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Training: Creating and Automating Professional Dashboards with Excel

Ref: OFI658
8 people max.
From $3,465 HT / per person
On-site on request · +$540 with certification exam
3 days
Remote

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Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
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Learning objectives

  • Understand the fundamental principles of a dashboard
  • Identify and select key performance indicators suited to each context
  • Know how to collect, integrate, and organize data effectively
  • Master Excel's advanced tools dedicated to dashboard creation (pivot tables, advanced functions, charts, slicers, timelines)
  • Design professional and impactful visualizations to facilitate decision-making
  • Automate dashboard updates
  • Implement interactive analysis scenarios via Excel
A child walking to school with a backpack
Our social commitment

A school kit donated to a child for every training

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

  • Backpack, notebooks and essential supplies
  • Distributed through our partner charities
  • Included, at no extra cost to you

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Don't let this gap widen

Why this program matters

  • Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.

  • Organizations that don't train their talents on key topics see their competitiveness drop.

  • Every quarter without training is a gap widening with competitors who invest.

  • The cost of inaction quickly exceeds that of well-targeted training.

Allan BUSI
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction

Program

Module 1Dashboard Fundamentals and Data Collection

Define a dashboard and its importance for the business. Types of dashboards (operational, strategic, analytical). Identify user needs and relevant performance indicators (KPIs). Methodology for data collection and centralization. Discussions on data sources, data validation, and organization in Excel. Practical workshops on data structuring.

Module 2Advanced Excel for Data Processing and Visualization

Review 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 PivotCharts. Creating, customizing, and automating charts suited to KPIs. Using conditional formatting for automatic highlighting.

Module 3Automation, Interactivity, and Dashboard Distribution

Setting up slicers and timelines for data filtering. Automating updates with data connections (Power Query). Using basic macros to automate repetitive tasks. Managing permissions and protecting files. Ergonomic design and best presentation practices. Distributing interactive dashboards (PDF, OneDrive sharing, meeting presentations). Case study and complete development of a management dashboard. Personalized coaching on your own business cases.

Evaluation method

  • Multiple-choice quiz to verify knowledge acquired at the end of the session
  • Formative assessments via practical exercises throughout the training
  • Individual or paired mini-projects based on realistic business cases

Learning method

  • Pedagogical approach alternating theory, case studies, and intensive hands-on practice with Excel
  • Detailed digital course materials with provided dashboard templates
  • Guided exercises with live corrections
  • Access to supplementary resources (templates, best practices guides, checklists)

Methods, materials and delivery

The Training: Creating and Automating Professional Dashboards with Excel program is delivered onsite or remote (blended-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training: Creating and Automating Professional Dashboards with Excel program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training: Creating and Automating Professional Dashboards with Excel program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

FAQ

Frequently asked questions

How much does the Training: Creating and Automating Professional Dashboards with Excel training cost?+
The individual price is $3,465 (USD). The team / on-site group package is shown on the course page. A detailed quote is sent within one business day.
How long is the Training: Creating and Automating Professional Dashboards with Excel training?+
The training lasts 3 journées, available live online (US time zones) or on-site at your offices.
How is this training paid for?+
Most US teams pay directly through their company (L&D or training budget). We invoice in US dollars and accept bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
Are there any prerequisites?+
Mastery of Excel basics (simple formulas, basic formatting, use of filters)
Is a certificate delivered at the end?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report.
Does Learni provide the equipment?+
No. A computer and stable internet connection are required for the participant. Learni provides the educational platform, the trainer and all course materials.
On-site & remote

This training across cities

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