or Matrix

✅ Steps:

1. Insert a Clustered Column Chart.

2. Axis: Month or Year

3. Values: Avg_Closing (DAX)

4. Add sorting: Highest to lowest

5. Use conditional formatting to highlight peak months/years.

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RQ3: What is the daily volatility in BHEL stock?

📊 Visual:

Line Chart or Table

✅ Steps:

1. Insert a Line Chart.

2. Axis: Date

3. Value: Volatility column (from M Query)

4. Add conditional color gradient for visual flair.

5. Optional: Add tooltip with High and Low values.

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RQ4: How does trading volume vary across time?

📊 Visual:

Area Chart or Column Chart

✅ Steps:

1. Insert an Area Chart.

2. Axis: Date

3. Value: Volume

4. Add slicer for Year to allow filtering.

5. Tooltip: Show Volume, Date, and Close

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RQ5: What is the relationship between opening and closing prices?

📊 Visual:

Scatter Chart

✅ Steps:

1. Insert a Scatter Chart.

2. X-axis: Open

3. Y-axis: Close

4. Details: Date

5. Play Axis (Optional): Year or Month for animation.

6. Tooltip: Add Daily Change and Percent_Change

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RQ6: On which days did the stock price gain or fall significantly?

📊 Visual:

Table with Conditional Formatting or Bar Chart

✅ Steps:

1. Insert a Table visual.

2. Columns: Date, Open, Close, Daily Change, Percent_Change

3. Apply conditional formatting:

   • Green for large gains

   • Red for large losses

4. Add slicers to filter by Year, Month

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RQ7: What was the average daily percent change per month/year?

📊 Visual:

Bar Chart

✅ Steps:

1. Insert a Bar Chart.

2. Axis: Month (or Year)

3. Values: Create new measure:

   Avg_Daily_Percent = AVERAGE('Bhel_Stock'[Percent_Change])
   

4. Add slicer: Year

5. Sort by highest gain or loss

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RQ8: Which months/years saw the highest trading volume?

📊 Visual:

Stacked Column Chart

✅ Steps:

1. Insert a Stacked Column Chart.

2. Axis: Month

3. Legend: Year

4. Values: Volume

5. Use data labels to show totals

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Interactive Dashboard Design

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✅ Final Layout:

Section	Visuals
Price Trend	Line Chart (Open, Close, Adj Close)
Volatility	Line or Table (High - Low)
Volume Analysis	Area or Column Chart
Performance Table	Table with %Change, Daily Change
Slicers	Year, Month
KPIs	Card Visuals: Max Volume, Avg Close, Total Volume
Comparative Insights	Scatter Chart (Open vs Close)
Monthwise Highlights	Column Chart with sorting

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 Interactivity Tips:

• Use slicers for Year, Month to filter entire dashboard.

• Use drill-through to move from year → month → day level.

• Add a reset button using bookmarks to revert filters.

• Enable tooltips for charts for richer insights.

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Export Options:

• Use File > Export > PDF to generate static report.

• Use Publish to Power BI Service to share with colleagues.

• Use Performance Analyzer for optimizing visuals.

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