This course provides a practical and industry-focused introduction to transforming financial data into clear, interactive, and decision-ready insights. Through hands-on training in Power BI and Tableau, learners master how to visualize performance trends, analyze key financial metrics, and build dashboards that support corporate finance, investment analysis, and risk management. The program emphasizes modern analytics techniques—including time-series modeling, scenario testing, and automation—using real-world data and cloud-integrated workflows. Designed for analysts, portfolio managers, and finance professionals, this course equips participants with the technical and strategic skills needed to interpret complex financial information and communicate insights with clarity in today’s fast-moving, data-driven markets.
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Skills & learning objectives
There are 10 modules in this class
- IntroductionUnlock this class to watch42s
- Comparing Power BI and Tableau for Financial AnalyticsUnlock this class to watch2m 37s
- Principles of Effective Financial StorytellingUnlock this class to watch2m 55s
- Key Financial Metrics and KPIsUnlock this class to watch2m 51s
- Narrative Visualization: Turning Data into DecisionsUnlock this class to watch2m 22s
- Case Study: Basic Financial Dashboard ComparisonUnlock this class to watch2m 27s
- Data Sources in Finance (Internal, Market, Alternative)Unlock this class to watch2m 29s
- Data Cleaning Techniques for Noisy Financial DataUnlock this class to watch2m 31s
- Data Transformation Tools for Finance-Specific StructuresUnlock this class to watch2m 41s
- Handling Time Series and Panel DataUnlock this class to watch2m 43s
- Integration with Databases and APIs (including Bloomberg, Refinitiv, TradingView, MT5)Unlock this class to watch1m 49s
- Building Financial Data ModelsUnlock this class to watch2m 20s
- Data Ethics, Privacy, and Regulatory Sensitivity in FinanceUnlock this class to watch2m 6s
- Case Study: Structuring a Corporate DatasetUnlock this class to watch2m 27s
- Practical Exercise: Prepare a Financial DatasetUnlock this class to watch1m 53s
- Mapping BCBS 239 Principles to BI DashboardsUnlock this class to watch2m 30s
- Power BI Row-Level Security (Static & Dynamic Roles, Testing Lab)Unlock this class to watch2m 20s
- Tableau Governance Framework (Certified Sources, Project Hierarchy, Blueprint)Unlock this class to watch2m 52s
- BCBS 239 Governance Checklist (Audit-Ready Controls)Unlock this class to watch2m 47s
- Power BI Interface and WorkflowUnlock this class to watch1m 51s
- Building Financial DashboardsUnlock this class to watch48s
- DAX for Financial CalculationsUnlock this class to watch49s
- Time Intelligence in Power BI (Rolling Averages, YTD, CAGR)Unlock this class to watch41s
- Star Schema Modeling, Query Folding & Performance OptimizationUnlock this class to watch58s
- Incremental Refresh & Partitioning LabUnlock this class to watch50s
- Custom Visuals in Power BI for FinanceUnlock this class to watch1m 4s
- Data Security and Access Controls in Power BIUnlock this class to watch54s
- Case Study: Portfolio Performance DashboardUnlock this class to watch1m 28s
- Practical Exercise: Build a Power BI DashboardUnlock this class to watch2m 2s
- Tableau Interface and Data ConnectionsUnlock this class to watch1m 27s
- Designing Financial DashboardsUnlock this class to watch1m 26s
- Calculated Fields and Financial RatiosUnlock this class to watch1m 33s
- Time Series and Trend Analysis in TableauUnlock this class to watch2m 34s
- Performance Recording & Bottleneck DiagnosisUnlock this class to watch2m 20s
- Interactive Storytelling and Presentation in TableauUnlock this class to watch2m
- Case Study: Risk and Return DashboardUnlock this class to watch1m 51s
- Practical Exercise: Build a Tableau DashboardUnlock this class to watch1m 46s
- Visualizing Time Series and Market TrendsUnlock this class to watch2m 40s
- Heatmaps and Correlation Matrices for Financial DataUnlock this class to watch2m 7s
