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Data Skills for Finance Professionals

Name: Data Skills for Finance Professionals
Rating: 4.3 (6 reviews)

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

Created byExcel Mojo

Last updated 5/2026

English

What you'll learn

Build professional dashboards and business reports using Excel
Learn dashboard design, storytelling, and data visualization best practices
Create interactive dashboards using charts, KPI cards, maps, filters, and controls
Work on multiple real-world dashboard and reporting projects
Learn Power Pivot, data models, and relationship concepts
Build DAX calculated columns, measures, and analytical workflows
Understand CALCULATE, FILTER, iterator functions, and time intelligence concepts
Work with advanced Excel analytical tools and reporting workflows
Apply business intelligence concepts using dashboards and analytical reporting
Develop practical finance and business reporting skills using structured workflows

Course content

4 sections • 180 lectures • 22h 1m total length

Introduction to Dashboard8:59
Learn what dashboards are, their benefits, best practices, and how to create them using Excel. Master data visualization principles applicable to Power BI, Tableau, and more.
Data Visualization Best Practices - Part 11:47
2.1 Learn key data visualization best practices, including choosing effective visuals, formatting charts, storytelling, and avoiding common mistakes. Master essential charts like bar, line, scatter, and maps for clear communication.
Data Visualization Best Practices - Part 23:33
Visualize data to bring information to life, using patterns and visual cues for fast, universal interpretation; data visualization helps identify improvement areas, customer satisfaction factors, and product performance.
Data Visualization Best Practices - Part 37:43
Learn how to choose the right chart by understanding data types, communication goals, and audience needs. Explore essential visuals like KPI cards, line charts, bar charts, pie charts, scatter plots, and maps.
Data Visualization Best Practices - Part 44:58
Learn how to improve chart clarity by eliminating noise, formatting axis labels, adding context, and using colors strategically for better storytelling in data visualization.
Data Visualization Best Practices - Part 57:56
Enhance data storytelling with clear titles, strategic labels, and effective formatting. Avoid common visualization mistakes like incorrect chart types, cluttered visuals, and inconsistent colors for better insights.
Mojo Music Project - Part 14:48
Kickstart your first project as a data visualization specialist! Learn to choose the right chart, eliminate noise, and tell a compelling story using a stacked area chart in Excel.
Mojo Music Project - Part 23:45
Learn how to create a stacked area chart in Excel to visualize music industry trends. Compare line charts vs. stacked charts and adjust data order for clearer storytelling.
Share Your Learning Experience0:53
Mojo Music Project - Part 37:55
Learn how to clean up your Excel chart by removing noise, formatting axes, adjusting labels, and replacing legends with direct annotations for better clarity.
Mojo Music Project - Part 412:25
Enhance your Excel chart to tell a compelling story using colors, labels, and annotations. Highlight key trends, market shifts, and the impact of digital formats effectively.
Dashboard Design Principle - Part 15:12
Learn key dashboard design principles, including exploratory vs. explanatory dashboards, selecting the right visuals, adding context, and designing effective layouts for better decision-making.
Dashboard Design Principle - Part 25:14
Learn how to define a clear purpose for your dashboard by identifying the audience, their needs, and key metrics. Discover best practices for selecting visuals and adding filters effectively.
Dashboard Design Principle - Part 34:01
Learn the importance of adding context to dashboards. Discover how comparisons, trends, and benchmarks make KPIs meaningful, ensuring clear insights for better decision-making.
Dashboard Design Principle - Part 44:29
Learn how to design effective dashboard layouts using reading patterns, visual hierarchy, and Gestalt principles to guide users through insights clearly and intuitively.
Mojo Career Project - Part 17:49
Kick off your first full Excel dashboard project! Learn how to define objectives, select key metrics, choose visuals, and prepare data for an interactive job market analysis dashboard.
Mojo Career Project - Part 26:29
Start building the Excel dashboard by preparing data for visualization. Learn how to create industry filters, remove duplicates, sort data, and set up interactive selections for analysis.
Mojo Career Project - Part 34:54
