Financial Data Analysis and Dashboards Training Course

This five-day course equips finance professionals to turn large volumes of financial data into clear insight and compelling dashboards. It covers data cleaning and preparation, analysis with Excel's data tools including Power Query and PivotTables, the principles of good data visualisation, and building interactive dashboards, with an introduction to Power BI. Participants leave able to analyse financial data efficiently and present it in a way that drives decisions.

Finance teams sit on more data than ever, yet much of it stays locked in messy spreadsheets and static reports that few people read. The professionals who can clean, analyse and visualise that data, turning it into a clear story and an interactive dashboard, are among the most valuable in any organisation. It is a skill set that has moved from nice to have to essential.

This course builds it. It covers preparing and cleaning data, analysing it efficiently with Excel's modern data tools including Power Query and PivotTables, the principles of clear data visualisation, and building interactive dashboards that update themselves. It introduces Power BI for those ready to go further. The focus throughout is on financial data and the questions finance teams actually need to answer. Participants leave able to take raw financial data and turn it into reliable analysis and a clear, interactive dashboard, saving hours of manual work and giving decision makers the insight they need at a glance.

By the end of this program, participants will be able to:

1. 01Prepare and clean financial data for analysis.
2. 02Use Power Query to import and transform data.
3. 03Analyse data efficiently with PivotTables.
4. 04Apply key Excel functions for data analysis.
5. 05Apply the principles of good data visualisation.
6. 06Build clear charts and visual outputs.
7. 07Build an interactive financial dashboard.
8. 08Automate repetitive analysis and reporting.
9. 09Use Power BI for financial reporting at an introductory level.

This course is designed for:
•Financial analysts and reporting staff

•Finance and management accountants

•Financial planning and analysis professionals

•Management information and reporting staff

•Finance managers and business partners

•Auditors and internal control staff

•Public sector and NGO finance staff

•Anyone who reports financial data regularly

The course is entirely hands on. Each technique is demonstrated and then practised on realistic financial data, and participants build analyses and a working dashboard over the week. The emphasis is on efficient, repeatable methods rather than manual effort, with a daily practical session building towards a finished dashboard.
•Live demonstration on real data sets
•Hands on data cleaning and analysis
•PivotTable, Power Query and formula exercises
•Dashboard design and build
•A daily practical session and a final dashboard clinic

Organizations that invest in this training for their teams will benefit from:

•Faster, more reliable financial analysis

•Reporting automated rather than rebuilt each month

•Clearer dashboards that drive decisions

•Fewer errors from manual data handling

•Insight surfaced from data that was going unused

•Consistent, repeatable reporting processes

•More time for analysis rather than data wrangling

•A more data capable finance function

Participants that enroll in this training will benefit from:
•Confidence to analyse large financial data sets
•Command of Power Query and PivotTables
•The ability to build clear, interactive dashboards
•Hours saved through automation, not manual work
•Sharper data visualisation and storytelling
•A modern, in demand finance skill set
•Greater influence through clearer reporting
•Reusable templates and dashboard tools

At Strategic Revenue Africa, our certification goes beyond proof of attendance—it represents practical competence and measurable capability. Upon successful completion of our training programs, participants are awarded a Certificate of Completion from Strategic Revenue Africa, recognizing their ability to apply acquired knowledge in real-world settings. As an organization focused on architecting sustainable revenue and strengthening organizational performance, our certifications signal that participants are equipped with skills that drive results, not just theory.

A working knowledge of Excel and a basic understanding of financial information are assumed. No prior experience with Power Query or Power BI is required. A laptop with a current version of Excel is required, and a working command of English is sufficient.