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Dynamic Business Reports and Dashboards Using Excel

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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.

Courses 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.

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 or attendance of Next Generation Excel course.

Course Objective

Provided by SQ, this programme is available by distance learning, allowing you to study flexibly while balancing work and personal lifes.


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 Competences


Reporting, analyzing, and reconciling

Data modeling

Integration with external data sources

Report structuring techniques

Automation and macros

Charting and visualization techniques

Course Outline


Essential reporting requirement skills

Building report solutions

Advanced data structuring techniques

Macro charged reporting

Charting and visualization techniques

Program Methodology


In Person

Online