DATA VISUALIZATION USING POWER BI
- Instructor-Led / Self-Paced Training
- Real Life Case Discussions
- Detailed Workbook for Practice
- Quiz & Assignments
- Certificate Of Completion
- World Class Seasoned Faculty
CFI – India’s Leading Finance and Analytics Training Institute
CFI’s Program on “Data Visualization using Power BI” prepares you to become a Certified Power BI Professional. The program equips candidates with the skills and insights to thrive in today’s data-driven business landscape. Power-BI program is designed to empower professionals and aspiring analysts with the knowledge and expertise required to extract actionable insights, drive informed decision-making, and propel organizational success.
Whether you are an aspiring Data Analyst eager to enter the field or a seasoned professional looking to upskill, this course is your gateway to mastering the symbiotic relationship between business strategy and data analytics.
Top Hiring Companies
Who Should Enroll?
Our training is open to ambitious candidates who come from a range of backgrounds and will typically be
Graduates / Engineers
Post-Graduates / MBAs
CAs/CFAs or equivalents
Analysts / Executives
Business Decision Makers
Speak to our Counselor to know if you are good fit for the program at +91-9354266554 or Mail Us at [email protected]
Course Format
Duration:
25 hours of training
spread over 3 Weeks
Format:
Blended learning with a mix of live lectures, hands-on workshops, and real-world case studies
Assessments:
Practical assignments, quizzes, and a final project applying learned concepts to a business scenario.
Technologies / Covered
MS Excel
Power BI
SQL
Python and its libraries
Data Analytics
Statistics
Key Areas of Learning
Business Strategy Integration
Data Exploration and Visualization
Statistical Analysis for Decision-Making
Data-Driven Decision-Making
Power BI - Program Curriculum
MS Excel – 8 Hours
- Working with Name Range: –
- What does naming a cell range mean?
- Rules for naming cells and ranges
- Naming cell range(s) in a worksheet
- Navigating through workbooks using named ranges
- Creating named ranges automatically based on cell values
- Numeric/Statistial Functions/ Lookup Function:-
- SUM, SUMIF, SUMIFS
- AVERAGE, AVERAGEIF, AVERAGEIFS
- COUNT, COUNTIF, COUNTA, COUNTBLANK
- MAX, MIN, Vlookup, HLookup
- Understanding References
- Understanding References
- Relative References
- Absolute References
- Mixed References
- Utilizing names for writing formulae.
- Filtering / Sorting
- Filtering and Sorting
- Concept and Implementation
- Logical Functions
- If Function
- AND, OR Function
- Nested Functions
- Conditional Formatting
- Create Conditional Formatting
- Rule 1 to 6
- Creating Dropdown List
- Simple Dropdown List
- Conditional Dropdown List
- Date & Time Functions
- TODAY, NOW
- DAY, MONTH, YEAR
- WEEKDAY
- Working with PivotTables Charts
- Creating Pivot Table
- Exploring Table Design Tab
- Slicers
- Creating Chart
- Formatting Chart
- Using AI and ChatGPT in MS Excel -New
Power BI – 24 hrs
- Module 1: Understanding Analytics & Business Intelligence (BI) Concept
- Data & Analytics
- Introduction to Business Intelligence
- Importance of Business Intelligence
- Overview of Self-Service BI
- Module 2: Microsoft Power BI Introduction
- Power BI introduction and Overview
- Power BI Desktop – Installation
- Explain Power BI Desktop
- Power BI Screen Elements and Toolbars
- Module 3: Connecting Power BI with Different Data Source
- Connect to CSV files in Power BI
- Connect to Excel in Power BI
- Connect to PDF in Power BI
- Connect to Web Page in Power BI
- Module 4: Data Cleaning with Power Query
- Power Query Introduction
- Query Editor interface
- Column Transformations
- Combining Data: Append Query
- Combining Data: Merge Query
- Number, Date and Time Calculations
- Text Transformation
- Sorting & Filters Data
- Splitting & Merging Data
- Transforms Data
- Pivot and Unpivot Data
- Adding Columns
- M Built-in Function
- Module 5: Data Modelling in Power BI
- What is a PowerPivot?
- What Is a Data Model?
- What is a Relationship?
