Power BI

(Forage Job Simulation)

Note Prepared by

Mudalige Dona Jayoda  Jithmini Kulatunga

Undergraduate Student

Pearson B.Tech Higher National Diploma (HND) in Computing - Software Engineering

ESFOT Metro Campus

Colombo, Sri Lanka.

Check out the simulation here: https://www.theforage.com/simulations/pwc-ch/power-bi-cqxg

List of Vocabulary

nimbler - චාටු, Quick and light in movement or action.

resilient - ප්‍රතිසාධක, Able to recover quickly from difficulties.

intuitive - අන්තර්දෘෂ්ටිමත්, Based on instinct rather than reasoning.

Accelerator - වේගකරු, A device or action that increases speed.

omnipresent - සර්වවිප්‍රකෘත, Present everywhere at the same time.

urbanites - නාගරිකයින්, People living in cities.

abandoned - අත්හැර, Left behind or deserted.

quadrant - කෝෂ්ඨයක්, A quarter of a circle or an area divided into four parts.

inclusion - සම්මෙශ්‍රණය, The act of including or being included.

heterogeneous - විවිධාකාර, Made up of different kinds or types.

imperatives - අත්‍යවශ්‍යතා, Things that are absolutely necessary.

List of Contents

Power BI

List of Contents

Introduction

Why complete our Job Simulation

Skills you will learn and practice:

How it works

Tasks in this program

Task One: Introduction

1 Task Overview

2 Here is the background information on your task

3 Here is your task

4 Question

5 Completion

Task Two: Call Centre Trends

1 Task Overview

2 Here is the background information on your task

3 Here is your task

4 Question

5 Completion

Task Three: Customer Retention

1 Task Overview

2 Here is the background information on your task

3 Here is your task

4 Write a short email to the engagement partner

5 Example Answer

6 Completion

Task Four: Diversity & Inclusion

1 Task Overview

2 Here is the background information on your task

3 Here is your task

4 Example Answer

5 Completion

Finish Line:

1 Resume Snippet

2 Interview Tip

Introduction

Power BI

Get your Power BI skills in shape with PwC.

Data

Free

25400+ 5 Star Reviews

Get Career Ready

Complete work that simulates life on the job. 5-6 hours and self-paced.

Stand out in your application to PwC Switzerland. Show us you're a motivated candidate.

Why complete our Job Simulation

Why complete our Job Simulation

A risk-free way to experience work on the job with us at PwC Switzerland. Practice your skills with example tasks and build your confidence to ace your applications.

Self-paced 5-6 hours

No grades

No assessments

Intermediate

Fiddling around in Excel sheets just doesn’t suit a digital jedi. In Switzerland, PwC’s Digital Upskilling Academy helps our people move from zero to digital hero. PwC is upskilling 284,000 people because the right digital skills make us agile, adaptable and fit for the future.

We use powerful Data Analytics tools to help solve business problems for our clients. Learning to master Power BI is a good first step. By empowering you to identify patterns, risks and opportunities in data, you will work more efficiently. You will be able to clearly visualise the value of data and turn it into convincing, actionable insights.

Skills you will learn and practice:

Skills you will learn and practice:

Self-Reflection, Defining KPIs, Power BI Dashboard, Power BI, Insights and Actions, Calculating Measures, Insight and Actions

How it works

How it works

Complete tasks guided by pre-recorded videos and example answers from our team at PwC Switzerland. No live sessions, all self-paced.

Earn a certificate and add it to your resume and LinkedIn as an extra curricular activity.

Stand out in applications. Confidently answer interview questions and explain why you’re a good fit for our team.

Tasks in this program

Task One: Introduction

30-60 mins

Intermediate

What you'll learn

  • The importance of digital transformation and upskilling in today's business landscape.
  • The purpose and goals of the Digital Accelerator program.

What you'll do

  • Watch videos on digital upskilling and the journey of driving a digital mindset.
  • Reflect on the provided self-reflection question and respond in the text field.

Task Two: Call Centre Trends

1-2 hours

Intermediate

Visualising customer and agent behaviour.

What you'll learn

  • The importance of upskilling in the digital age and its role in the workplace.
  • The concept of becoming a "Digital Accelerator" and the skills associated with it.
  • How to create a Power BI dashboard for visualizing key performance indicators (KPIs) and metrics.

What you'll do

  • Create a dashboard in Power BI for visualizing relevant KPIs and metrics in the dataset provided.
  • Utilize the resources provided, including podcasts and articles, to enhance your understanding of data visualization and upskilling.
  • Respond to the client's request by providing a well-designed Power BI dashboard reflecting the requested KPIs.

