Category
Reporting Analytics
A complete learning path from zero to job-ready Reporting & Analytics Specialist.
All learning pathsThis is a complete learning path — nine topics that take you from "I make messy spreadsheets" to "I design, automate, and deliver professional reports and dashboards that executives actually use." Everything is taught from zero, in a deliberate order, with practice after every topic and a mini project to cement each skill.
You do not need a technical background to start. You only need attention to detail and the discipline to do the practice. Roughly 12–14 weeks at a few hours a day gets you through the whole path and into a portfolio worth showing employers.
How to use this path
Start with the roadmap, then follow the topics in order — each one builds directly on the previous.
- Reporting Fundamentals — what reporting is, types of reports, audience-first design
- Report Types — operational, tactical, strategic, compliance, financial
- Report Design — layout, visual hierarchy, typography, grid systems
- Automated Reporting — Excel automation, Power BI scheduled refresh, subscriptions
- Advanced Excel — INDEX-MATCH, XLOOKUP, dynamic arrays, Power Query
- SQL for Reporting — aggregations, window functions, pivoting, views
- Executive Dashboards — KPI selection, drill-through, mobile, governance
- Report Automation — scheduling, distribution, paginated reports, versioning
- Career Preparation — certifications, portfolio, interview prep
Skills you'll build
- Tools: Excel (advanced), Power BI, SQL, SSRS, paginated reports
- Concepts: report design, automation, data formatting, executive communication
- Work habits: audience-first design, reproducible reports, version control
What you'll build
- An automated Excel report template
- A Power BI paginated report
- An executive dashboard with drill-through
- A SQL-based report view
- A report automation pipeline
Who this is for
- Professionals who build reports manually and want to automate
- Data analysts who want to specialize in reporting and distribution
- Anyone who presents data to leadership and wants to do it professionally
No experience required. If you can use Excel and want to build better reports, you are ready for Topic 1.
Learning philosophy
Four rules keep the path effective. Audience over data — a report exists to serve a reader, not to show off your skills. Automation over repetition — if you do it twice, script it. Design over decoration — every element must earn its space. Consistency over heroics — sustainable reporting beats one-time masterpieces. Follow those rules and the path ends with a portfolio of professional, automated reports.
Suggested order
Complete Business Intelligence first for the best foundation — many topics here build on it.
Roadmap overview
Reporting Analytics Roadmap
The complete learning path overview — follow these phases in order.
View the roadmapFundamentals
4 lessons- Lesson 1
Reporting Fundamentals
Learn what reporting really means, how it differs from analysis and analytics, and the vocabulary every report builder must know.
Sep 9, 2026· 1 Week· Beginner - Lesson 2
Types of Reports (Operational, Strategic, Tactical)
Explore every major report type — from daily operational snapshots to annual board packs — and learn the structure and content each one demands.
Sep 9, 2026· 1-2 Weeks· Beginner - Lesson 3
Report Design & Layout
Master the principles of layout, visual hierarchy, typography and grid systems that make reports scannable, professional and effective.
Sep 9, 2026· 1-2 Weeks· Intermediate - Lesson 4
Phase 1 Exam — Reporting & Analytics Fundamentals
The cumulative exam for Phase 1: what reporting is, the report tiers, the key elements of a well-structured report, and the design principles that make reports readable.
Sep 12, 2026· 60 min· Assessment
Intermediate
4 lessons- Lesson 5
Automated Reporting (Excel, Power BI)
Automate repetitive reports with Power Query, pivot tables, VBA macros, Power BI scheduled refresh, paginated reports and subscriptions.
Sep 9, 2026· 2 Weeks· Intermediate - Lesson 6
Advanced Excel for Reporting
Level up your Excel skills with advanced formulas, Power Query, pivot tables, conditional formatting, what-if analysis, and template design.
Sep 9, 2026· 2 Weeks· Intermediate - Lesson 7
SQL for Reporting
Write report-oriented SQL queries: complex aggregations, window functions, pivoting, CTEs, views, and performance optimization.
Sep 9, 2026· 2 Weeks· Intermediate - Lesson 8
Phase 2 Exam — Reporting & Analytics Intermediate
Cumulative exam for Phase 2: automated reporting with Power Query and Power BI, advanced Excel reporting skills, and report-oriented SQL from window functions to performance.
Sep 12, 2026· 75 min· Assessment
Advanced
4 lessons- Lesson 9
Executive Dashboards
Design dashboards that serve executive needs: KPI selection, one-page layout, drill-through design, storytelling and mobile optimization.
Sep 9, 2026· 1-2 Weeks· Intermediate-Advanced - Lesson 10
Report Automation & Distribution
Automate report scheduling, email delivery, paginated reports, SSRS, API-driven reporting, and usage monitoring across your organization.
Sep 9, 2026· 1-2 Weeks· Advanced - Lesson 11
Reporting Career Preparation
Prepare for a reporting and analytics career: role comparison, portfolio projects, certifications, interview prep, resume tips and salary negotiation.
Sep 9, 2026· 1 Week· Advanced - Lesson 12
Phase 3 Exam — Reporting & Analytics Advanced
Capstone exam for Phase 3: executive dashboards, report automation and distribution at scale, and the career preparation that turns the path into a job.
Sep 12, 2026· 90 min· Assessment