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 Financial Dashboard in Excel - Mastering Advanced Visualization
Trusted by — schools, companies and industrial groups
Every program built with a dedicated engineer
Learning objectives
- Master the design of interactive financial dashboards in Excel for professional visualization of business data.
- Develop certified skills in financial data visualization, tailored to professional training needs.
- Design dynamic dashboards integrating advanced formulas and charts for quick analyses.
- Implement VBA automations for responsive and performant financial dashboards.
- Optimize Excel reporting by integrating Power BI for skill enhancement in the company.
- Produce professional deliverables ready for deployment in a Qualiopi certified context.
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 Excel financial dashboard skills, 75% of analysts lose up to 20 hours per month on tedious manual reporting, leading to visualization errors that bias strategic decisions and cost companies an average 15% productivity loss according to a Gartner 2023 study.
Financial controllers risk critical delays in monthly closings, exposing the company to regulatory penalties or missed opportunities in volatile markets.
Your career stagnates against modern tools like Power BI, while your peers optimize KPIs in real time.
Invest now in this training to turn these risks into lasting competitive advantages and secure your professional dataviz expertise.
Program
Module 1Excel Financial Dashboard Fundamentals: Advanced Data Structures and Pivot Tables (Complex Formulas, Slicers, Interactive Charts)
Discover advanced basics for effectively structuring your financial data in Excel, using optimized pivot tables with slicers and timelines for smooth navigation, then integrate matrix formulas and INDEX/MATCH for precise dynamic calculations, perform practical exercises on real accounting balance datasets, create your first waterfall and heat charts adapted to financial KPIs, and produce an interactive dashboard prototype deliverable at the end of the day, with personalized trainer feedback to consolidate your professional skills.
Module 2Advanced Excel Financial Dashboard: VBA Automation and Visual Optimization (Macros, Power Query, Real Business Cases)
Dive into automating your financial dashboards via VBA for automatic data updates, configure Power Query for importing and transforming complex financial data flows from multiple sources, optimize conditional formatting and dynamic charts for impactful visualization of budget variances, apply these techniques to real business cases like P&L analysis or cash-flow, test custom macros for advanced user interactions, and finalize a complete certifying dashboard, ready to integrate into your daily professional tools, with export to PDF and PowerPoint for impactful executive presentations.
Evaluation method
- Interactive quiz at the end of each day on key financial data visualization concepts.
- Practical case study: creation of a financial dashboard on real provided data.
- Final project evaluated by the trainer: complete dashboard with performance criteria and certifying feedback.
Learning method
- Active pedagogy with 70% hands-on practice on Excel and integrated tools.
- Hands-on exercises adapted to business financial scenarios.
- Real cases from sectors like finance and accounting.
- Unlimited access to video resources and post-training materials for 6 months.
Methods, materials and delivery
The Training Financial Dashboard in Excel - Mastering Advanced Visualization 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 Financial Dashboard in Excel - 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 Financial Dashboard in Excel - 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
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.
Suggestions
You might
like these too.
JavaScript & TypeScriptIndustry-certifiedTraining Pixi.js Advanced - Optimize High-Performance 2D Renders
$3,675Net of tax
Data visualisationIndustry-certifiedTraining Google Data Studio Expert - Advanced Automated Dashboards
$1,470Net of tax
Data analysis & BIIndustry-certifiedTraining Looker - Create Your First BI Dashboards in 1 Day
$1,470Net of tax
Collaboration toolsIndustry-certifiedTraining Asana Initiation - Effectively Manage Your Team Projects
$5,775Net of tax
Excel & spreadsheets
More programs in Excel & spreadsheets.
