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Course Code: FNBN 3738
8 Course Visits
Reporting & Operational Dashboards Using Excel
Course Sector:
Finance, Accounting and Banking
Course Dates and Locations
Choose a date and location to book your seat
No.
Date
Days
Location
Fees
Enrollment
01
5 Days
Dubai, UAE $4,250
02
5 Days
Riyadh, KSA $4,250
03
5 Days
Online, Virtual $2,150
Introduction
Training course introducion / brief
In The data-driven business world, Excel reporting and dashboarding skills are essential for making informed decisions.
This practical course, "Operational Reporting and Dashboarding with Excel," teaches you how to:
- Clean and organize raw data
- Create dynamic reports and dashboards
- Track KPIs and visualize performance metrics
- Automate reporting tasks using pivot tables, formulas, and data slices
Ideal for professionals in finance, human resources, operations, supply chain, and management who want to improve the accuracy, efficiency, and insight of their daily reporting work.
Course Objectives
At the end of the training course, participants will be able to
- Use advanced Excel functions (e.g., VLOOKUP, INDEX-MATCH, SUMIFS) for data analysis
- Build PivotTables, PivotCharts, and interactive visualizations
- Clean and structure raw data for reporting
- Design dynamic dashboards that update automatically
- Track and visualize KPIs and operational metrics
- Automate reporting workflows and share dashboards securely
Course Audience
Who is this course for, and can benefit the most
- Administrative and operations staff
- Finance, HR, and procurement analysts
- Supply chain and project managers
Course Outline
The course aims and learning outcomes
Module 1: Introduction to Data Reporting in Excel
- Role of Excel in business reporting
- Types of reports: Static vs. Dynamic vs. Dashboard
- Setting up your environment
- Keyboard shortcuts and best practices
Module 2: Essential Excel Functions for Reporting
- Logical, lookup, date, and aggregation functions
- Error handling and data validation
- Creating and customizing PivotTables
- Filtering with slicers and timelines
- Visual storytelling with PivotCharts
Module 4: Data Cleaning and Preparation
- Importing and linking external data
- Formatting, deduplication, and standardization
- Text-to-Columns, Flash Fill, Trim
- Conditional formatting for insights
Module 5: Building Interactive Dashboards
- Planning layout and objectives
- Linking charts to slicers/drop-downs
- Using named ranges and dynamic arrays
- Mobile-friendly and printable layouts
- Defining and selecting KPIs
- Scorecards, status indicators, and icons
- Conditional charting and interactivity
- Exporting dashboards for presentations
Module 7: Automating Reports and Scheduling Updates
- Automatic refresh and scheduling
- Sharing and protecting dashboards
- Maintenance and troubleshooting tips
Providers and Associations
Providing the best training services and benefits to our valued clients
Boost certificate of completion
BOOST's Professional Attendance Certificate “BPAC” is always given to the delegates after completing the training course, and depends on their attendance of the program at a rate of no less than 80%, besides their active participation and engagement during the program sessions.
ENDORSED EDUCATION PROVIDER
Flexible deadlines
Customized dates accordance to your schedule
Shareable Certificate
Earn certificate upon completion
COURSE METHODOLOGY
Our Training programs are implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).
At The end of the training program, Participants are involved in practical workshop to show their skills in applying what they were trained for. A detailed report is submitted to each participant and the training department in the organization on the results of the participant's performance and the return on training. Our programs focus on exercises, case studies, and individual and group presentations.
Since 2001, we have been pioneering the training field in the middle east, we managed to unlock potential and help individuals, teams and organisations to be the best that they can be with our full and integrated solutions.
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