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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 Excel Financial Dashboard - Analyze Professional Data in Real Time 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 Excel Financial Dashboard - Analyze Professional Data in Real Time 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 Excel Financial Dashboard - Analyze Professional Data in Real Time 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 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.
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.
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.
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.
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.
Target audience
Management controllers, financial directors, BI analysts for advancing skills in dashboards
Prerequisites
Advanced proficiency in Excel: Power Query, Power Pivot, VBA, pivot tables
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