Dynamic Excel Business Reports and Dashboards Course

Name: Dynamic Excel Business Reports and Dashboards Training Course
Availability: InStock

Build refreshable Excel reporting workflows that turn structured data into interactive KPI views for business decisions.

Dynamic Excel Business Reports and Dashboards Course

At a glance

Duration: 2 Weeks
Format: Classroom
Cities: Casablanca, Jakarta, Milan, Rome, Toronto, Vienna and more
Next session: 19 – 30 October 2026, Casablanca
Average fee: 9,900 €

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Dynamic Excel Business Reports and Dashboards Training Course

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Overview

Dynamic Excel Business Reports and Dashboards Training Course is a two-week intermediate course for analysts, reporting functions, finance and operations professionals, managers, and Excel users who leave with an Excel Reporting and Dashboard Portfolio. Participants build structured data sources, repeatable Power Query transformations, formulas, PivotTables, PivotCharts, data models, KPI views, slicers, validation checks, refresh controls, and governed workbooks. Agile Leaders Training Center develops dynamic Excel reporting and dashboard capabilities.

Who Should Attend

Reporting functions responsible for recurring management reports, metrics, and commentary
Business analysis functions responsible for preparing data, identifying trends, and explaining results
Finance functions responsible for budgets, performance measures, variance views, and controls
Operations functions responsible for service, productivity, quality, inventory, and capacity reporting
Management functions responsible for reviewing indicators and making evidence-based decisions
Excel users responsible for maintaining workbooks, refresh cycles, and shared dashboard outputs

The course assumes participants can navigate Excel and use basic formulas, and leaves out VBA application development, database administration, Power BI development, and certification.

Departments and Industries

The course supports departments and industries that need repeatable business reporting from structured operational and management data.

Finance, planning, operations, sales, marketing, and customer experience
Data offices, reporting teams, project controls, quality, and internal audit
Financial services, insurance, retail, hospitality, and professional services
Manufacturing, logistics, transport, construction, utilities, and property management
Healthcare, education, technology, telecommunications, and nonprofit organizations

Learning Objectives

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

Apply reporting requirements and source-data design methods
Build repeatable Power Query preparation and refresh flows
Analyze data with formulas, PivotTables, PivotCharts, and data models
Design KPI layouts, charts, slicers, timelines, and navigation controls
Evaluate accuracy, usability, performance, protection, and governance
Build an Excel Reporting and Dashboard Portfolio

Course Agenda

Day 1: Define Reporting Requirements

Report Audience and Decision Canvas
KPI Definition and Ownership Sheet
Dashboard Question and Scope Matrix
Reporting Frequency and Refresh Map
Workbook Output Acceptance Checklist

Day 2: Structure Excel Source Data

Excel Table Design Rules
Structured Reference Formula Pattern
Data Type and Field Dictionary
Source-System Mapping Template
Input Validation and Exception Log

Day 3: Prepare Data with Power Query

Power Query Connection Inventory
Column Profiling and Quality Review
Data Type, Split, Merge, and Replace Steps
Append and Combine Files Pattern
Query Dependency and Load Plan

Day 4: Build Dynamic Formula Reports

SUMIFS and COUNTIFS Reporting Pattern
XLOOKUP and INDEX-MATCH Retrieval Matrix
Dynamic Array Filter and Sort Model
Date and Period Calculation Sheet
Error Handling and Formula Audit Checklist

Day 5: Analyze with PivotTables

PivotTable Field and Layout Design
Grouping and Date Hierarchy Method
Calculated Field Decision Guide
Value Display and Comparison Options
PivotTable Refresh and Cache Control

Day 6: Visualize with PivotCharts

Chart Selection by Business Question
PivotChart Series and Category Design
Variance and Target Comparison View
Conditional Formatting Indicator Rules
Chart Label and Annotation Checklist

Day 7: Add Interactive Controls

Slicer Field and Style Plan
Slicer Report Connections Map
Timeline Period Control Design
Dashboard Navigation and Selection Controls
Filter State and Reset Method

Day 8: Build Data Models and KPIs

Table Relationship Diagram
Fact and Dimension Structure
Data Model Measure Definition Sheet
KPI Status and Threshold Matrix
Cross-Table Reporting Test

Day 9: Govern and Deliver Workbooks

Dashboard Layout and Visual Hierarchy Grid
Refresh Sequence and Failure Checklist
Workbook Protection and Access Matrix
Performance and File-Size Review
Version, Change, and Handover Register

Day 10: Practice Dashboard Delivery

Exercise: Diagnose a Reporting Requirement and Data Source
Exercise: Build a Repeatable Power Query Flow
Exercise: Assemble PivotTables, Charts, and Interactive Controls
Exercise: Test Accuracy, Refresh, Usability, and Protection
Capstone: Excel Reporting and Dashboard Portfolio

Practical Exercises

The course uses suggested activities based on sales, budgets, service levels, inventory, project delivery, workforce, and customer data.

