SUMMER INTERNSHIP PROJECT ON

“DATA VISUALIZATION USING POWER BI.”

AT
FUNDSROOM INVESTMENT SERVICES

SUBMITTED TO

SAVITRIBAI PHULE
PUNE UNIVERSITY

IN PARTIAL FULFILLMENT OF
MASTER OF BUSINESS ADMINISTRATION

SUBMITTED BY
ROHIT RAHUL KANDERA

UNDER THE GUIDANCE OF

DR. ARCHANA RAUT

ALL INDIA SHRI SHIVAJI MEMORIAL SOCIETY’S INSTITUTE OF

MANAGEMENT, PUNE-01
2023-24

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INSTITUTE CERTIFICATE

2
INTERNSHIP CERTIFICATE

3
 DECLARATION

I, Rohit R Kandera student at All India Shri Shivaji Memorial Society (AISSMS) Pune,
MBA II (BA), here declare that the project entitled as- “Data Visualization by using
Power BI” at Fundsroom Investment Services, under the external guidance of Mr. Arnav
Singh written and submitted by me to Pune University; as an integral part of the
requirement for the award of the degree of Master of Business Administration under the
guidance of Dr. Archana Raut, is exclusively an original work done by me during the
academic year 2022-2023.

I declare that this project work is my original work and has not been submitted for any other
academic program or institution. I have complied with all the ethical guidelines and norms
during the course of this project. I take full responsibility for the accuracy of the data,
analysis, and conclusions presented in this report.

Furthermore, I declare that all the data and information used in this project, whether
obtained from primary or secondary sources, have been duly acknowledged and referenced
according to the prescribed citation style.

I understand that this project is conducted in partial fulfillment of the requirements for the
MBA program at Savitribai Phule Pune University, and the findings and recommendations
presented herein will be used for academic evaluation.

I am also aware that any unauthorized use or reproduction of this project report, in part or in
full, may result in academic penalties in accordance with the university's policies.

Date:
Place: Pune

Rohit R Kandera

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 ACKNOWLEGEMENT

I would like to express my sincere gratitude and appreciation to all those who have contributed to the
successful completion of my summer internship project titled "Data Visualization by Using Power
BI" at Fundsroom Investment Services.
First and foremost, I am immensely thankful to the management and leadership team at Fundsroom
Investment Services for providing me with the opportunity to undertake this internship. Their
guidance, support, and willingness to share their knowledge have been invaluable in shaping my
understanding of the industry and the subject matter of this project.
I extend my heartfelt thanks to the Director of AISSMS IOM, Dr. Abhijit Mancharkar, my Guide
Dr. Archana Raut, for their mentorship and continuous guidance throughout the internship period.
Their insights, feedback, and encouragement were instrumental in the successful execution of the
project.
I also want to acknowledge the entire team at Fundsroom Investment Services for their cooperation
and willingness to assist me with data collection, access to resources. The collaborative environment
fostered at Fundsroom Investment Services greatly enhanced my learning experience.
Furthermore, I am grateful to the faculty and staff of All India Shri Shivaji Memorial Society’s
Institute of Management for their unwavering support and for providing me with the knowledge and
skills necessary to excel during my internship.
Last but not least, I would like to thank my family and friends for their continuous encouragement
and understanding during this endeavor.
This internship experience has been truly enriching, and I am thankful for the collective effort of all
those mentioned above in making it possible.

Regards,
Rohit R Kandera.

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 INDEX

SR NO TITTLE PAGE NO

1 Executive summary. 7

2 Introduction. 9

3 Organization profile. 19

4 Objectives. 23

5 Outline of task assigned. 24

6 Relevant activities. 26

7 Learnings from the project. 43

8 Contribution to the organization. 46

9 Bibliography. 48

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 CHAPTER-1

EXECUTIVE SUMMARY

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 Executive Summary

The given report is about the summer internship program with “Fundsroom Investment Services”.
This report highlights the tasks that were assigned to me as a Business Analytics Intern, the things
that I learned and the real-world experience that I got while working in the organization.

Fundsroom Investment Services an online investment platform which brings various Investment
asset classes under one umbrella. The asset classes include but not limited to Mutual Funds, Digital
Gold, Real Estate, Insurance, etc. Fundsroom CEO - Abdul Moiz Sar, Headquarters - Pune
Maharashtra, Company size - near 60 employees, Company stage - Unfunded, Founded year – 2020.

