May 17-19, 2027  |  Hyatt Regency Grand Cypress Resort  |  Orlando, FL

Agenda Session

Build a Dynamic Finance Dashboard in Excel

May 12 2025

1:30 PM - 4:30 PM EST

Grand Caribbean 12

($) Additional Registration is Required

This course is designed to help finance professionals create dynamic and interactive dashboards using Microsoft Excel. Participants will learn how to leverage Power Query, Power Pivot, and advanced charting techniques to transform raw data into insightful visualizations. By the end of the course, attendees will be able to build a comprehensive finance dashboard that provides real-time insights and supports data-driven decision-making.

Topics Covered:

  • Automate Data Import: Streamline importing data from reports and databases.
  • Build Data Models: Create data models with multiple related tables.
  • Analyze with DAX: Use DAX functions for complex data analysis.
  • Design Interactive Dashboards: Create visually appealing and interactive dashboards.