Empowering Banking Analytics with Power BI: A Contoso Bank Transformation

Introduction

In the city of Seattle, Contoso Bank, a leading institution, is undertaking a transformative project to enhance its customer engagement and operational efficiency.

Their CTO has tasked the analytics team with designing an advanced reporting system using Microsoft Power BI to address the following requirements:

Requirement 1: Get Data

The team needs to connect to a highly scalable, NoSQL database containing real-time customer transaction data and account details. This data is stored in Azure Cosmos DB, and the team wants to bring it into Power BI for further analysis.

Requirement 2: Power Query editor

The analytics team wants to extract key insights from unstructured text data, such as customer feedback and complaint logs. They aim to identify recurring themes and sentiments to better understand customer needs and areas for improvement.

Requirement 3: Data Model

To enhance the analytical capabilities of their reports, the team needs to define and manage custom calculations across multiple measures, allowing users to switch between perspectives such as year-over-year growth or rolling averages seamlessly.

Requirement 4: Create Report

The team requires a visual representation of key performance indicators (KPIs) that go beyond the default options in Power BI. They plan to use a specialized visual to present data interactively and effectively.

Requirement 5: Power BI Service

Once the report is finalized, the team wants to securely share it with branch managers and executive stakeholders. They aim to create a centralized location where users can easily access and explore the report.

Match the correct answer to each question below by dragging and dropping.