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Excel to Power BI Analyst Bundle: Dashboards & Analytics
Rating: 4.0 out of 5(15 ratings)
547 students

Excel to Power BI Analyst Bundle: Dashboards & Analytics

Learn dashboards, data storytelling, Excel analytics, Power BI, DAX, KPI reporting, and business intelligence workflows
Created byExcel Mojo
Last updated 5/2026
English

What you'll learn

  • Build interactive dashboards and analytical reports using Excel and Power BI
  • Learn dashboard storytelling, KPI reporting, and visualization best practices
  • Understand dashboard design principles, visual hierarchy, and analytical communication workflows
  • Work on multiple real-world dashboard and reporting projects
  • Create charts, trend visuals, treemaps, maps, scatter charts, and decomposition trees
  • Build Power BI reports, dashboards, filters, slicers, and interactive visualizations
  • Learn Power Pivot, data models, relationships, and analytical reporting workflows
  • Understand DAX formulas, measures, iterator functions, filter functions, and reporting calculations
  • Work with functions like CALCULATE, FILTER, ALL, RELATED, SUMX, MAXX, and RANKX
  • Understand advanced analytical concepts including filter flow, evaluation order, context transition, VertiPaq, and DirectQuery

Course content

5 sections • 217 lectures • 27h 9m 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

    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

    Discover why data visualization matters! Learn how visuals simplify complex data, reveal patterns, and enhance decision-making. See firsthand how charts improve understanding compared to raw data.

  • 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.

  • 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.

  • Share Your Learning Experience0:53
  • 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 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.


  • Conclusion1:30

Requirements

  • A stable internet connection
  • A device that allows individuals to access the course videos
  • MS Excel
  • Power BI

Description

Modern analysts are expected to do far more than simply organize spreadsheets.

Today’s business environments require professionals who can analyze data, build dashboards, communicate insights clearly, and transform raw information into meaningful business decisions.

That’s exactly what this program is designed to help you do.

Welcome to the Excel to Power BI Analyst Bundle by ExcelMojo. This is a practical, project-based analytics and dashboarding program, which includes 5 specialized courses. We have designed it to help you build real-world reporting, visualization, dashboarding, and business intelligence skills using Microsoft Excel, Power BI, Power Pivot, and DAX.

Unlike traditional spreadsheet courses that focus only on formulas and tools, this program focuses heavily on analytical thinking, dashboard storytelling, visualization techniques, reporting workflows, and practical business intelligence applications.

The program begins with dashboarding fundamentals, where you’ll learn how to design effective dashboards for communicating insights clearly and supporting better business decision-making.

You’ll explore:

  • Dashboard design principles

  • Visual hierarchy

  • KPI communication

  • Dashboard storytelling

  • Chart selection

  • Layout design

  • Exploratory vs. explanatory dashboards

  • Audience-focused reporting

  • Business presentation workflows

As the program progresses, you’ll work on multiple real-world dashboard projects designed to simulate practical business analysis scenarios.

These projects include:

  • Mojo Music

  • Mojo Career

  • Mojo Toys

  • Mojo Hotel Group

Through these hands-on projects, you’ll learn how to:

  • Organize and analyze business data

  • Build interactive dashboards

  • Create KPI-driven reports

  • Develop analytical workflows

  • Improve dashboard usability

  • Communicate insights visually

  • Build reporting solutions for practical business scenarios

The program also includes Microsoft Power BI training, where you’ll learn how to:

  • Build interactive reports

  • Create dashboards

  • Work with slicers and filters

  • Build visualizations

  • Create analytical reports

  • Develop mobile dashboards

  • Publish reports

  • Create themes and custom visuals

  • Work with matrix visuals, maps, treemaps, scatter charts, and decomposition trees

You’ll also learn Power Pivot and DAX workflows used in modern business intelligence reporting.

The course covers:

  • Data models

  • Relationships

  • Calculated columns

  • Measures

  • Iterator functions

  • Filter functions

  • Analytical calculations

  • KPI reporting workflows

  • Time intelligence concepts

  • Reporting calculations

  • Business intelligence analysis

You’ll work with practical DAX functions, including:

  • CALCULATE

  • FILTER

  • ALL

  • RELATED

  • RELATEDTABLE

  • SUMX

  • MAXX

  • RANKX

  • YTD

  • QTD

  • MTD calculations

The program also introduces advanced analytical workflows, including:

  • Filter flow

  • Evaluation order

  • Context transition

  • VertiPaq concepts

  • DirectQuery concepts

  • Advanced DAX calculations

  • Advanced reporting workflows

Throughout the program, the focus remains heavily practical.

You’ll work through structured demonstrations, dashboard projects, reporting exercises, business intelligence scenarios, and hands-on analytical workflows designed to help you build practical analyst skills that can be applied in real-world business environments.

Whether you are a student, aspiring data analyst, reporting professional, MIS executive, business analyst, or accountant, this program is for you.

It is also ideal for Excel users transitioning into Power BI and professionals strengthening dashboarding and reporting skills. This program helps you develop practical analytics, dashboarding, and business intelligence skills using industry-relevant tools and workflows.

By the End of This Course, You Will Be Able To

  • Build professional dashboards and interactive analytical reports

  • Analyze and communicate business insights more effectively

  • Create KPI-driven reports and dashboard workflows

  • Build interactive Power BI reports and business intelligence dashboards

  • Apply dashboard storytelling and visualization best practices

  • Work with Power Pivot, data models, and DAX calculations confidently

  • Develop practical reporting and analytics workflows using Excel and Power BI

  • Build stronger dashboarding, visualization, and analytical skills for career growth

What Makes This Course Different

  • Focuses heavily on dashboards, reporting, and analytical storytelling instead of only tools and formulas

  • Includes multiple real-world dashboard and reporting projects

  • Combines Excel, Power BI, Power Pivot, and DAX into one structured analyst-focused learning program

  • Covers both dashboard design principles and technical implementation workflows

  • Emphasizes practical business intelligence and analytical communication skills

  • Includes hands-on reporting scenarios and project-based learning workflows

  • Designed to help learners transition from spreadsheet reporting to modern dashboarding and analytics workflows

About the Course Director

This course is designed and guided by Dheeraj Vaidya, CFA, FRM, Co-Founder of WallStreetMojo and ExcelMojo, with extensive experience in finance training and professional learning programs.

Dheeraj is an IIT and IIM alumnus and has previously worked with organizations such as JPMorgan and CLSA as an analyst. Over the years, he has helped more than 100,000 learners around the world through structured and industry-focused training programs.

As the course director, he focuses on building practical, structured, and application-oriented learning experiences with the aim of helping learners develop real-world analytical, reporting, and dashboarding skills.

Who this course is for:

  • Aspiring data analysts and business intelligence professionals
  • Excel users looking to transition into Power BI and dashboard workflows
  • Analysts, accountants, MIS professionals, and reporting professionals
  • Anyone looking to upskill for roles in data analysis and business intelligence
  • Students interested in analytics, reporting, and dashboarding
  • Working professionals looking to improve dashboarding and analytical reporting skills
  • Anyone interested in learning practical dashboarding and business intelligence workflows
  • Beginners and intermediate users wanting to master Excel and Power BI

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