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Course Overview
Master the skills of a Microsoft Excel professional online — from advanced formulas to automated dashboards with VBA and Power Query.
Looking to streamline reporting, enhance data analysis, and create dynamic dashboards in Microsoft Excel? The Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query course is a CPD-accredited online programme designed for accountants, analysts, and business professionals who want to automate Excel dashboards, understand complex formulas, and use Power Query for efficient reporting.
With Excel remaining the most widely used tool for business intelligence in the UK, 87% of UK companies report a reliance on advanced Excel skills for reporting and analytics. This Microsoft Excel Advanced Dashboard Course covers formula-based prepaid expense models, VBA scripting, Power Query, Pivot Tables, and dynamic dashboard creation. By completing this course, learners gain confidence in handling complex data structures and designing automated dashboards aligned with professional standards.
Course Overview
Structured into comprehensive modules, this Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query covers essential Excel concepts and advanced automation techniques, including:
- Formula‑based prepaid expenses modelling and analysis
- Advanced Excel functions for data structuring and calculation logic
- VBA scripting principles to understand automation logic
- Dashboard components and design theory for reporting
- Power Query concepts for data transformation and query loading
- Pivot Table logic for summarising and analysing datasets
- Techniques for dynamic reporting without manual formula use
- Downloadable example resources to support your study
Each module is designed to help learners understand the principles behind Excel’s advanced capabilities, enabling you to conceptualise automation logic and reporting workflows used in accounting, business analysis, and data management.
Whether you’re enhancing your professional reporting skills, improving financial model thinking, or strengthening your Excel knowledge for career growth, this Excel automation and dashboard course provides a solid foundation. It’s suitable for learners seeking CPD‑aligned training in advanced formulas, VBA logic, and Power Query understanding. Enrol today!
Learning Outcomes
By the end of this Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query, you will be able to:
- Apply advanced Excel formulas for financial and data models
- Use VBA to automate repetitive spreadsheet tasks
- Generate dynamic dashboards using Power Query and Pivot Tables
- Structure and analyse complex datasets in Excel efficiently
- Design automated reporting templates for professional use
- Understand data workflow and dashboard logic for business reporting
- Enhance productivity in accounting, finance, and business intelligence roles
Why Enrol in This Course?
This Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query is ideal for professionals seeking to enhance their Excel capabilities beyond basic functions. It offers insights on automating financial models and creating interactive dashboards that can save time and improve reporting accuracy.
You’ll benefit from:
- CPD-certified training tailored to accounting and data analysis professionals
- Downloadable resources to practice and apply your skills
- Flexible online learning with lifetime access
Who is This Course for?
This Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query is suitable for:
- Accountants and finance professionals
- Business analysts and BI professionals
- Data analysts managing reports and dashboards
- Professionals automating financial and operational reporting
- Excel users seeking CPD-accredited advanced training
- Career switchers or students pursuing finance, analytics, or BI roles
Prerequisites for This Course
This Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query requires no prior experience to enrol. However, familiarity with formulas and Pivot Tables will help you get the most from this course.
Certification
Upon completing the course and passing the final exam, you will receive a CPD QS Accredited Certificate from Apex Learning. This certification demonstrates your knowledge and skills as a nursing assistant in the UK. The Digital version of the certificate is available for £9.99 only, and you can order a hard copy of the certificate for £14.99 only.
Career Path
Completing this Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query can enhance career prospects for Excel and data-focused roles in the UK. The following roles are commonly associated:
- Financial Analyst – Build automated financial reports and dashboards.
Average salary: £28,000 – £45,000 - Business Intelligence Analyst – Develop dashboards and data visualisations to support business decisions.
Average salary: £30,000 – £50,000 - Accountant – Automate accounting tasks and financial reporting processes.
Average salary: £25,000 – £40,000 - Data Analyst – Analyse and interpret complex datasets with advanced Excel tools.
Average salary: £27,000 – £45,000 - Management Accountant – Design reporting templates and financial models for managerial decisions.
Average salary: £30,000 – £48,000 - Operations Analyst – Use Excel dashboards to monitor operational efficiency.
Average salary: £30,000 – £50,000 - Finance Officer – Apply advanced Excel for budget tracking and reporting.
