Course Overview
- Course Title: Data Skills for Finance Professionals
- Instructor: Excel Mojo
- Target Audience:
- Finance professionals (accountants, analysts, controllers, FP&A)
- Excel users seeking advanced data analysis and financial modeling skills
- Beginners to intermediate learners in Power BI and Power Pivot
- Prerequisites:
- Basic familiarity with Microsoft Excel
- Access to Excel (2016 or later) and Power BI Desktop
- No prior DAX or Power Pivot experience required
Curriculum Highlights
- Key Topics Covered:
- Advanced Excel Dashboards (interactive controls, dynamic charts, professional formatting)
- Power Pivot in Excel (data modeling, relationships, DAX fundamentals)
- Data Analysis Tools (validation, advanced filtering, conditional formatting, what-if analysis)
- Advanced DAX in Power BI (CALCULATE, FILTER, time intelligence, fiscal reporting)
- Financial Scenario Modeling (forecasting, KPI tracking, budgeting)
- Key Skills Learned:
- Build interactive financial dashboards in Excel
- Write DAX measures for complex calculations (YTD, YoY, moving averages)
- Clean and validate financial data for accuracy
- Apply time intelligence functions for fiscal reporting
- Optimize large datasets using Power Pivot and Power BI
Course Format
- Duration: 22 hours on-demand video
- Format: Self-paced online course (lifetime access)
- Resources:
- 20 downloadable files (templates, datasets, exercises)
- Hands-on projects (dashboard builds, DAX practice)
- Certificate of completion
- Mobile/TV access
Technical Requirements
- Software: Microsoft Excel (2016+), Power BI Desktop
- Hardware: Laptop/desktop with stable internet
- Extras: None (no paid tools required)