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Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

September 28, 2021 | 9:00 AM - 5:00 PM

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Cvent Transition Guide ⭢

Overview

Strong data culture is a ​sine qua non​ for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments. When it comes to communicating such insights for business objectives, a striking data visualization cannot be beaten.

During a single day, participants will explore an extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards that leverage their existing data products. Participants will learn how to gather relevant data from sample spreadsheets, overcome data preparation obstacles, and build an interactive dashboard that they can publish to the web.

This course uses Power BI because ​Power BI is the uncontested leader​ in the sector as illuminated by Gartner’s Analytics and Business Intelligence Platform Magic Quadrant.

At the conclusion of the workshop, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts, and which they can then use to obtain better insights into their own work and/or share it with their co-workers.

Early Bird Rate
$415 Members | $515 Nonmembers
Early Bird Rate expires September 21st

Additional Details

What This Course Offers

  • Hands-on data visualization experience Microsoft Power BI and its Power Query engine
  • Every participant leaves with a working dashboard that they can connect to their organization’s data sources
  • Insights on how best to automate tedious data workflows with web dashboards
  • Overview of data sourcing, preparation, and visualization pitfalls
  • Course notes, certificate of completion, and post-seminar email support for 1 year
  • An engaging and practical training approach with a qualified instructor with relevant technical, business, and educational experiences

Who Is This For

The target audience for this course is finance and business professionals, but the skills we teach here are transferable across many disciplines. If any of the following points apply to you, you will most likely find this course useful:

  • In my current role, I spend a lot of time creating reports and/or surfacing the insights they contain.
  • I often need to copy and paste data between different Excel spreadsheets to build simple charts on top of it.
  • I’m responsible for manually updating the data sources for my team’s regular snapshots and briefs, and want to reclaim that time.
  • I want to conduct my organization’s, team’s, or own personal work more effectively by becoming more data-driven.
  • I always want to have a current view on certain key metrics for which my company already stores relevant data.
  • I want to learn how to incorporate data design and visualization principles into my core practice as a professional.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.