Average salary: £28,000 – £42,000 - Reporting Analyst – Generate automated reports and visual dashboards for teams.
Average salary: £30,000 – £45,000 - Business Analyst – Extract actionable insights using Excel-based models.
Average salary: £32,000 – £50,000 - Project Analyst – Track project KPIs and automate reporting processes.
Average salary: £30,000 – £48,000
Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query
Master the skills of a Microsoft Excel professional online — from advanced formulas to automated dashboards with VBA and Power Query.
Looking to streamline reporting, enhance data analysis, and create dynamic dashboards in Microsoft Excel? The Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query course is a CPD-accredited online programme designed for accountants, analysts, and business professionals who want to automate Excel dashboards, understand complex formulas, and use Power Query for efficient reporting.
With Excel remaining the most widely used tool for business intelligence in the UK, 87% of UK companies report a reliance on advanced Excel skills for reporting and analytics. This Microsoft Excel Advanced Dashboard Course covers formula-based prepaid expense models, VBA scripting, Power Query, Pivot Tables, and dynamic dashboard creation. By completing this course, learners gain confidence in handling complex data structures and designing automated dashboards aligned with professional standards.
Course Overview
Structured into comprehensive modules, this Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query covers essential Excel concepts and advanced automation techniques, including:
- Formula‑based prepaid expenses modelling and analysis
- Advanced Excel functions for data structuring and calculation logic
- VBA scripting principles to understand automation logic
- Dashboard components and design theory for reporting
- Power Query concepts for data transformation and query loading
- Pivot Table logic for summarising and analysing datasets
- Techniques for dynamic reporting without manual formula use
- Downloadable example resources to support your study
Each module is designed to help learners understand the principles behind Excel’s advanced capabilities, enabling you to conceptualise automation logic and reporting workflows used in accounting, business analysis, and data management.
Whether you’re enhancing your professional reporting skills, improving financial model thinking, or strengthening your Excel knowledge for career growth, this Excel automation and dashboard course provides a solid foundation. It’s suitable for learners seeking CPD‑aligned training in advanced formulas, VBA logic, and Power Query understanding. Enrol today!
Learning Outcomes
By the end of this Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query, you will be able to:
- Apply advanced Excel formulas for financial and data models
- Use VBA to automate repetitive spreadsheet tasks
- Generate dynamic dashboards using Power Query and Pivot Tables
- Structure and analyse complex datasets in Excel efficiently
- Design automated reporting templates for professional use
- Understand data workflow and dashboard logic for business reporting
- Enhance productivity in accounting, finance, and business intelligence roles
Why Enrol in This Microsoft Excel Advanced Dashboard Course?
This Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query is ideal for professionals seeking to enhance their Excel capabilities beyond basic functions. It offers insights on automating financial models and creating interactive dashboards that can save time and improve reporting accuracy.
You’ll benefit from:
- CPD-certified training tailored to accounting and data analysis professionals
- Downloadable resources to practice and apply your skills
- Flexible online learning with lifetime access
Following Courses are Included With This Course (For Free) - Limited Time!
Who is This Microsoft Excel Advanced Dashboard Course For?
This Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query is suitable for:
- Accountants and finance professionals
- Business analysts and BI professionals
- Data analysts managing reports and dashboards
- Professionals automating financial and operational reporting
- Excel users seeking CPD-accredited advanced training
- Career switchers or students pursuing finance, analytics, or BI roles
Prerequisites
This Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query requires no prior experience to enrol. However, familiarity with formulas and Pivot Tables will help you get the most from this course.
Assessment Method
Assessment for the course is conducted through an automated multiple-choice exam. A score of 60% is required to pass and earn the CPD Accredited Certificate. Reflective assignments are provided to enhance your learning, with expert tutor feedback available.
Certification
Upon completing the Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query and passing the final exam, you will receive a CPD QS Accredited Certificate from Apex Learning. This certification demonstrates your knowledge and skills as a nursing assistant in the UK. The Digital version of the certificate is available for £9.99 only, and you can order a hard copy of the certificate for £14.99 only.
Career Path
Completing this Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query can enhance career prospects for Excel and data-focused roles in the UK. The following roles are commonly associated:
- Financial Analyst – Build automated financial reports and dashboards.
