Dynamic Financial Dashboards in Excel: Reports That Run Themselves

Level: Advanced | Tags: Financial modelling · Pivot tables · Dashboards

Course Description

Move beyond static tables and build interactive financial reporting engines directly in Excel. This course teaches you how to structure background data correctly, leverage advanced Pivot Tables, and design front-end dashboards that update instantly when new data is added.

Learning Outcomes

  • Structure raw data into optimal tabular formats (Data Models) to support dashboarding.
  • Master advanced Pivot Table features, including calculated fields and GETPIVOTDATA.
  • Design interactive, visually stunning dashboards using Form Controls and Slicers.

Course Outline

  • Module 1: Data Architecture: Setting up your backend for automated reporting
  • Module 2: Pivot Table Mastery: Slicers, Timelines, and Custom Calculations
  • Module 3: Advanced Charting: Waterfalls, Bullet Charts, and Dynamic Ranges
  • Module 4: Dashboard Assembly: UI/UX design principles in Excel

Contact Us