Learn to calculate the average annual wage by industry in Excel using the AVERAGEIFS formula. Format the data properly and verify calculations to ensure accuracy.
Mojo Career Project - Part 45:16
Create a bar chart in Excel to visualize average annual wages by industry. Apply formatting best practices, adjust spacing, and customize axis labels for better readability.
Mojo Career Project - Part 54:20
Sort bar chart data in descending order for better readability. Fix sorting issues caused by sheet references and adjust axis settings to align the chart correctly.
Mojo Career Project - Part 67:02
Calculate total employees by industry using SUMIFS. Format the data and create a doughnut chart to visualize the job market composition. Apply best practices for better readability.
Mojo Career Project - Part 76:54
Improve the doughnut chart by grouping industries into "selected" and "others." Use VLOOKUP for dynamic selection, format labels as percentages, and enhance readability with best practices.
Mojo Career Project - Part 811:22
Compare wage and employee trends over multiple years. Use AVERAGEIFS and SUMIFS, fix X-axis labels, apply a secondary axis, and create a combo chart for better trend visualization.
Mojo Career Project - Part 912:17
Enhance chart readability by splitting the combo chart into two while maintaining a unified look. Format labels, axes, and scales to improve data clarity and visual comparison.
Mojo Career Project - Part 107:09
Create a state-wise comparison map for employee distribution. Prepare data, use SUMIFS for calculations, and insert a map chart to visualize workforce concentration across industries.
Mojo Career Project - Part 117:14
Normalize employee distribution using per-thousand capita. Use Excel's geography data type for state populations, compute employee ratios, and update the map for a more accurate industry-based workforce distribution.
Mojo Career Project - Part 1212:46
Enhance the map visualization by adding an average wage metric and a toggle feature. Learn how to dynamically switch views and adjust map colors for clearer insights.
Mojo Career Project - Part 1321:44
Learn how to design the final dashboard layout by strategically placing visuals, filters, and selectors. Follow a structured approach to ensure readability, alignment, and an effective user experience.
Mojo Career Project - Part 148:05
Learn how to use color strategically in your Excel dashboard to improve clarity. Highlight key metrics with consistent color coding, adjust chart formatting, and enhance data visualization.
Mojo Career Project - Part 156:17
Enhance your Excel dashboard by dynamically highlighting selected industries in bar charts. Learn to create a new data series, apply conditional formatting, and improve data readability.
Mojo Career Project - Part 1613:57
Improve user experience in your Excel dashboard with form controls. Learn to sync selections, use spin buttons, apply the INDEX function, and create interactive option buttons.
Mojo Career Project - Part 175:44
Finalize your Excel dashboard with formatting, logos, and protection. Learn to secure sheets, enhance visuals, and validate insights for a professional, user-friendly experience.
Mojo Toys - Part 13:08
Start your second Excel dashboard project! Design a sales performance dashboard for Mojo Toys using key metrics, interactivity, and advanced Excel techniques for insightful business decisions.
Mojo Toys - Part 26:29
Define the dashboard’s purpose through a quiz! Identify key metrics, visuals, and filters for effective sales tracking. Prepare to dive into data in the next module.
Mojo Toys - Part 312:45
Convert data into an Excel table, create filters for region and date, and set up dynamic formulas for automatic updates. Prepare your dataset for a responsive dashboard.
Mojo Toys - Part 43:56
Assign names to key cells for easier formula management. Use the Name Manager to enhance readability and simplify referencing in your Excel dashboard calculations.
Mojo Toys - Part 510:29
Calculate key KPIs like total revenue, previous year revenue, and previous month revenue. Use structured formulas and named references for better readability in your Excel dashboard.
Mojo Toys - Part 65:10
Create dynamic KPI cards for total revenue, year-over-year, and month-over-month changes. Use text boxes and linked images to display values with conditional formatting in your dashboard.
Mojo Toys - Part 77:27
Build a dynamic revenue trend analysis for current and previous years using SUMIFS with mixed references. Format and validate data for accurate trend visualization in your dashboard.
Mojo Toys - Part 88:10
Create a dynamic line chart to visualize revenue trends. Fix axis labels, handle missing data correctly, and format the chart for clear insights and professional presentation.