Task Three: Customer Retention

1-2 hours

Intermediate

Customer demographics and insights.

What you'll learn

  • How to define key performance indicators (KPIs) related to customer retention.
  • How to create a dashboard that visualizes customer demographics and insights.

What you'll do

  • Create a dashboard using the defined KPIs to reflect customer demographics and insights.
  • Write a concise email to the engagement partner explaining your findings and providing suggestions for necessary changes based on the dashboard you've created.

Task Four: Diversity & Inclusion

1-2 hours

Intermediate

Gender balance in the executive suite.

What you'll learn

  • How to define key performance indicators (KPIs) related to gender balance and diversity.
  • How to create visualizations that represent HR data effectively.
  • The imperatives of diversity and inclusion in the corporate world.


What you'll do

  • Create visualizations to represent HR data, particularly focusing on gender-related KPIs.
  • Identify and discuss potential root causes for the slow progress in achieving gender balance at the executive management level.

Finish Line

Collect these achievements and tips to help you stand out in your job search.

Interview Tips

How to talk about this experience in your interviews.

Resume Snippet

A summary ready for your resume.

Task One: Introduction

1 Task Overview

Task Overview

What you'll learn

  • The importance of digital transformation and upskilling in today's business landscape.
  • The purpose and goals of the Digital Accelerator program.

What you'll do

  • Watch videos on digital upskilling and the journey of driving a digital mindset.
  • Reflect on the provided self-reflection question and respond in the text field.

2 Here is the background information on your task

Here is the background information on your task

All in on digital transformation: Creating a stronger, nimbler, more resilient future!

We aim to build innovative technology solutions that differentiate us from our competitors and digitise the business. Part of that included a strategic decision to invest in upskilling programmes so our people could learn how to use digital tools for data visualisation as well as automation, data cleansing and more.

If our people could use these tools to solve common problems, they’d help us become more efficient and growth-oriented now and more innovative later in Business Services and beyond. Now, employees are learning to build bots – over 2,400 have been created so far – to automate workflows. We continue to invest to make processes more intuitive using machine learning, PowerBI and eventually artificial intelligence (AI). These are key to working faster and solving problems differently for ourselves and our clients.

This is why you're here! Our Digital Accelerator programme is an internal chance that takes groups of our employees out of their day jobs and puts them through  trainings that teaches them skills in technology such as automation, machine learning, design thinking, and digital storytelling. PowerBI is an important part of it as visualising data helps to handle and understand clients.

So, become a Digital Accelerator yourself and start your PowerBI journey with us!

3 Here is your task

Here is your task

But before you start, we would love to hear from you. Let’s set the mood to start your experience in Power BI.

First, watch the video ‘New world. New skills. PwC's journey to drive a digital mindset’ for inspiring insight on Digital Upskilling and the next video to hear from our Global Chairman, before kick-starting your journey through this program.

Next, navigate to the next page and respond to the self-reflection question by filling out the provided text field. No additional resources are required.

4 Question

Tell us, what do you hope to learn during this experience with us?

We're so excited for you to start your Job Simulation!

  • I hope to learn how to create a Power BI dashboard for visualizing key performance indicators (KPIs) and metrics.
  • I hope to learn how to define key performance indicators (KPIs) related to customer retention.
  • I hope to learn how to create a dashboard that visualizes customer demographics and insights.
  • I hope to learn how to define key performance indicators (KPIs) related to gender balance and diversity.
  • I hope to learn how to create visualizations that represent HR data effectively.
  • I hope to learn the imperatives of diversity and inclusion in the corporate world.

5 Completion

Task Two: Call Centre Trends

1 Task Overview

Task Overview

What you'll learn

  • The importance of upskilling in the digital age and its role in the workplace.
  • The concept of becoming a "Digital Accelerator" and the skills associated with it.
  • How to create a Power BI dashboard for visualizing key performance indicators (KPIs) and metrics.

What you'll do

  • Create a dashboard in Power BI for visualizing relevant KPIs and metrics in the dataset provided.
  • Utilize the resources provided, including podcasts and articles, to enhance your understanding of data visualization and upskilling.
  • Respond to the client's request by providing a well-designed Power BI dashboard reflecting the requested KPIs.

2 Here is the background information on your task

Here is the background information on your task

The digital revolution and our fast-changing world requires a skills revolution. And it’s not just about the digital skills. The skills revolution is about helping people build their digital awareness, emotional intelligence and creativity to fully participate in the digital future workplace — and it needs to start now.

