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 dashboardsCreate compelling visualizationsAnalyze business and financial dataWork with Power Pivot and DAXCreate interactive reportsApply dashboard storytelling principlesBuild data models and relationshipsWork with Power BI concepts and workflowsThe 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 principlesData storytellingChart selection techniquesVisual hierarchyKPI communicationYou’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 conceptsAdditionally, 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 cardsLine chartsBar chartsDoughnut chartsCombo chartsMapsSlicersFiltersForm controlsDynamic highlightsTrend analysis workflowsStorytelling-driven dashboardsInteractive reporting experiencesThe course also includes extensive training in Power Pivot and data modeling concepts.You’ll learn:Power Pivot fundamentalsData modelsRelationshipsImporting external dataPivot Tables with data modelsPower Query integrationcalculated columnsMeasuresKPIsData preparation workflowsAs 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 enginesVertiPaq conceptsFilter flowEvaluation orderVariablesError handlingContext transitionKEEPFILTERSTable functionsRelationship functionsIterator functionsAdvanced time intelligence calculationsBesides dashboards and DAX, the program also covers several advanced Excel analytical tools and reporting workflows.You’ll learn:Data validationAdvanced filtersCustom formattingConditional formattingWhat-If AnalysisGoal SeekScenario ManagerThe 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 ToBuild professional dashboards and analytical reports confidentlyApply data visualization and dashboard storytelling principles effectivelyCreate interactive reporting workflows and KPI dashboardsWork with Power Pivot, data models, and relationshipsBuild DAX calculations and analytical reporting workflowsApply time intelligence and filter-based calculations in reporting scenariosAnalyze business and financial data using practical dashboard techniquesDevelop stronger business intelligence and reporting capabilities for finance environmentsWhat Makes This Course DifferentCombines dashboarding, data visualization, Power Pivot, DAX, and reporting workflows in one programIncludes multiple hands-on dashboard projects and analytical business scenariosStrong focus on dashboard storytelling and visualization best practicesCovers both Excel analytics and business intelligence conceptsIncludes practical DAX, Power Pivot, and analytical workflow trainingEmphasizes finance-oriented reporting and dashboarding environmentsFollows a structured learning path from dashboarding fundamentals to advanced analytical and business intelligence conceptsAbout the Course DirectorThe 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.