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3
UNITS

Live webinar | ACCA

Microsoft Excel workshop: Transform financial data into Interactive dashboards

Build dynamic financial dashboards in Excel using Power Query, PivotTables and interactive reporting tools to turn data into clear business insights.

Overview

Person in office

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.

Looking to build your Microsoft Excel skills further? Join our full 2-day course and access all 4 sessions at a discounted rate: Microsoft Excel Masterclass Bundle

We’ll 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.

Alan Murray

Alan Murray is an Excel trainer, founder of Computergaga.com and author of the Advanced Excel Success and Advanced Excel Formulas books. He has been helping people in Excel for over 23 years. He loves training and the joy he gets from knowing he is making peoples working lives easier. Alan’s Computergaga YouTube channel has over 650 videos and over 50 million views. He also runs the monthly London Excel Meetup Group, where people learn, network, and enjoy each other’s company.

The webinar handout material will be available on the webinar platform when you log in to view, 15 minutes before the live webinar start.

If you wish to view or download handout materials, before the day of the webinar, they will also be available through your document library on https://events.accaglobal.com.

 

Price

Price (excluding VAT) 110 GBP

Location

United Kingdom

Date & time

24 September 2026, 13:30 - 16:30

Enquiries

Email enquiries UKCL@accaglobal.com

Course provider

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