- Introduction to DAX
- Detecting and Creating Relationships of Tables
- Understanding the Star Schema
- Creating Calculated Columns
- Creating Tables
- Creating Measure
- Row Context vs Set Context
- Working with DAX Functions
- Getting Data from Related Tables
- Module 6: Creating Report & Visualization Type in Power BI
- Create a New Power BI Report
- Report Editor in Power BI
- Add, Rename, Delete & Duplicate Page to Power BI Report
- Save Report in Power BI
- Change how visuals interact in a report
- Open a Power BI in Reading View
- Page Display Setting in Power BI report
- Type of Visualization in Power BI Report (Bar, Column, Line, Area, Ribbon, Pie, Scatter, Tree Map, Waterfall, Combo, Funnel, KPI, Radial Gauge, Doughnut Chart)
- Data Categories, Geo-Data and Maps
- Creating and Working with Tables and Matrix Views
- Customizing Visuals by Field, Format & Analytic
- Filtering Visual, Page, All Pages
- Using Interactive Slicers – Dropdowns and Searches
- Number, Date, Text Slicers
- Applying Conditional Formats to Visualizations
- Drill Visualizations to see underlying Data
- Date Hierarchies
- Show Values as and Quick Measures
- Custom Visualization in Power BI
- Selection Pane
- Lock Objects
- Adding Graphics
- Bookmarks
- Spotlight
- Report Themes
- Using Security by Creating Role-Based Views
- Insight – Explain Increase/Decrease
- Export Power BI Data to CSV
- Module 7: Creating a Power BI Dashboard
- Dashboard vs Reports
- Creating a Power BI Dashboard
- Dashboard Tiles in Power BI
- Pin a Tiles to Power BI Dashboard from a report
- Power BI publisher in Excel
- Data alert in Power BI Service
- Add Image, Text box, Video or web code to your dashboard
- Tips for designing a great Power BI Dashboard
- Create Phone View of a Dashboard
- Power BI Q&A
- Quick Insights with Power BI
- Module 8: Refreshing Data
- Configure schedule refresh data
- Refresh a dataset created from Power BI Desktop (Local)
- Refresh a dataset created from Power BI Desktop (Cloud)
- Disable privacy setting
- Working with Name Range: –
- What does naming a cell range mean?
- Rules for naming cells and ranges
- Naming cell range(s) in a worksheet
- Navigating through workbooks using named ranges
- Creating named ranges automatically based on cell values
- Numeric/Statistial Functions/ Lookup Function:-
- SUM, SUMIF, SUMIFS
- AVERAGE, AVERAGEIF, AVERAGEIFS
- COUNT, COUNTIF, COUNTA, COUNTBLANK
- MAX, MIN, Vlookup, HLookup
- Understanding References
- Understanding References
- Relative References
- Absolute References
- Mixed References
- Utilizing names for writing formulae.
- Filtering / Sorting
- Filtering and Sorting
- Concept and Implementation
- Logical Functions
- If Function
- AND, OR Function
- Nested Functions
- Conditional Formatting
- Create Conditional Formatting
- Rule 1 to 6
- Creating Dropdown List
- Simple Dropdown List
- Conditional Dropdown List
- Date & Time Functions
- TODAY, NOW
- DAY, MONTH, YEAR
- WEEKDAY
- Working with PivotTables Charts
- Creating Pivot Table
- Exploring Table Design Tab
- Slicers
- Creating Chart
- Formatting Chart
- Using AI and ChatGPT in MS Excel -New
Module 1: Understanding Analytics & Business Intelligence (BI) Concept
This module will guide the candidate through the basics of Analytics. Learn about the Data & Analytics
- Data & Analytics
- Introduction to Business Intelligence
- Importance of Business Intelligence
- Overview of Self-Service BI
Module 2: Microsoft Power BI Introduction
- Power BI introduction and Overview
- Power BI Desktop – Installation
- Explain Power BI Desktop
- Power BI Screen Elements and Toolbars
Module 3: Connecting Power BI with Different Data Source
- Connect to CSV files in Power BI
- Connect to Excel in Power BI
- Connect to PDF in Power BI
- Connect to Web Page in Power BI
Module 4: Data Cleaning with Power Query
- Power Query Introduction
- Query Editor interface
- Column Transformations
- Combining Data: Append Query
- Combining Data: Merge Query
- Number, Date and Time Calculations
- Text Transformation
- Sorting & Filters Data
- Splitting & Merging Data
- Transforms Data
- Pivot and Unpivot Data
- Adding Columns
- M Built-in Function
Module 5: Data Modelling in Power BI
- What is a PowerPivot?
- What Is a Data Model?
- What is a Relationship?
