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.
1 seat held for the next session
30:00Held for another
Request a call back and an advisor reaches you within 24 business hours, Monday to Saturday.
Training Excel Financial Dashboard - Analyze Professional Data in Real Time
Trusted by — schools, companies and industrial groups
Every program built with a dedicated engineer
Learning objectives
- Master the design of Excel financial dashboards for professional analyses
- Develop complex data models with Power Query and DAX in a business context
- Implement interactive, certified KPI visualizations that are dynamic
- Automate financial reports using VBA and advanced macros
- Optimize dashboard performance for large data volumes
- Integrate external sources into professional Excel dashboards
- Deploy secure and scalable dashboard solutions
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 expert Excel financial dashboards, teams lose 35% of their time on tedious manual reporting.
Analysis errors cost 45k€ annually per SME in bad decisions.
68% of finance directors reject profiles lacking advanced skills in 2024, risking strategic lag.
Every quarter without optimization widens the gap against competitors delivering insights 2x faster, cutting profitability by up to 20%.
Master the skill to lock in your competitive edge.
Program
Module 1Excel Financial Dashboard Architecture: Advanced Data Modeling (Power Query, Power Pivot)
Immersion in structuring complex financial data, hands-on Power Query for automated ETL on large accounting files, creation of Power Pivot models with multidimensional relationships, practical exercises on a real company balance sheet, DAX development for custom KPI calculations, production of first functional dashboard prototype with dynamic refresh.
Module 2Excel Financial Dashboard Visualizations: Interactive Charts and KPIs (Slicers, Timelines)
Design of impactful visual interfaces for financial dashboards, mastery of slicers and timelines for intuitive filtering, integration of advanced charts like waterfalls and heatmaps on P&L data, real cash flow analysis cases, interactive tests with drill-down, professional aesthetic optimization, deliverable semi-finalized dashboard ready for management demo.
Module 3Excel Financial Dashboard Automation: VBA Macros and Scripts (Events, UserForms)
Development of VBA macros for automatic external data refresh, creation of custom userforms for secure budget forecast input, event management for advanced interactions, debugging and code optimization on real financial scenarios, pair exercises on monthly reporting automation, production of fully reusable enterprise script.
Module 4Excel Financial Dashboard Integrations: External APIs and Power BI Hybrid (ODBC Connections)
Connecting dashboards to ERP sources and SQL databases via ODBC Power Query, Excel-Power BI hybridization for smooth exports, real-time financial API integration like Bloomberg extracts, access security with advanced protections, practical case of multi-subsidiary consolidation, interoperability validation, advancement of thread project to integrated performant version.
Module 5Excel Financial Dashboard Optimization and Deployment: Performance and Security (Enterprise Scalability)
Performance audit of dashboards on million-record datasets, DAX formula optimization techniques and compression, secure deployment via Power BI Service or Excel Online, training on certified data governance best practices, production load simulation, finalization of thread project with expert code review, delivery of production-ready deliverable and maintenance plan.
Evaluation method
- Multiple-choice quiz to validate technical skills in financial dashboards
- Continuous assessment through practical exercises in VBA and DAX
- Dashboard project defense in front of trainer and peers
Learning method
- Training led by an active Excel finance expert
- Practical exercises based on real financial company cases
- Progressive thread project: dashboard over 5 days
- Complete course materials and digital resources
Methods, materials and delivery
The Training Excel Financial Dashboard - Analyze Professional Data in Real Time 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 - Analyze Professional Data in Real Time 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 - Analyze Professional Data in Real Time 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 - Analyze Professional Data in Real Time training cost?+
The price is $5,775 (USD) per participant. A detailed quote is sent within one business day.
How long is the Training Excel Financial Dashboard - Analyze Professional Data in Real Time 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?+
Advanced proficiency in Excel: Power Query, Power Pivot, VBA, pivot tables
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
Available on-site and remotely. Pick your city to see the local training center.
Your professional training, anywhere
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