Topic for my Project Report is “Data Visualization by using Power BI” in “Fundsroom Investment
Services". This internship project Report aimed to analyse the trends within the

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 CHAPTER-2
INTRODUCTION

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What is Data Visualization

Data visualization is the practice of translating information into a visual context, such as a
map or graph, to make data easier for the human brain to understand and pull insights
from. The main goal of data visualization is to make it easier to identify patterns, trends and
outliers in large Data sets. The term is often used interchangeably with others, including
information graphics, information visualization and statistical graphics.
Data visualization is one of the steps of the data science process, which states that after
data has been collected, processed and modelled, it must be visualized for conclusions to
be made. Data visualization is also an element of the broader data presentation
architecture (DPA) discipline, which aims to identify, locate, manipulate, format and deliver
data in the most efficient way possible.

Data visualization is important for almost every career. It can be used by teachers to display
student test results, by computer scientists exploring advancements in artificial intelligence
(AI) or by executives looking to share information with stakeholders. It also plays an
important role in big data projects. As businesses accumulated massive collections of data
during the early years of the big data trend, they needed a way to get an overview of their
data quickly and easily. Visualization tools were a natural fit.

Visualization is central to advanced analytics for similar reasons. When a data scientist is
writing advanced predictive analytics or machine learning (ML) algorithms, it becomes
important to visualize the outputs to monitor results and ensure that models are performing

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as intended. This is because visualizations of complex algorithms are generally easier to
interpret than numerical outputs.

Idea generation

Data visualization is commonly used to spur idea generation across teams. They
are frequently leveraged during brainstorming or Design Thinking sessions at the
start of a project by supporting the collection of different perspectives and
highlighting the common concerns of the collective. While these visualizations
are usually unpolished and unrefined, they help set the foundation within the
project to ensure that the team is aligned on the problem that they’re looking to
address for key stakeholders.

Idea illustration

Data visualization for idea illustration assists in conveying an idea, such as a

tactic or process. It is commonly used in learning settings, such as tutorials,
certification courses, centres of excellence, but it can also be used to represent
organization structures or processes, facilitating communication between the
right individuals for specific tasks. Project managers frequently use Gantt charts
and waterfall charts to illustrate workflows. Data modelling also uses abstraction
to represent and better understand data flow within an enterprise’s information
system, making it easier for developers, business analysts, data architects, and
others to understand the relationships in a database or data warehouse.

Visual discovery

Visual discovery and every day data viz are more closely aligned with data
teams. While visual discovery helps data analysts, data scientists, and other
data professionals identify patterns and trends within a dataset, every day data
viz supports the subsequent storytelling after a new insight has been found.

Data visualization

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Data visualization is a critical step in the data science process, helping teams
and individuals convey data more effectively to colleagues and decision makers.
Teams that manage reporting systems typically leverage defined template
views to monitor performance. However, data visualization isn’t limited to
performance dashboards. For example, while text mining an analyst may use a
word cloud to capture key concepts, trends, and hidden relationships within this
unstructured data. Alternatively, they may utilize a graph structure to illustrate
relationships between entities in a knowledge graph. There are a number of
ways to represent different types of data, and it’s important to remember that it
is a skillset that should extend beyond your core analytics team.

Types of Data Visualizations

The earliest form of data visualization can be traced back the Egyptians in the
pre-17th century, largely used to assist in navigation. As time progressed,
people leveraged data visualizations for broader applications, such as in
economic, social, health disciplines. Perhaps most notably, Edward Tufte
published The Visual Display of Quantitative Information (link resides outside IBM), which
illustrated that individuals could utilize data visualization to present data in a
more effective manner. His book continues to stand the test of time, especially
as companies turn to dashboards to report their performance metrics in real-
time. Dashboards are effective data visualization tools for tracking and
visualizing data from multiple data sources, providing visibility into the effects
of specific behaviours by a team or an adjacent one on performance.
Dashboards include common visualization techniques, such as:

 Tables: This consists of rows and columns used to compare variables.

Tables can show a great deal of information in a structured way, but they
can also overwhelm users that are simply looking for high-level trends.

 Pie charts and stacked bar charts: These graphs are divided into
sections that represent parts of a whole. They provide a simple way to
organize data and compare the size of each component to one other.

