Global Learning for Operational Leaders
Classroom
14 sessions
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Online / Live
14 sessions
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Introduction
Course overview
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.
What you will achieve
Learning objectives
- 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
Who should attend
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
Methodology
Learning approach
- 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.
Complete course outline
Course outline and key learning areas
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
Module 1
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
Module 2
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
Module 3
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
Module 4
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
Module 5
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
FAQ
Frequently asked questions
What does Dynamic Business Reports and Dashboards Using Excel cover?
This course covers Accounting and Finance through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 9 - 13 November 2026. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
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
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Munich, Kuala lumpur, Frankfurt, Rome, Barcelona, London.
How long is the training programme?
The programme runs for five days, with up to five training hours per day, from 9:00 AM to 2:00 PM. Each programme includes a total of 25 training hours.
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Choose an available date and venue, add your participants, and we will email a formal quotation for Dynamic Business Reports and Dashboards Using Excel to your business address.