Data Skills for Finance Professionals

Learn dashboards, data visualization, Power Pivot, DAX, Power BI, and business intelligence workflows for finance

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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