Global Leadership Consulting
+44 33 00011190
DE EN
HomeAccounting and FinanceDynamic Business Reports and Dashboards Using Excel

Seminar content

What you will learn

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.

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


Benefits

Why attend this seminar

  • Build current, practical knowledge in accounting and finance.
  • Translate the course ideas into actions you can use immediately at work.
  • Review real schedule options across 10 venues and live dates.
  • Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

  • Structured seminar input and guided discussion.
  • Applied examples using current business situations.
  • Focused explanations based on the stored overview and outline.
  • Clear next steps for implementation after the course.

Target audience

Who this is for

  • Professionals responsible for accounting and finance.
  • Managers, specialists, and team leads who need applied skills.
  • Participants looking for a focused route into Dynamic Business Reports and Dashboards Using Excel.

Seminar details

Detailed outline

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


Dates and locations

Available seminar dates

9 dates
Date City Duration Price
20 - 24 April 2026 Frankfurt - Germany 5 Days €3,250.- Book now
4 - 8 May 2026 Barcelona - Spain 5 Days €3,850.- Book now
15 - 19 June 2026 Frankfurt - Germany 5 Days €3,250.- Book now
20 - 24 July 2026 Rome - Italy 5 Days €4,250.- Book now
3 - 7 August 2026 Kuala lumpur - Malaysia 5 Days €2,250.- Book now
7 - 11 September 2026 Barcelona - Spain 5 Days €3,850.- Book now
12 - 16 October 2026 London - U.K 5 Days €4,200.- Book now
9 - 13 November 2026 Munich - Germany 5 Days €3,450.- Book now
14 - 18 December 2026 Kuala lumpur - Malaysia 5 Days €2,250.- Book now

Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

  • Participants receive an INFORAMTECH certificate for completing Dynamic Business Reports and Dashboards Using Excel.
  • The certificate recognises attendance and successful participation in the seminar.
  • It can support professional development records within accounting and finance and related functions.
Verify a certificate

Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

  • 2 participants: 20% discount
  • 3 participants: 35% discount
  • 5 or more participants: 50% discount
Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

  • EU Companies (with valid VAT number): VAT may be reverse charged (0%)
  • EU Individuals (without VAT number): VAT is applicable based on local regulations
  • Non-EU Participants: VAT is generally not applicable (0%)
Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?
  • More than 14 days before the course: Full refund
  • 7-14 days before the course: 50% refund
  • Less than 7 days before the course: No refund
Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

  • Transfer to another date
  • Receive full refund
Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.

Testimonials

“

The structure of Dynamic Business Reports and Dashboards Using Excel made the topic practical and easy to apply immediately.

Course participant
Accounting and Finance
“

The venue and date options made planning the right session straightforward.

Seminar attendee
Frankfurt - Germany
“

Clear content, relevant examples, and useful follow-up topics for the next training step.

Learning manager
Professional development

Related courses

Financial Analysis Modeling and Forecasting F01
Accounting and Finance

Financial Analysis Modeling and Forecasting

13 - 17 Apr 2026Munich - Germany
View detailsCategory
Governance, Risk and Compliance (GRC) F02
Accounting and Finance

Governance, Risk and Compliance (GRC)

13 - 17 Apr 2026Munich - Germany
View detailsCategory
Certificate in Accounting and Financial Control F03
Accounting and Finance

Certificate in Accounting and Financial Control

11 - 15 May 2026Barcelona - Spain
View detailsCategory
Advanced Financial Analysis F04
Accounting and Finance

Advanced Financial Analysis

20 - 24 April 2026Munich - Germany
View detailsCategory