Excel & spreadsheetsIndustry-certifiedAdvanced Excel Training - Automate Analyses and Dashboards
$3,675Net of tax
Excel & spreadsheetsIndustry-certifiedAdvanced Excel Training - Automate Analyses and Reports
$5,775Net of tax
Excel & spreadsheetsIndustry-certifiedAdvanced Excel Training - Automate Professional Analyses and Reports
$2,625Net of tax
Excel & spreadsheetsIndustry-certifiedAdvanced Excel Training - Automate Reports and Analyses
$3,675Net of tax
Excel & spreadsheetsIndustry-certifiedAdvanced Excel Training - Automate Your Analyses in 3 Days
$3,675Net of tax
Excel & spreadsheetsIndustry-certifiedAdvanced Excel Training - Automate and Analyze Your Data
$2,625Net of tax
Data visualisation
More programs in Data visualisation.
Data visualisationIndustry-certifiedAutomatisez vos tests d’interfaces graphiques avec SikuliX : De l’initiation à la maîtrise
$3,675Net of tax
Data visualisationIndustry-certifiedComplete Maltego Training: Mastering Graphical Data Investigation and OSINT
$3,675Net of tax
Data visualisationIndustry-certifiedCréation et Visualisation de Dashboards Temps Réel : De la Donnée à la Décision
$3,675Net of tax
Data visualisationIndustry-certifiedCréer des Dashboards Performants pour le Pilotage de l’Entreprise
$3,675Net of tax
Data visualisationIndustry-certifiedCréer et Optimiser des Dashboards Professionnels : De l’Analyse à la Visualisation
$3,675Net of tax
Data visualisationIndustry-certifiedD3.js Expert Training - Master Advanced Interactive Visualizations
$1,470Net of tax
Data analysis & BI
More programs in Data analysis & BI.
Data analysis & BIIndustry-certifiedAdvanced Looker Training - Create Expert Dashboards and Predictive Analyses
$4,620Net of tax
Data analysis & BIIndustry-certifiedAdvanced Looker Training - Create Ultra-Performing Dashboards
$5,775Net of tax
Data analysis & BIIndustry-certifiedAdvanced Looker Training - Master LookML and Professional Dashboards
$1,470Net of tax
Data analysis & BIIndustry-certifiedAdvanced Metabase Training - Pro Dashboards and Admin in 3 Days
$3,675Net of tax
Data analysis & BIIndustry-certifiedAdvanced Metabase Training - Pro Data Dashboards in 4 Days
$4,620Net of tax
Data analysis & BIIndustry-certifiedAdvanced Power BI Training - Create Powerful Predictive Dashboards
$2,625Net of tax
Automation & workflows
More programs in Automation & workflows.
Automation & workflowsIndustry-certifiedAdafruit IO : Maîtriser la Plateforme Cloud pour l’IoT et l’Automation
$3,675Net of tax
Automation & workflowsIndustry-certifiedAdministrez votre Infrastructure IT avec SaltStack : Déploiement, Configuration et Automatisation
$3,675Net of tax
Automation & workflowsIndustry-certifiedAdvanced Asana Training - Automate Your Pro Workflows
$5,775Net of tax
Automation & workflowsIndustry-certifiedAdvanced Asana Training - Master Complex Workflows and Automations
$4,620Net of tax
Automation & workflowsIndustry-certifiedAdvanced ComfyUI Training - Create Powerful AI Workflows
$1,470Net of tax
Automation & workflowsIndustry-certifiedAdvanced Git Training - Master Workflows and Complex Rebases
$5,775Net of tax
FAQ
Frequently asked questions
How much does the Training Financial Dashboard in Excel - Mastering Advanced Visualization training cost?+
The price is $2,625 (USD) per participant. A detailed quote is sent within one business day.
How long is the Training Financial Dashboard in Excel - Mastering Advanced Visualization training?+
The training lasts 2 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 advanced Excel functions, pivot tables, and basic charts; knowledge of Power Query appreciated.
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
Let's build
your next
program.
30 minutes with a learning advisor. No commitment. No sales pitch dressed up as a demo.
Reply within 24h · Vetted experts · USD invoicing · W-9 available