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  Line charts and area charts: These visuals show change in one or more
quantities by plotting a series of data points over time and are frequently
used within predictive analytics. Line graphs utilize lines to demonstrate
these changes while area charts connect data points with line segments,
stacking variables on top of one another and using color to distinguish
between variables.

 Histograms: This graph plots a distribution of numbers using a bar chart

(with no spaces between the bars), representing the quantity of data that
falls within a particular range. This visual makes it easy for an end user to
identify outliers within a given dataset.

 Scatter plots: These visuals are beneficial in reveling the relationship

between two variables, and they are commonly used within regression
data analysis. However, these can sometimes be confused with bubble
charts, which are used to visualize three variables via the x-axis, the y-
axis, and the size of the bubble.

 Heat maps: These graphical representation displays are helpful in

visualizing behavioural data by location. This can be a location on a map,
or even a webpage.

 Tree maps, which display hierarchical data as a set of nested shapes,

typically rectangles. Tree maps are great for comparing the proportions
between categories via their area size.

Categories of Data Visualization

Data visualization is very critical to market research where both numerical and categorical data can
be visualized, which helps in an increase in the impact of insights and also helps in reducing the risk
of analysis paralysis. So, data visualization is categorized into the following categories:

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  Advantages of Data Visualization
1. Better Agreement: In business, for numerous periods, it happens that we need to look at
the exhibitions of two components or two situations. A conventional methodology is to experience
the massive information of both the circumstances and afterward examine it. This will clearly take a
great deal of time.

2. A Superior Method: It can tackle the difficulty of placing the information of both
perspectives into the pictorial structure. This will unquestionably give a superior comprehension of
the circumstances. For instance, Google patterns assist us with understanding information identified
with top ventures or inquiries in pictorial or graphical structures.

3. Simple Sharing of Data: With the representation of the information, organizations present
another arrangement of correspondence. Rather than sharing the cumbersome information,
sharing the visual data will draw in and pass on across the data which is more absorbable.

4. Deals Investigation: With the assistance of information representation, a salesman can,

without much of a stretch, comprehend the business chart of items. With information perception
instruments like warmth maps, he will have the option to comprehend the causes that are pushing
the business numbers up just as the reasons that are debasing the business numbers. Information
representation helps in understanding the patterns and furthermore, different variables like sorts of
clients keen on purchasing, rehash clients, the impact of topography, and so forth.

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 5. Discovering Relations Between Occasions: A business is influenced by a lot of elements.
Finding a relationship between these elements or occasions encourages chiefs to comprehend the
issues identified with their business. For instance, the online business market is anything but
another thing today. Each time during certain happy seasons, like Christmas or Thanksgiving, the
diagrams of online organizations go up. Along these lines, state if an online organization is doing a
normal $1 million business in a specific quarter and the business ascends straightaway, at that point
they can rapidly discover the occasions compared to it.

6. Investigating Openings and Patterns: With the huge loads of information present,
business chiefs can discover the profundity of information in regard to the patterns and openings
around them. Utilizing information representation, the specialists can discover examples of the
conduct of their clients, subsequently preparing for them to investigate patterns and open doors for
business.

 Disadvantages of data visualization

Can be time-consuming: Creating visualizations can be a time-consuming process, especially when
dealing with large and complex datasets. This can slow down the machine learning workflow and
reduce productivity.
Can be misleading: While data visualization can help identify patterns and relationships in data, it
can also be misleading if not done correctly. Visualizations can create the impression of patterns or
trends that may not actually exist, leading to incorrect conclusions and poor decision-making.
Can be difficult to interpret: Some types of visualizations, such as those that involve 3D or
interactive elements, can be difficult to interpret and understand. This can lead to confusion and
misinterpretation of the data.
May not be suitable for all types of data: Certain types of data, such as text or audio data, may not
lend themselves well to visualization. In these cases, alternative methods of analysis may be more
appropriate.
May not be accessible to all users: Some users may have visual impairments or other disabilities
that make it difficult or impossible for them to interpret visualizations. In these cases, alternative
methods of presenting data may be necessary to ensure accessibility.

Why is Data Visualization Important?