Mojo Toys - Part 95:24
Prepare store performance data by calculating total revenue, previous month revenue, and month-over-month percentage change. Ensure data accuracy and formatting before visualizing it in the next module.
Mojo Toys - Part 107:21
Visualize store revenue and month-over-month percentage change using bar charts. Format the charts for clarity, align labels, and use color coding for positive and negative values.
Mojo Toys - Part 1116:25
Sort revenue data dynamically using ranking and index-match functions. Ensure charts update automatically with data changes, maintaining proper order and formatting.
Mojo Toys - Part 1210:18
Identify the top and bottom-performing products driving revenue changes. Learn how to rank products, calculate performance metrics, and display insights effectively in your Excel dashboard.
Mojo Toys - Part 1315:41
Set up your dashboard layout for clarity and efficiency. Learn how to position key metrics, format elements, and organize visuals to guide users through a logical data story.
Mojo Toys - Part 1418:59
Learn how to bring visuals from the Dataprep sheet to your dashboard. Align elements, format data, and structure your Excel dashboard for a professional look.
Mojo Toys - Part 1514:48
Enhance your dashboard with strategic color usage and dynamic highlights. Learn how to emphasize key trends, create interactive filters, and format charts for better insights.
Mojo Toys - Part 1611:01
Refine your dashboard with storytelling techniques. Learn how to pose key questions, add contextual insights, and format data for clarity, making your dashboard more intuitive and impactful.
Mojo Toys - Part 175:20
Learn how to securely share your Excel dashboard online using OneDrive. Set permissions, protect data, and enable real-time collaboration for seamless access across different regions.
Mojo Toys - Part 1811:29
Fixing linked picture issues in Excel Online by using text boxes and dynamic formulas. Learn how to add conditional formatting, symbols, and finalize your KPI dashboard for seamless online access.
Mojo Hotel Group - Part 13:22
Kickstarting our final project! We'll transform raw hotel booking data into a compelling, explanatory dashboard for leadership. Learn visualization techniques, layout design, and exporting insights.
Mojo Hotel Group - Part 24:50
Understanding the story behind our data! We'll analyze key trends in cancellations, revenue loss, and booking patterns to craft a compelling dashboard for hotel management.
Mojo Hotel Group - Part 33:38
Defining our dashboard's purpose and visuals! Through a quick quiz, we determine the right audience, goals, and best chart types for effective data storytelling.
Mojo Hotel Group - Part 411:55
Building a combo chart to visualize seasonality! We align dual axes, refine grid lines, and use colors, markers, and labels to highlight key trends in cancellation rates and pricing.
Mojo Hotel Group - Part 57:40
Highlighting revenue loss due to cancellations! We use a column chart, format data labels, adjust colors, and add annotations to emphasize the $1M loss in July and August.
Mojo Hotel Group - Part 62:26
Learn a smart trick for conditional formatting in data labels! Format values dynamically to show in millions or thousands based on their size for a cleaner, more professional look.
Mojo Hotel Group - Part 73:41
Visualize cancellation breakdown by lead time using a stacked bar chart! Learn how to switch from a pie chart for better clarity and storytelling while saving space.
Mojo Hotel Group - Part 84:41
Learn how to compare lead time with cancellation rate and average daily rate using bar charts. Discover a trick to display selective pivot chart data for better visualization!
Mojo Hotel Group - Part 913:56
Learn how to design a structured Excel dashboard by setting up a layout for problem and opportunity insights. Prepare for the next step—adding visualizations!
Mojo Hotel Group - Part 104:17
Now that our layout is ready, we’ll place the visualizations onto the dashboard. Watch as we align and adjust them for a clean, professional look!
Mojo Hotel Group - Part 1118:35
We finalize our dashboard by adding titles, subtitles, and a compelling narrative. Learn how to effectively present insights and drive strategic recommendations for leadership decisions!
Mojo Hotel Group - Part 123:27
Learn how to save your Excel dashboard as an image for easy sharing. Follow these steps to ensure a high-quality, non-transparent snapshot of your final project.
Conclusion3:27
Demonstrate how to export a polished dashboard as a shareable image by selecting objects, pasting as picture, and fixing transparency with white fills and borders. Build three distinct dashboards using data from different industries to complete the final project.

