Unifying Business Insights Power BI: Mastering Financial Analysis with Power BI, Tableau, and Advanced BI Techniques

What you'll learn

The introduction and importance of Business Intelligence

Basic concepts of Statistics required for understanding Business Intelligence

The importance of Power BI Financial Analysis

Power BI and why Power BI is important

How to work on Power BI

Analyzing Sales Calculation and Matrix Formatting

How to prepare P&L, calculate profits, KPI for visualization, and Data Slicers

The whole procedure of Power BI Financial Analytics, from installing to comparing data with steps.

How to compare Power BI with MS Excel

The resources of Power BI Financial Analyst

The visualization features such as visualizing sales trends and adding slicers

Practical explanation and live implementation of all important functions of BI and statistical concepts using Excel, Power BI, and Tableau

Business Intelligence Applications

Requirements

No prior knowledge of Power BI, Data Analysis, Mathematics, and AI is needed. You will start from the basic Power BI concepts and gradually build your knowledge in the subject

Readiness to work hard and practice

Basic understanding of Microsoft Excel

A willingness to learn and practice

Description

Welcome to an exciting journey of mastering financial data analysis with Power BI and advancing your Business Intelligence skills! This comprehensive course, comprised of two modules, provides you with a well-rounded understanding of these powerful tools and their real-world applications.Module 1: Mastering Financial Data Analysis with Power BI equips you with the skills needed to excel in preparing Profit & Loss Statements, visualizing data effectively, and mastering financial data analysis. Module 2: Business Intelligence Excellence with Power BI and Tableau takes your expertise to the next level by diving deep into BI tools, statistics, and hands-on projects using Power BI and Tableau.Module 1: Mastering Financial Data Analysis with Power BIIn this module, we will explore the full potential of Power BI, a versatile tool that empowers users to analyze diverse data sources and transform them into actionable insights. From installation procedures to advanced visualization techniques, this course offers comprehensive knowledge and practical applications.Key Highlights:Installation and utilization of Power BI DesktopSales calculations, trend analysis, and advanced visualizationPreparation and visualization of Profit & Loss StatementsIn-depth analysis of financial metrics: Gross Profit, EBITDA, Net ProfitPractical insights into data visualization techniquesCreation of impactful charts and advanced data analysis methodsBy the end of this module, you will be equipped to:Apply Power BI concepts to financial data analysis in various domainsPerform efficient data operations and evaluations using Power BICreate compelling visualizations for a wide range of financial analysesModule 2: Business Intelligence Excellence with Power BI and TableauIn this module, we provide an in-depth understanding of Business Intelligence (BI) tools, focusing on Power BI and Tableau. From statistical fundamentals to hands-on projects, this module combines theoretical knowledge with practical exercises.Key Highlights:Introduction to BI tools and their real-world applicationsComprehensive coverage of descriptive and inferential statisticsHands-on statistical practices using ExcelIn-depth exploration of Power BI and Tableau functionalitiesReal-world projects: Creating a Sales Dashboard using Power BI & Performing Customer Analysis with TableauCareer development guidance in the BI fieldBy completing this module successfully, you will be able to:Implement BI techniques using Power BI and Tableau, starting from scratchApply for roles related to BI, data analytics, and data sciencePursue freelance opportunities as a business analyst or data modelerEfficiently implement and enhance BI projects using Power BI and TableauWho Should Take This Course?Beginners eager to explore the capabilities of Power BI and TableauData analysts looking to enhance their financial analysis skillsBusiness analysts aiming to optimize financial processesFinancial analysts seeking streamlined data operationsIndividuals interested in roles related to BI, analytics, or data scienceWhy Take This Course?By enrolling in this course, you'll:Gain proficiency in financial data analysis using Power BI and TableauLearn how to prepare impactful Profit & Loss StatementsDevelop advanced data visualization techniquesEnhance your career prospects in BI, data analytics, or data scienceImplement BI techniques for real-world applicationsPursue freelance opportunities as a business analyst or data modelerEfficiently implement and enhance BI projects using Power BI and TableauDon't let this newfound knowledge go to waste. Put your skills into action and embark on a successful career journey in the world of data analysis and business intelligence. Enroll now and take the next step towards achieving your professional goals!List of Keywords:Financial Data Analysis, Power BI, Tableau, Business Intelligence, Data Visualization, Data Analysis, BI Tools, Statistics, Data Science, Profit & Loss Statements.

