Duration: 18 Hours
Timing: Flexible
Course Overview
The Microsoft Excel Dashboard Reporting course equips professionals with the skills to create, visualize, and share dynamic dashboards that simplify complex data analysis. Dashboards allow teams to work smarter, faster, and more accurately by providing instant insights from large datasets. This hands-on training helps participants master Excel’s advanced visualization tools, charting techniques, and automation features to deliver professional, interactive reports.
Throughout the course, delegates will learn to design dashboards using Pivot Tables, advanced charts, sparklines, conditional formatting, interactive controls, macros, and formula-driven data models. Participants will also explore chartless visualization techniques, dynamic data presentation, and best practices for formatting and interactivity. By the end of the course, learners will be able to build comprehensive dashboards from scratch, enabling efficient reporting, performance tracking, and decision-making across finance, accounting, operations, and analytics.
This training is ideal for professionals who generate regular reports, track KPIs, or present data-driven insights to stakeholders. With practical exercises and real-world case studies, attendees gain the confidence to implement advanced Excel dashboard reporting techniques immediately in their workplace.
Course Outline
Introduction on Microsoft Excel Dashboard Reporting
- Benefits of Performing Data Analysis
- DOs & DON’Ts of Presenting Data
- Stages of Data Analysis
Advanced Formatting Techniques
- Advanced Text Formatting
- Best Way to Present Tables
- Many Ways to Present Numbers – Customized Number Formatting
- Customized Dates & Time Formatting
MS Excel Dashboard Reporting New Feature: Sparklines
- What are Sparklines?
- Inserting & Modifying Sparklines
- Analyzing Data with Sparklines
- Performing Tweaks with Sparklines
- Handling Missing Data
- Making the Sparklines Dynamic (Auto-Update)
Chartless Visualization Techniques
- Conditional Formatting
- Highlighting Cells Based in Criteria
- Using Data Bars, Icon Sets & Color Scales
- Make Your Own Formatting Rules
- Using Special Symbols
- Using the Camera Tool
Advanced Charting Techniques
- The Basics of Charting
- Going through different types of Charts
- Modifying Charts and Working with Chart Options
- Advanced Charts Formatting
- Inserting Text and Pictures inside Charts
- Modifying Chart Axis
- Creating Specialized Charts for Measuring Performance
- Combo Chart
- Dynamic Chart
- Thermometer Chart
- Bullet Chart
Processing the Data Model
- Learning Useful Excel Functions
- Simple IF & Nested IF Function
- CHOOSE & OFFSET Function
- SUMPRODUCT & SUMIFS Function
- VLOOKUP & INDEX-MATCH Functions
- Adding Interactivity with Drop Downs
Enhancing Interactivity
- Adding Interactive Advanced Controls
- Buttons Control
- Check Box
- Spin Buttons
- Option Buttons
Automating Reports
- Using Macros to Automate Reports
- Recording a Macro
- Running a Macro
- Assigning Macros to Objects & Buttons
Pivot Tables
- Analyzing Data with Pivot Tables: A very Powerful Reporting Tool
- Creating & Modifying Pivot Tables
- Performing Calculations within Pivot Tables
- Working with Pivot Charts
- Analyzing Data with Excellent New Features in Pivot Tables
- Slicers
- Timelines
Building the Dashboard
Building a Complete Dashboard from Scratch
Who is it for?
This course Microsoft Excel Dashboard Reporting are for those who are in reporting areas like accountants and other professionals who uses the application to make their work easier.
Why Choose Optimizer Middle East for Excel Dashboard Reporting Training
1. Regional Expertise & Tailored Content
Optimizer Middle East understands the unique business environment and reporting needs of professionals across the UAE and the wider Middle East. The Excel Dashboard Reporting course is customized with real-world examples relevant to finance, accounting, operations, and analytics, ensuring participants gain practical, applicable skills.
2. Experienced Trainers with Industry Knowledge
Our instructors are certified Excel experts with extensive experience in corporate reporting, data visualization, business intelligence, and dashboard creation. They provide hands-on exercises and real-life case studies that make advanced dashboard techniques easy to understand and apply.
3. Hands-On, Practical Learning
Optimizer emphasizes interactive learning, allowing participants to work with large datasets, build dynamic dashboards, automate reports, and use Pivot Tables, advanced charts, and interactive controls. This ensures skills learned are immediately applicable in the workplace.
4. Flexible Learning Formats
Whether you prefer classroom sessions in Dubai, Abu Dhabi, or Riyadh, or virtual online training, Optimizer Middle East provides flexible delivery options with modern facilities and platforms that fit busy professional schedules.
5. Post-Course Support
Participants receive ongoing support, resources, exercises, and cheat sheets to reinforce learning and maintain proficiency in Excel dashboard reporting.
6. Recognized Certification & Career Advantage
Completing the course provides an Optimizer Middle East Certificate, validating your expertise in Excel dashboard reporting. This credential enhances career growth, professional credibility, and employability across leading organizations in the region.
7. Proven Track Record
Optimizer Middle East has successfully trained professionals from top organizations across the Middle East, consistently delivering measurable improvements in reporting efficiency, data visualization, and decision-making capabilities.
Benefits of the Microsoft Excel Dashboard Reporting Course
Enrolling in the Microsoft Excel Dashboard Reporting course with Optimizer Middle East equips professionals with the expertise to visualize, analyze, and present data effectively, transforming raw information into actionable insights. This course is ideal for accountants, finance professionals, analysts, and anyone involved in reporting or performance tracking.
1. Master Advanced Dashboard Techniques
Learn to build interactive dashboards using Pivot Tables, advanced charts, sparklines, and conditional formatting to visualize key performance indicators (KPIs) and trends clearly.
2. Enhance Reporting Efficiency
Automate repetitive reporting tasks with macros and interactive controls, streamlining workflow and saving valuable time while reducing errors.
3. Improve Data Analysis and Decision-Making
Use Excel’s advanced analytical tools to summarize large datasets, perform what-if analyses, and evaluate performance against targets, enabling smarter, data-driven business decisions.
4. Professional Presentation of Data
Gain skills in charting, formatting, and visualization techniques to communicate complex data in an easily understandable and visually appealing manner for stakeholders and management.
5. Boost Career Growth and Employability
Proficiency in Excel dashboard reporting is highly valued across industries. Completing this course enhances your resume, improves your workplace effectiveness, and opens opportunities for promotions or career advancement.
6. Apply Skills Immediately in the Workplace
Hands-on exercises and real-world case studies ensure that participants can implement their new skills immediately, creating dynamic dashboards, interactive reports, and meaningful insights.
7. Gain Recognized Certification
Upon completion, participants receive an Optimizer Middle East Certificate, validating their advanced Excel dashboard and reporting skills — a credential recognized by leading organizations in the UAE and Middle East.