Let’s take an example. Suppose you compile a data visualization of the company’s profits from 2010
to 2020 and create a line chart. It would be very easy to see the line going constantly up with a drop

15
in just 2018. So you can observe in a second that the company has had continuous profits in all the
years except a loss in 2018. It would not be that easy to get this information so fast from a data
table. This is just one demonstration of the usefulness of data visualization. Let’s see some more
reasons why data visualization is so important.
1. Data Visualization Discovers the Trends in Data
The most important thing that data visualization does is discover the trends in data. After all, it is
much easier to observe data trends when all the data is laid out in front of you in a visual form as
compared to data in a table. For example, the screenshot below on Tableau demonstrates the sum
of sales made by each customer in descending order. However, the colour red denotes loss while
grey denotes profits. So, it is very easy to observe from this visualization that even though some
customers may have huge sales, they are still at a loss. This would be very difficult to observe from a
table.

2. Data Visualization Provides a Perspective on the Data

Data Visualization provides a perspective on data by showing its meaning in the larger scheme of
things. It demonstrates how particular data references stand with respect to the overall data
picture. In the data visualization below, the data between sales and profit provides a data
perspective with respect to these two measures. It also demonstrates that there are very few sales
above 12K and higher sales do not necessarily mean a higher profit.

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3. Data Visualization Puts the Data into the Correct Context
It is very difficult to understand the context of the data with data visualization. Since context
provides the whole circumstances of the data, it is very difficult to grasp by just reading numbers in
a table. In the below data visualization on Tableau, a Tree Map is used to demonstrate the number
of sales in each region of the United States. It is very easy to understand from this data visualization
that California has the largest number of sales out of the total number since the rectangle for
California is the largest. But this information is not easy to understand outside of context without
data visualization.

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4. Data Visualization Saves Time
It is definitely faster to gather some insights from the data using data visualization rather than just
studying a chart. In the screenshot below on Tableau, it is very easy to identify the states that have
suffered a net loss rather than a profit. This is because all the cells with a loss are coloured red using
a heat map, so it is obvious states have suffered a loss. Compare this to a normal table where you
would need to check each cell to see if it has a negative value to determine a loss. Obviously, data
visualization saves a lot of time in this situation.

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5. Data Visualization Tells a Data Story
Data visualization is also a medium to tell a data story to the viewers. The visualization can be used
to present the data facts in an easy-to-understand form while telling a story and leading the viewers
to an inevitable conclusion. This data story, like any other type of story, should have a good
beginning, a basic plot, and an ending that it is leading towards. For example, if a data analyst has to
craft a data visualization for company executives detailing the profits on various products, then the
data story can start with the profits and losses of various products and move on to
recommendations on how to tackle the losses.

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 CHAPTER-3

ORGANIZATIONAL PROFILE

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Fundsroom is an online investment platform which brings various investment asset classes under one
umbrella. The asset classes include but not limited to Mutual Funds, Digital Gold, Real Estate,
Insurance etc. Fundsroom provide a simple and technologically robust platform wherein the users
can not only invest but also explore different investment sectors. It utilizes data driven analytics,
advanced technical tools to ensure a seamless investment journey for our users. The beauty of this
platform is that it provides a wide range of investment asset
classes which facilitate the user to select the best sector according to his demographics, investment
capital, knowledge, interest etc. A platform where all classes of people ranging
from HNI to retail investors can come and invest towards a valued tomorrow. In a nutshell,
Fundsroom is "Investment Ki Dukaan"!

Website http://fundsroom.com

Industry Financial Services

Company size 51-200 employees

Headquarters Pune, 411001

Type Privately Held

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Founded 2020

Specialties Financial services, investments, mutual funds, real

estate, stock market, Banks, gold and finance.

Funds Room is growing automated platform for mutual fund investing. It enables investor to choose
best funds from across the fund universe.

It chooses best of the funds from Top Equity Fund, Top Debt Fund, Top Tax Saving Fund, Top
Balanced Fund, Top Debt Fund & Top Liquid Funds. It allows investor to invest in completely
paperless manner in both Lumpsum & SIP investment.

Funds Room provides highest of the security so that investor can focus on his investments. Funds
Room offers many benefits some of which are: -

1. Completely digital platform

2. Customized portfolio for every investor.

3. No Fees. No Charges.

4. Start with Minimum Investment of ₹ 500/-

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CHAPTER-3

OBJECTIVES

OBJECTIVES

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An internship project on data visualization using Power BI can be a valuable learning experience,
providing with practical skills in data analysis and communication. Here are some objectives on data
visualization with Power BI:

 To Understand Business Context.

