Dashboard Reporting Using MS Excel

IT & Microsoft® Courses

This practical MS Excel Dashboard Reporting Workshop is designed to help participants develop advanced reporting and dashboarding skills using Excel’s powerful formulas, charts, visualization tools, and interactive controls. The program focuses on transforming raw data into dynamic, visually impactful, and management-ready dashboards that support better business analysis and decision-making.

Participants will strengthen their ability to use advanced Excel formulas and functions for reporting, including logical functions, lookup functions, text functions, conditional calculations, and error handling techniques. The workshop also focuses on data cleaning, structuring, and formula optimization to improve reporting accuracy and efficiency.

The program further explores professional dashboard design techniques using charts, specialist visualizations, dynamic reporting methods, and interactive controls such as combo boxes, check boxes, scrollbars, and data validation tools. Participants will learn how to create dashboards that are user-friendly, automated, and capable of presenting business insights clearly and effectively.

Through practical exercises and hands-on activities, participants will build dynamic reporting models using formulas, charts, form controls, and data visualization techniques commonly used in management reporting and business analysis environments.

By the end of the workshop, participants will be equipped with practical Excel dashboarding skills that improve reporting automation, data visualization, analytical capability, and the overall quality of business reporting and presentations.

Learning Outcomes

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

Apply advanced Excel formulas and functions to create accurate and automated business reports
Use logical, lookup, text, and conditional formulas to clean, analyze, and manage reporting data effectively
Build robust reporting models using functions such as SUMIF, COUNTIF, VLOOKUP, nested IFs, and IFERROR
Create and customize professional charts and visualizations for dashboards and management reporting
Design specialist charts including waterfall charts, thermometer charts, and dual-axis charts for business analysis
Develop interactive dashboard components using form controls such as radio buttons, check boxes, combo boxes, and scrollbars
Apply data validation and dynamic reporting techniques to improve dashboard usability and accuracy
Structure and organize data models to support dynamic and scalable dashboard reporting
Integrate formulas, charts, and controls to create fully interactive Excel dashboards
Improve reporting efficiency, visualization quality, and business decision-making through effective dashboard design and automation

Using Advanced Formulas & Functions For Reporting

Understanding Absolute & Relative Referencing
SumIF & SumIFS
Count, CountA, CountlF & CountlFS
Concatenate
Understanding IF Condition & Nested IFs
Using AND/0R in IFs
Adding Symbol in IF
Advance Vlookup
Using IFError in Vlookup

Practical Exercise: Using your own data or examples provided, clean the data and create robust formulas including working with text formulas

Introduction to Form Control

Radio Button
Check Box
Combo Box
Scrollbars
Data Validation as a Tool

Charts Creating Technique

Creating and customizing Charts
Using specialist charts for your Excel Dashboards
Creating Column, Line, Pie & Bar Charts
Creating two axis charts
Creating a Thermometer Chart
Creating waterfall Chart
Practical Exercise: Using your own data or examples provided, create charts and graphs using best practice methods

Building the Dynamic Data Model

Understanding the Data Structure
Working using Dynamic Charts
Adding Form Controls in Dashboard
Form Controls & Function together
Completing the Dynamic Dashboard
Working with Data using Formulas & Functions

Excel Pivot Tables

Creating summary reports & calculating, Sum, Count & Percentages
Creating Weekly, Monthly, Quarterly & Yearly reports
Creating dynamic Pivot tables
Auto refreshing pivot when opening
Using Slicers for creating Dashboards

Data & Dynamic Table

Creating validation in cell (Drop downs in cell)
Creating drop down menus with dependent list
Converting your raw data into dynamic table
Benefits of dynamic table

Creating Interactive Components for Dashboard

Adding a scroll bar to a data window
Adding option buttons to a chart
Using a combo box drop-down
Using a list box control
Using the Check Box Control

Projects

Dashboard Projects – Building real time dashboard system in a group of two
Create a dynamic dashboard using your own data or examples provided using all the principles and techniques shown in the session.

Regular Fee:

USD 550

Per Participant
(Exclusive of VAT)

Group Registration Benefit

Planning to attend with colleagues? Organizations registering 3 or more participants receive a 15% group discount, making it more economical to develop teams together while creating a shared learning experience.

The Program Fee Includes:

Full-day instructor-led training
Comprehensive course materials
Practical tools, templates and learning resources used during the program
Interactive exercises and facilitated discussions
Networking opportunities with professionals from other organizations
Lunch and refreshments
SIMFOTIX Certificate of Completion

Registering a Team?

For larger groups, we can also explore a customized in-house delivery exclusively for your organization. The program can be tailored to your business context, participant profile, and specific learning objectives.