Speed up recurring management reporting and analysis
Microsoft Excel Dashboards, PivotTables & Management Reporting
Turn structured spreadsheet data into PivotTables, management reports and practical interactive dashboards for faster, clearer decision-making.
Course Overview
Business-focused training designed for immediate application.
This course turns familiar Excel data into a practical management-reporting capability. Delegates learn to move beyond static totals by building refreshable summaries and interactive dashboards that reveal trends, exceptions and priorities without repeatedly rebuilding the report.
Designed and delivered by Streamline Intel consultants with real business experience, the course uses realistic scenarios rather than generic software demonstrations. Content and examples are adapted to delegate capability, roles and organisational priorities.
Business Benefits
Why this capability matters to management.
For executives and managers, the value is not simply knowing more Microsoft features. It is developing employees who produce stronger work, reduce avoidable effort and provide more dependable information for customers, operations and decisions.
Improve visibility of performance, trends, exceptions and operational priorities
Reduce dependence on manual summaries and repeated copy-and-paste work
Give managers interactive views that answer follow-up questions more quickly
Create consistent KPI definitions and repeatable reporting structures
Enable employees to convert existing Excel data into clearer decision support
What Delegates Will Learn
Practical skills delegates can apply immediately.
Delegates do more than watch demonstrations. Guided exercises take them through the complete method, quality checks and practical application needed to use the capability confidently in relevant business work.
- ✓Prepare and validate structured data for reliable analysis
- ✓Use intermediate formulas including LOOKUP, XLOOKUP, IF, IFS, SUMIF, COUNTIF and SWITCH
- ✓Use Excel Tables and structured references effectively
- ