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Training Excel Financial Dashboard - Mastering Interactive Analyses

Ref: ZHA554
10 people max.
From $3,675 HT / per person
On-site on request · +$540 with certification exam
3 days
Remote

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Trusted by — schools, companies and industrial groups
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
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Learning objectives

  • Master the design of interactive financial dashboards in Excel for professional analysis
  • Develop certified data visualization skills for the company
  • Optimize dashboard performance with Power Pivot and DAX
  • Implement dynamic charts and KPIs for decision-making reports
  • Design advanced automations for real-time financial monitoring
  • Deploy dashboards tailored to business needs in professional training
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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 advanced financial dashboards in Excel, 70% of management controllers lose up to 20 hours per month on tedious manual analyses, leading to reporting errors that cost an average 15% loss on forecast budgets according to Gartner.

  • Finance directors risk biased strategic decisions that damage company competitiveness against agile competitors.

  • Your career stagnates without these certified skills while the BI market grows 12% per year.

  • Invest now to convert these risks into lasting competitive advantages.

Allan BUSI
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction

Program

Module 1Excel Financial Dashboard Fundamentals: Power Query and Data Modeling (import, cleaning, relationships)

Discover advanced Power Query techniques to import and clean massive financial data from ERP or CSV, model linked tables with Power Pivot for multidimensional analysis, perform practical exercises on real balance sheets, create your first automated KPIs, and produce a dashboard prototype with interactive segments, while learning to optimize performance for demanding companies.

Module 2Advanced Visualization Excel Financial Dashboard: Dynamic Charts and DAX (slicers, calculated measures, timelines)

Dive into DAX formulas to calculate complex financial ratios like ROE or EBITDA in real-time, integrate slicers and timelines for smooth navigation in dashboards, develop cascade and waterfall charts for budget variances, apply these tools to concrete audit cases, test interactivity in collaborative workshops, and validate deliverables ready for executive presentations.

Module 3Optimization and Deployment Excel Financial Dashboard: VBA Automation and Secure Sharing (macros, Power Automate, PDF exports)

Automate dashboard updates with VBA and Power Automate for daily synchronization of financial data, secure access with advanced protections and conditional masking, deploy on OneDrive or SharePoint for company sharing, complete a final project on a real forecasting scenario, evaluate overall performance, and leave with a certified portfolio of optimized dashboards to boost your professional skills.

Evaluation method

  • Daily interactive quizzes on DAX and Power Query
  • Financial case studies in pairs with coach feedback
  • Final project: complete dashboard evaluated by a certified expert

Learning method

  • 100% hands-on with real company financial datasets
  • Pedagogical method adapted to advanced level in small groups
  • Tutorial videos and unlimited exercises post-training
  • Individual follow-up for 3 months to consolidate acquired skills

Methods, materials and delivery

The Training Excel Financial Dashboard - Mastering Interactive 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 - Mastering Interactive 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 - Mastering Interactive 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.

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 Excel Financial Dashboard - Mastering Interactive Analyses training cost?+
The price is $3,675 (USD) per participant. A detailed quote is sent within one business day.
How long is the Training Excel Financial Dashboard - Mastering Interactive Analyses 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?+
Advanced mastery of Excel including complex formulas, pivot tables, Power Query, and Power Pivot
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.

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