3 hours agoOffice ProductivityLearn dashboards, data visualization, Power Pivot, DAX, Power BI, and business intelligence workflows for finance
Course Description
Are you looking to build practical data analysis, dashboarding, and business intelligence skills for finance and reporting environments?
This comprehensive training program is designed to help finance professionals, analysts, reporting professionals, and Excel users develop practical analytical capabilities using Excel, Power Pivot, DAX, dashboards, data visualization, and business intelligence workflows.
Unlike traditional Excel courses that focus only on formulas or isolated spreadsheet functions, this course takes a highly practical and project-based approach to data analysis and reporting.
You’ll learn how to:
Build professional dashboards
Create compelling visualizations
Analyze business and financial data
Work with Power Pivot and DAX
Create interactive reports
Apply dashboard storytelling principles
Build data models and relationships
Work with Power BI concepts and workflows
The course begins with one of the strongest foundations in dashboarding and data visualization.
You’ll learn how to design dashboards that communicate insights clearly and effectively using practical data visualization principles.
The course covers:
Dashboard design principles
Data storytelling
Chart selection techniques
Visual hierarchy
KPI communication
You’ll also learn the difference between explanatory and exploratory dashboards, along with layout design principles, dashboard readability best practices, strategic color usage, and interactive reporting concepts
Additionally, you will understand how to avoid common visualization mistakes and communicate insights more effectively using business-focused dashboards and reporting workflows.
Throughout the course, you’ll work on multiple hands-on dashboard projects based on practical business scenarios. These projects are designed to help you apply dashboarding, visualization, analytical thinking, and reporting concepts in realistic business environments.
Through these projects, you’ll work with:
KPI cards
Line charts
Bar charts
Doughnut charts
Combo charts
Maps
Slicers
Filters
Form controls
Dynamic highlights
Trend analysis workflows
Storytelling-driven dashboards
Interactive reporting experiences
The course also includes extensive training in Power Pivot and data modeling concepts.
You’ll learn:
Power Pivot fundamentals
Data models
Relationships
Importing external data
Pivot Tables with data models
Power Query integration
calculated columns
Measures
KPIs
Data preparation workflows
As the program progresses, you’ll move into DAX and analytical calculations used in modern reporting and business intelligence workflows. You’ll learn how to work with DAX syntax, calculated columns, measures, logical functions, and iterator functions like SUMX, MAXX, and RANKX to perform dynamic calculations and deeper analysis.
The course also covers important analytical functions and concepts such as CALCULATE, FILTER, ALL, RELATED, RELATEDTABLE, and date and time intelligence functions used in practical reporting scenarios.
In addition, the program introduces advanced DAX and analytical concepts used in business intelligence workflows.
You’ll develop a practical understanding of:
DAX engines
VertiPaq concepts
Filter flow
Evaluation order
Variables
Error handling
Context transition
KEEPFILTERS
Table functions
Relationship functions
Iterator functions
Advanced time intelligence calculations
Besides dashboards and DAX, the program also covers several advanced Excel analytical tools and reporting workflows.
You’ll learn:
Data validation
Advanced filters
Custom formatting
Conditional formatting
What-If Analysis
Goal Seek
Scenario Manager
The course remains highly practical throughout. As the program progresses, you’ll move into DAX and analytical calculations used in reporting and business intelligence workflows. You’ll learn calculated columns, measures, iterator functions, filter functions, relationship functions, and practical date intelligence calculations.
Whether you are a finance professional, aspiring business analyst, or a reporting professional, this program helps build practical analytical skills. It is also suitable for Excel users, Power BI learners, and professionals looking to strengthen dashboarding and business intelligence capabilities.
By the End of This Course, You Will Be Able To
Build professional dashboards and analytical reports confidently
Apply data visualization and dashboard storytelling principles effectively
Create interactive reporting workflows and KPI dashboards
Work with Power Pivot, data models, and relationships
Build DAX calculations and analytical reporting workflows
Apply time intelligence and filter-based calculations in reporting scenarios
Analyze business and financial data using practical dashboard techniques
Develop stronger business intelligence and reporting capabilities for finance environments
What Makes This Course Different
Combines dashboarding, data visualization, Power Pivot, DAX, and reporting workflows in one program
Includes multiple hands-on dashboard projects and analytical business scenarios
Strong focus on dashboard storytelling and visualization best practices
Covers both Excel analytics and business intelligence concepts
Includes practical DAX, Power Pivot, and analytical workflow training
Emphasizes finance-oriented reporting and dashboarding environments
Follows a structured learning path from dashboarding fundamentals to advanced analytical and business intelligence concepts
About the Course Director
The course structure and learning experience have been designed under the guidance of Dheeraj Vaidya — CFA, FRM charterholder, Co-Founder of WallStreetMojo and ExcelMojo, and alumnus of IIT and IIM.
As the course director, he oversaw the course structure, curriculum design, and overall learning flow of the program. His focus was to ensure the course remains practical, structured, and industry-oriented with strong real-world reporting and analytical relevance.
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