Overview

Section 1: Power BI: Financial Data Analysis using Power BI 2023

Lecture 1 Introduction: Module Introduction

Lecture 2 Introduction: Instructor

Lecture 3 Introduction: AI Sciences

Lecture 4 Introduction: Course Outline

Lecture 5 Introduction: Case Study

Lecture 6 Links for the Course's Materials and Codes

Lecture 7 Power BI Desktop: Module Introduction

Lecture 8 Power BI Desktop: Power BI Introduction

Lecture 9 Power BI Desktop: Advantages

Lecture 10 Power BI Desktop: Excel vs PowerBI

Lecture 11 Power BI Desktop: Installation

Lecture 12 Power BI Desktop: Settings

Lecture 13 Power BI Desktop: Interface

Lecture 14 Power BI Desktop: Workflow

Lecture 15 Power BI Desktop: Resources and Ribbon

Lecture 16 Power BI Desktop: Report View Tabs

Lecture 17 Analyzing Sales: Introduction

Lecture 18 Analyzing Sales: Understanding Data

Lecture 19 Analyzing Sales: Data in Power BI

Lecture 20 Analyzing Sales: Date Format

Lecture 21 Analyzing Sales: Sales Calculation

Lecture 22 Analyzing Sales: Formatting

Lecture 23 Analyzing Sales: Yearly, Quarterly and Monthly Analysis

Lecture 24 Analyzing Sales: Visualizing With Charts

Lecture 25 Analyzing Sales: Country Representation With Slicers

Lecture 26 Preparing and Analyzing P&L: Module Introduction

Lecture 27 Preparing and Analyzing P&L: Profit Loss Statement

Lecture 28 Preparing and Analyzing P&L: Gross Profit

Lecture 29 Preparing and Analyzing P&L: Operating Profit

Lecture 30 Preparing and Analyzing P&L: Net Progit, EBITDA and PBIT

Lecture 31 Preparing and Analyzing P&L: Visualising Gross and Net Profit

Lecture 32 Preparing and Analyzing P&L: Analysis and Adding Slicers

Section 2: Business Intelligence with PowerBI & Tableau:Complete Course

Lecture 33 Introduction: What is Business Intelligence

Lecture 34 Introduction: Importance of Business Intelligence

Lecture 35 Introduction: Design of the Course

Lecture 36 Introduction: What to Cover

Lecture 37 Introduction: Who should take this course

Lecture 38 Introduction: Introduction to the Projects

Lecture 39 Introduction: Introduction of the Instructor

Lecture 40 Links for the Course's Materials and Codes

Lecture 41 BI Applications and Tools: Adhoc Analysis in Business Intelligence

Lecture 42 BI Applications and Tools: Online Analytical Processing in Business Intelligence

Lecture 43 BI Applications and Tools: Mobile Business Intelligence

Lecture 44 BI Applications and Tools: Real Time Business Intelligence

Lecture 45 BI Applications and Tools: Operational Business Intelligence

Lecture 46 BI Applications and Tools: Open Source Business Intelligence

Lecture 47 BI Applications and Tools: Embedded Business Intelligence

Lecture 48 BI Applications and Tools: Collaborative Business Intelligence

Lecture 49 BI Applications and Tools: Location Business Intelligence

Lecture 50 BI Applications and Tools: Vendors and Market of Business Intelligence Tools

Lecture 51 An overview of Statistics for Business Intelligence Needs and Requirements: An Overview of Statistics

Lecture 52 An overview of Statistics for Business Intelligence Needs and Requirements: Types of Statistics

Lecture 53 An overview of Statistics for Business Intelligence Needs and Requirements: Descriptive Statistics along with Types of Data

Lecture 54 An overview of Statistics for Business Intelligence Needs and Requirements: Levels of Measurement used in Statistical Data

Lecture 55 An overview of Statistics for Business Intelligence Needs and Requirements: Examples of Measurement Levels

Lecture 56 An overview of Statistics for Business Intelligence Needs and Requirements: Data Visualization using Histogram

Lecture 57 An overview of Statistics for Business Intelligence Needs and Requirements: Data Correlation using Scatter Plots

Lecture 58 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Scatter Plot

Lecture 59 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Solution Scatter Plot

Lecture 60 An overview of Statistics for Business Intelligence Needs and Requirements: An Overview of a Cross Table

Lecture 61 An overview of Statistics for Business Intelligence Needs and Requirements: Measures of Central Tendency

