Advanced Axcel and Dashboard Masterclass

Offered by: Lifa n Lúce Consultancy
Delivery Mode: In-person / Online / Blended
Target Audience: Finance professionals, analysts, project managers, administrators, and anyone seeking to master data analysis and reporting through Excel dashboards
Objective: To equip participants with advanced Excel functions and dynamic dashboard creation skills, enabling them to analyze, visualize, and present data in a clear and professional manner.

• Advanced formulas: IF, SUMIFS, COUNTIFS, VLOOKUP, XLOOKUP, INDEX & MATCH

• Named ranges, dynamic ranges, and structured references

• Data cleaning and preparation techniques

• Data validation, conditional formatting, and error handling

• Working with large datasets and tables

• Creating and customizing PivotTables and PivotCharts

• Grouping, filtering, and summarizing data effectively

• Introduction to Power Query: importing and transforming data

• Creating relationships between tables using Data Model

• Time-saving automation with macros and simple VBA

• Principles of effective dashboard design (clarity, layout, interactivity)

• Using form controls (sliders, drop-downs, checkboxes)

• Creating dynamic charts (combo charts, gauges, sparklines)

• KPI tracking and trend analysis visualizations

• Best practices for color, fonts, and user experience

• Integrating Excel functions and PivotTables into live dashboards

• Linking multiple data sources and sheets

• Creating interactive dashboards with slicers and timelines

• Exporting dashboards to PDF and sharing securely

• Final project: Build a complete dashboard from raw data

• Hands-on dashboard project with real-world scenarios

• Excel templates and dashboard toolkit

• Shortcut guide and formula cheat sheet

• Certificate of Completion

• Optional: Post-course dashboard audit and support session