Additional information
| Course Duration | |
|---|---|
| Training Location | |
| Delivery Format |
- From: Jul 01, 2027
- To: Jul 02, 2027
-
Duration:
2 Days
- Location:
Course Code: AX-FIN-003
Financial Data Dashboarding with Excel
Transforming Financial Data into Actionable Insights through Excel Dashboards
$1,250.00
Course Information
Course Overview
In today’s data-driven business environment, financial professionals need more than the ability to work with numbers—they must be able to transform financial data into clear, meaningful and actionable insights that support effective decision-making.
Microsoft Excel remains one of the most widely used tools for financial analysis and reporting. Its powerful data analysis, visualization and dashboarding capabilities enable organizations to monitor key performance indicators, identify trends, evaluate financial performance and communicate critical information effectively.
This Financial Data Dashboarding with Excel training course provides a practical, hands-on approach to designing and developing professional financial dashboards using Microsoft Excel. Participants will learn how to prepare and transform financial data, apply advanced Excel functions, create dynamic visualizations, incorporate KPIs and interactive features, and develop dashboards that support financial analysis and business performance management.
Learning Objectives
- Understand the fundamental principles of data visualization and financial dashboard design
- Prepare, organize and transform financial data for analysis
- Apply advanced Excel functions and tools to analyze financial information
- Develop interactive dashboards that communicate key financial metrics effectively
- Create dynamic charts, graphs and performance indicators
- Use PivotTables, PivotCharts, slicers and timelines to enhance financial analysis
- Apply best practices for maintaining, updating and validating financial dashboards
- Present financial information in a clear and decision-oriented format
Who Should Attend
- Financial Analysts
- Accountants
- Finance Managers
- Financial Controllers
- Management Accountants
- Business Analysts
- Financial Planning and Analysis (FP&A) Professionals
- Professionals responsible for financial reporting
- Professionals involved in financial data analysis and performance reporting
Course Outline
This course covers the following core modules:
- Introduction to Financial Dashboards
- Preparing Financial Data for Analysis
- Advanced Excel Functions for Financial Analysis
- Building Interactive Financial Dashboards
- Finalizing, Testing & Maintaining Dashboards
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