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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
19 - 23 Jan 2026 London $ 5,950
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

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 Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers

Endorsed Education Provider

NASBA
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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.

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.

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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