Professional training course
Dynamic Business Reports and Dashboards Using Excel
Business professionals are frequently required to prepare management reports, scorecards, and dashboards. Attending this course will help you reach advanced Excel levels…
- 5 daysClassroom or online
- 13Upcoming dates
- 6Cities
- £2,250Fees from
Course overview
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
Course outline
-
1Day 1: Essential reporting requirement skills
- The 20 rules of pivot tables and pivot charts
- Slicer techniques
- Advanced pivot charts techniques
- Multiple consolidation ranges
- Importing text files
- Connecting to access databases
- Connecting to SQL databases
- Customizing connections properties
-
2Day 2: Advanced data structuring techniques
- Custom and advanced data validation
- Creating and managing innovative conditional formatting
- Dependent drop down list
- Data validation with conditional formatting
- Data entry form
-
3Day 3: Charting and visualization techniques
- Creating dynamic labels
- Using the camera tool
- Working with formula-driven visualizations
- Using fancy fonts
- Working with sparklines
- Fancy thermometer charts
- Thermometer chart
- Performance against chart range
-
4Day 4: 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 modeling
- List-box modeling
- Spinner
- Option-button modeling
- Check-box data models
- Combo box modeling
-
5Day 5: 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
Schedule
Dates and fees
13 upcoming dates in 6 cities. Fees are per delegate; bring colleagues and every seat is discounted. Every date can also be joined live online for £1,280.
No dates in this city right now. Request a quotation and we will suggest the nearest date.
Join the class in real time from your office or home: live sessions with the trainer, group discussion, course materials and a certificate of completion. Joining details are emailed before the course starts.
Questions
Frequently asked questions
How long is the Dynamic Business Reports and Dashboards Using Excel course?
The course runs over 5 days of classroom training, usually Monday to Friday.
When is the next Dynamic Business Reports and Dashboards Using Excel course?
The next public date is 14 - 18 Dec 2026 in Kuala Lumpur. There are 13 upcoming dates in total.
Where is this course held?
Upcoming sessions run in Kuala Lumpur, Frankfurt, Rome, Barcelona, London, Munich.
Can I take Dynamic Business Reports and Dashboards Using Excel online?
Yes. Every date can also be joined live online in a virtual classroom with the trainer, for £1,280 per participant. Choose "Live online" in the dates table when you register.
How much does the course cost?
Fees start from £2,250 per delegate, depending on the city. Fees include tuition and course materials.
Do participants receive a certificate?
Yes. Delegates who complete the course receive a London Leadership Management Innovation certificate of completion.
Can this course be delivered in-house for our team?
Yes. LLMI can tailor and deliver this course privately for your organisation at your premises or in one of our training cities.
Course information last updated 14 November 2026.
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