Dynamic Business Reports and Dashboards Using Excel

Why Attend

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 report 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.

Course Methodology

15% of the course is theory based. 85% uses MS Excel as a powerful tool to design and prepare dynamic business reports, dashboards, and scorecards. Groups and individuals will be required to complete exercises, case studies and projects on a daily basis.

Course 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

Target Audience

Business professionals, accountants, finance 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. Pre-requisite: Intermediate-level Excel knowledge.

Target Competencies

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