Business Reports and Dashboards using Excel

Start Date End Date Venue Fees (US $)
01 Feb 2026 Singapore $ 4,950 Register
05 Jul 2026 Dubai, UAE $ 3,900 Register
15 Nov 2026 Kuala Lumpur, Malaysia $ 4,500 Register

Business Reports and Dashboards using Excel

Introduction

Business professionals are frequently required to prepare management reports, scorecards, and dashboards. Attending this course will help you reach advanced Excel levels allowing you to produce such important reports. The course starts with pivot tables, the most important tool ever created to perform data reporting, analysis, and reconciliation. It then continues with high-level modeling techniques, integration, and reports visualization, and it ends with automation. Your take-away is guaranteed to add value to your daily and periodic tasks. This course is a must for every intermediate-level Excel user.

Objectives

    By the end of the course, participants will be able to:

    • Use their Excel expertise in data slicing and dicing, data massaging, data aggregation, data integration with Access, web, text, SQL, and other databases using pivot tables
    • Perform advanced and dynamic data validations
    • Design outstanding visualization charts, dashboards, scorecards, and flash reports
    • Develop master-level report solutions using advanced form controls and buttons
    • Record, write and edit powerful macros that will perform routine tasks in no-time

Training Methodology

This is an interactive course. There will be open question and answer sessions, regular group exercises and activities, videos, case studies, and presentations on best practices. Participants will have the opportunity to share with the facilitator and other participants on what works well and not so well for them, as well as work on issues from their own organizations. The online course is conducted online using MS-Teams/ClickMeeting.

Who Should Attend?

Business professionals, accountants, financial analysts, senior and junior accountants, business analysts, accounting and finance professionals, research professionals, marketing and sales, administrative staff, supervisors, general staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.

Target Competencies

  • Reporting, analyzing, and reconciling
  • Data modeling
  • Integration with external data sources
  • Report structuring techniques
  • Automation and macros
  • Charting and visualization techniques

Course Outline

Essential reporting requirement skills

  • The 19 rules of pivot tables and pivot charts
  • Slicer techniques
  • Advanced pivot charts techniques
  • Multiple consolidation ranges
  • Retrieving external data using Microsoft query
  • Importing text files using MS query
  • Connecting to access databases
  • Connecting to SQL databases
  • Importing from data connection wizard
  • Importing from Microsoft query
  • Customizing connections properties

Advanced data structuring techniques

  • Custom and advanced data validation
  • Creating and managing innovative conditional formatting

Charting and visualization techniques

  • Creating dynamic labels
  • Using the camera tool
  • Working with formula-driven visualizations
  • Using fancy fonts
  • Leveraging symbols in formulas
  • Working with spark lines
  • Creating unconventional style charts
  • Fancy thermometer charts
  • Colored chart bars

Building report solutions

  • Conceptualizing and understanding report solutions
  • Developing a report solution
  • Configuring spreadsheet report data options
  • Enabling background refresh
  • Refreshing data when opening the file
  • Combo-box data modeling tool
  • List-box data modeling tool
  • Form controls data modeling tools
  • Spinner
  • Option-button modeling
  • Check-box data models
  • Combo and group-box

Macro charged reporting

  • Recording, editing, testing VBA macros
  • Building a macro driven reconciliation program
  • Building budget variance reporting program
  • Building a vendor and invoice analysis report

Accreditation

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