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Excel Dashboards and Power BI

Master the art of creating dynamic dashboards and using Power BI to transform raw data into actionable insights. Learn to design visually stunning, interactive dashboards for impactful decision-making.

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Access all courses starting at $25/month.

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3 hrs 44 mins

📖

41 Lessons

🎓

6.0 NASBA CPE Credits

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Language: English

This course empowers you to create professional dashboards in Excel and harness the advanced capabilities of Power BI. Using real-world case studies, you’ll design dynamic and interactive dashboards that focus on key performance metrics. You’ll also learn to navigate Power BI, Microsoft’s powerful business intelligence tool, to drill deeper into your data and uncover meaningful insights.

By the end of this course, you’ll have the skills to turn complex data into clear, impactful visuals that support strategic decision-making. 

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In this course, you'll learn...

✅  Key components of effective dashboards, including focusing on critical metrics like sales, gross profit, and margins. 

✅  How to create dynamic and visually appealing dashboards in Excel. 

✅  Techniques for designing interactive dashboards with slicers and dynamic charts. 

✅  Best practices for visualizing data to highlight trends and insights. 

✅  How to use Power BI to create advanced, interactive dashboards and reports. 

✅  Strategies to connect, clean, and analyze data from multiple sources in Power BI. 

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How you'll apply these skills...

  • Build professional dashboards that highlight key metrics and drive better decision-making. 
  • Turn complex data into visual insights with tools like PivotTables, slicers, and Power BI visualizations. 
  • Impress stakeholders with visually stunning dashboards that are easy to interpret. 
  • Improve efficiency by automating data refreshes and updates with Power BI. 
  • Enable your team to explore and analyze data through interactive dashboards.
  • Stay competitive by mastering tools that are critical for data-driven roles.

Additional Info

📝  Format
      3-6 minute videos, 6 quizzes, and a final exam

🖥️  Field of Study
      Computer Software & App

💼  CPEs
      6.0

📋  Prerequisites
      You should have an intermediate knowledge of Excel (e.g. IF statements, VLOOKUP, COUNTIFS, etc.). If you are not comfortable with Excel, we recommend taking our Microsoft Excel Bootcamp.

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Access all courses starting at $25/month.

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Copyright © 2025 Wisdify, Inc. All Rights Reserved. Wisdify, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Corey

Corey is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Corey is a big believer in the power of online learning and community with 15 years of finance and accounting experience.

Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.

Joe

Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.

 

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.