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Certified Training - Reporting & Operational Dashboards Using Excel

An Interactive 5-Day Training Course

Certified Training - Reporting & Operational Dashboards Using Excel

NASBA

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Course Summary

This Certified Training Course in "Reporting & Operational Dashboards Using Excel" is meticulously designed to provide participants with the skills and practical knowledge required to create dynamic, insightful, and interactive reports and dashboards using Microsoft Excel. In today’s data-driven world, organizations demand fast, accurate, and actionable reporting tools to support decision-making. This training course emphasizes advanced Excel features and methodologies that help transform raw data into visually compelling reports and dashboards.

Excel is a powerful reporting tool used by professionals across various industries to perform data analysis, monitor performance, and support operations. However, without the right techniques, it is easy to get overwhelmed by large datasets and fail to communicate insights effectively. This training course equips participants with the tools and techniques to overcome those challenges by designing dashboards that are not only functional but also user-friendly and visually appealing.

Throughout this training course, participants will explore essential concepts in Excel dashboard design, from data preparation and transformation to advanced visualization techniques. They will learn how to use PivotTables, Power Query, dynamic charts, conditional formatting, form controls, and Excel formulas to build automated dashboards. By the end of the training course, delegates will be capable of delivering professional-quality dashboards tailored to their organization’s operational and reporting needs. 

This  GLOMACS Certified Training - Reporting & Operational Dashboards Using Excel training course will highlight:

  • Best practices in data preparation and structuring for dashboard creation
  • Techniques for building dynamic reports using formulas and PivotTables
  • Advanced visualization using charts, KPIs, and conditional formatting
  • Using Power Query for automation and real-time data updates
  • Designing interactive dashboards with slicers, timelines, and form controls
  • Automating reports using Excel macros and templates
Course Outline
Day 1

Foundations of Reporting & Dashboard Design

  • Introduction to Reporting & Dashboard Concepts
  • Dashboard Design Principles & Best Practices
  • Structuring Raw Data for Reporting Purposes
  • Naming Conventions, Tables, and Range Management
  • Introduction to Dynamic Reporting using Excel Tables
  • Overview of Formulas for Reporting Automation
Day 2

Working with PivotTables & PivotCharts

  • Creating and Customizing PivotTables
  • Grouping, Sorting, and Filtering within PivotTables
  • Building PivotCharts for Visual Insights
  • Using Slicers and Timelines for Interactivity
  • Managing Multiple Data Sources with PivotTables
  • Tips for Fast and Clean Reporting with PivotTables
Day 3

Data Cleaning and Transformation Using Power Query

  • Introduction to Power Query Interface
  • Importing Data from Multiple Sources (CSV, Excel, Web)
  • Cleaning Data: Remove Errors, Fill, Replace, Split, Merge
  • Creating Calculated Columns and Custom Functions
  • Automating Data Refresh and Transformation Steps
  • Creating Connection-Only Queries for Reuse
Day 4

Dynamic Dashboards with Excel Functions & Controls

  • Using Excel Functions: IF, INDEX, MATCH, VLOOKUP, SUMIFS
  • Creating Dynamic Named Ranges and Drop-down Lists
  • Inserting Form Controls (Sliders, Drop-downs, Buttons)
  • Conditional Formatting for KPI Highlights
  • Using Charts to Represent Key Metrics (Line, Bar, Combo)
  • Designing a Dashboard Layout with Navigation Elements
Day 5

Automation, Distribution, and Advanced Tools

  • Linking Dashboards to Live Data
  • Creating Auto-Refreshing Dashboards
  • Protecting and Sharing Dashboards Securely
  • Exporting Dashboards to PDF / PowerPoint
  • Using Macros for Report Automation (Intro to VBA)
  • Final Dashboard Project: Building a Full Business Dashboard
  • Dashboard Review, Troubleshooting, and Q\&A
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers

Endorsed Education Provider

NASBA
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Why Choose Saudi GLOMACS?

Saudi GLOMACS is the official Saudi Arabian division of GLOMACS International (glomacs.com), delivering internationally recognised training courses both within Saudi Arabia and across international locations. Our training courses are aligned with the highest professional and institutional standards, supported by a strong understanding of the professional landscape in Saudi Arabia and access to global expertise.

Saudi GLOMACS enables professionals and organisations to strengthen leadership, capability, and long-term excellence through consistently high-quality learning experiences.

Official Saudi Presence

Official Saudi Arabian division of GLOMACS with established global credibility.

International Benchmarks

Internationally benchmarked training courses aligned with professional best practices.

Trusted Across Sectors

Trusted by professionals and institutions across public and private sectors.

Flexible Delivery

Training courses delivered within Saudi Arabia and across international locations.

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Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

No. Our training courses are delivered globally through international locations and online platforms, enabling participants from Saudi Arabia and around the world to learn together. This global delivery approach ensures exposure to diverse perspectives, international best practices, and cross-cultural insights while maintaining strong relevance to regional and organisational needs.

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Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Yes, in-house and customised strategy training courses are available to support organisations seeking tailored strategic capability development. These courses can be aligned with your industry context, organisational challenges, and long-term strategic objectives.

For further details or to discuss customisation requirements, you may call or WhatsApp +966 (54) 286 8546 or email [email protected] . You can also submit a detailed enquiry through our in-house training page at: https://sa.glomacs.com/in-house-seminars

If you would like further information about these training courses, our team is available to provide professional guidance and support. We are pleased to assist with course selection, the registration process, and any other related enquiries.

For personalised assistance or detailed enquiries, please contact our team on +966 (54) 286 8546 or email us at [email protected]

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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