Average salary: £28,000 – £45,000 - Business Intelligence Analyst – Develop dashboards and data visualisations to support business decisions.
Average salary: £30,000 – £50,000 - Accountant – Automate accounting tasks and financial reporting processes.
Average salary: £25,000 – £40,000 - Data Analyst – Analyse and interpret complex datasets with advanced Excel tools.
Average salary: £27,000 – £45,000 - Management Accountant – Design reporting templates and financial models for managerial decisions.
Average salary: £30,000 – £48,000 - Operations Analyst – Use Excel dashboards to monitor operational efficiency.
Average salary: £30,000 – £50,000 - Finance Officer – Apply advanced Excel for budget tracking and reporting.
Average salary: £28,000 – £42,000 - Reporting Analyst – Generate automated reports and visual dashboards for teams.
Average salary: £30,000 – £45,000 - Business Analyst – Extract actionable insights using Excel-based models.
Average salary: £32,000 – £50,000 - Project Analyst – Track project KPIs and automate reporting processes.
Average salary: £30,000 – £48,000
Frequestly Asked Questions
What is the Microsoft Excel: Automated Dashboard course?
This CPD-accredited course teaches advanced Excel techniques, including VBA, Power Query, and dynamic dashboard creation.
Is this course suitable for beginners?
Yes. Beginners can enrol and gradually learn advanced formulas, Pivot Tables, and automation techniques suitable for finance, analytics, and reporting.
Which Excel tools are covered?
Learners will study advanced formulas, VBA macros, Pivot Tables, and Power Query for dynamic reporting and dashboard creation.
Is the certificate recognised?
Yes, the CPD QS Accredited Certificate is recognised by UK employers.
Will I learn financial modelling?
Yes. The course covers theoretical approaches to prepaid expense models, dashboard logic, and reporting workflows using Excel, Power Query, and VBA.
Will I learn financial modelling?
Yes. The course covers theoretical approaches to prepaid expense models, dashboard logic, and reporting workflows using Excel, Power Query, and VBA.
Can this course help my career?
Yes. Advanced Excel, VBA, and dashboard skills improve efficiency and are highly sought after in finance, accounting, analytics, and business intelligence roles.
Ready to master advanced Excel dashboards, formulas, and automation? Enrol today and get instant access.
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✔ CPD accredited
✔ Learn at your own pace
£21.99 for a Limited Time Only ✅Enrol Today!
Course Curriculum
- 13 sections
- 26 lectures
- 00:00:00 total length
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Course Outline and Introduction 00:04:00 -
Minimum Requirements for the Course 00:01:00
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Prepayments Introduction 00:01:00
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Month End Date Prepaid Expenses Amortization Calculation 00:00:00
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Exact Prepaid Expenses Payment Date Calculation 00:00:00
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Prepaid Expenses Accounting Definition: Prepayments 00:03:00
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Prepaid Expense Example: How Accounting works for Prepayments 00:03:00
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Advantages and Disadvantages of Prepaid Expenses 00:03:00
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Introduction to PRO Excel Models and Formulas 00:06:00
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Date Function 00:05:00
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EOMONTH Function 00:04:00
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DATEVALUE function 00:03:00
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IF Function 00:08:00
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IFS Function (Office 365 Only) 00:07:00
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VLOOKUP Function 00:07:00
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MATCH Function 00:05:00
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INDIRECT Function 00:02:00
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NAMED Ranges: Name Manager 00:03:00
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Advanced Version of VLOOKUP Function 00:07:00
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Introduction to Model and Control Panel Tab (Important Sheet Tab) 00:08:00
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Formula Based Prepaid Expenses Model – Deep Dive (Part 1) 00:05:00
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Formula Based Prepaid Expenses Model – Deep Dive (Part 2) 00:06:00
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Formula Based Prepaid Expenses Model – Deep Dive (Part 3) 00:06:00
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IFS Function – Month End date Prepayment calculation 00:04:00
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Prepaid Expenses – Closing Balance Summary Tab (Formula Based Summary) 00:09:00
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Protecting Formulas Cells and Fields in the Model 00:04:00
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Exact Date Prepaid Amortisation calculation Intro 00:03:00
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Formulas update and Model Changes for Exact Prepaid Exps Calculation 00:03:00
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Formulas Update for Exact Date Prepaid Exps Amortisation (Part 1) 00:04:00
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Formulas Update for Exact Date Prepaid Exps Amortisation (Part 2) 00:03:00
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Formulas Update for Exact Date Prepaid Exps Amortisation (Part 3) 00:02:00
