Joseph Yeates & John Lee – CFI Education – Power BI Case Study – CFI Capital Partners

Description

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Joseph Yeates & John Lee – CFI Education – Power BI Case Study – CFI Capital Partners

Power BI Case Study – CFI Capital Partners

Take on the role of a business intelligence analyst in an investment bank to develop a custom Power BI report to help CFI Capital Partners:

• experience real-world data scenarios
• create a professional-looking Power BI report
• practice modern user experience techniques for BI reporting

Overview

Power BI Case Study – CFI Capital Partners Overview

In this case study, you’ll take on the role of a business intelligence analyst in an investment bank. The sales and trading team at CFI Capital Partners needs you to develop a customized Power BI report to help with bespoke market analysis

You will need to connect to a variety of data sources for information about an investment portfolio, the securities in the portfolio, and the exchange on which the securities are traded. You will be required to transform and model data, create DAX measures, and build report visuals to satisfy the report requirements.

Power BI Case Study – CFI Capital Partners Learning Objectives

Upon completing this course, you will be able to:

• Transform data in Power Query and create a data model and DAX measures
• Analyze and visualize data by creating report visuals
• Build in better user experiences with functionality like Page Drillthrough, Bookmarks, and Conditional Formatting

Who should take this course?

This Power BI case study is perfect for those who want to put their knowledge about Power BI into practice with selected, real-life scenarios. This makes the course a great follow-up to CFI’s Power BI Fundamentals.

What you’ll learn

Case Study Introduction
Case Study Introduction
Learning Objectives
Downloadable Learner Files

Transform & Model Data
Chapter Introduction
Topics to Review
Task Overview – Transform & Model
Interactive Exercise – Transform & Model
factActivity
dimDate
dimExchange
dimSecurity
Data Model & Basic DAX Measures

Analyze & Visualize Data
Chapter Introduction
Topics to Review
Task Overview – Analyze & Visualize
Interactive Exercise – Analyze & Visualize
Exchange Visuals
Daily Volume Measures
YTD Daily Volume Measures
Security Visuals
Portfolio Weighting & Value
Current Price & Portfolio Value
Page Filters

User Experience
Chapter Introduction
Topics to Review
Task Overview – User Experience
Walkthrough

Conclusion
Case Study Summary

Qualified Assessment
Qualified Assessment

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