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Founded by passionate advocates of learning and innovation, Learni set out to make professional training accessible to everyone, everywhere in the world. Our team works in the largest cities such as Paris, Lyon, Marseille, and internationally, to support talents and organizations in their skills development.
10 spots per session maximum — 9 already taken
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30 free minutes with a training advisor — no commitment.
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Don't let this gap widen
Without mastery of creating and automating professional dashboards with Excel, professionals waste 12-15 hours weekly on manual data tasks and error-prone spreadsheets.
This inefficiency drains mid-sized teams of $180,000 annually in lost productivity, per Gartner estimates.
Flawed dashboards contribute to 68% of misguided strategic decisions, risking stalled projects, missed revenue targets, and career stagnation for managers and analysts.
Every month without these skills, competitors surge ahead with real-time insights while your operations falter.
The Training: Creating and Automating Professional Dashboards with Excel training is delivered in-person or remotely (blended-learning, e-learning, virtual classroom, remote in-person). At Learni, a Qualiopi-certified training organization, each program is designed to maximize skills acquisition, regardless of the training mode chosen.
The trainer alternates between demonstrative, interrogative, and active methods (through practical exercises and/or real-world scenarios). This pedagogical approach ensures concrete and directly applicable learning in the workplace.
To ensure the quality of the Training: Creating and Automating Professional Dashboards with Excel training, Learni provides the following teaching resources:
For in-house training at a location external to Learni, the client ensures and commits to having all necessary teaching materials (IT equipment, internet connection...) for the proper conduct of the training action in accordance with the prerequisites indicated in the communicated training program.
The assessment of skills acquired during the Training: Creating and Automating Professional Dashboards with Excel training is carried out through:
Learni is committed to the accessibility of its professional training programs. All our training programs are accessible to people with disabilities. Our teams are available to adapt teaching methods to your specific needs. Do not hesitate to contact us for any accommodation request.
Learni training programs are available for inter-company and intra-company settings, both in-person and remote. Registration is possible up to 48 business hours before the start of training. Our programs are eligible for OPCO, Pôle emploi, and FNE-Formation funding. Contact us to discuss your training project and funding possibilities.
Define a dashboard and its stakes for the company. Types of dashboards (operational, strategic, analytical). Identify user needs and relevant performance indicators (KPIs). Methodology for collecting and centralizing data. Discussions on data sources, reliability, and organization in Excel. Practical workshops on structuring.
Recap of essential functions (IF, VLOOKUP/XLOOKUP, SUMIF, INDEX/MATCH). Introduction to advanced functions (COUNTIFS, AGGREGATE, SUMPRODUCT). Data cleaning and preparation. Building advanced pivot tables and introduction to dynamic charts. Creating, customizing, and automating charts adapted to KPIs. Using conditional formatting for automatic highlighting.
Setting up slicers and timelines to filter data. Automating updates using data connections (Power Query). Using basic macros to automate repetitive tasks. File rights management and protection. Ergonomic design and best presentation practices. Distributing an interactive dashboard (PDF, OneDrive sharing, meeting presentation). Case study and complete implementation of a management dashboard. Personalized coaching on your own business cases.
Target audience
Professionals, team managers, executives, managers, and analysts seeking to monitor and manage their activities using Excel
Prerequisites
Mastery of Excel basics (simple formulas, basic formatting, use of filters)
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