You will apply advanced spreadsheet functions to construct a financial budget template. You’ll automate summary values and compare actual results against targets to evaluate budget performance.

You will recognize the core components within a business intelligence suite and understand how they connect to financial reporting workflows.

You will apply data visualization tools to create and publish a chart from a dataset. You’ll refine visuals for clarity and share insights through Power BI Service.

You will recognize the purpose of fundamental functions for data loading and initial inspection. You’ll explore dataset structure and identify potential quality issues before analysis.

You will apply data cleaning techniques to a specified dataset using a computational notebook. You’ll standardize formats, resolve missing values, and prepare data for reliable analysis.

You will recall commands to manage packages and inspect data frames. You’ll review data structure and confirm readiness for categorical analysis.

You will apply frequency analysis to summarize the distribution of categorical data. You’ll interpret patterns and prepare results for reporting.

You will recall the definitions and examples of structured, semi-structured, and unstructured data. You’ll understand how data structure affects financial reporting and governance.

You will apply data import tools to transform semi-structured JSON into a tabular format. You’ll automate transformation workflows to support scalable reporting.

You will create a star-schema data model by defining table relationships and calculated columns. You’ll structure financial datasets to support accurate and efficient reporting.

You will apply row-level security rules to a published report. You’ll ensure sensitive financial information remains protected while supporting collaboration.

You will apply Power Query to automate data cleansing and document the transformation logic. You’ll build repeatable workflows that reduce manual effort and improve reliability.

You will apply advanced lookup formulas to create flexible data retrieval tools. You’ll design dynamic templates that retrieve financial data efficiently and accurately.

In this project, you will clean and transform raw retail financial data and build a structured performance dashboard for executive review. You will standardize inconsistent data fields, convert semi-structured expense data into tabular format, and calculate key financial metrics including sales, cost of goods sold, and operating profit. Using the cleaned dataset, you will design a clear and professional dashboard that visualizes sales trends, expense breakdown, and store performance. You will also provide written insights explaining financial trends and the importance of data cleaning before analysis. This project simulates a real financial data transformation and reporting assignment commonly performed by entry-level financial and business analysts.