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.

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.

Dynamic Business Reports and Dashboards Using Excel Training Course

Q: 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.

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.

All dates as PDF

December 2026

14DEC 14 - 18 Dec 2026Mon to Fri · 5 daysNext session

Kuala LumpurMalaysia · Classroom

£2,250per delegate2+ people: £1,800 each

January 2027

18JAN 18 - 22 Jan 2027Mon to Fri · 5 days

FrankfurtGermany · Classroom

£3,250per delegate2+ people: £2,600 each

February 2027

15FEB 15 - 19 Feb 2027Mon to Fri · 5 days

RomeItaly · Classroom

£4,250per delegate2+ people: £3,400 each

March 2027

15MAR 15 - 19 Mar 2027Mon to Fri · 5 days

Kuala LumpurMalaysia · Classroom

£2,250per delegate2+ people: £1,800 each

April 2027

19APR 19 - 23 Apr 2027Mon to Fri · 5 days

BarcelonaSpain · Classroom

£3,850per delegate2+ people: £3,080 each

May 2027

17MAY 17 - 21 May 2027Mon to Fri · 5 daysOur home city

LondonUnited Kingdom · Classroom

£2,750per delegate2+ people: £2,200 each

June 2027

21JUN 21 - 25 Jun 2027Mon to Fri · 5 days

MunichGermany · Classroom

£4,250per delegate2+ people: £3,400 each

July 2027

19JUL 19 - 23 Jul 2027Mon to Fri · 5 days

Kuala LumpurMalaysia · Classroom

£2,250per delegate2+ people: £1,800 each

August 2027

16AUG 16 - 20 Aug 2027Mon to Fri · 5 days

FrankfurtGermany · Classroom

£3,250per delegate2+ people: £2,600 each

September 2027

20SEP 20 - 24 Sep 2027Mon to Fri · 5 days

RomeItaly · Classroom

£4,250per delegate2+ people: £3,400 each

October 2027

18OCT 18 - 22 Oct 2027Mon to Fri · 5 days

Kuala LumpurMalaysia · Classroom

£2,250per delegate2+ people: £1,800 each

November 2027

15NOV 15 - 19 Nov 2027Mon to Fri · 5 days

BarcelonaSpain · Classroom

£3,850per delegate2+ people: £3,080 each

December 2027

20DEC 20 - 24 Dec 2027Mon to Fri · 5 daysOur home city

LondonUnited Kingdom · Classroom

£2,750per delegate2+ people: £2,200 each

Live online, on the same dates

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.

December 2026

14DEC 14 - 18 Dec 2026Mon to Fri · 5 daysNext session

Live onlineVirtual classroom · join from anywhere