Wednesday, September 14th, 2022 from 5:30 PM to 9:00 PM EST

Thursday, September 15th, 2022 from 5:30 PM to 9:00PM

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Ellen Borges 
CFA Society Virginia 

CFA Society Virginia Training - Data Visualization and Business Analytics with Microsoft Power BI 


A two-day, hands-on introductory course teaching finance professionals data visualization with Microsoft Power BI. Presented by Cognitir. This virtual, interactive class will be held on September 14-15th from 5:30 – 9:00 PM.


Over the duration of this course, we invite participants to explore an exciting and extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards on top of their existing data products.

Participants will learn how to gather relevant data from sample spreadsheets, overcome common data preparation obstacles, and build an interactive dashboard they can publish to the web.

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.

Full Intro to Data Visualization and Business Analytics with Microsoft Power BI Curriculum.

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

This course is for any CFA Society Virginia members who want to gain a hands-on introduction to data visualization with Microsoft Power BI.

Course Specific Questions

Do I need experience with Microsoft BI to join this course?

No. That's why you would take this class!

Do I need experience with data science, web development, or software engineering to join this course?

No. 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. 

There are no prerequisites for this course, though some may find it helpful to have experience with Microsoft Excel and Power Query, as Power BI uses similar formulas and frameworks.

Do I have the right computer for this course?

(Minimum system requirements)You will need a PC (Windows Vista or newer), Mac (OS X 10.7 or newer), or Linux (Ubuntu, RedHat and others; CentOS 5+). Your computer will need a stable internet connection (see item below), speakers and microphone. We recommend at least a Dual Core 2Ghz or higher (i3/i5/i7 or AMD equivalent) processor with 4GB of RAM. Our software can be run from almost any browser (IE, Chrome, Safari) but we encourage participants to use Chrome for a seamless experience.

What are the internet/bandwidth requirements for this course?

Participation in this virtual course requires a stable internet connection. You can test the speed of your internet connection here. It is recommended to have download and upload speeds of at least 3.0 Mbps.

Additional Details

Start Date:

Wednesday, September 14th, 5:30 pm - 9:00 pm EST
End Date:
Thursday, September 15h 5:30 pm - 9:00 pm EST

Standard Fee: $515
REFUNDS: Course materials will be made available one week before the classes begin. No refunds will be given after the course materials are made available. 

Virtual Only

For more information please visit Cognitir