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

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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