Lecture 62 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Data with Outliers

Lecture 63 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Solution Data with Outliers

Lecture 64 An overview of Statistics for Business Intelligence Needs and Requirements: Correlation, Covariance and Skewness in Data

Lecture 65 An overview of Statistics for Business Intelligence Needs and Requirements: Spread of Data

Lecture 66 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Standard Deviation and Variance

Lecture 67 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Solution Standard Deviation and Variance

Lecture 68 An overview of Statistics for Business Intelligence Needs and Requirements: An Overview of Inferential Statistics

Lecture 69 An overview of Statistics for Business Intelligence Needs and Requirements: Distribution of Data and Standard Error

Lecture 70 An overview of Statistics for Business Intelligence Needs and Requirements: Estimators, Estimates and Central Limit Theorem

Lecture 71 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Solution to Distribution of Data

Lecture 72 An overview of Statistics for Business Intelligence Needs and Requirements: Z-Score and T-Score

Lecture 73 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Solution What to Select Z-score or T-score

Lecture 74 An overview of Statistics for Business Intelligence Needs and Requirements: Hypothesis Testing

Lecture 75 An overview of Statistics for Business Intelligence Needs and Requirements: Significance Levels and Critical Regions

Lecture 76 An overview of Statistics for Business Intelligence Needs and Requirements: Confidence Interval and Margin of Errors

Lecture 77 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Solution to Significance Interval

Lecture 78 An overview of Statistics for Business Intelligence Needs and Requirements: Dependent Sample Two Mean Test

Lecture 79 An overview of Statistics for Business Intelligence Needs and Requirements: Independent Sample Two Mean Test

Lecture 80 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Which Test to Perform if Population Variance Known

Lecture 81 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Answer Which Test to Perform if Population Variance Known

Lecture 82 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Which Test to Perform if Population Variance unknown

Lecture 83 An overview of Statistics for Business Intelligence Needs and Requirements: Quiz Answer Which Test to Perform if Population Variance unknown

Lecture 84 An overview of Statistics for Business Intelligence Needs and Requirements: Summary Statistics in One Go

Lecture 85 Statistical Practices Using Excel: Descrptive Statistics in Excel

Lecture 86 Statistical Practices Using Excel: Quiz Descriptive Statistics

Lecture 87 Statistical Practices Using Excel: Quiz Solution Descriptive Statistics

Lecture 88 Statistical Practices Using Excel: Measures of Central Tendency in Excel

Lecture 89 Statistical Practices Using Excel: Quiz Mean, Median and Mode in Excel

Lecture 90 Statistical Practices Using Excel: Quiz Solution of Mean, Median and Mode in Excel

Lecture 91 Statistical Practices Using Excel: Measuring Data Spread using Excel

Lecture 92 Statistical Practices Using Excel: Correlation in Excel

Lecture 93 Statistical Practices Using Excel: Quiz Correlation

Lecture 94 Statistical Practices Using Excel: Quiz Solution Correlation

Lecture 95 Statistical Practices Using Excel: Data Visualization using Excel

Lecture 96 Statistical Practices Using Excel: Paired Sample t Test in Excel

Lecture 97 Statistical Practices Using Excel: Quiz T Test Paired Sample

Lecture 98 Statistical Practices Using Excel: Quiz Solution T Test-Paired Samples

Lecture 99 Statistical Practices Using Excel: t Test for Equal and Unequal Variances in Excel

Lecture 100 Statistical Practices Using Excel: Quiz Two Sample T Test

Lecture 101 Statistical Practices Using Excel: Quiz Solution Two Sample T Test

Lecture 102 Statistical Practices Using Excel: Hypothesis Testing using Excel

Lecture 103 Statistical Practices Using Excel: Confidence Interval in Descriptive Statistics using Data Analysis Tab in Excel

Lecture 104 Statistical Practices Using Excel: Quiz Z Test

Lecture 105 Statistical Practices Using Excel: Quiz Solution Z Test

Lecture 106 Statistical Practices Using Excel: Project Question How to Perform Regression in Excel

Lecture 107 Statistical Practices Using Excel: Project of Performing Regression in Excel