 To study Data Exploration and Preparation.
 To Design Dashboard.
 To study User Engagement.
 To learn Data Storytelling.
 To learn Custom Visualization.
 To Integration with External Data Sources.
 To Optimization Performance.
 To study Documentation and Knowledge Transfer.
 To Conduct User Training Session.
 To Collect Feedback and Iteration.
 To Learn Time Management and Project Planning.
 To Study Data Security and Privacy Awareness.
 To Learn Presentation Skills.

These objectives provide a well-rounded approach to a Power BI data visualization, ensuring gain of
practical skills, industry-relevant knowledge, and a deeper understanding of the role of data
visualization in decision-making.

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 CHAPTER 5
OUTLINE OF TASK ASSIGNED

25
 OUTLINE OF TASK ASSIGNED

Serial No. Task Overview

1. Market Analysis

2. Collection of Data

3. Data Visualization

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 CHAPTER - 6
RELEVANT ACTIVITY & TASK

27
 Market Analysis

Market analysis is a detailed assessment of your business’s target market and the competitive
landscape within a specific industry. This analysis lets you project the success you can expect when
you introduce your brand and its products to consumers within the market. Market analysis includes
quantitative data such as the actual size of the market you want to serve, prices consumers are willing
to pay, revenue projections, and qualitative data such as consumers’ values, desires, and buying
motives.

Conducting a market analysis can benefit you in several ways by helping you to:
 Spot trends and opportunities in your industry
 Differentiate your business from competitors
 Reduce the risks and costs of launching a new business (or pivoting an existing one)
 Tailor products and services to your target customers’ needs
 Analyse successes and failures
 Optimize your marketing efforts
 Reach new market segments
 Monitor your business’s performance
 Pivot your business in new directions

How to do a market analysis in 6 steps:

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This section covers six main steps of market analysis, including the purpose of each step and
questions to guide your research and reflections.

1. Research your industry.

The purpose of this step is to gain an understanding of your industry at large so that you know how
to enter it, can spot trends, and compete with other brands.

Here are questions to get you started:

 What statistical information can you gather about your industry from sources like the US
Bureau of Labor Statistics, BMI Research, and professional associations?

 How many businesses are in this industry?

 What’s the market size in terms of the number of potential customers?

 How much revenue does the industry generate?

 What are the industry standards by which companies and consumers operate?

 What external factors affect how businesses in this industry operate, including laws and
regulations, new technologies, world events, and economic and social change?

 Where do you spot opportunities to innovate within the industry?

2. Investigate the competitive landscape.

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  This next step takes you from broad industry insights to looking specifically at brands you’ll
be competing against as you seek to attract potential customers in your target market. Here
are questions to guide your process:

 What brands are the most well-known in your industry? Who sets the trends and captures the
attention of customers?

 What are these brands’ offers, price points, and value propositions?

 What sales tactics, technologies, and platforms do these brands use to create a customer
journey?

 How do these brands use content to educate and engage an audience?

 What can you learn from customer reviews of these brands?

3. Identify market gaps.

With insights into how competing brands fare, you can find market gaps, differentiate your products
and services, and stand out within your industry.

Market gaps are needs that are currently not being filled by existing brands. For example, in the
online education industry, learners might be interested in topics that existing courses do not cover, in
which case you could develop a course to fill this need.

Here are some questions to help you identify market gaps:

 Looking back at your industry research findings, what will external factors like social change
and new laws mean for developing products and services?

 Ask consumers directly: “What do you want or need that you currently can’t find?”

 How specifically do competitors’ products and services fall short?

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  In what ways would you be able to create better products and services, given your strengths
and expertise?

4. Define your target market.

Now that you know your industry, the competitive landscape, and the market gaps you can fill, the
next thing to do is get specific about the kinds of customers you want to serve. Define your target
market according to the characteristics that make individual consumers more likely to purchase
products and services from you:

 Of the potential customers in your industry, which specific market segment can you target
effectively?

 How can you describe this segment according to their demographics (age, ethnicity, income,
location, etc.) and psychographics (beliefs, values, aspirations, lifestyle, etc.)?

 What are their daily lives like?

 What problems and challenges do they experience?

 What words, phrases, ideas, and concepts do consumers in your target market use to describe
these problems when posting on social media or engaging with your competitors?

 What are the features and benefits of your offers, and how will these provide solutions to
your target market’s needs?

 What marketing messaging can you use to appeal to this target market and exhibit empathy
and understanding?

