Dashboards and Business Reports Using Excel|Online

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

Note

This is a hands-on training course using laptops which will be made available by Smart for the duration of the training. For courses outside the UAE, participants are required to bring their own laptops with a fully working version of Microsoft Excel 2013/2016.

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 sparklines
- Creating unconventional style charts
- Fancy thermometer charts
- Colored chart bars
- New Excel 2013/2016 Charts
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 an email based report distribution program
- Building a macro based report printing system
- Building a vendor and invoice analysis report

Schedule & Fees

2026 Schedule & Fees

27 Sep - 1 Oct, 2026

Arabic
Virtual Learning

Per participant USD 1,300

27 Sep - 1 Oct, 2026

English
Virtual Learning

Per participant USD 1,300

22 - 26 Nov, 2026

English
Virtual Learning

Per participant USD 1,300

22 - 26 Nov, 2026

Arabic
Virtual Learning

Per participant USD 1,300

27 - 31 Dec, 2026

English
Virtual Learning

Per participant USD 1,300

27 - 31 Dec, 2026

Arabic
Virtual Learning

Per participant USD 1,300

2027 Schedule & Fees

21 - 25 Feb, 2027

Arabic
Virtual Learning

Per participant USD 1,300

21 - 25 Feb, 2027

English
Virtual Learning

Per participant USD 1,300

28 Mar - 1 Apr, 2027

English
Virtual Learning

Per participant USD 1,300

28 Mar - 1 Apr, 2027

Arabic
Virtual Learning

Per participant USD 1,300

23 - 27 May, 2027

English
Virtual Learning

Per participant USD 1,300

23 - 27 May, 2027

Arabic
Virtual Learning

Per participant USD 1,300

27 Jun - 1 Jul, 2027

Arabic
Virtual Learning

Per participant USD 1,300

27 Jun - 1 Jul, 2027

English
Virtual Learning

Per participant USD 1,300

22 - 26 Aug, 2027

Arabic
Virtual Learning

Per participant USD 1,300

22 - 26 Aug, 2027

English
Virtual Learning

Per participant USD 1,300

26 - 30 Sep, 2027

English
Virtual Learning

Per participant USD 1,300

26 - 30 Sep, 2027

Arabic
Virtual Learning

Per participant USD 1,300

21 - 25 Nov, 2027

English
Virtual Learning

Per participant USD 1,300

21 - 25 Nov, 2027

Arabic
Virtual Learning

Per participant USD 1,300

26 - 30 Dec, 2027

Arabic
Virtual Learning

Per participant USD 1,300

26 - 30 Dec, 2027

English
Virtual Learning

Per participant USD 1,300