The CDIP-BI is a professional certification assessment that validates advanced proficiency in business intelligence development, data modeling, visualization, automation, and governance using Power BI and Tableau. It establishes that certified professionals can deliver end-to-end BI solutions that are governed, reproducible, and aligned with enterprise reporting standards.
This certification ensures that holders can design, build, and manage enterprise-level BI systems — transforming raw datasets into actionable insights through governed data models, dynamic dashboards, and automated analytics pipelines across both platforms.
🧭 Modules, Projects, and Examinations
The Certified Business Intelligence Professional – (CDIP-BI) certification consists of six specialized modules and a final dual-platform capstone project, each focused on real-world BI performance, governance, and reporting integration.
| Component | Purpose | Evaluation Method | Weight |
|---|---|---|---|
| Module Assignments | Apply BI analytics and visualization concepts across Power BI and Tableau. | Submission of completed deliverables from 2 of 4 case study options per module. | 45% |
| Module Examinations | Assess applied reasoning, visualization design, and governance compliance. | Timed online examinations with scenario-based questions. | 25% |
| Capstone Project | Demonstrate full-cycle BI solution development and governance reporting. | Dual-platform integrated BI project with documentation and dashboards. | 25% |
| Professional Conduct & Documentation | Evaluate reproducibility, transparency, and ethical governance compliance. | Review of methodology reports and workflow documentation. | 5% |
Passing Requirement: Minimum overall score of 70% across all components.
Reassessment Policy: Candidates may retake individual modules or the capstone within 60 days of result issuance.
🧩 Module Overview
| Module | Focus Area |
|---|---|
| Module 1 | Power BI Fundamentals & Data Modeling |
| Module 2 | Tableau Fundamentals & Data Modeling |
| Module 3 | BI Visualization & Dashboard Engineering |
| Module 4 | Data Automation & Refresh Pipelines |
| Module 5 | BI Governance & Data Ethics |
| Final Project | Enterprise BI Integration (Power BI + Tableau) |
📂 Study Guides
Each module includes an optional Study Guide to support project preparation and self-directed mastery.
Contents Include:
- Verified dataset source links (e.g., AdventureWorks Dataset – Kaggle Verified Source)
- Power BI and Tableau step-by-step optional tasks for data modeling and visualization
- Recommended workflow structures for ETL, governance, and automation
- Best practices for dashboard performance optimization and interactivity
Note: Study Guides are optional and assist with project development — not module examinations. They enable professionals to replicate industry-level BI workflows consistently across both Power BI and Tableau environments.
🧠 Capstone Project Overview
The CDIP-BI Capstone Project is the final professional evaluation requiring candidates to design, develop, and document an integrated Power BI and Tableau business intelligence ecosystem that demonstrates cross-platform governance, reproducibility, and strategic insight delivery.
Capstone Objectives:
- Data Integration & Modeling – Implement relational models and calculated measures (DAX / LOD Expressions).
- Visualization Design – Develop executive dashboards with drill-throughs, interactivity, and storytelling.
- Automation & Refresh Strategy – Configure scheduled data refreshes via Power BI Service and Tableau Online.
- Governance & Compliance – Document process lineage, permissions, and data security protocols.
- Cross-Platform Consistency – Demonstrate metric alignment between Power BI and Tableau outputs.
Approved Dataset Options (Verified Sources):
- AdventureWorks Dataset – Kaggle
- Global Superstore Dataset – Kaggle
- Financial Analytics Dataset – Kaggle
🏅 Certification Issuance
Upon successful completion of all modules, examinations, and the final capstone project, candidates are formally awarded:
🎖️ CDIP-BI Certificate (PDF Format)
🧾 Digital Badge (CDIPS Registry-Verified)
These credentials confirm the holder’s verified expertise in enterprise business intelligence analytics, dashboard automation, and governed data reporting across Power BI and Tableau — recognized internationally by the Council of Certified Data Intelligence Professionals (CDIPS).
Certification Content
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