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)

TaskWhat to do
What BI isExplain business intelligence, the difference between BI and data science, and three decisions BI helps a business make.
Excel essentialsClean a messy sales sheet in Excel: remove duplicates, fix dates, split columns and use XLOOKUP. Share the before and after.
Pivot tablesBuild pivot tables showing sales by region, month and product, with a pivot chart for each.
KPIs and metricsDefine 10 KPIs for a retail shop with formulas and explain which ones a manager would check daily.
SQL for analystsWrite 12 SQL queries on a sample sales database: filters, joins, GROUP BY, HAVING and date functions.
Install Power BI DesktopLoad a CSV into Power BI, explore Power Query and build your first bar and line chart.
Power Query cleaningUse Power Query to clean a dataset (types, nulls, splits, merges) and document each applied step.
Data modelling basicsExplain fact and dimension tables and build a star schema for sales data in Power BI.
Chart choiceFor 8 business questions, pick the right chart type and explain why (and which charts to avoid).
Your first dashboardBuild a one-page sales dashboard with KPI cards, a trend, a breakdown and slicers.
Storytelling with dataWrite a one-page summary of your dashboard: what happened, why, and what to do next.
Tableau Public basicsRecreate your dashboard in Tableau Public and publish it, adding the link to your README.
Number formattingFormat currency in Indian lakhs and crores, percentages and dates correctly in Excel and Power BI.
Conditional formattingUse conditional formatting to highlight targets met and missed.
Excel chartsBuild combo, waterfall and sparkline charts and explain when each helps.
Lookup practiceSolve 10 lookup problems with XLOOKUP, INDEX/MATCH and FILTER.
Data types in BIFix wrong data types (text numbers, dates as text) in a dataset and explain the impact.
Metric definitionsWrite precise definitions for revenue, active customer and churn so nobody misreads them.
Google Sheets / Looker StudioBuild a small dashboard in Looker Studio from a Google Sheet.
Slicers and filtersAdd slicers for date, region and product and sync them across pages.
TooltipsAdd custom report page tooltips that show details on hover.
Colour and accessibilityMake a report colour-blind friendly and check contrast.
Mobile layoutCreate a phone layout for your Power BI report.
Public dataset analysisPick an Indian public dataset (data.gov.in) and answer five questions with charts.

Level 2: Building real features (20 tasks)

TaskWhat to do
DAX measuresWrite 10 DAX measures: totals, averages, YoY growth, running total, % of total and a CALCULATE filter.
Time intelligenceAdd a date table and build month-to-date, year-to-date and same-period-last-year comparisons.
Relationships and filtersModel three related tables, set cardinality and cross-filter direction, and explain a filtering bug you fixed.
Drill-down and drill-throughAdd a drill-down hierarchy and a drill-through detail page to your report.
Dashboard design reviewRedesign your dashboard for clarity: alignment, colours, labels and fewer charts. Show before and after.
Advanced SQLUse window functions (RANK, LAG, running SUM) and CTEs to answer 5 business questions.
Customer segmentationSegment customers by RFM (recency, frequency, monetary) in SQL or Power BI and describe each segment.
Row-level securitySet up row-level security so each regional manager sees only their region.
Data quality checksBuild a data quality page that flags missing values, duplicates and outliers.
Requirements gatheringInterview a friend acting as a manager, write BI requirements and turn them into a report wireframe.
Calculation groupsUse calculation groups (Tabular Editor) or field parameters to switch measures in one visual.
What-if parametersAdd a what-if parameter to model a price increase and its effect on revenue.
Bookmarks and navigationBuild a guided report with bookmarks, buttons and a navigation menu.
Incremental refreshConfigure incremental refresh for a large fact table and explain the benefit.
Composite modelsCombine imported and DirectQuery tables in one model and explain the trade-offs.
Python or R visualAdd a Python or R visual for a chart Power BI cannot make natively.
Key influencersUse the key influencers or decomposition tree visual to explain a metric.
Paginated reportCreate a printable invoice-style paginated report (Report Builder or a free alternative).
Data validation reportReconcile dashboard totals with the source system and document any differences.
Stakeholder feedback loopShow your dashboard to two users, collect feedback and release version 2.

Level 3: Professional work and capstone (16 tasks)

TaskWhat to do
Data warehouse designDesign a small warehouse with staging, fact and dimension tables, and load it with SQL scripts.
ETL pipelineAutomate a daily load from CSV or an API into your warehouse with Python or a tool like Airbyte.
ForecastingAdd a sales forecast with Power BI's forecasting or Python, and explain how reliable it is.
Performance tuningUse Performance Analyzer to find slow visuals and DAX, then speed them up and record the gain.
Publish and schedule refreshPublish a report to Power BI Service (or Tableau Public) and set up a scheduled refresh where possible.
Executive dashboardBuild a one-page executive dashboard with only the 5 numbers that matter and the story behind them.
Insight reportAnalyse a public dataset end to end and write a 2-page insight report with recommendations.
Capstone: BI solutionDeliver a complete BI solution for a business case: requirements, model, ETL, dashboard, security and a recorded walkthrough.
Semantic model best practicesReview your model against best practice rules and fix naming, hidden columns and relationships.
Anomaly detectionAdd anomaly detection to a time series and explain one detected anomaly.
Dashboard governanceWrite a plan for certified datasets, ownership, refresh schedules and access requests.
Self-service BIBuild a dataset that business users can explore themselves and write a short guide.
Embedded analyticsEmbed a report in a web page (publish to web for public data or a secure method) and explain the security choice.
Cost of BICompare licence costs of Power BI, Tableau and Looker Studio for a 50-person company.
Executive presentationPresent insights from your dashboard to a mock leadership team in 5 minutes.
Capstone 2: BI for a real businessDeliver a BI solution for a real small business or a Training Trains/W3/DH process (with permission), including requirements, model, dashboard and handover guide.
โ† Tools and first-week setupSubmitting tasks and earning your certificate โ†’