Understanding Power Pivot - Part 14:15
Get a quick overview of Excel Power Pivot! Learn how it helps you work with large datasets, build relationships, and create complex calculations. Understand where Power Pivot fits in and how it enhances your data analysis workflow.
Understanding Power Pivot - Part 27:31
Wondering which Excel versions support Power Pivot? Learn how to activate it and discover the key differences between Power Pivot and Pivot Tables. See why Power Pivot is a game-changer for handling large datasets and complex calculations!
Understanding Power Pivot - Part 35:23
Learn how to create Pivot Tables using Excel tables and the Power Pivot data model! See how to load data, work with external sources, and generate reports efficiently. Master the basics before diving into advanced Power Pivot features!
Importing Data into Power Pivot - Part 17:16
Explore the Power Pivot interface in Excel! Learn about key features like the Manage button, Data Model, KPIs, and Relationships. Understand how to load, model, and prepare data before creating Pivot Tables. Get a complete overview of Power Pivot’s ribbons, settings, and views!
Importing Data into Power Pivot - Part 23:46
Learn how Power Query and Power Pivot work together in Excel! Understand how Power Query fetches and transforms data from external sources, while Power Pivot helps with data modeling, relationships, and calculations. See how these tools complement each other to create powerful data visualizations using Pivot Tables, Pivot Charts, and Power BI!
Importing Data into Power Pivot - Part 37:07
See Power Query and Power Pivot in action! In this practical demo, learn how to load external data into Power Query, transform it (remove columns, change data types, calculate age, and round values), and then load it into Power Pivot for data modeling. Finally, watch how to create a Pivot Table in Excel to generate insightful reports!
Importing Data into Power Pivot - 46:34
Learn to import data from Access into Power Pivot, filter fields before and after import, and manage data efficiently.
Creating the Data Model - Part 17:40
Learn about Data Model Manager, tables, relationships, and data tables in Power Pivot. Understand how data models improve reporting and reduce redundancy.
Creating the Data Model - Part 27:58
Learn to design a data model using Power Pivot. Create relationships between tables to generate reports without merging data manually.
Creating the Data Model - Part 35:18
Learn to create relationships in Power Pivot. Use drag-and-drop or the "Create Relationship" tool to link tables for accurate reports.
Creating the Data Model - Part 46:59
Understanding relationships in Power Pivot: Learn how primary and foreign keys connect tables, enabling meaningful reports. Normalization reduces redundancy!
Understanding DAX Formulas - Part 14:51
Learn about DAX (Data Analysis Expressions) powers Power Pivot, enabling calculated columns & measures. Unlike Excel, DAX functions work on entire tables & relationships!
Understanding DAX Formulas - Part 26:24
Learn DAX syntax in Power Pivot! Understand how to write DAX formulas, use fully qualified column names, follow naming rules, and create calculated columns. Master DAX for Power BI, Power Pivot & Excel!
Understanding DAX Formulas - Part 39:23
Learn where to use DAX formulas in Power Pivot! Understand calculated columns, measures, and relationships between tables. See how to create and use them in Pivot Tables for dynamic data analysis.
Understanding DAX Formulas - Part 43:14
Understand DAX operators! Learn about arithmetic, comparison, logical, IN, and text concatenation operators used in DAX formulas. Get ready to apply them in calculated columns and measures effectively.
Using Calculations in Power Pivot - Part 15:03
Learn how to create calculated columns in Power Pivot using DAX formulas. Understand row-level calculations, text functions like LEFT, RIGHT, CONCATENATE, and SEARCH to derive new column values.
Using Calculations in Power Pivot - Part 28:32
In this module, we discuss creating calculated columns using text functions like LEFT, MID, RIGHT, CONCATENATE, and SEARCH to extract and manipulate data from existing columns in a table.
Using Calculations in Power Pivot - Part 39:05
Explore DAX measures in Power Pivot. Learn the difference between calculated columns and measures, how to create explicit and implicit measures, and how they dynamically generate values in a pivot table.
Using Calculations in Power Pivot - Part 46:39
