All 60 tasks, level by level
The real graded Business Intelligence tasks the portal assigns, grouped into three levels.
The portal assigns these Business Intelligence tasks. Finish Level 1 before Level 2 and Level 2 before Level 3. Your mentor may mark some tasks as required for the certificate.
Level 1: Foundations (24 tasks)
| Task | What to do |
|---|---|
| What BI is | Explain business intelligence, the difference between BI and data science, and three decisions BI helps a business make. |
| Excel essentials | Clean a messy sales sheet in Excel: remove duplicates, fix dates, split columns and use XLOOKUP. Share the before and after. |
| Pivot tables | Build pivot tables showing sales by region, month and product, with a pivot chart for each. |
| KPIs and metrics | Define 10 KPIs for a retail shop with formulas and explain which ones a manager would check daily. |
| SQL for analysts | Write 12 SQL queries on a sample sales database: filters, joins, GROUP BY, HAVING and date functions. |
| Install Power BI Desktop | Load a CSV into Power BI, explore Power Query and build your first bar and line chart. |
| Power Query cleaning | Use Power Query to clean a dataset (types, nulls, splits, merges) and document each applied step. |
| Data modelling basics | Explain fact and dimension tables and build a star schema for sales data in Power BI. |
| Chart choice | For 8 business questions, pick the right chart type and explain why (and which charts to avoid). |
| Your first dashboard | Build a one-page sales dashboard with KPI cards, a trend, a breakdown and slicers. |
| Storytelling with data | Write a one-page summary of your dashboard: what happened, why, and what to do next. |
| Tableau Public basics | Recreate your dashboard in Tableau Public and publish it, adding the link to your README. |
| Number formatting | Format currency in Indian lakhs and crores, percentages and dates correctly in Excel and Power BI. |
| Conditional formatting | Use conditional formatting to highlight targets met and missed. |
| Excel charts | Build combo, waterfall and sparkline charts and explain when each helps. |
| Lookup practice | Solve 10 lookup problems with XLOOKUP, INDEX/MATCH and FILTER. |
| Data types in BI | Fix wrong data types (text numbers, dates as text) in a dataset and explain the impact. |
| Metric definitions | Write precise definitions for revenue, active customer and churn so nobody misreads them. |
Google Sheets / Looker Studio | Build a small dashboard in Looker Studio from a Google Sheet. |
| Slicers and filters | Add slicers for date, region and product and sync them across pages. |
| Tooltips | Add custom report page tooltips that show details on hover. |
| Colour and accessibility | Make a report colour-blind friendly and check contrast. |
| Mobile layout | Create a phone layout for your Power BI report. |
| Public dataset analysis | Pick an Indian public dataset (data.gov.in) and answer five questions with charts. |
Level 2: Building real features (20 tasks)
| Task | What to do |
|---|---|
| DAX measures | Write 10 DAX measures: totals, averages, YoY growth, running total, % of total and a CALCULATE filter. |
| Time intelligence | Add a date table and build month-to-date, year-to-date and same-period-last-year comparisons. |
| Relationships and filters | Model three related tables, set cardinality and cross-filter direction, and explain a filtering bug you fixed. |
| Drill-down and drill-through | Add a drill-down hierarchy and a drill-through detail page to your report. |
| Dashboard design review | Redesign your dashboard for clarity: alignment, colours, labels and fewer charts. Show before and after. |
| Advanced SQL | Use window functions (RANK, LAG, running SUM) and CTEs to answer 5 business questions. |
| Customer segmentation | Segment customers by RFM (recency, frequency, monetary) in SQL or Power BI and describe each segment. |
| Row-level security | Set up row-level security so each regional manager sees only their region. |
| Data quality checks | Build a data quality page that flags missing values, duplicates and outliers. |
| Requirements gathering | Interview a friend acting as a manager, write BI requirements and turn them into a report wireframe. |
| Calculation groups | Use calculation groups (Tabular Editor) or field parameters to switch measures in one visual. |
| What-if parameters | Add a what-if parameter to model a price increase and its effect on revenue. |
| Bookmarks and navigation | Build a guided report with bookmarks, buttons and a navigation menu. |
| Incremental refresh | Configure incremental refresh for a large fact table and explain the benefit. |
| Composite models | Combine imported and DirectQuery tables in one model and explain the trade-offs. |
| Python or R visual | Add a Python or R visual for a chart Power BI cannot make natively. |
| Key influencers | Use the key influencers or decomposition tree visual to explain a metric. |
| Paginated report | Create a printable invoice-style paginated report (Report Builder or a free alternative). |
| Data validation report | Reconcile dashboard totals with the source system and document any differences. |
| Stakeholder feedback loop | Show your dashboard to two users, collect feedback and release version 2. |
Level 3: Professional work and capstone (16 tasks)
| Task | What to do |
|---|---|
| Data warehouse design | Design a small warehouse with staging, fact and dimension tables, and load it with SQL scripts. |
| ETL pipeline | Automate a daily load from CSV or an API into your warehouse with Python or a tool like Airbyte. |
| Forecasting | Add a sales forecast with Power BI's forecasting or Python, and explain how reliable it is. |
| Performance tuning | Use Performance Analyzer to find slow visuals and DAX, then speed them up and record the gain. |
| Publish and schedule refresh | Publish a report to Power BI Service (or Tableau Public) and set up a scheduled refresh where possible. |
| Executive dashboard | Build a one-page executive dashboard with only the 5 numbers that matter and the story behind them. |
| Insight report | Analyse a public dataset end to end and write a 2-page insight report with recommendations. |
| Capstone: BI solution | Deliver a complete BI solution for a business case: requirements, model, ETL, dashboard, security and a recorded walkthrough. |
| Semantic model best practices | Review your model against best practice rules and fix naming, hidden columns and relationships. |
| Anomaly detection | Add anomaly detection to a time series and explain one detected anomaly. |
| Dashboard governance | Write a plan for certified datasets, ownership, refresh schedules and access requests. |
| Self-service BI | Build a dataset that business users can explore themselves and write a short guide. |
| Embedded analytics | Embed a report in a web page (publish to web for public data or a secure method) and explain the security choice. |
| Cost of BI | Compare licence costs of Power BI, Tableau and Looker Studio for a 50-person company. |
| Executive presentation | Present insights from your dashboard to a mock leadership team in 5 minutes. |
| Capstone 2: BI for a real business | Deliver a BI solution for a real small business or a Training Trains/W3/DH process (with permission), including requirements, model, dashboard and handover guide. |