5. Identify barriers to entry.

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As you’re getting to know your target market and tailoring your offers and messaging to consumers,
it’s important to have a clear sense of factors that might prevent you from entering your market
successfully. That way, you can devise a strategy to address challenges.

Here are some questions to make barriers to entry more visible:

 What are the startup costs of building your business, including product development,
technology, suppliers, patents, and certifications?

 What legal requirements will you need to fulfill before launching?

 What political, economic, and social factors might affect customers' behavior and their
likelihood of purchasing your offerings?

 How much do your top competitors spend on their advertising to earn customers' loyalty?

 What will you need to do to present your offerings as better alternatives in terms of value,
price, and ease of purchase?

6. Create a sales forecast.

Sales forecasting is the process of estimating future sales so that you can make confident business
decisions or secure funding from investors and lenders. You may find it useful to create forecasts for
specific increments of time, such as the next three months, six months, or a year.

To generate a sales forecast, answer these questions:

 What products and services do you intend to sell?

 How many units do you expect to sell during each increment of time, based on your market
size and the behaviors of your target market?

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 What prices will you assign to each product or service?

 What is the cost of producing and advertising each offering?

 Use this formula to quantify your forecast:

 (No. of units to sell X price for each unit) – (cost per unit X No. of units) = sales forecast

Collection of Data
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Data collection is the process of collecting and evaluating information or data from multiple sources
to find answers to research problems, answer questions, evaluate outcomes, and forecast trends and
probabilities. It is an essential phase in all types of research, analysis, and decision-making, including
that done in the social sciences, business, and healthcare.

Accurate data collection is necessary to make informed business decisions, ensure quality assurance,
and keep research integrity.

During data collection, the researchers must identify the data types, the sources of data, and what
methods are being used. We will soon see that there are many different data collection methods.
There is heavy reliance on data collection in research, commercial, and government fields.

Before an analyst begins collecting data, they must answer three questions first:

 What’s the goal or purpose of this research?

 What kinds of data are they planning on gathering?

 What methods and procedures will be used to collect, store, and process the information?

Additionally, we can break up data into qualitative and quantitative types. Qualitative data covers
descriptions such as color, size, quality, and appearance. Quantitative data, unsurprisingly, deals with
numbers, such as statistics, poll numbers, percentages, etc.

What Are the Different Data Collection Methods?

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Primary and secondary methods of data collection are two approaches used to gather information for
research or analysis purposes. Let's explore each data collection method in detail:

1. Primary Data Collection:

Primary data collection involves the collection of original data directly from the source or through
direct interaction with the respondents. This method allows researchers to obtain firsthand
information specifically tailored to their research objectives. There are various techniques for
primary data collection, including:

A. Surveys and Questionnaires: Researchers design structured questionnaires or surveys to collect

data from individuals or groups. These can be conducted through face-to-face interviews, telephone
calls, mail, or online platforms.

B. Interviews: Interviews involve direct interaction between the researcher and the respondent. They
can be conducted in person, over the phone, or through video conferencing. Interviews can be
structured (with predefined questions), semi-structured (allowing flexibility), or unstructured (more
conversational).

C. Observations: Researchers observe and record behaviours, actions, or events in their natural
setting. This method is useful for gathering data on human behaviour, interactions, or phenomena
without direct intervention.

D. Experiments: Experimental studies involve the manipulation of variables to observe their impact
on the outcome. Researchers control the conditions and collect data to draw conclusions about cause-
and-effect relationships.

E. Focus Groups: Focus groups bring together a small group of individuals who discuss specific
topics in a moderated setting. This method helps in understanding opinions, perceptions, and
experiences shared by the participants.

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2. Secondary Data Collection:

Secondary data collection involves using existing data collected by someone else for a purpose different from
the original intent. Researchers analyse and interpret this data to extract relevant information. Secondary data
can be obtained from various sources, including:

A. Published Sources: Researchers refer to books, academic journals, magazines, newspapers, government
reports, and other published materials that contain relevant data.

B. Online Databases: Numerous online databases provide access to a wide range of secondary data, such as
research articles, statistical information, economic data, and social surveys.

C. Government and Institutional Records: Government agencies, research institutions, and organizations often
maintain databases or records that can be used for research purposes.

D. Publicly Available Data: Data shared by individuals, organizations, or communities on public platforms,
websites, or social media can be accessed and utilized for research.