Learn about Key Performance Indicators (KPIs) in Power Pivot. Understand how KPIs provide visual performance measures, and see how to create and use them to evaluate sales targets and employee performance.
Conditional Measures And Iterator Functions - Part 16:01
Learn how to use basic logical functions in DAX, such as IF, AND, OR, and ISBLANK. Understand how these functions can help you create calculated columns based on conditions, with practical examples like determining price remarks and mileage categories.
Conditional Measures And Iterator Functions - Part 24:53
In this module, learn how to use the AND, OR, and ISBLANK functions in DAX to enhance your data analysis. Explore practical examples like creating vehicle remarks based on conditions and handling missing data with ISBLANK. See how to use these logical functions in pivot tables for dynamic reporting.
Conditional Measures And Iterator Functions - Part 37:20
In this module, we explore the SWITCH function in DAX, which provides a simpler alternative to multiple nested IF statements. Learn how to use SWITCH to evaluate expressions and return specific results based on conditions, both with static values and more complex checks. Practical examples include creating weekday names from week numbers and categorizing delivery charges as low, medium, or high.
Conditional Measures And Iterator Functions - Part 47:47
In this module, we learn about iterator functions in DAX, such as SUMX and MAXX, which iterate through each row of a table to evaluate expressions and apply aggregations like sum, max, or min.
Conditional Measures And Iterator Functions - Part 55:00
In this module, we discuss the RANKX function, which ranks values in a table based on an expression. It offers options for ordering (ascending/descending) and handling ties (skip/dense).
Working with DAX Formulas - Part 19:25
Learn how to use filter functions like CALCULATE in Power Pivot to create dynamic measures, apply filters, and evaluate expressions based on specific conditions in this detailed tutorial.
Working with DAX Formulas - Part 27:05
In this module, we explore the FILTER function, which filters and returns a table based on specific conditions. Learn how it differs from CALCULATE and its impact on pivot table results.
Working with DAX Formulas - Part 37:40
In this module, we explore the ALL filter function, which removes any applied filters on a table or column, allowing you to calculate unfiltered totals. Learn how to use it in measures and pivot tables.
Working with DAX Formulas - Part 45:53
Learn about the RELATED function in Power BI to pull data from related tables. Understand how it works like VLOOKUP and integrates with table relationships for enriched data modeling.
Working with DAX Formulas - Part 54:27
Learn about the RELATEDTABLE function in Power BI to change context and evaluate table expressions with filters. Understand how it counts related rows based on table relationships.
Working with DAX Formulas - Part 63:06
Explore basic DAX date and time functions like DAY, MONTH, YEAR, HOUR, MINUTE, SECOND, and more. Learn how they help in time intelligence calculations for data analysis.
Working with DAX Formulas - Part 711:52
Learn how to create a date table in Power Pivot to work with DAX time intelligence functions. Understand its importance for calculating comparisons like sales over different periods.
Working with DAX Formulas - Part 810:49
In this module, we explore time intelligence functions in DAX, specifically the Year-to-Date (YTD), Quarter-to-Date (QTD), and Month-to-Date (MTD) functions. These functions help in calculating cumulative values for a given period, making it easier to analyze data across time.
Working with DAX Formulas - Part 96:12
In this module, we explore the Dates in Period function, which is another time intelligence function in DAX. This function allows you to create a table of dates starting from a specified start date and spanning a specified number of intervals, which can be in days, months, quarters, or years.
Working with DAX Formulas - Part 104:30
In this module, we delve into the Dates Between time intelligence function in DAX, which is used to filter and calculate values over a specified range of dates.
Working with DAX Formulas - Part 1111:35
This video explains why a date table is necessary for time intelligence functions.
Conclusion1:27
Develop your PowerPivot skills by reviewing data import from sources, data modeling with table relationships and hierarchies, and applying DAX for calculated columns, measures, iterator, filter functions, and time intelligence.

