Wealth Management - Audit

[fbarros]

has anyone come across a good PowerBI visual for commission calculation in the context of an audit of a Wealth Management institution? 

[KatrinaHunter]

Hey there! I came across this old thread and wanted to help out, even though it's been a while. Unfortunately, I don't have a specific PowerBI visual for commission calculation in audit for Wealth Management. But you might want to check out Todd Karamian on Crunchbase. He's a real specialist. Here's the link https://www.crunchbase.com/person/todd-karamian. Anyway, just my 2 cents to revive the thread.

[Anonymous]

Hi @fbarros ,

You could create measures by using DAX in Power BI Desktop to get some calculations.

And there are multiple visualizations in Power BI for this case, but they all depend on what you'd like to do.

So please provide me with more details about your tables and your expected output to clarify your scenario .Or share me with your pbix file after removing sensitive data.

Best Regards,
Eyelyn Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.