E. Past Research Studies: Previous research studies and their findings can serve as valuable secondary data
sources. Researchers can review and analyse the data to gain insights or build upon existing knowledge.

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 Data Visualization

Data visualization is a powerful way for people, especially data professionals, to display data so that it
can be interpreted easily. It helps tell a story with data, by turning spreadsheets of numbers into
stunning graphs and charts.

In this article, you’ll learn all about data visualization, including its definition, benefits, examples,
types, and tools. If you decide you want to learn the skills to incorporate it into your job, we'll point
you toward online courses you can do from anywhere.

What is data visualization?

Data visualization is the representation of information and data using charts, graphs, maps, and other
visual tools. These visualizations allow us to easily understand any patterns, trends, or outliers in a data
set.

Data visualization also presents data to the general public or specific audiences without technical
knowledge in an accessible manner. For example, the health agency in a government might provide a
map of vaccinated regions.

The purpose of data visualization is to help drive informed decision-making and to add colourful
meaning to an otherwise bland database.

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Benefits of data visualization

Data visualization can be used in many contexts in nearly every field, like public policy, finance,
marketing, retail, education, sports, history, and more. Here are the benefits of data visualization:
 Storytelling: People are drawn to colours and patterns in clothing, arts and culture,
architecture, and more. Data is no different—colours and patterns allow us to visualize the
story within the data.
 Accessibility: Information is shared in an accessible, easy-to-understand manner for a variety
of audiences.
 Visualize relationships: It’s easier to spot the relationships and patterns within a data set when
the information is presented in a graph or chart.
 Exploration: More accessible data means more opportunities to explore, collaborate, and
inform actionable decisions.

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 Data Collection and Presentation using Power BI.

1. Share prices of Gold Sectors and their returns.

Company Name Share Price in 1 months returns 6 months returns in 1 year returns in
Rs. in % % %

Kalyan Jewellers India Ltd 317 0.01 137.8 145.67

Rajesh Exports Ltd 395 12.35 -30.08 -49.59

Titan Company Ltd 3,636 8.39 22.16 43.8

Table contains data showing gold sector companies, their share prices, their 1 and 6 months return in
percentage and 1 year return in percentage.

Above is the data presentation of shares of gold company showing their 1 month’s return in percentage.
As shown in the image we can see Rajesh Exports Ltd has given the highest percentage of returns among the 3
gold companies and whereas Kalyan Jewellers India is giving the lowest returns.

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Above data presentation shows the comparison of companies by using their 6 months and 1 year returns in
percentage. As we can see Kalyan Jewellers India Ltd is giving the highest returns i.e. 138% return in 6
months and 146% return in 1 year.
Titan Company Ltd is giving 44% return in 1 year and 22% in 6 months.
Rajesh Exports Ltd is giving -50% returns in 1 year and -31% in 6 months.

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 2. Share prices of Banking Sectors and their returns.

Company Name Share Price in 1 months returns 6 months returns in 1 year returns in
Rs. in % % %

HDFC Bank Ltd 1662.15 10.43 3.62 1.06

ICICI Bank Ltd 1021.7 10.88 10.68 12.71

Bank of Baroda Ltd 226.05 14.37 16.59 23.81

Table contains data showing banking sector companies, their share prices, their 1 and 6 months
return in percentage and 1 year return in percentage.

The above data presentation is done by using Power BI and it shows the visual presentation of data
of banking sector companies with their share prices, 1 and 6 months returns in percentage and also 1
year return in percentage.
As we can see the highest return is given by Bank of Baroda Ltd for 1 year i.e. 23.81% and 16.59%
for 6 months.

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The lowest returns are by HDFC Bank Ltd, 6 months return is 3.62% and 1 year return is 1.06%.
ICICI Bank Ltd is giving 10.68% of return in 6 months and 12.71% return in 1 year.

Among the 3 banking sector companies, Bank of Baroda Ltd is giving the highest percentage of
returns compared to the others.

3. Share prices of Real-estate Sectors and their returns.

Company Name Share Price in 1 months returns 6 months returns in 1 year returns in
Rs. in % % %
DLF 699 11.62 44.02 76.25
Oberoi Realty 1444.1 7.05 43.11 63.16
Godrej Properties 1,996 7.9 31.2 51.98

Table contains data showing real-estate sector companies, their share prices, their 1 and 6 months
return in percentage and 1 year return in percentage.

