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.
Learning objectives
- Master the creation of interactive financial dashboards in Excel for professional visualization of company data.
- Develop advanced skills in Power Pivot and DAX to analyze massive volumes of financial data.
- Design dynamic charts and certified dashboards tailored to business needs.
- Optimize Excel dashboard performance for real-time business reports.
- Implement VBA automations for responsive and scalable financial dashboards.
- Deploy professional dataviz solutions integrating key financial performance indicators.
The Learni story
Founded by passionate learning and innovation experts, Learni's mission is to make professional training accessible to everyone, anywhere in the world. Our team operates in major hubs — London, New York, Boston — and internationally, to support talents and organizations in upskilling.
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 1Advanced Fundamentals of Excel Financial Dashboard: Power Query and Data Modeling (structuring, cleaning, relationships)
Discover advanced Power Query techniques to import and clean complex financial data from multiple sources such as ERP and accounting, model linked tables with Power Pivot for multidimensional analysis, perform practical exercises on real annual balance sheet cases, create your first optimized data models, test relationships between accounts and key indicators, prepare the ground for high-performance business dashboards.
Module 2DAX Analysis for Excel Financial Dashboard: Advanced Measures and Custom Calculations (KPIs, financial ratios)
Dive into the DAX language to design sophisticated financial measures like profitability ratios and forecasts, apply time intelligence functions to analyze quarterly trends, practice on real P&L and cash-flow datasets, optimize calculations for smooth performance, integrate interactive slicers for intuitive navigation, produce certified reports ready for financial directions.
Module 3Interactive Visualization for Excel Financial Dashboard: Advanced Charts and Storytelling (dynamic dashboards)
Build advanced Excel charts like waterfalls and heatmaps to illustrate budget variances, integrate interactive controls with form controls and slicers, develop a complete dashboard on a financial audit scenario, test responsiveness on large data volumes, apply storytelling techniques for impactful presentations, export to PowerPoint for professional business deliverables.
Module 4Automation and Deployment of Excel Financial Dashboard: VBA and Optimization (macros, security, sharing)
Program VBA macros to automate daily financial dashboard updates, secure sensitive data with advanced protections, optimize files for multi-user compatibility, deploy on SharePoint or OneDrive for collaborative access, complete a final project on a complete KPI dashboard, receive personalized feedback and a certifying certificate to enhance your professional skills.
Evaluation method
- Daily technical quiz on DAX and Power Pivot to validate learning.
- Final project: complete financial dashboard on real data, graded by experts.
- Individual debrief interview for Qualiopi certification.
Learning method
- 70% practical: hands-on exercises on advanced Excel and real business cases.
- 30% theory: key concepts explained with concrete financial examples.
- Active method: workshops in small groups for maximum personalization.
- Digital support: post-training resources for autonomous review.
Methods, materials and delivery
The Training Excel Financial Dashboard - Mastering Advanced Visualization program is delivered onsite or remote (blended-learning, e-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 Advanced Visualization 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 Advanced Visualization 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
Learni programs are available inter-company and intra-company, onsite or remote. Enrollments are possible up to 48 business hours before the program starts. Our programs are eligible for corporate funding paths. Contact us to discuss your training project and funding options.
Verified reviews
What our learners
★★★★★
« cool, j'ai appris des trucs »
★★★★★
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
★★★★★
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
★★★★★
« 😊👍 »
★★★★★
« bien 👍 »
★★★★★
« Allan Busi t'es au top, continue comme ça. formation géniale »
★★★★★
« cool, j'ai appris des trucs »
★★★★★
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
★★★★★
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
★★★★★
« 😊👍 »
★★★★★
« bien 👍 »
★★★★★
« Allan Busi t'es au top, continue comme ça. formation géniale »
★★★★★
« cool, j'ai appris des trucs »
★★★★★
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
★★★★★
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
★★★★★
« 😊👍 »
★★★★★
« bien 👍 »
★★★★★
« Allan Busi t'es au top, continue comme ça. formation géniale »
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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