Schedules Introduction Objectives Training Methodology Organisational Impact Personal Impact Who Should Attend? Outline

Home / Data Management & Analytics / Financial Data Dashboarding with Excel

Course Schedule

Classroom Sessions:

Date	Venue	Fees
05 - 09 May 2025	London - UK	$5,950
08 - 12 Sep 2025	Milan - Italy	$5,950
08 - 12 Dec 2025	Dubai - UAE	$5,950
19 - 23 Jan 2026	London - UK	$5,950

Course Description

INTRODUCTION

In today's data-driven world, financial professionals must be able to transform complex numerical information into meaningful insights that drive decision-making. Financial data dashboarding with Microsoft Excel is a powerful tool that enables businesses to monitor key metrics, track performance, and make informed strategic choices.

As financial data grows in complexity and volume, organisations require efficient ways to visualise, analyse, and interpret their data. Conventional reporting methods often fall short in delivering real-time, interactive, and dynamic insights. To remain competitive, finance professionals need to master modern dashboarding techniques that allow them to present financial data effectively, streamline reporting, and enhance business intelligence.

This GLOMACS training course is designed to provide hands-on, practical experience in creating high-impact financial dashboards using Microsoft Excel. The training course covers a range of topics, from data preparation and advanced Excel functions to dashboard design principles and interactivity. Participants will work with real-world financial data to develop dashboards that enhance clarity, facilitate performance tracking, and improve decision-making processes.

Objectives

By the end of this Financial Data Dashboarding with Excel training course, participants will be able to:

Understand the principles of data visualization and dashboard design
Utilize advanced Excel functions and tools to analyze financial data
Create interactive dashboards that effectively communicate key financial metrics
Implement best practices for maintaining and updating dashboards

Training Methodology

The Financial Data Dashboarding with Excel training course adopts a problem-based learning approach, where participants engage in hands-on exercises using real-world financial data. Through a series of practical tasks, attendees will develop the skills to design and implement effective dashboards in Excel.

Organisational Impact

Organizations will benefit from:

Enhanced decision-making through improved data visualization
Increased efficiency in financial data analysis and reporting
Empowerment of staff with advanced Excel skills tailored to financial contexts

Personal Impact

Participants will gain:

Proficiency in advanced Excel functionalities relevant to financial analysis
The ability to design and implement professional financial dashboards
Improved analytical skills for interpreting financial data

WHO SHOULD ATTEND?

This GLOMACS Financial Data Dashboarding with Excel training course is ideal for:

Financial Analysts and Accountants
Finance Managers and Controllers
Business Analysts focusing on financial data
Anyone responsible for financial reporting and data analysis

Course Outline

DAY 1

Introduction to Financial Dashboards

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

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

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

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

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 Sponsor, one CPE credit is granted per 50 minutes of attendance

Providers and Associations

Endorsed Education Provider

GLOMACS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

Options & Brochure

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Our courses are structured to provide a balanced mix of theory and practical application. They typically include presentations, case studies, group discussions, hands-on activities, and interactive Q&A sessions to maximize learning outcomes.

Will I receive a certificate upon completing a GLOMACS course?

Yes, upon successful completion of any of our training courses, GLOMACS Certificate will be awarded to the delegates. This certificate is a valuable addition to your professional portfolio and is recognized across various industries.

Does GLOMACS offer customized training for organizations?

Yes, GLOMACS provides customized training solutions tailored to meet the specific needs of organizations. We work closely with companies to design bespoke training courses that address their unique challenges and objectives.

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GLOMACS offers both online and in-person training options. You can choose from interactive virtual sessions or attend one of our globally located in-person training courses. The flexibility ensures that learning fits your schedule and preferences.

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Attending a GLOMACS training course offers numerous benefits, including enhanced professional skills, increased employability, industry-recognized certification, networking opportunities with peers and experts, and the chance to apply practical knowledge directly to your workplace.

Why should I choose GLOMACS?

GLOMACS is a globally recognized leader in professional training and development, with a reputation for delivering high-quality, results-driven training courses. We offer a broad spectrum of training courses taught by expert trainers, flexible delivery options (both online and in-person), and accredited certifications that add real value to your career.

An Interactive 5-Day Training Course

Financial Data Dashboarding with Excel

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