Certified Training - Reporting & Operational Dashboards Using Excel Training Course

Course Schedule

15-19 Dec 2025

Dubai

$5,950

Course Overview

This Certified Training Course in "Reporting & Operational Dashboards Using Excel" is meticulously designed to provide participants with the skills and practical knowledge required to create dynamic, insightful, and interactive reports and dashboards using Microsoft Excel. In today’s data-driven world, organizations demand fast, accurate, and actionable reporting tools to support decision-making. This training course emphasizes advanced Excel features and methodologies that help transform raw data into visually compelling reports and dashboards.

Excel is a powerful reporting tool used by professionals across various industries to perform data analysis, monitor performance, and support operations. However, without the right techniques, it is easy to get overwhelmed by large datasets and fail to communicate insights effectively. This training course equips participants with the tools and techniques to overcome those challenges by designing dashboards that are not only functional but also user-friendly and visually appealing.

Throughout this training course, participants will explore essential concepts in Excel dashboard design, from data preparation and transformation to advanced visualization techniques. They will learn how to use PivotTables, Power Query, dynamic charts, conditional formatting, form controls, and Excel formulas to build automated dashboards. By the end of the training course, delegates will be capable of delivering professional-quality dashboards tailored to their organization’s operational and reporting needs.

This GLOMACS Certified Training - Reporting & Operational Dashboards Using Excel training course will highlight:

Best practices in data preparation and structuring for dashboard creation
Techniques for building dynamic reports using formulas and PivotTables
Advanced visualization using charts, KPIs, and conditional formatting
Using Power Query for automation and real-time data updates
Designing interactive dashboards with slicers, timelines, and form controls
Automating reports using Excel macros and templates

What are the Goals?

By the end of this Certified Training - Reporting & Operational Dashboards Using Excel training course, the participants will be able to:

Prepare and clean raw data for effective reporting using Excel tools
Design and create professional dashboards tailored to business operations
Use PivotTables and Power Query to automate data transformation
Apply advanced Excel formulas to build dynamic reporting models
Utilize conditional formatting and form controls to enhance visual impact
Integrate interactive elements such as slicers, drop-downs, and timelines
Export and share dashboards for management and stakeholder use
Apply best practices in layout, structure, and performance optimization

Who is this Training Course for?

This GLOMACS Certified Training - Reporting & Operational Dashboards Using Excel training course is ideal for professionals who deal with data, reporting, or performance monitoring and wish to enhance their Excel skills for better output. It is particularly suited for:

Financial Analysts
Business Analysts
Operations Managers
Reporting Officers
Administrative Staff
Project Managers
Data Analysts
HR & Sales Executives
Anyone responsible for regular reporting and dashboard creation

How will this Training Course be Presented?

This Reporting & Operational Dashboards Using Excel training course employs a practical, hands-on learning approach. Participants will engage in step-by-step exercises, real-world business scenarios, and guided projects to reinforce learning. Short lectures will be complemented by live demonstrations and guided practice. Participants are encouraged to bring real-life data challenges to apply the techniques learned during the training course.

Course Outline

Day 1

Introduction to Reporting & Dashboard Concepts
Dashboard Design Principles & Best Practices
Structuring Raw Data for Reporting Purposes
Naming Conventions, Tables, and Range Management
Introduction to Dynamic Reporting using Excel Tables
Overview of Formulas for Reporting Automation

Day 2

Creating and Customizing PivotTables
Grouping, Sorting, and Filtering within PivotTables
Building PivotCharts for Visual Insights
Using Slicers and Timelines for Interactivity
Managing Multiple Data Sources with PivotTables
Tips for Fast and Clean Reporting with PivotTables

Day 3

Introduction to Power Query Interface
Importing Data from Multiple Sources (CSV, Excel, Web)
Cleaning Data: Remove Errors, Fill, Replace, Split, Merge
Creating Calculated Columns and Custom Functions
Automating Data Refresh and Transformation Steps
Creating Connection-Only Queries for Reuse

Day 4

Using Excel Functions: IF, INDEX, MATCH, VLOOKUP, SUMIFS
Creating Dynamic Named Ranges and Drop-down Lists
Inserting Form Controls (Sliders, Drop-downs, Buttons)
Conditional Formatting for KPI Highlights
Using Charts to Represent Key Metrics (Line, Bar, Combo)
Designing a Dashboard Layout with Navigation Elements

Day 5

Linking Dashboards to Live Data
Creating Auto-Refreshing Dashboards
Protecting and Sharing Dashboards Securely
Exporting Dashboards to PDF / PowerPoint
Using Macros for Report Automation (Intro to VBA)
Final Dashboard Project: Building a Full Business Dashboard
Dashboard Review, Troubleshooting, and Q&A

Accreditation

GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.

Would you like to take this course as a team?

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