Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Corporate Finance Institute

Power BI Case Study – CFI Capital Partners

via Corporate Finance Institute

Overview

CFI Limited Time Deal: Code CFI35
35% Off Any Corporate Finance Institute Plan!
Grab it

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. 

Syllabus

  • Case Study Introduction
  • Transform & Model Data
  • Analyze & Visualize Data
  • User Experience
  • Conclusion
  • Qualified Assessment

Taught by

Joseph Yeates

Reviews

4.9 rating at Corporate Finance Institute based on 17 ratings

Start your review of Power BI Case Study – CFI Capital Partners

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.