Overview:
Financial data is only valuable when it can be understood and acted upon. Finance professionals are often tasked with turning large volumes of information into reports that support decision-making and communicate performance clearly.
In this session, we’ll build a dynamic financial dashboard from the ground up using modern Excel techniques. Starting with data preparation, we’ll use Power Query to acquire and shape information before combining PivotTables, formulas and interactive reporting features to create a professional dashboard solution.
You’ll learn practical techniques to build reports that are easier to maintain, update independently, and deliver true value.
During the session we will cover:
• Prepare Data for Reporting - Use Power Query to acquire, clean and structure financial data for analysis.
• Create Dynamic Financial Analysis – Combine PivotTables and formulas to summarise information and calculate meaningful metrics.
• Create Interactive Reporting Experiences - Use slicers and other interactive controls to allow users to explore financial information dynamically.
• Enhance Dashboard Design and Usability - Apply conditional formatting, dynamic labels and visual techniques that improve clarity and communication.
• Develop a Complete Financial Dashboard Solution - Bring together preparation, analysis and presentation techniques to build a professional reporting dashboard.
By the end of the session, you’ll have built a fully functioning financial dashboard and developed practical techniques for creating reporting solutions that are dynamic, maintainable and ready for real-world finance scenarios.