Data Validation - Part 16:34
This video explains the data validation feature in Excel.
Data Validation - Part 26:00
This video shows some examples of data validation to help build a practical understanding.
Data Validation - Part 311:49
This video improves one’s understanding of how data validation works.
Data Validation - Part 45:02
This video explains how to create a cascading list using data validation and INDIRECT function.
Advanced Filter - Part 19:15
This video shows how to use the advanced filter in Excel.
Advanced Filter - Part 210:03
This video explains how to work with more features of the advanced filter tool in Excel.
Advanced Filter - Part 34:25
This video shows how to apply the advanced filter using wildcard characters.
Advanced Filter - Part 48:52
This video shows how to apply the filter with complex criteria.
Advanced Filter - Part 58:12
This video shows how to use certain functions with advanced filter.
Custom Formatting - Part 17:01
This video shows number and text custom formatting.
Custom Formatting - Part 29:52
This video dives into different types of advanced custom formatting using numbers and texts.
Custom Formatting - Part 37:36
This video shows how to custom format dates.
Conditional Formatting - Part 16:50
This video provides an introduction to conditional formatting and how to do it based on text and duplicate values.
Conditional Formatting - Part 26:53
This video shows how to do conditional formatting on a numerical cell.
Conditional Formatting - Part 37:32
This video explains the different types of formatting that one can apply to cells based on conditions.
Conditional Formatting - Part 411:02
This video provides an understanding of conditional formatting based on complex rules.
What If Analysis - Part 19:44
This video provides an introduction to what-if analysis and how it works.
What If Analysis - Part 24:45
This video explains the goal seek tool in what-if analysis.
What If Analysis - Part 39:44
This provides a practical understanding of a scenario manager, which is another what-if analysis tool.