At PwC, we are working with other organisations across the world, building on our work with clients and on upskilling our 276,000 people. Still, more must be done if we are to ensure everyone has the opportunity to learn, work and participate in the digital world. This is at the heart of our purpose.

We are enabling employees who are motivated to further accelerate their skills to do so by offering them a “career pivot” to become what we call “Digital Accelerators”. Accelerators rapidly deepen their skills in digital specialties, such as data, automation, AI, and digital storytelling by learning a variety of self-service tools and coding languages and applying these skills across our business.

We're happy you joined us, welcome to the team! Giulia is your manager and helps you through your upskilling journey in PowerBI - your step to become a true data jedi and Digital Accelerator. But wait no more, word spreads fast and an important client reached out to you to help him visualising their data.

3 Here is your task

Here is your task

It’s omnipresent: telecom marketing. Better price here. Better service there. Best for small businesses here. Best for young urbanites there. But what do customers really want? Our client, a big telecom company needs to know. This email just arrived for you:

Create a dashboard in Power BI for Claire that reflects all relevant Key Performance Indicators (KPIs) and metrics in the dataset. Get creative!

Possible KPIs include (to get you started, but not limited to):

  • Overall customer satisfaction
  • Overall calls answered/abandoned
  • Calls by time
  • Average speed of answer
  • Agent’s performance quadrant -> average handle time (talk duration) vs calls answered

Here are some resources to help you

Use the linked resources for helpful guidance on completing your task.

Be aware, that you need a Windows Software to download Power BI Desktop.

PowerBI Desktop Download Link

Here's a link to download PowerBI to your desktop for free!

Click to download Power BI →

Call Centre Dataset

Click to download file →

 

Introduction to Power BI

Click to watch introduction →

Do you want to learn more? Level up by listening to a portion (or all!) of our podcasts linked below and read our articles.

Podcasts

 

Further information

Upload your Dashboard


4 Example Answer

Example Answer

Great work! Take a look at the example answer below to see how a professional would have attempted this task. Think about what you did well and how you can improve.

Model Answer

Click to download file →

5 Completion

Task Three: Customer Retention

1 Task Overview

Task Overview

What you'll learn

  • How to define key performance indicators (KPIs) related to customer retention.
  • How to create a dashboard that visualizes customer demographics and insights.

What you'll do

  • Create a dashboard using the defined KPIs to reflect customer demographics and insights.
  • Write a concise email to the engagement partner explaining your findings and providing suggestions for necessary changes based on the dashboard you've created.

2 Here is the background information on your task

Here is the background information on your task

A few weeks after presenting your dashboard to the management, the Retention Manager from the telecom reaches out to you directly. He was impressed by your work and asked if you can put together a dashboard about customer retention.

In addition, to better understand the data, the telecom Retention Manager has scheduled a meeting with the engagement partner at PwC to cover these points:

  • Customers in the telecom industry are hard-earned: we don’t want to lose them
  • The retention department is here to get customers back in case of termination
  • Currently, we get in touch after they have terminated the contract, but this is reactionary: it would be better to know in advance who is at risk
  • We  have done customer analysis with Excel: it has always ended in a dead-end
  • We would like to know more about our customers: visualised clearly so that it’s self-explanatory for our management

The Retentions Manager has provided some information in the resources.

3 Here is your task

Here is your task

Your colleague, the engagement partner, asks you to do the following tasks:

  1. Define proper KPIs
  2. Create a dashboard for the retention manager reflecting the KPIs
  3. Write a short email to him (the engagement partner) explaining your findings, and include suggestions as to what needs to be changed

Here are some resources to help you

Use the linked resource for helpful guidance on completing your task.

Churn Dataset

Click to download file →

 

PhoneNow Inputs

Click to download file →


4 Write a short email to the engagement partner

Write a short email to the engagement partner

Write a short email to the engagement partner, explaining your findings, and include suggestions as to what needs to be changed

Subject: Customer Retention Dashboard Overview

Dear Retention Manager,

I hope this email finds you well. I have prepared the requested customer retention dashboard for the Retention Manager, Janet.

Findings:

  1. Churn Rate: 26.58 of customers left last month. Services like streaming TV show higher churn rates.
  2. Tenure: Average tenure is January, February, March, May, June, July, August, September, October. Most customers leave around February, March, May, June, July, August, September, October.
  3. Revenue Insights: Monthly revenue is stable at December, with Male customers contributing slightly more.
  4. Tickets and Service Trends: Administrative tickets are higher than technical ones, suggesting a focus area for process improvement.

