1.

Power BI Case:
a. Create the date dimension then using slicer to navigate the interactive dashboard.
b. Define the Key KPI’s from the excel data with the following variables:
- Target vs Actual Sales (using clustered bar chart)
- Metrics such as: Sales Amount, %Gross Margin, & %EBIT (in Card)
c. Define the timeline which compares Sales performance (current vs previous year) by
using area chart (note: using calculate function to determine the Sales previous year).
d. Using Treemap, Define the top 5 sales amount filtered by department.
e. Define Sales breakdown by department (using matrix), must include variables such as:
- Sales amount, sales previous year, %sales YoY growth, and %gross margin
f. Define top performing group over time – filtered by department – by using ribbon
charts.

2. Python Case:

In this case, we will build two $10,000 investment portfolios containing four stocks. The first
portfolio will have an equal weighting between the stocks. The second portfolio will be optimized
with a weighting allocation that provides the best return, adjusted for risk. To build these, follow the
steps:

 Import two years of data for four stocks.

 Build the initial portfolio with equal weighting to each of the stocks.
 Analyze and visualize the equal-weighted portfolio.

The points will be determined if you completed below order.

a. Determine the package needed & connect to Data

b. Create the Equal-Weighted Portfolio
c. Visualize the portfolio performance