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.
Trusted by — schools, companies and industrial groups
Learning objectives
- Master the design of certifying financial dashboards for the enterprise
- Develop expert skills in professional data visualization
- Design interactive Excel models tailored to business needs
- Optimize financial reporting processes in a qualifying training program
- Implement high-performance dataviz solutions for the enterprise
- Deploy certifying dashboards aligned with strategic objectives
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.
Program
Module 1Theme: Advanced Excel Financial Dashboard (Power Query, models, deliverables)
Participants explore the foundations of the Excel financial dashboard in training. They use Power Query to import complex data, build dynamic models and produce concrete deliverables. Practical exercises strengthen data visualization skills for immediate professional use within the enterprise.
Module 2Theme: Interactive Excel Financial Dashboard (Power Pivot, DAX, deliverables)
This day deepens advanced DAX measures to create high-performance Excel financial dashboards. Learners integrate real business scenarios, test complex interactions and generate certifying reports. The focus is on optimizing dataviz skills for measurable results.
Module 3Theme: Expert Excel Financial Dashboard (VBA, automation, deliverables)
Professionals automate their Excel financial dashboards using VBA. They design custom macros, integrate real-time data flows and produce certifying deliverables. Real-world business cases help consolidate skills through training and improve operational efficiency.
Module 4Theme: Excel Financial Dashboard Dataviz (D3.js, integration, deliverables)
The session combines Excel and D3.js for innovative financial dashboards. Participants develop interactive visualizations, test web integrations and submit professional deliverables. This approach strengthens dataviz skills while addressing the enterprise's strategic challenges.
Module 5Theme: Excel Financial Dashboard Certification (final project, deliverables)
Learners finalize a complete Excel financial dashboard project. They present their work, receive expert feedback and obtain certification. The process consolidates the professional skills acquired during the training and prepares for enterprise deployment.
Evaluation method
- Daily quizzes
- Final certifying project
- Oral defense
Learning method
- Complete PDF materials
- Demonstration videos
- Corrected practical exercises
- Platform access for 6 months
Methods, materials and delivery
The Training Excel Financial Dashboard - Optimize Your Advanced Analyses 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 Excel Financial Dashboard - Optimize Your Advanced Analyses 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 Excel Financial Dashboard - Optimize Your Advanced Analyses 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.
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.
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.
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.
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FAQ
Frequently asked questions
How much does the Training Excel Financial Dashboard - Optimize Your Advanced Analyses training cost?+
The individual price is $5,775, and the team / on-site price is $14,438 (USD). A detailed quote is sent within one business day.
How long is the Training Excel Financial Dashboard - Optimize Your Advanced Analyses training?+
The training lasts 5 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?+
Expert mastery of Excel, advanced VBA, financial modeling, Power Query and notions of D3.js
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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