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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. 

Power BI Case Study – CFI Capital Partners

Joseph Yeates
Led by Joseph Yeates
Led by John Lee
Get Started

Level 3

Approx 3h to complete

100% online and self-paced

Get Recognized With CFI

See All Certification Programs

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Business Intelligence & Data Analyst (BIDA®) Certification
Power BI Case Study – CFI Capital Partners is part of the Business Intelligence & Data Analyst (BIDA®) certification, which includes 27 courses.
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist
Business Intelligence Analyst Specialization
  • Skills learned Data Transformation & Automation, Data Visualization, Coding, Data Modeling
  • Career prep Data Analyst, Business Intelligence Specialist, Finance Analyst, Data Scientist

Learner Reviews

Great practice case study
Another great case study to apply Power BI skills. Practice makes perfect.

Linda Etuhole Nakasole


Great refresher on Power BI. Always feels great learning new tips.

Onyedika Nwoji

PowerBi
I have enjoyed creating measures.

Lydia Angolo Endjala

Good Quick Review for BI
Good Quick Review for BI

Marco George Saad

See more

Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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