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Formulas Update for Exact Date Prepaid Exps Amortisation (Part 4) 00:07:00
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IFS Function – Exact Date Prepayments Amortisation 00:04:00
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Data Validation Controls (Enhancing Data Input Controls with Protection) 00:10:00
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Bonus: Prepayment Model with Opening Balance Calculation (Part 1) 00:08:00
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Bonus: Prepayment Model with Opening Balance Calculation (Part 2) 00:09:00
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Additional Material: Resources 00:00:00
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Power Query and Pivot Table Prepayment Summary Table Intro 00:06:00
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What is Power Query and Some Awesome Resources for Power Query learning 00:07:00
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Power Query and Pivot Table Summary – Deep Dive (Part 1) 00:05:00
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Power Query and Pivot Table Summary – Deep Dive (Part 2) 00:04:00
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Power Query and Pivot Table Summary – Deep Dive (Part 3) 00:05:00
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Power Query and Pivot Table Summary – Deep Dive (Part 4) 00:09:00
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Using Array Formulas to Add Formula Protection 00:04:00
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Bonus: Allocate Prepaid Expenditure Cost Centre Wise – 1 00:02:00
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Bonus: Allocate Prepaid Expenditure Cost Centre Wise – 2 00:08:00
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Bonus: Prepayment Model with Opening Balance Calculation (PQ and PT Version) 00:13:00
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Changing Macros Security in Excel 00:05:00
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Complete Walkthrough – Advanced VBA Prepaid Expenses Amortisation Model 00:06:00
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Bonus : New Version – Excel VBA Model for Prepayment Expenditure 00:08:00
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Dynamic Dashboard Overview 00:07:00
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Importing Profit and Loss Statements Source Files and creating YTD P&L Sheets 00:08:00
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Creating Dynamic Data Validation 00:02:00
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Creating Named Ranges for Dynamic Table Arrays 00:03:00
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Dynamic Date Column Headings for each Divisional PL Table 00:02:00
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Dynamic Month and YTD Dashboard tables headings (PRO TIP) 00:03:00
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Dynamic VLOOKUP Formula – Preparing First section of the Dashboard 00:04:00
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Creating Rolling Dashboard with Dynamic VLOOKUP Function 00:08:00
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IMPORTANT : Error Checking for your reports/Dashboard (PRO TIP) 00:03:00
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Data Prep for Visualization: AREA Charts (Awesome trick using #NA Function) 00:05:00
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Visualization: AREA Charts for Month – Revenue, Gross Profit and Net Profit 00:05:00
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Visualization DONUT Charts Revenue, Gross Profit and Net Profit (Part 1) 00:03:00
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Visualization DONUT Charts Revenue, Gross Profit and Net Profit (Part 2) 00:06:00
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Introduction – Formula-less Dashboard – Fully Dynamic and easily refreshed 00:05:00
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Understanding the data files before building dashboard 00:02:00
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Consolidating Reports with Power Query (Get & Transform) , How to install PQ 00:08:00
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Dynamic File Path Trick in Power Query with Parameters (Amazing trick) 00:06:00
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Conditional Cumulative totals with SUMIFS Function 00:04:00
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Bonus: Conditional Cumulative totals with Power Query Custom Formula (M Code) 00:06:00
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Dashboard Creation – Pivot Table showing Month and YTD KPIs division wise 00:06:00
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Dashboard Creation Donuts Charts linked with Pivot Table (Replicate Charts fast) 00:08:00
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Dashboard Creation – Line Charts 00:08:00
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Update Dashboard with Additional Divisional Data with Few Click (Magical) 00:03:00
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Thank you 00:02:00
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Ultimate Prepaid Expenditure Model (Super Bonus) 00:02:00
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Resources – Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query 00:00:00
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Claim Your Certificate 00:00:00
£21.99
£419
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This course includes:
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Duration:6 hours, 8 minutes
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Access:1 year access
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Level:
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CPD Points:10