- Introduction to DAX
- Detecting and Creating Relationships of Tables
- Understanding the Star Schema
- Creating Calculated Columns
- Creating Tables
- Creating Measure
- Row Context vs Set Context
- Working with DAX Functions
- Getting Data from Related Tables
Module 6: Creating Report & Visualization Type in Power BI
- Create a New Power BI Report
- Report Editor in Power BI
- Add, Rename, Delete & Duplicate Page to Power BI Report
- Save Report in Power BI
- Change how visuals interact in a report
- Open a Power BI in Reading View
- Page Display Setting in Power BI report
- Type of Visualization in Power BI ReportAdding Visuals
(Bar, Column, Line, Area, Ribbon, Pie, Scatter, Tree Map, Waterfall, Combo,
Funnel, KPI, Radial Gauge, Doughnut Chart etc.) - Data Categories, Geo-Data and Maps
- Creating and Working with Tables and Matrix Views
- Customizing Visuals by Field, Format & Analytic
- Filtering Visual, Page, All Pages
- Using Interactive Slicers – Dropdowns and Searches
- Number, Date, Text Slicers
- Applying Conditional Formats to Visualizations
- Drill Visualizations to see underlying Data
- Date Hierarchies
- Show Values as and Quick Measures
- Custom Visualization in Power BI
- Selection Pane
- Lock Objects
- Adding Graphics
- Bookmarks
- Spotlight
- Report Themes
- Using Security by Creating Role Based Views
- Insight – Explain Increase/Decrease
- Export Power BI Data to CSV
Module 7: Creating a Power BI Dashboard
- Dashboard vs Reports
- Creating a Power BI Dashboard
- Dashboard Tiles in Power BI
- Pin a Tiles to Power BI Dashboard from a report
- Power BI publisher in Excel
- Data alert in Power BI Service
- Add Image, Text box, Video or web code to your dashboard
- Tips for designing a great Power BI Dashboard
- Create Phone View of a Dashboard
- Power BI Q&A
- Quick Insights with Power BI
Module 8: Refreshing Data
- Configure schedule refresh data
- Refresh a dataset created from Power BI Desktop (Local)
- Refresh a dataset created from Power BI Desktop (Cloud)
- Disable privacy setting
Why CFI Education
Case Study Approach
Real life cases for most effective and skill based learning.
Passionate Educators
Highly experienced instructors who bring real business problems to the classroom.
Individual Attention
Focus on building technical expertise and ensure the learning of all candidates.
Capstone Projects
A month long project work post classroom sessions to gain confidence in their domain area.
Soft Skill Development
Helps candidates in understanding best practices and soft skills development for cracking interviews.
100% Placement Assistance
Have a dedicated team of placement who work towards, CV building and scheduling interviews.
Power BI Program - Course Fee
100% Placement Support*
CFI Education provides placement assistance to all the candidates who complete our in-house Financial Modeling or Investment banking programs. Apart from technical classroom training, we prepare candidates for soft skills, and conduct mock interviews. Once they feel confident, they can start applying for various job opportunities provided by our dedicated placement team. The placement process is usually start at 8th week of the training program.
We charge a placement fee of 5% of annual fixed ctc. This fee is applicable only when candidates is selected through our placement team efforts and accepts the job offer. Contact our team to know more about how CFI Education can help you launch your career in core finance domain.
After completing Power BI course, students will be able to pursue diverse and rewarding career paths across various industries including:
1. Business Analyst:
Business analysts bridge the gap between business needs and technological solutions. With a strong understanding of both business strategy and data analysis, you can analyze processes, identify areas for improvement, and recommend data-driven solutions.
2. Business Intelligence Analyst:
Specializing in business intelligence, you'll focus on collecting, analyzing, and visualizing data to help businesses gain insights into their operations, customers, and market trends.
3. Data Scientist:
For those interested in a more advanced role, data science involves using machine learning and advanced statistical Techniques to extract deeper insights and predict future trends, contributing to
strategic decision-making.
4. Market Research Analyst:
Leveraging your skills in data analysis, you can work as a market research analyst, helping
companies understand market trends, consumer behavior, and competitive landscapes.
5. Operations Analyst:
Operations analysts use data to optimize business processes and improve efficiency. Your skills in data analysis can help organizations streamline operations and reduce costs.
6. Consultant:
With expertise in both business and data analysis, you can work as a consultant, advising organizations on optimizing their operations, implementing data-driven strategies, and solving complex business challenges.
