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Financial Data Dashboarding with Excel

An Interactive 5-Day Training Course

Financial Data Dashboarding with Excel

Transforming Financial Data into Actionable Insights with Excel Dashboards

NASBA
Classroom Schedule
Date Venue Fees
04 - 08 May 2026 London $ 5,950
07 - 11 Sep 2026 Milan $ 5,950
07 - 11 Dec 2026 Dubai $ 5,950
18 - 22 Jan 2027 London $ 5,950

Course Summary

In today’s data-driven world, financial professionals must be able to transform complex numerical information into meaningful insights that support strategic decision-making. Financial data dashboarding with Microsoft Excel is a powerful skill that enables finance teams to monitor key metrics, track performance, and make informed decisions efficiently. The Financial Data Dashboarding with Excel training course provides a practical, hands-on experience in creating high-impact Excel dashboards that enhance clarity, facilitate performance tracking, and streamline reporting. Participants work with real-world financial data to build dashboards that support business intelligence and organisational performance improvement.

The training course explores topics ranging from data preparation and advanced Excel functions to dashboard design principles and interactive elements that elevate financial reporting. Emphasis is placed on developing dashboards that are not only visually effective but also dynamic and user-focused, enabling finance professionals to communicate insights clearly and confidently. Through practical application and data analysis exercises, the Financial Data Dashboarding with Excel training course equips participants with the skills needed to turn raw financial data into actionable business insights that drive better decision-making in competitive environments.

Skills & Competencies

From this Financial Data Dashboarding with Excel training course, participants will develop the following key skills and competencies:

  • Financial data visualisation proficiency
  • Advanced Excel functions and tools mastery
  • Interactive dashboard design capability
  • Data preparation and transformation skills
  • KPI integration and performance tracking
  • Reporting and analytical interpretation

Key Learning Outcomes

At the end of Financial Data Dashboarding with Excel training course, you will learn to:

  • Apply data visualisation principles for financial insights.
  • Use advanced Excel tools to analyse and organise financial data.
  • Create interactive dashboards that communicate key metrics.
  • Design dynamic charts and layout for usability and impact.
  • Implement best practices for dashboard maintenance and updates.

How You Will Learn

Learning unfolds through structured, hands-on engagement with real financial datasets, practical tasks, and Excel dashboarding techniques. Participants work through a series of exercises that build from foundational concepts to complex dashboard design strategies. Emphasis is placed on applying learning directly in Excel to develop dashboards that professionals can utilise immediately in their workplace.

Who should Attend?

This training course is designed for finance professionals who work with financial data, reporting, and performance tracking. This Financial Data Dashboarding with Excel training course is suitable to a wide range of professionals but will greatly benefit:

  • Financial analysts and accountants
  • Finance managers and controllers
  • Business analysts focusing on financial data
  • Reporting and budgeting professionals
  • Professionals responsible for financial data interpretation
Course Outline
Day 1

Introduction to Financial Dashboards

This day explores the foundational purpose and benefits of financial dashboards and the core principles of effective data visualisation. Participants investigate Excel’s visualisation capabilities and begin planning dashboard designs. The topics covered will include:

  • Understanding the purpose and benefits of dashboards in finance
  • Principles of effective data visualization
  • Overview of Excel's data visualization capabilities
  • Planning and designing a financial dashboard
Day 2

Preparing Financial Data for Analysis

This day focuses on preparing financial data for effective analysis, including importing, cleaning, and transforming data. Participants use structured data techniques to ensure accuracy and reliability. The topics covered will include:

  • Importing and managing financial data in Excel
  • Data cleaning and transformation techniques
  • Utilizing Excel tables for structured data management
  • Ensuring data accuracy and integrity
Day 3

Advanced Excel Functions for Financial Analysis

This day develops proficiency in advanced Excel functions, including formulas, PivotTables, and analytical tools that enhance financial interpretation. The topics covered will include:   

  • Applying financial formulas and functions
  • Using PivotTables and PivotCharts for dynamic data analysis
  • Implementing conditional formatting to highlight key metrics
  • Leveraging Excel's data analysis ToolPak
Day 4

Building Interactive Financial Dashboards

This day focuses on designing dashboard layouts and incorporating interactive elements that improve usability and impact. Participants create dynamic charts and integrate key performance indicators. The topics covered will include:   

  • Designing dashboard layouts for optimal usability
  • Incorporating interactive elements such as slicers and timelines
  • Creating dynamic charts and graphs to represent financial data
  • Integrating key performance indicators (KPIs) into the dashboard
Day 5

Finalizing and Maintaining Dashboards

This day addresses best practices for maintaining and updating dashboards, including testing, validation, security, and sharing considerations. The topics covered will include:

  • Best practices for dashboard maintenance and updates
  • Testing and validating dashboard functionality
  • Protecting and sharing dashboards securely
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
Options & Brochure
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NASBA

Customisation & In-House Delivery

In-house delivery of this training course allows organisations to tailor the dashboarding content to internal reporting structures, financial systems, and performance indicators specific to their environment. Customisation ensures participants strengthen Excel dashboarding skills that directly support organisational workflows and financial decision-making priorities.

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.

Additional Benefits of this course for Organisations and Professionals in Saudi Arabia

Organisations & Professionals in KSA will have the following additional benefits from this Financial Data Dashboarding with Excel training course:

  • Enhanced clarity in financial performance reporting
  • Stronger ability to track and communicate key metrics
  • Increased proficiency in Excel for financial decision-making
  • Improved speed and accuracy in data analysis
  • Greater insight into organisational performance drivers
  • Elevated confidence in presenting financial dashboards
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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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