How to explore and navigate the report

Welcome to this interactive Power BI report, designed to provide an intuitive and in-depth exploration of daily equity movements.

• At the top left corner, you will find three buttons that allow you to toggle between views:
  • All
  • Decliners
  • Advancers
• These selections dynamically update the scatter chart to reflect the chosen category. Additionally, a slicer is available to filter the report by daily average volume by month, ranging from 1 to 48 months. This feature enables you to explore equity performance over various time frames.
• At the bottom of the report, a detailed table provides key insights into each equity. You can also click on “Focus Mode” to expand the table for a more detailed and comprehensive view of the content.
• When selecting the “Decliners” button, the scatter chart will focus on stocks that have under-performed. In this view, a slicer is available to further filter the results by setting a close price threshold.
• Similarly, the “Advancers” view highlights stocks that performed well, and includes a slicer to filter by close price above a specific value.
• For all views, the scatter chart allows users to hover over any point to reveal a tooltip with additional stock details. From this tooltip, you can access the drill-through feature, which provides an in-depth analysis of the selected stock’s performance, including metrics such as current close price, dollar delta, and percentage change. This detailed view also includes a slicer, allowing you to filter results by date for more granular insights.