Success Stories
Sneha Maru
Financial Analyst
Gallagher & Mohan
Muskan Chaudhary
Financial Analyst
Gallagher & Mohan
Nishant Balasaheb Chavan
MDP Associate
MorningStar
Shashank Tiwari
Analyst Grade 1
MCube Financial LLC
Abhishek Gupta
Research Associate
Fuld Consulting & Analytics
Mayank Bansal
Research Analyst
GetMe Research
Abhishek Kumar
Research Associate- Business Research
Fuld Consulting & Analytics
Muskan Saini
Analyst
Decipher Financial
Rohit Goel
Trainee –Financial Analyst
Valenta
Kashish Garg
Management Trainee- Valuation
Wipro
Lavil Virmani
Financial Analyst – Renewable
Energy
Energy
Infinia Energy Solutions LLP
Shivani Chorat
MDP Associate
Morningstar
Karan Srivastava
MDP Associate
Morningstar
Nikhi Dethe
ESG Consultant
SG Analystics
Sonali Thombe
Research Associate- Business
Research
Research
Fuld Consulting & Analytics
Nisha Yadav
Business Analyst
Evalueserve
Samiksha Adulkar
Research Analyst
Adyaant
Fiza Khan
Research Associate- Business
Research
Research
Fuld Consulting & Analytics
Charu Agarwal
Research Associate- Business
Research
Research
Fuld Consulting & Analytics
Nikhi Dethe
ESG Consultant
SG Analystics
Netraj Kore
Research Associate- Business
Research
Research
Visible Apha
Sarthak Nautiyal
Junior Analyst
BPS Analytics
Students Speak
"CFI Education is a Good coaching institute for CFA Exam preparation. I passed two levels of the Cfa exam in consecutive attempts and giving level 3 in 2019. I will suggest joining CFI Education Institute if you want to prepare for the CFA Exam."
"Great guidance and explanation of concepts that make it very easy to understand difficult topics. Have done CFA Level 2 and 3 coachings from CFI Education & cleared both levels in the first attempt. Highly recommended for CFA coaching."
"The examples/case studies used to explain the concepts was extremely relevant. Highly recommended to those looking for Financial Modelling, Investment Banking and CFA Prep Classes."
"I had a great learning experience with CFI Education that enabled me to get through CFA Level 1 exam. The institute provides highly qualified faculties for teaching different sections of the curriculum. Nice teaching methodology adopted."
"Very effective faculty for Financial modeling and prep for CFA level 1. Helped me in clearing both and helped me landing into relevant job... Owner is pretty experienced and humble guy, keeps you motivated for career plan."
"CFI Education is a great institute for you to learn financial modelling and valuation. The teachers are very cooperative and clear all doubts,even after completing the course Sandeep Sir always helps with the doubts. Placement Assistant is also very good. It's highly recommend if one wants to learn and want placement assistance also."
"CFI institute is a good place to learn financial modeling, all the teachers are very supportive and helpful. Teachers give attention to each and every student in the class. Even after class teachers are ready to clear doubts. Placement support is excellent here, special thanks to Sandeep sir for all his guidance and support."
"Great going CFI. Fantastic course and great teachers. Thanks Sandip to you and your team. The course is excellent and extremely useful! keep it up!"
"My daughter, Nain, took a number of classes with Sandeep. She found him to extremely helpful, accessible and knowledgeable. I don't generally write reviews but I think on this occasion, it is essential to recognize an instructor who selflessly found extra time in their busy day to help support a student. My deep appreciation for Sandeep and the Institute for hiring such talented and capable faculty."
"I would recommend CFI to every aspirants who is looking to get trained in finacial modelling and valuation. They have the best faculty. After completion of training they'll placed you with the best organization as well. I have made the bestest decision"
"CFI Institute is one of the finest institutes to get the basics right in financial modeling and valuation. The program integrates a good mix of advanced excel, financial accounting, and valuation methodology. All the topics like the Three-statement model, DCF valuation, Trading comps, and Transaction comps are very well covered. This curriculum is certainly a "Yes" for all the new joiners who are striving for their place in the financial modeling and investment banking area. Faculty act as a mentor who will advise Do's and Don'ts at each step starting from the program to the Interview process."
"Highly recommended to those looking for Financial Modelling and valuation course .Student support and placement assistance is a plus . Faculty is responsive to the queries.The examples / case studies used to explain the concepts was extremely relevant.Even after finishing the course I have access to the institute for career help, interviews etc."
"Faculty is very informative and helpful. With the help of their guidance I cleared interview for investment banking profile. Totally recommended to joiners."
"Go for it. Being a person who's miles away from any financial topic, it really made a difference. The faculties were super supportive, and as I needed a bit more guide than other do, it was perfect. They even conducted multiple doubt sessions. And before each class, we had a review for 30 minutes, and then we'd go with new topics. So, being a person from Engineering background who just wanted to explore the finance- it never hurts to learn something new, I'd recommended the CFI team 100%."
Get the Prestigious CDBA Certificate !!!