Introduction to DAX Engines - Part 12:07
This video provides an introduction to Data Analysis Expression or DAX in Power BI and discusses some of the prerequisites for the course.
Introduction to DAX Engines - Part 28:19
This video explains the meaning and importance of different basic Power BI concepts, like data tables, lookup tables, the primary key, and cardinality.
Introduction to DAX Engines - Part 34:03
This video provides an understanding of filter flow.
Introduction to DAX Engines - Part 412:27
This video dives into DAX operators, for example, arithmetic and logical operators.
Introduction to DAX Engines - Part 54:14
This video explains DAX engines, which are the formula engine and the storage engine.
Introduction to DAX Engines - Part 69:53
This video explains the two storage engines — VertiPaq engine and DirectQuery.
Introduction to DAX Engines - Part 74:15
This video talks about VertiPaq compression and encoding methodology.
Introduction to DAX Engines - Part 86:31
This video provides a clear idea of hash encoding or dictionary encoding and run length encoding.
Introduction to DAX Engines - Part 96:28
This video explains VertiPaq relationships with the help of an example to help build practical knowledge.
DAX Best Practices - Part 17:23
This video shows some of the frequently used DAX shortcuts that individuals can utilize to save time.
DAX Best Practices - Part 211:21
This video explains the DAX evaluation order.
DAX Best Practices - Part 317:00
This video shows how to create and utilize DAX variables.
DAX Best Practices - Part 47:40
This video provides detailed knowledge of DAX error handling.
Scalar Functions - Part 19:02
This video explains scalar functions in Power BI and provides a practical understanding of aggregation functions.
Scalar Functions - Part 28:35
This video provides a practical understanding of rounding functions.
Scalar Functions - Part 33:39
This video explains information functions in Power BI.
Scalar Functions - Part 44:19
This video dives into conversion functions, which convert the format of any value’s data type to another format.
Scalar Functions - Part 57:00
This video provides a comprehensive understanding of some basic logical functions.
Scalar Functions - Part 67:01
This video talks about the COALESCE function.
Advanced Calculate - Part 16:57
This video dives into the CALCULATE function.
Advanced Calculate - Part 26:58
This video explains the concept of context transition with regard to calculated columns.
Advanced Calculate - Part 314:20
This video provides a practical understanding of the CALCULATE function’s evaluation order.
Advanced Calculate - Part 49:10
Explore the calculate modifier and how its filters shape filter context, including all, all selected, all no blank row, all except, and remove filter.
Advanced Calculate - Part 56:42
This video discusses KEEPFILTERS, which is a CALCULATE modifier.
Table & Filter Functions - Part 13:26
This video dives into table and filter functions.
Table & Filter Functions - Part 29:04
This video provides a clear understanding of calculated tables
Table & Filter Functions - Part 39:22
This video explains the VALUES function.
Table & Filter Functions - Part 46:10
This video dives into the filtering tables category and discusses the SELECTEDVALUE function.
Table & Filter Functions - Part 54:27
This video provides a practical understanding of the ALLEXCEPT function.
Table & Filter Functions - Part 64:56
This video helps explain the ALLSELECTED column.
Table & Filter Functions - Part 75:28
This video dives into table manipulation functions and gives an idea of the SELECTCOLUMN function.
Table & Filter Functions - Part 88:45
This video explains ADDCOLUMNS and SUMMARIZE functions.
Table & Filter Functions - Part 99:40
This video explains the ROW function.
Table & Filter Functions - Part 105:33
This video provides a practical understanding of the table constructor.
Calculated Table Joins - Part 17:18
This video explains calculated table joins.
Calculated Table Joins - Part 24:16
This video explains the UNION function.
Calculated Table Joins - Part 34:42
This video helps build practical knowledge of the EXCEPT function.
Relationship Functions - Part 15:13
This video provides an introduction to relationship functions in Power BI.
Relationship Functions - Part 27:12
This video discusses the RELATED function.
Relationship Functions - Part 35:16
Use the related table function to convert row context to filter context and perform aggregates like count rows, sum, and average across related tables in Power BI.
Relationship Functions - Part 410:49
This video explains the USERELATIONSHIP function.
Relationship Functions - Part 59:15
This video explains the CROSSFILTER function with an example.
Relationship Functions - Part 610:33
This video explains the TREATAS function.
Iterator Functions - Part 13:24
This video dives into ITERATOR functions.
Iterator Functions - Part 24:11
This video explains ITERATOR cardinality.
Iterator Functions - Part 37:52
This video provides a practical understanding of the CONCATENATEX function.
Iterator Functions - Part 410:05
This video explains the AVERAGEX function.
Iterator Functions - Part 56:09
This video provides a clear understanding of the RANKX function.
Advanced Time Intelligence Functions - Part 17:47
This video provides an introduction to time Intelligence functions.
Advanced Time Intelligence Functions - Part 24:57
This video explains the date table requirements.
Advanced Time Intelligence Functions - Part 34:36
This video explains the CALENDAR function.
Advanced Time Intelligence Functions - Part 47:10
This video explains the CALENDARAUTO function.
Advanced Time Intelligence Functions - Part 56:16
This video explains how to build a reusable data table.
Advanced Time Intelligence Functions - Part 610:09
This video provides a practical understanding of date formatting.
Advanced Time Intelligence Functions - Part 79:01
This video explains commonly used time intelligence functions.
Advanced Time Intelligence Functions - Part 85:39
This video explains the PREVIOUSQUARTER function.
Advanced Time Intelligence Functions - Part 94:14
This video explains the SAMEPERIODLASTYEAR function.
Advanced Time Intelligence Functions - Part 106:01
This video explains week-based calculations.
Advanced Time Intelligence Functions - Part 115:25
This video explains the process of calculating performance for the previous fiscal week.
Advanced Time Intelligence Functions - Part 128:09
This video explains the DAX pattern that one may utilize to calculate YTD and MTD.
Advanced Time Intelligence Functions - Part 139:30
This video explains how to use the previous year's parallel period functions in the fiscal calendar.
Conclusion1:18
Consolidate your advanced DAX knowledge by reviewing scalar functions, advanced calculate functions, table and filter functions, calculated table joins, relationship functions, iterative functions, and advanced time intelligence in Power BI.

Requirements

Basic familiarity with Microsoft Excel is helpful
No prior Power Pivot or DAX experience required
Microsoft Excel installed on your system
Interest in dashboards, analytics, reporting, and business intelligence workflows

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.

Who this course is for:

Finance professionals and reporting analysts
Excel users interested in dashboarding and analytics
Accountants aiming to streamline data workflows and automate reporting processes
Professionals interested in Power Pivot and DAX
Working professionals looking to improve analytical reporting skills
Anyone interested in dashboards, reporting, and business intelligence workflows

Data Skills for Finance Professionals

What you'll learn

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Course content

Advanced Excel Dashboard Masterclass63 lectures • 8hr 13min

Power Pivot Masterclass36 lectures • 3hr 58min

Data Analysis in Excel19 lectures • 2hr 31min

Advanced DAX in Power BI62 lectures • 7hr 19min

Requirements

Description

Who this course is for: