Dynamic Business Reports and Dashboards Using Excel

This course 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 daily.

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

• Use Excel to create interactive dashboards using PivotTables, Slicers, and dynamic PowerPoint integration
• Apply advanced data validation techniques, including dependent drop-downs and error handling
• Design impactful visualizations like dynamic labels, sparklines, and KPI charts
• Build smart reports using form controls such as combo boxes, spinners, and checkboxes
• Automate data import and transformation using Power Query across multiple sources

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

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