- Treemaps and Composition Visuals (Sector, Portfolio Allocation)Unlock this class to watch1m 38s
- Scenario and Sensitivity Analysis DashboardsUnlock this class to watch2m 23s
- Forecasting with Built-In Tools (Power BI / Tableau Forecast Models)Unlock this class to watch1m 32s
- Combining Python/R with BI Tools for Advanced Finance ModelsUnlock this class to watch1m 25s
- Interactive Drill-Downs and Story-Driven AnalysisUnlock this class to watch1m 11s
- Accessibility and Design Ethics in DashboardsUnlock this class to watch1m 12s
- Case Study: Market Trend DashboardUnlock this class to watch1m 25s
- Practical Exercise: Advanced VisualizationUnlock this class to watch1m 47s
- Financial Statement Visualization (P&L, Balance Sheet, Cash Flow)Unlock this class to watch2m 37s
- Capital Budgeting and Valuation DashboardsUnlock this class to watch2m 42s
- Portfolio Performance Tracking and AttributionUnlock this class to watch2m 43s
- Risk Metrics and Stress Testing DashboardsUnlock this class to watch2m 16s
- ESG and Factor Analysis in BI ToolsUnlock this class to watch1m 53s
- Case Study: Hedge Fund Reporting SystemUnlock this class to watch2m 6s
- Practical Exercise: Corporate Finance DashboardUnlock this class to watch1m 54s
- Automated Data Refresh and Scheduled UpdatesUnlock this class to watch2m 25s
- Real-Time Market Monitoring (APIs & Cloud Feeds)Unlock this class to watch1m 51s
- BI DevOps & Deployment PipelinesUnlock this class to watch1m 45s
- Refresh Strategy, SLA Templates & AlertingUnlock this class to watch1m 53s
- AI in BI: Copilot, Tableau Pulse, Einstein Discovery (with Guardrails)Unlock this class to watch1m 57s
- Vendor Data Caution: Bloomberg, Refinitiv Redistribution RulesUnlock this class to watch1m 36s
- Integration with Cloud Platforms (Azure, AWS, Google Cloud)Unlock this class to watch2m 13s
- Governance, Compliance, and Secure ReportingUnlock this class to watch1m 42s
- Automating Financial Reporting WorkflowsUnlock this class to watch1m 24s
- Capstone Project: Build a Full Financial Analytics DashboardUnlock this class to watch1m 32s
- Emerging Trends in Financial BI (AI, NLP, Predictive Dashboards)Unlock this class to watch1m 16s
- Best Practices for Scalable and Sustainable BI WorkflowsUnlock this class to watch1m 23s
- Capstone Dashboard Presentation (Individual or Team)Unlock this class to watch3m 58s
- Multiple-Choice & Case-Based AssessmentUnlock this class to watch1m 42s
- KPI Reconciliation & Audit Trail TestingUnlock this class to watch2m 10s
- Final Project Report SubmissionUnlock this class to watch2m 2s
- Feedback and Continuous Learning PathwaysUnlock this class to watch2m 4s
- ClosingUnlock this class to watch1m
This class is part of the following certifications
Certificate in AI-Powered Financial Analysis (CAFA)
56 ClassesUnlimited interactive exercises
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ClassFAQs
The course aims to teach learners how to transform raw financial data into decision-ready dashboards using Power BI and Tableau, with strong emphasis on modeling, governance, KPIs, forecasting, and institutional reporting standards.
The course is designed for finance professionals, analysts, BI developers, and students seeking to build professional-grade dashboards for capital markets, corporate finance, and portfolio analytics.
The modules cover data sourcing, cleaning, ETL workflows, time-series modeling, star-schema design, privacy rules, BCBS-239 alignment, row-level security, audit trails, and certified financial data structures.
Learners build dashboards, use DAX and calculated fields, apply time-intelligence functions, optimize large datasets, integrate APIs and market data feeds, and develop KPI-driven visualizations for P&L, portfolios, and risk analytics.
Learners will conduct forecasting, sensitivity and scenario analysis, build correlation and heatmap visuals, implement cloud refresh pipelines, apply AI-assisted BI tools, and deliver a full institutional-grade financial dashboard with auditability.
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