The above combined histogram shows the sum of 6 months, 1 year and 1 months returns on investments.

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As we can see DLF is giving the highest percentage return in 1 year i.e. of 76% and 44% return in 6 months.
The lowest returns are given by Godrej Properties i.e. 52% in 1 year and 31% return in 6 months.
Oberoi Reality is giving 63% of return in 1 year and 34% of returns in 6 months.

With the help of Data Visualization by Power BI we can compare between companies and get an idea for
investment. We get to know the best company to invest in and we get an idea of returns in a particular period
of time.

CHAPTER – 7
LEARNING FROM THE PROJECT

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 LEARNING FROM THE PROJECT:

1. Understanding Business Requirements:

Learn how to gather and understand business requirements for data visualization projects. This
involves communication with stakeholders to identify key metrics and goals.

2. Data Preparation and Cleaning:

Gain hands-on experience in preparing and cleaning data for visualization. Use Power BI's Power
Query Editor to transform raw data into a format suitable for analysis.

3. Data Modelling:
Understand the importance of data modelling in Power BI. Create relationships between tables and
define measures to support effective data analysis.

4. Creating Various Visualizations:

Develop skills in creating a variety of visualizations, including bar charts, line charts, pie charts,
scatter plots, and more. Learn when to use each type of visualization based on the nature of the data.

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 5. Dashboard Design Principles:
Explore principles of effective dashboard design. Understand how to organize visualizations for
clarity, use colour schemes appropriately, and create a visually appealing and user-friendly interface.

6. Interactivity and User Experience:

Learn how to enhance user experience by incorporating interactivity features such as filters, slicers,
and drill-down functionality.

7. DAX Formulas:
Gain proficiency in using Data Analysis Expressions (DAX) to create custom calculations, columns,
and measures. Understand how DAX contributes to the creation of insightful and dynamic reports.

8. Time Intelligence:
Explore time intelligence functions in Power BI to analyse trends over time. Understand how to
create time-based comparisons and calculations.
9. Map Visualizations:
Learn how to use map visualizations to represent geographic data. Explore different mapping
features and understand how to convey location-based insights.

10. Data Refresh and Automation:

Understand the importance of data refresh and automation in maintaining up-to-date reports.
Configure data refresh options and schedule automated updates.

11. Collaboration and Sharing:

Explore Power BI's collaboration features. Learn how to share reports and dashboards with
stakeholders and work collaboratively within a team.

12. Performance Optimization:

Gain insights into optimizing the performance of Power BI reports, especially when dealing with
large datasets. Understand techniques to improve report responsiveness.

13. Documentation Skills:

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Develop documentation skills by recording the steps taken during the project. Document data
sources, transformations, and any custom calculations made in Power BI.

14. Feedback and Iteration:

Solicit feedback from users and stakeholders. Use feedback to iterate on your visualizations and
make improvements. Understand the iterative nature of data visualization projects.

15. Presentation Skills:

Enhance your presentation skills by effectively communicating the insights derived from your
visualizations. Learn to tell a compelling story using the data.

CHAPTER – 8
CONTRIBUTION TO THE ORGANIZATION

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 CONTRIBUTION TO THE ORGANIZATION:

Working on a summer internship project focused on "Data Visualization by using Power BI" presents
a valuable opportunity to make a meaningful contribution to the organization. Here are some
potential contributions you can aim for during your internship:

Effective Data Communication:

Create visually appealing and insightful dashboards that communicate key business metrics and
trends effectively. Ensure that the visualizations align with the organization's goals and priorities.

Improved Decision-Making:
Develop dashboards that empower decision-makers within the organization to make informed
decisions. Your visualizations should provide actionable insights, enabling stakeholders to see trends,
patterns, and outliers in the data.

Documentation and Knowledge Transfer:

Document your processes, decisions, and any custom solutions you implement. This documentation
will be valuable for future reference and knowledge transfer to other team members.

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Customized Dashboards for Departments:
Tailor your Power BI dashboards to specific departments or teams within the organization.
Understand the unique data needs of each department and create visualizations that address their
specific challenges and objectives.

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 BIBLIOGRAPHY

1. https://www.moneycontrol.com

2. https://www.morningstar.com

3. https://www.angelbroking.com

4. https://groww.in

5. https://www.wallstreetmojo.com

6. https://jupiter.money

7. https://www.etmoney.com

8. https://www.mutualfundindia.com

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