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AF-018

Dynamic Business Reports and Dashboards Using Excel

Intensive 5-day course · English, Arabic & European languages

Business professionals and analysts need efficient ways to build management reports, scorecards, and dashboards. Over five days, delegates learn to use Excel pivot tables for data analysis. They apply advanced validation rules and connect spreadsheets directly to external databases. The programme finishes with VBA macros, allowing staff to automate their routine reporting tasks.

Classroom

Public courses in our cities

  • 26–30 Oct 2026Abu Dhabi£4,200 + VAT
  • 9–13 Nov 2026Munich£3,400 + VAT
  • 23–27 Nov 2026Jeddah£4,200 + VAT
  • 14–18 Dec 2026Kuala Lumpur£1,800 + VAT
  • 28 Dec – 1 Jan 2026Muscat£3,080 + VAT
  • 4–8 Jan 2027Kuala Lumpur£1,800 + VAT
Show 23 more dates
  • 18–22 Jan 2027Casablanca£2,280 + VAT
  • 1–5 Feb 2027Barcelona£3,080 + VAT
  • 15–19 Feb 2027Manama£3,080 + VAT
  • 8–12 Mar 2027London£3,360 + VAT
  • 22–26 Mar 2027Amman£3,400 + VAT
  • 12–16 Apr 2027Munich£3,400 + VAT
  • 26–30 Apr 2027Madrid£3,400 + VAT
  • 10–14 May 2027Kuala Lumpur£1,800 + VAT
  • 24–28 May 2027Berlin£3,400 + VAT
  • 7–11 Jun 2027Kuala Lumpur£1,800 + VAT
  • 21–25 Jun 2027Milan£3,400 + VAT
  • 5–9 Jul 2027Barcelona£3,080 + VAT
  • 19–23 Jul 2027Malaga£3,080 + VAT
  • 9–13 Aug 2027London£3,360 + VAT
  • 23–27 Aug 2027Sarajevo£3,400 + VAT
  • 13–17 Sep 2027Munich£3,400 + VAT
  • 27 Sep – 1 Oct 2027Dubai£4,200 + VAT
  • 11–15 Oct 2027Kuala Lumpur£1,800 + VAT
  • 25–29 Oct 2027Riyadh£4,200 + VAT
  • 1–5 Nov 2027Kuala Lumpur£1,800 + VAT
  • 15–19 Nov 2027Doha£4,200 + VAT
  • 6–10 Dec 2027Barcelona£3,080 + VAT
  • 20–24 Dec 2027Geneva£4,200 + VAT

Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%

Can't make these dates? We can run this course for your team on dates that suit you. Ask for custom dates · In-house options

Online (live)

With a trainer, on dates to suit your team

This course can be taught live online by a trainer, in English, Arabic or any European language, for one person or a whole team.

£1,850 + VAT

Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%

Special requests

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Dynamic Business Reports and Dashboards Using Excel

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Course overview

Management reports and dashboards are standard requirements in modern business. However, building them manually consumes hours of staff time. This course moves delegates beyond basic Excel use. It focuses on turning raw data into clear, visual management information without relying on external software.

The programme starts with pivot tables, covering how to slice, aggregate, and integrate data from SQL and Access databases. Delegates learn to build dependent drop-down lists. They also apply advanced conditional formatting rules. The middle sections focus entirely on visual output. Delegates learn to create dynamic labels, sparklines, and thermometer charts that update automatically when new data arrives.

The final days move into report automation. Delegates learn to record, edit, and test VBA macros to handle routine tasks like budget variance reporting and invoice analysis. Delivery is heavily practical. Delegates spend 85% of their time working directly in Excel on case studies and projects.

Course objectives

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

  1. Analyse and aggregate data using advanced pivot table techniques
  2. Integrate Excel with Access, SQL, and text databases
  3. Apply dynamic data validation and conditional formatting rules
  4. Build automated dashboards, scorecards, and flash reports
  5. Develop report interfaces using form controls and buttons
  6. Record and edit VBA macros to automate routine reconciliations

Target competencies

  • Reporting and reconciliation
  • Data modelling
  • External database integration
  • Report structuring
  • Automation and macros
  • Charting and visualisation

Who should attend

This course suits:

  • Business and finance analysts
  • Senior and junior accountants
  • Research professionals
  • Marketing and sales staff
  • Administrative staff and supervisors
  • Delegates with intermediate Excel knowledge or who have completed the Next Generation Excel course

Training methodology

  • 15% theory and discussion
  • 85% practical work in MS Excel
  • Daily exercises and case studies
  • Individual and group projects

Daily agenda

  1. Day 1

    Essential reporting skills

    • 20 rules for pivot tables and charts
    • Slicer techniques for data
    • Advanced pivot chart options
    • Consolidating multiple data ranges
    • Importing text files into Excel
    • Connecting to Access databases
    • Connecting to SQL databases
    • Customising connection properties
  2. Day 2

    Advanced data structuring

    • Custom and advanced data validation
    • Managing conditional formatting rules
    • Creating dependent drop-down lists
    • Combining validation with conditional formatting
    • Building data entry forms
  3. Day 3

    Charting and visualisation

    • Creating dynamic chart labels
    • Using the Excel camera tool
    • Building formula-driven visualisations
    • Applying specialist fonts
    • Working with sparklines
    • Designing standard thermometer charts
    • Creating advanced thermometer charts
    • Plotting performance against chart ranges
  4. Day 4

    Building report solutions

    • Planning report solutions
    • Developing the report structure
    • Configuring spreadsheet data options
    • Enabling background data refresh
    • Setting automatic refresh on opening
    • Modelling with combo boxes
    • Modelling with list boxes
    • Using spinner controls
    • Modelling with option buttons
    • Building check-box data models
    • Advanced combo box techniques
  5. Day 5

    Macro charged reporting

    • Recording, editing, and testing VBA macros
    • Building a macro-driven reconciliation tool
    • Automating budget variance reports
    • Creating automated vendor and invoice analysis reports

Certificate

Every delegate who completes the course receives an ARUK Training Certificate of Attendance.

Frequently asked questions

How do I register?

Choose a date and city in the schedule and press Register, or send us an enquiry. Our team confirms your place and sends an invoice.

Are fees shown with VAT?

Fees are shown per delegate and exclude VAT, which is added to the invoice where applicable.

Can this course be delivered for our team only?

Yes. Any ARUK course can be delivered in-house at your premises, in a meeting room we book for you, or 1-to-1.

Is this course available online?

Yes. We run it live online with a trainer, on dates that suit your team, for £1,850 + VAT per delegate.

Is there a group discount?

Yes. 20% for 2 delegates, 35% for 3 delegates and 50% for 5 or more delegates on the same course.

Can the course be delivered in Arabic or another language?

Yes. Our courses can be delivered in English, Arabic or any European language, by a trainer who teaches in that language. Mention your preferred language when you register or enquire.

What certificate will I receive?

An ARUK Training Certificate of Attendance.

Related courses

Register

Dynamic Business Reports and Dashboards Using Excel

Key booking terms (read before you register)
  • The full fee is paid in advance, before the course starts.
  • Cancel in writing 30 or more days before the start date (45 for in-house) for a refund. Later than that, the full fee is payable.
  • No refund for non-attendance or partial attendance.
  • Places are for the named delegate only; another person cannot attend instead.
  • Moving to another date or city is only possible if ARUK agrees in writing.
  • Travel, accommodation and visas are your responsibility. A refused visa does not change the cancellation terms.

booking terms and conditions

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Dynamic Business Reports and Dashboards Using Excel