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Using Excel in business reports and dashboards.

Home.Accounting.Using Excel in business reports and dashboards.

Using Excel in business reports and dashboards.


This training course is predominantly practical, with 15% of the content being theoretical and 85% focused on practice and practical applications using Excel tools. The practical application includes designing and preparing business reports, dashboards, and scorecards. It also involves exercises, case studies, interactive group and individual projects.

Course Objectives:

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

  • Effectively use Excel and pivot tables in various data management operations, utilizing Access, websites, and databases.
  • Perform various advanced and dynamic data auditing tasks.
  • Design charts, dashboards, scorecards, and reports.
  • Create comprehensive and integrated reports using advanced program commands.
  • Record, write, modify, and execute macros to expedite routine tasks.

Target Audience:

This training course targets professionals, accountants, financial analysts, financial controllers, researchers, marketing and sales experts, administrative staff, supervisors, and all professionals responsible for preparing, reconciling, and analyzing business reports. Participants are required to have intermediate knowledge of Excel or have attended the previous training course titled “Next Generation Excel” by Merk Training.

Training Program Content:

  • Basic skills for report preparation requirements.
  • The 20 rules for pivot tables and charts.
  • Division techniques.
  • Advanced techniques for pivot charting.
  • Multiple consolidation ranges.
  • Retrieving text files.
  • Linking with Access databases.
  • Linking with SQL databases.
  • Modifying linking properties as needed.
  • Advanced techniques in data structuring.
  • Advanced and customized data auditing according to needs.
  • Creating and managing innovative conditional formatting techniques.
  • Dependent drop-down list.
  • Using conditional formatting to validate data.
  • Data input forms.
  • Data visualization and visual aids techniques.
  • Creating dynamic titles.
  • Using the camera tool.
  • Working with modified visual aids based on the used formula.
  • Formatting fonts.
  • Using sparkline indicator lines.
  • Unconventional heat maps.
  • Thermometer chart.
  • Chart performance vs. scale.
  • Finding solutions for report preparation.
  • Visualizing and comprehending report solution methods.
  • Designing report solutions.
  • Creating report table data options.
  • Activating background updates.
  • Updating data when opening the file.
  • Modeling list boxes.
  • Spinner modeling.
  • Option button modeling.
  • Check box data modeling.
  • Combo box modeling.
  • Preparing macro units for reporting.
  • Recording, modifying, testing, and executing VBA macros.
  • Creating a program to match macro units.
  • Creating a budget preparation program.
  • Creating a program for distributing reports via email.
  • Creating a program to print macro units reports.
  • Creating reports for invoice and supplier analysis.

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