Data Skills for Finance Professionals

Posted on: 8th September 2026

Instructor: N/A • Language: N/A

Master data skills for finance: build dashboards, use Power Pivot and DAX, and create business intelligence reports.

Description

Finance professionals are increasingly expected to analyze data and build reports, but moving beyond basic Excel to create professional dashboards and BI workflows can be a significant challenge. This course stood out because it provides a comprehensive, project-based guide to data skills for finance, covering dashboards, Power Pivot, DAX, and Power BI.

This Course Offers

  • A complete foundation in dashboard design and data visualization: You will learn to build professional dashboards, apply design principles, and use storytelling to communicate insights effectively.
  • Practical skills in Power Pivot and DAX: You will learn to create data models, build relationships, and write DAX calculations including CALCULATE, FILTER, and time intelligence functions.
  • Knowledge of advanced Excel and business intelligence tools: You will learn to use Power Query, What-If Analysis, and other advanced Excel tools for analytical reporting.
  • Hands-on experience with real-world projects: You will work on multiple projects, including sales and hotel performance dashboards, applying your skills to practical business scenarios.

Why We Love This Course

  1. It is tailored for finance and reporting professionals. The course focuses on the specific analytical and reporting needs of finance roles. You can tell it is designed to give you practical, job-ready skills.
  2. It is highly practical and project-based. The course emphasizes building real dashboards and reports through hands-on projects. This focus ensures you can apply what you learn immediately.
  3. It covers a comprehensive range of modern tools. The course covers Excel, Power Pivot, DAX, and Power BI concepts. This breadth ensures you have a versatile skillset.
  4. It is designed with industry relevance in mind. The course structure has been overseen by a CFA and FRM charterholder, ensuring the content is practical and industry-oriented.

Data skills are essential for modern finance professionals. This course provides a clear, practical, and comprehensive path to mastering them, and it is backed by a money-back guarantee if it does not meet your expectations.

Course Eligibility

  • This course is perfect for finance professionals and reporting analysts who want to build practical data skills.
  • It is ideal for Excel users interested in dashboarding and analytics, and for accountants aiming to streamline data workflows.
  • The course is also great for professionals interested in Power Pivot, DAX, and business intelligence workflows.

Course Requirements

  • Basic familiarity with Microsoft Excel is helpful to start this course.
  • No prior Power Pivot or DAX experience is required.
  • Microsoft Excel installed on your system is needed to follow the hands-on exercises.

Interested in exploring more lessons? Check out our full course library to continue building your skills and advancing your learning journey.

Price: Free

Data Skills for Finance Professionals | Jobdockets