Dynamic Business Reports and Dashboards Using Excel Training Courses - Dubai | Meirc
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Accounting and Finance

Dynamic Business Reports and Dashboards Using Excel

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.

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Course 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.

Course Objectives

By the end of the course, participants will be able to:
  • 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 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 Meirc’s Next Generation Excel course.

Target Competencies

  • Reporting, analyzing, and reconciling
  • Data modeling
  • Integration with external data sources
  • Report structuring techniques
  • Automation and macros
  • Charting and visualization techniques

Note

This is a hands-on training course using laptops which will be made available by Meirc for the duration of the training. For courses outside the UAE, participants are required to bring their own laptops with a fully working version of Microsoft Excel 2013/2016.

  • Essential reporting requirement skills
    • The 20 rules of pivot tables and pivot charts
    • Slicer techniques
    • Advanced pivot charts techniques
    • Multiple consolidation ranges
    • Importing text files
    • Connecting to access databases
    • Connecting to SQL databases
    • Customizing connections properties
  • Advanced data structuring techniques
    • Custom and advanced data validation
    • Creating and managing innovative conditional formatting
    • Dependent drop down list
    • Data validation with conditional formatting
    • Data entry form 
  • Charting and visualization techniques
    • Creating dynamic labels
    • Using the camera tool
    • Working with formula-driven visualizations
    • Using fancy fonts
    • Working with sparklines
    • Fancy thermometer charts
    • Thermometer chart
    • Performance against chart range
  • Building report solutions
    • Conceptualizing and understanding report solutions
    • Developing a report solution
    • Configuring spreadsheet report data options
    • Enabling background refresh
    • Refreshing data when opening the file
    • Combo-box modeling
    • List-box modeling
    • Spinner
    • Option-button modeling
    • Check-box data models
    • Combo box modeling
  • Macro charged reporting
    • Recording, editing, testing VBA macros
    • Building a macro driven reconciliation program
    • Building budget variance reporting program
    • Building a vendor and invoice analysis report

Meirc Professional Certificate (MPC)

MPC certified courses by Meirc Training and Consulting are designed for those willing to challenge themselves and go the extra distance. Participants who fully attend an MPC course and successfully complete the test on the last day, will receive a Meirc Professional Certificate (MPC), in addition to the one they receive for attendance. MPC certificates are regionally recognized and can be quite valuable when applying for more senior roles within the organization or outside.

MPC

National Association of State Boards of Accountancy (NASBA)

Meirc Training & Consulting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy 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

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Associations
Per participant - 2019

USD 4,800

Per participant

USD 4,900

Fees + VAT as applicable

Tax Registration Number : 100239834300003

(including coffee breaks and a buffet lunch daily)

2020 - Location & Date

8 - 12 Nov, 2020
Dubai
English
Kempinski / Mall of the Emirates         
Meirc reserves the right to alter dates, content, venue and trainer.

2021 - Location & Date

3 - 7 Oct, 2021
Dubai
English
Meirc reserves the right to alter dates, content, venue and trainer.

This course is also offered in Virtual Learning, click on the course below.