The Wall Street Oasis


40+ Lessons, Step-by-step Exercises, 4 hours of video lessons

To Help you Thrive in the Most Prestigious Jobs on Wall Street...


Introduction and Setup (6 video lessons)

In this module, we use 6 video lessons to explain the key components and best practices when creating an Excel dashboard. This includes a step-by-step walkthrough of a company sales dataset and an explanation of important metrics pertinent to our case study.

KPI Squares and Speedometer Charts (7 video lessons)

In this module, we use 7 video lessons to provide a walkthrough on how to modify our dataset to create several key charts and indicators in our Excel dashboard. We wrap up this module by exploring Combo Charts, an efficient and dynamic way of comparing data.

Using COUNTIF and Dynamic Charts (6 video lessons)

In this module, we use 8 video lessons to expand upon the charts we created in previous modules by adding Dynamic Charts and Net Promoter Score (among other topics). This module also includes a tutorial on how we can use dynamic coding to make our data malleable and conditional formatting to provide visually appealing dashboards.

Drawing Conclusions (2 video lessons)

In this module, we use 2 video lessons to tie together the different charts we have created in previous modules, using the dashboard to provide conclusive data that can be presented. We wrap things up by offering several tips to continue improving on your Excel Dashboards.

Power BI Overview (5 video lessons)

In this module, we use 5 video lessons to dive into Power BI, a tool that provides additional customization and filters that are not available in Excel. This includes a brief overview of Power BI functionality, customizable slicers, and automatable data linking and sorting.

Basic Charts (5 video lessons)

In this module, we use 5 video lessons to explore column charts, pie charts, and bar charts and how to fully use Power BI to create dynamic visualizations. We wrap up this module by learning how to use slicers to control interactions between different charts.

Advanced Visualizations (7 video lessons)

In this module, we use 7 video lessons to dive deeper into more advanced visualizations such as Filled Map Visualizations, Scatter Plots, and Funnel Charts. This module also includes a step-by-step walkthrough on how to create these visualizations.

Power BI Online (2 video lessons)

In this module, we use 2 video lessons to explore the special features of Power BI online such as interconnectivity with clients. We wrap up this module by exploring insights and correlations that Power BI is able to autonomously generate using your data.

WSO Excel Dashboards & Power BI Course - Video Preview

Grid items
Creating a Dynamic Chart with a Spin Button
Creating a Pie Chart
Creating KPI Squares

Course Summary - Table of Contents

Below you will find a list of the modules and lessons included in this course.

Our students have landed and thrived at positions across all top Wall Street firms, including:

Get the Excel Dashboards & Power BI Course Certification

After completing the course, all students will be granted the WSO Excel Dashboards and Power BI Certification.   Use this certificate as a signal to employers that you have the technical Excel and Power BI skills to immediately add value to your team. 

Demonstrate that you have put in the work outside of university courses to make yourself more efficient and master the most critical program for success in finance careers.  Easily share to LinkedIn and other social media sites to highlight your skills and strengthen your profile as a candidate.

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What You Get


WSO Excel Dashboards & Power BI Course

40+ video lessons across 9 Modules taught by an expert Big 4 Auditor with a CPA...


Comprehensive Capstone Case Study

Gain realistic practice drilling the concepts taught in the course so that you can apply them to the real world.


24 Months of Unlimited Elite Support from Actual Finance Pros

Have a technical question? Easily drop a comment into any lesson and get a response from a pro within 48hrs.


6 Months of FREE Access to Macabacus

Full access to this Excel plug-in that makes financial modeling even easier, including tools for PowerPoint and Word.





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Your investment is protected by our 12-Month Risk-Free Guarantee. If, for any reason, you don't think the WSO Excel Dashboards & Power BI is right for you, just send us an email, and we'll refund every penny. No questions asked. In short, you get a great return on your investment, or you get your money back. It's that simple.