Lecture 108 Power BI: Introduction What we will learn in Power BI

Lecture 109 Power BI: An Overview of Power BI

Lecture 110 Power BI: Downloading or Installing Power BI Desktop Free

Lecture 111 Power BI: Getting Started with Power BI

Lecture 112 Power BI: One Simple Click to Get Data into Power BI

Lecture 113 Power BI: Working with Query Editor The Kitchen of Power BI

Lecture 114 Power BI: Refreshing Data Sources

Lecture 115 Power BI: Star vs Snowflake Schema

Lecture 116 Power BI: More About Schema

Lecture 117 Power BI: Look Up vs Data Tables

Lecture 118 Power BI: Making Relationships Among Data Table and Look Up Tables

Lecture 119 Power BI: Active vs Inactive Relationships

Lecture 120 Power BI: Setting Cardinality in Relatinships

Lecture 121 Power BI: Cross Filter Direction of Data Model

Lecture 122 Power BI: Definning Measure By Using Existing Measure

Lecture 123 Power BI: Final Data Model

Lecture 124 Power BI: Starting with the Measures Explicit and Implicit

Lecture 125 Power BI: Simple DAX to Define a Measure

Lecture 126 Power BI: DAX Quiz

Lecture 127 Power BI: DAX Quiz Solution

Lecture 128 Power BI: Another DAX Practice

Lecture 129 Power BI: Quiz Write Explicit Measures

Lecture 130 Power BI: Quiz Solution Write Explicit Measures

Lecture 131 Power BI: Quiz Create Explicit Measure to Calculate Sum of Sales

Lecture 132 Power BI: Solution Create Explicit Measure to Calculate Sum of Sales

Lecture 133 Power BI: Quiz Implicit or Explicit

Lecture 134 Power BI: Quiz Solution Implicit or Explicit

Lecture 135 Power BI: Quiz Defining Explicit Measure

Lecture 136 Power BI: Quiz Solution Defining Explicit Measure

Lecture 137 Power BI: Combining Multiple Functions Under Single Measure

Lecture 138 Power BI: Quiz Creating Hybrid Measure

Lecture 139 Power BI: Quiz Solution Creating Hybrid Measure

Lecture 140 Power BI: Complex Function

Lecture 141 Power BI: Multiple Functions Together

Lecture 142 Power BI: Defining Quick Measure

Lecture 143 Power BI: Quiz Put Visual and Add Measure Result

Lecture 144 Power BI: Quiz Solution Put Visual and Add Measure Result

Lecture 145 Power BI: Quiz Adding Fields to the Visual

Lecture 146 Power BI: Quiz Solution Adding Fields to the Visual

Lecture 147 Power BI: Quiz Apply Basic Filtering

Lecture 148 Power BI: Quiz Solution Apply Basic Filtering

Lecture 149 Power BI: Quiz Slice and Dice as Per Month

Lecture 150 Power BI: Quiz Solution Slice and Dice as Per Month

Lecture 151 Power BI: Quiz Applying Sort on the Month Field

Lecture 152 Power BI: Quiz Solution Applying Sort on the Month Field

Lecture 153 Power BI: Defining New Column using Find Function

Lecture 154 Power BI: New Column using if Condition

Lecture 155 Power BI: Quiz Adding New Column

Lecture 156 Power BI: Quiz Solution Adding New Column

Lecture 157 Power BI: Quiz Format the Measure Output

Lecture 158 Power BI: Quiz Solution Format the Measure Output

Lecture 159 Power BI: Time Intelligence in Power BI

Lecture 160 Power BI: Defining Day Date Function

Lecture 161 Power BI: Time Intelligence More Functions

Lecture 162 Power BI: Making Your Own Date Table in Power BI

Lecture 163 Power BI: Career Opportunities with Power BI

Lecture 164 Power BI: Making Report in Power BI

Lecture 165 Power BI: Adding Charts in Reports

Lecture 166 Power BI: Publishing Data to Workspace and Dashboard

Lecture 167 Tableau: An Overview of the Module

Lecture 168 Tableau: What is Tableau

Lecture 169 Tableau: Why Tableau

Lecture 170 Tableau: Features of Tableau

Lecture 171 Tableau: Advantages of Using Tableau

Lecture 172 Tableau: Website of Tableau

Lecture 173 Tableau: Downloading Tableau

Lecture 174 Tableau: Which Tableau Platform to Use

Lecture 175 Tableau: Openning Tableau

Lecture 176 Tableau: Adding Data, Connecting Tables, Adding Fields and Applying Cardinality

Lecture 177 Tableau: Refrential Integrity and Relationships in Different Tables

Lecture 178 Tableau: Data Modelling Using Multiple Fields to Develop Valid Relationship