Suggested activity: define reporting questions, measures, owners, data fields, refresh needs, and acceptance checks.
Suggested activity: clean and combine source files with Power Query, then validate records and query dependencies.
Suggested activity: build formula reports, PivotTables, PivotCharts, slicers, timelines, relationships, and KPI views.
Suggested activity: test calculation accuracy, filter behavior, refresh controls, performance, protection, and handover records.

FAQs

Who suits dynamic Excel business reports and dashboards, and what does the course assume?

Analysts, reporting functions, finance and operations professionals, managers, and workbook owners suit the course; it assumes basic Excel navigation and formula use.

How do Excel business reports and dashboards differ from Power BI development?

Excel reporting centers on workbook-based data preparation, formulas, PivotTables, charts, controls, and sharing. Power BI development centers on a separate platform for semantic models, reports, services, workspaces, and broader distribution.

How should source data be structured for dynamic Excel dashboards?

Source data should use consistent field names, data types, one record per row, stable identifiers, defined missing-value rules, controlled inputs, traceable sources, and Excel tables or repeatable queries.

What makes an Excel dashboard dynamic and refreshable?

A dynamic Excel dashboard uses expandable tables, repeatable Power Query steps, linked PivotTables and PivotCharts, connected slicers or timelines, controlled formulas, defined refresh order, and validation checks.

How should Excel dashboard quality be tested before delivery?

Dashboard quality should be tested for source completeness, calculation accuracy, filter behavior, label clarity, visual hierarchy, refresh reliability, file performance, protection, accessibility, version control, and handover readiness.

Conclusion

Participants take back an Excel Reporting and Dashboard Portfolio containing requirement canvases, structured sources, queries, formula reports, pivots, charts, controls, data models, KPI layouts, validation checks, refresh plans, and governance records. It changes recurring reporting from manual rebuilding to a controlled refreshable workflow. The portfolio supports clearer analysis, faster review, and accountable workbook maintenance.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 61-74 of 74 events

Location	Dates	Duration	Mode	Price
Barcelona	Week 33, 2027 16 – 27 August 2027	2 Weeks	Onsite	€10,000
Tbilisi	Week 34, 2027 23 August – 3 September 2027	2 Weeks	Onsite	€8,800
Kuala Lumpur	Week 35, 2027 30 August – 10 September 2027	2 Weeks	Onsite	€9,000
Chicago	Week 35, 2027 5 – 16 September 2027	2 Weeks	Onsite	€16,000
Tokyo	Week 37, 2027 13 – 24 September 2027	2 Weeks	Onsite	€15,000
Cairo	Week 38, 2027 20 September – 1 October 2027	2 Weeks	Onsite	€7,000
Zoom	Week 39, 2027 27 September – 8 October 2027	2 Weeks	Online	€3,000
Frankfurt	Week 39, 2027 27 September – 8 October 2027	2 Weeks	Onsite	€10,000
Amsterdam	Week 40, 2027 4 – 15 October 2027	2 Weeks	Onsite	€10,000
Porto	Week 40, 2027 4 – 15 October 2027	2 Weeks	Onsite	€10,000
Manama	Week 40, 2027 10 – 21 October 2027	2 Weeks	Onsite	€8,000
Dubai	Week 41, 2027 11 – 22 October 2027	2 Weeks	Onsite	€8,500
London	Week 42, 2027 18 – 29 October 2027	2 Weeks	Onsite	€10,000
Abu Dhabi	Week 42, 2027 18 – 29 October 2027	2 Weeks	Onsite	€8,000

Frequently asked questions

What does this course cover?

OverviewDynamic Excel Business Reports and Dashboards Training Course is a two-week intermediate course for analysts, reporting functions, finance and operations professionals, managers, and Excel users who leave with an Excel Reporting and Dashboard Portfolio. Participants build structured data sources, repeatable Power Query transformations, formulas, P…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Dynamic Excel Business Reports and Dashboards Course