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Founded by passionate advocates of learning and innovation, Learni set out to make professional training accessible to everyone, everywhere in the world. Our team works in the largest cities such as Paris, Lyon, Marseille, and internationally, to support talents and organizations in their skills development.
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The Training Financial Dashboard Excel 2026 - Automate Professional Analyses training is delivered in-person or remotely (blended-learning, e-learning, virtual classroom, remote in-person). At Learni, a Qualiopi-certified training organization, each program is designed to maximize skills acquisition, regardless of the training mode chosen.
The trainer alternates between demonstrative, interrogative, and active methods (through practical exercises and/or real-world scenarios). This pedagogical approach ensures concrete and directly applicable learning in the workplace.
To ensure the quality of the Training Financial Dashboard Excel 2026 - Automate Professional Analyses training, Learni provides the following teaching resources:
For in-house training at a location external to Learni, the client ensures and commits to having all necessary teaching materials (IT equipment, internet connection...) for the proper conduct of the training action in accordance with the prerequisites indicated in the communicated training program.
The assessment of skills acquired during the Training Financial Dashboard Excel 2026 - Automate Professional Analyses training is carried out through:
Learni is committed to the accessibility of its professional training programs. All our training programs are accessible to people with disabilities. Our teams are available to adapt teaching methods to your specific needs. Do not hesitate to contact us for any accommodation request.
Learni training programs are available for inter-company and intra-company settings, both in-person and remote. Registration is possible up to 48 business hours before the start of training. Our programs are eligible for OPCO, Pôle emploi, and FNE-Formation funding. Contact us to discuss your training project and funding possibilities.
Immersion in complex financial data modeling, automated cleaning via Power Query to import CSV, SQL, and ERP data, transformation into linked tables with expert DAX, creation of multi-fact relationships for multidimensional analyses, exercises on real company datasets such as accounting balances, production of an optimized data model ready for visualization, with debugging and performance optimization for large volumes.
Design of immersive dashboards with expert pivot tables, integration of slicers and timelines for intuitive filtering on financial KPIs, development of advanced charts like waterfalls, heatmaps, and sparklines for P&L and cash flow, practical cases on real budget forecasts, customization via array formulas and professional conditional formatting, delivery of a functional prototype dashboard tested in critical business conditions.
Expert VBA programming for interactive buttons, auto-refresh macros, and PDF/OneDrive exports, integration of Power Automate for cross-app financial workflows, securing with advanced protections and Git-like versioning, business incident simulations for robustness tests, memory optimization for dashboards with 1M+ lines, finalization of the thread project with SharePoint deployment, code review, and enterprise maintenance plan.
Target audience
Financial controllers, CFOs, BI analysts seeking to advance their expert Excel skills
Prerequisites
Advanced mastery of Excel including Power Query, Power Pivot, and intermediate VBA
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