Lecture 179 Tableau: Union of Multiple Tables

Lecture 180 Tableau: Understanding Data Forms in Sheet View of Tableau

Lecture 181 Tableau: Simplified Bin Chart of Sales

Lecture 182 Tableau: Making Various Charts in Just a Click in Different Colours and Size

Lecture 183 Tableau: Combining Multiple Fiels Under One Axis as Dual Axis

Lecture 184 Tableau: Lollipop Chart

Lecture 185 Tableau: Creating Calculated Field to Find Profit Margin

Lecture 186 Tableau: Quiz Calculated Field

Lecture 187 Tableau: Quiz Solution Calculated Field

Lecture 188 Tableau: Calculation with Condition Writing

Lecture 189 Tableau: Quiz Total Revenue

Lecture 190 Tableau: Quiz Solution Total Revenue

Lecture 191 Tableau: Discrete and Continuous Data in Tableau

Lecture 192 Tableau: Mapping in Tableau

Lecture 193 Tableau: Data Joining

Lecture 194 Tableau: Inner Join

Lecture 195 Tableau: Full Outer Join

Lecture 196 Tableau: Left Join, Right Join and Discussion on Data Modelling

Lecture 197 Tableau: Quiz Creating Bin Field

Lecture 198 Tableau: Quiz Solution Creating Bin Field

Lecture 199 Tableau: Aggregation and Granularity

Lecture 200 Tableau: Another Chart with Parameters

Lecture 201 Tableau: Sales Chart with Adding Filters to Tooltip

Lecture 202 Tableau: Joining vs Blending

Lecture 203 Tableau: Using Pivot Function

Lecture 204 Tableau: Project Quiz Forecasting your Sales

Lecture 205 Tableau: Solution to the Project

Lecture 206 Tableau: Working with Data Interpreter

Lecture 207 Tableau: Adding Sheets to the Dashboard

Lecture 208 Tableau: Quiz Project Designing Dashboard

Lecture 209 Tableau: Solution to the Project Dashboard

Lecture 210 Tableau: Quiz Project Making Story

Lecture 211 Tableau: Solution to the Project Story

Lecture 212 Tableau: Tableau vs Excel

Lecture 213 Tableau: Power BI vs Tableau

Lecture 214 Tableau: Final Video to Sum Up All

Lecture 215 Project: Starting the Project Adding Slicer

Lecture 216 Project: Adding Cards with Various Fields

Lecture 217 Project: Applying Various Filters

Lecture 218 Project: Formatting Visuals and Adding Chart

Lecture 219 Project: Adding Charts to Dashboard

Lecture 220 Project: Adding More Charts to Dashboard

Lecture 221 Project: Final Dashboard

Lecture 222 Project: Project Customer Analysis

Lecture 223 Project: Importing Data

Lecture 224 Project: Revenue Per State

Lecture 225 Project: Revenue Per Month

Lecture 226 Project: Revenue Per Age

Lecture 227 Project: Quantity Discount Correlation

Lecture 228 Project: Revenue Per Region

Lecture 229 Project: Revenue Per Category

Lecture 230 Project: Dashboard

Lecture 231 Career Development: Career Growth in Business Intelligence

Lecture 232 Career Development: OLTP and OLAP

Lecture 233 Career Development: Your Grip on BI Tool

Lecture 234 Career Development: Data Mart and Data Warehouse

Lecture 235 Career Development: BI Developer

Lecture 236 Career Development: Universe in Business Analytics

Lecture 237 Career Development: Dashboard and SAS BI

Lecture 238 Career Development: Agile Software Developement and BI Projects

Lecture 239 Career Development: Benchmarks

Lecture 240 Career Development: Granularity, BI Elements and BI Reports

Lecture 241 Career Development: RAGGED Hierracrchy and SSBI

Lecture 242 Career Development: Building Blocks in Power BI and Concept of INVEST

Lecture 243 Career Development: BRD and SRS

Lecture 244 Career Development: Business Modelling and Personas

Lecture 245 Career Development: General Questions

Lecture 246 Career Development: Open Ended Experience Based Questions

Lecture 247 Career Development: BI Roles and Annual Salaries

Beginners in Business Intelligence, Power BI, and Tableau,People who want to extend their business as well as their career through intelligent BI techniques,People who love to make themselves ready for BI roles,People who want to learn BI along with its implementation in realistic projects,Statistical, Power BI, data analytics, and Tableau lovers,Anyone interested in learning new tools