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DB-015

Financial Data Dashboarding with Excel

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

Financial analysts, accountants and reporting professionals build Excel dashboards over 5 days. Delegates prepare financial data, apply advanced functions and design interactive displays for financial measures and KPIs. Practical tasks use financial datasets to connect visualisation with performance tracking, before testing, updating, protection and secure sharing complete the dashboard work.

Classroom

Public courses in our cities

  • 19–23 Oct 2026Munich£3,400 + VAT
  • 19–23 Oct 2026Muscat£3,080 + VAT
  • 2–6 Nov 2026Amsterdam£3,400 + VAT
  • 16–20 Nov 2026Manama£3,080 + VAT
  • 7–11 Dec 2026Dubai£4,200 + VAT
  • 21–25 Dec 2026London£3,360 + VAT
Show 24 more dates
  • 4–8 Jan 2027Malaga£3,080 + VAT
  • 18–22 Jan 2027Barcelona£3,080 + VAT
  • 1–5 Feb 2027Sarajevo£3,400 + VAT
  • 15–19 Feb 2027Rome£3,400 + VAT
  • 1–5 Mar 2027Dubai£4,200 + VAT
  • 15–19 Mar 2027Munich£3,400 + VAT
  • 5–9 Apr 2027Amsterdam£3,400 + VAT
  • 19–23 Apr 2027Riyadh£4,200 + VAT
  • 3–7 May 2027Doha£4,200 + VAT
  • 17–21 May 2027London£3,360 + VAT
  • 7–11 Jun 2027Geneva£4,200 + VAT
  • 21–25 Jun 2027Barcelona£3,080 + VAT
  • 5–9 Jul 2027Abu Dhabi£4,200 + VAT
  • 19–23 Jul 2027Rome£3,400 + VAT
  • 2–6 Aug 2027Cairo£2,280 + VAT
  • 16–20 Aug 2027Munich£3,400 + VAT
  • 6–10 Sep 2027Amsterdam£3,400 + VAT
  • 20–24 Sep 2027Jeddah£4,200 + VAT
  • 4–8 Oct 2027Singapore£4,200 + VAT
  • 18–22 Oct 2027London£3,360 + VAT
  • 1–5 Nov 2027Muscat£3,080 + VAT
  • 15–19 Nov 2027Barcelona£3,080 + VAT
  • 6–10 Dec 2027Casablanca£2,280 + VAT
  • 20–24 Dec 2027Rome£3,400 + 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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Financial Data Dashboarding with Excel

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Course overview

Financial reporting has to communicate complex numbers clearly. Microsoft Excel dashboards are examined as tools for monitoring metrics, tracking performance and interpreting information for strategic decisions as financial datasets grow in volume and complexity. The discussion considers demand for real-time, interactive and dynamic information, with practical work on data preparation, analytical functions and visual design.

Delegates develop dashboards using financial data. Tables, PivotTables, PivotCharts and the analysis ToolPak accompany work on formulas and conditional formatting, then layouts, slicers and timelines add interactivity. The design work connects advanced Excel skills with financial analysis, reporting efficiency and business intelligence, including the communication of main measures. Maintenance procedures, updates and functional validation follow, together with protection and secure sharing. Problem-based exercises provide opportunities to design and implement dashboards while practising interpretation of financial findings.

Course objectives

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

  1. Explain visualisation principles and dashboard design
  2. Apply advanced Excel tools and functions to financial analysis
  3. Create interactive dashboards that communicate financial metrics
  4. Apply good practice in maintaining and updating dashboards

Who should attend

This course suits:

  • Financial analysts and accountants
  • Finance managers and controllers
  • Business analysts working with financial data
  • People responsible for financial reporting and data analysis

Training methodology

  • Problem-based learning uses practical exercises with financial data from practice.
  • A sequence of tasks develops dashboard design and implementation skills in Excel.

Daily agenda

  1. Day 1

    Financial dashboard purpose and design

    • Reasons for dashboards and their benefits in finance
    • Principles for clear data visualisation
    • Excel capabilities for presenting data
    • Planning the design of a financial dashboard
  2. Day 2

    Preparing data for financial analysis

    • Importing financial data and managing it in Excel
    • Cleaning data and transforming it
    • Using Excel tables to structure data management
    • Maintaining data accuracy and integrity
  3. Day 3

    Functions and tools for financial work

    • Applying financial functions and formulas
    • Using PivotTables and PivotCharts for dynamic analysis
    • Conditional formatting to display important measures
    • Using Excel's data analysis ToolPak
  4. Day 4

    Interactivity and dashboard layouts

    • Layouts designed for dashboard usability
    • Adding slicers, timelines and other interactive elements
    • Dynamic charts and graphs for financial data
    • Incorporating Key Performance Indicators (KPIs)
  5. Day 5

    Validation, maintenance and sharing

    • Procedures for dashboard upkeep and updates
    • Testing functionality and validating the dashboard
    • Protecting dashboards and sharing them securely

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

Financial Data Dashboarding with 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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Financial Data Dashboarding with Excel