Data Analysis and Dashboard Reporting for Banking and Finance Masterclass
Excel-based data analysis and dashboarding for banking teams — pivot tables, macros, dynamic validation and visual reporting that communicates clearly and fast.
Format
Classroom · Virtual
Upcoming sessions
Pick a session to applyADMISSIONS OPENThe programme
Finance teams drown in spreadsheets and still struggle to answer simple questions quickly — the data exists, the reporting discipline does not. This masterclass builds that discipline on the tools teams already own. The cohort works through the fundamental concepts of data analysis and Excel dashboarding, with pivot tables — the workhorse of data reporting and analysis — at the centre, alongside reconciliation, graphing and charting, and presentation in PowerPoint. Sessions cover the principles of great dashboard design, advanced and dynamic data validations, visualisation charts, scorecards and flash reports, and the macros, formulas and shortcut keys that turn routine reporting from an afternoon’s work into minutes.
What you will do
Who attends
- Finance professionals, financial controllers and analysts
- Business analysts, strategic planners and finance managers
- Risk, credit, capital management and ALM teams
- Accountants and finance staff, senior and junior
- Specialists in data analysis and dashboard reporting
Programme agenda
Built for the decisions no textbook prepares you for
I.Foundations of data analysis
- Principles of data analysis
- Tools for analysing data with existing Excel skills
- Summarising and communicating data clearly and concisely
II.Pivot tables and validation
- Pivot tables for reporting and analysis
- Advanced and dynamic data validations
- Reconciliation workflows
III.Dashboards and visualisation
- Principles of great dashboard design
- Visualisation charts, scorecards and flash reports
- Visual effects that improve reports and presentations
IV.Automation and speed
- Recording, writing and editing macros
- Formula tips, tricks and shortcut keys
- Making routine tasks efficient
Frequently asked
What Excel skills does the data analysis and dashboard course cover?
The programme centres on pivot tables — the workhorse of data reporting and analysis — alongside advanced and dynamic data validations, reconciliation, graphing and charting, and presentation in PowerPoint. It also covers recording, writing and editing macros, plus the formula tips, tricks and shortcut keys that turn routine reporting from an afternoon’s work into minutes.
Do I need advanced Excel knowledge before attending?
No. The masterclass builds the reporting discipline on tools teams already own, starting from the fundamental concepts of data analysis and Excel dashboarding and working up to dashboards, scorecards, flash reports and automation. Existing working Excel skills are enough to follow the sessions.
Who is this course for, and can it run in-house for our team?
It suits finance professionals, financial controllers and analysts, business analysts, risk, credit, capital management and ALM teams, and accountants at every level. An in-house edition tailored to your reporting environment is available, delivered in English or French; sessions follow a rolling calendar and fees are quoted on enquiry.
Share this programme
Know the right person for this seat?Nominate a colleague →
In their words
Knowledge transfer, emphasised throughout
“We worked with BIZENIUS for our Fresh Graduates Programme — they are simply amazing. Knowledge transfer and practical learning were emphasised throughout.”
Kuwait Investment Authority
From the Mandate Record
Mandate № 09 · East Africa
Five gaps, five fixes — the data that reset an SME strategy
The most disciplined credit book in the market had to become its most accessible. The data showed exactly how.
Open the dossier →
The Capability Arc™
Fix it · Advisory
Risk Appetite & Enterprise Risk Governance
An appetite framework wired into daily decisions.
Automate it · Smart IT
Reporting Automation & Dashboards
Automate the returns the team builds by hand today.
Learning is one point on the Capability Arc. Many institutions pair this programme with the advisory engagement — and automate what the framework demands.
Teams from these institutions train with BIZENIUS
Related programmes
Effective Risk Data Validation and Reporting Masterclass
BCBS 239 as it lands in practice — data lineage, aggregation architecture, risk reporting and the governance regime that makes the numbers trustworthy.
View programmeDigital Payments, FinTech and Innovations Masterclass
Digital payments, FinTech and blockchain without the hype — the players, the rails, PSD2, crypto assets and the adoption decisions banks now face.
View programmeEffective Budgeting & Cost Control
Budgets that execute strategy rather than record it — planning, tracking and cost reduction for professionals accountable for performance and the spend behind it.
View programmeBanking & Finance
Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.