Suggestions:

  1. Proactive Measures: Predict customer churn using machine learning models based on tenure, service usage, and ticket patterns.
  2. Targeted Engagement: Focus on customers with MonthlyCharges for retention campaigns.
  3. Service Optimization: Consider revising offerings for underused services like Online Backup & Online Security.

Let me know if there are areas you’d like to discuss or if further refinement is needed.

Best regards,
Jayoda Kulatunga
Digital Accelerator

5 Example Answer

Example Answer

Great work! Take a look at the example answer below to see how a professional would have attempted this task. Think about what you did well and how you can improve.

Model Answer

Click to download file →


6 Completion

Task Four: Diversity & Inclusion

1 Task Overview

Task Overview

What you'll learn

  • How to define key performance indicators (KPIs) related to gender balance and diversity.
  • How to create visualizations that represent HR data effectively.
  • The imperatives of diversity and inclusion in the corporate world.


 What you'll do

  • Create visualizations to represent HR data, particularly focusing on gender-related KPIs.
  • Identify and discuss potential root causes for the slow progress in achieving gender balance at the executive management level.

2 Here is the background information on your task

Here is the background information on your task

Human Resources at our telecom client is highly into diversity and inclusion. They’ve been working hard to improve gender balance at the executive management level, but they’re not seeing any progress. They’re reaching out to us for help.

At PwC Switzerland we are often approached by clients seeking support with diversity and inclusion. Companies need a workforce of diverse talents and backgrounds to succeed in an increasingly complex and heterogeneous world. To us, diversity and inclusion are business imperatives, not just nice-to-haves. We aim for all of our teams to feel welcome and appreciated. But actually achieving this and unlocking its potential involves a whole set of practical challenges.

Why is this so?

Think about the importance of strategy, awareness and education, analytics and inspiration.

Here is a hint: Calculating the following measures could help to define proper KPIs:

  • # of men
  • # of women
  • # of leavers
  • % employees promoted (FY21)
  • % of women promoted
  • % of hires men
  • % of hires women
  • % turnover
  • Average performance rating: men
  • Average Performance rating: women

3 Here is your task

Here is your task

Your task is to do the following:

  1. Define relevant KPIs in hiring, promotion, performance and turnover, and create a visualisation
  2. Write what you think some root causes of their slow progress might be

"That’s it, you’re done. Hope this taste of futureproofing yourself with Job Simulation Experience in Power BI as a Digital Accelerator at PwC Switzerland was good.
We aim to be the first movers in digitisation, blockchain, automation, artificial intelligence for our clients – and, of course, for the future of our firm. Powerful stuff."

Here are some resources to help you

Use the linked resources for helpful guidance on completing your task.

Diversity Inclusion Dataset

Click to download file →

 

Video: How to calculate measures in Power BI

Click to watch video→

 

Written Instructions: How to calculate measures in Power BI

Click to view instructions →


Do you want to learn more? Level up by listening to a portion (or all!) of our podcasts linked below and read our blog post.

Podcasts

Blog post


4 Example Answer

Example Answer

Great work! Take a look at the example answer below to see how a professional would have attempted this task. Think about what you did well and how you can improve.

Model Answer

Click to download file →


5 Completion

Finish Line:

1 Resume Snippet

Resume Snippet

Take your updated resume and apply for Jobs , Programs , Events  and Talent Networks .

PwC Switzerland Power BI Job Simulation on Forage - December 2024

  • Completed a job simulation where I strengthened my PowerBI skills to better understand clients and their data visualisation needs.
  • Demonstrated expertise in data visualization through the creation of Power BI dashboards that effectively conveyed KPIs, showcasing the ability to respond to client requests with well-designed solutions.
  • Strong communication skills reflected in the concise and informative email communication with engagement partners, delivering valuable insights and actionable suggestions based on data analysis.
  • Leveraged analytical problem-solving skills to examine HR data, particularly focusing on gender-related KPIs, and identified root causes for gender balance issues at the executive management level, highlighting a commitment to data-driven decision-making.

2 Interview Tip

Interview Tip

In a typical interview you’ll be asked “why are you interested in this role?” or “why are you interested in working at our company?”. Use this interview tip to explain why you want the job.

“Why are you interested in this role?”

I recently participated in PwC's virtual job simulation on the Forage platform, and it was incredibly useful to learn about how to use PowerBI more effectively.

I practiced creating a Power BI dashboard for visualizing key performance indicators (KPIs) and metrics.

Doing this program confirmed that I really enjoy working with data visualization using Microsoft PowerBI for diversity and inclusion in the corporate world, and I’m excited to apply these skills at a company like PwC.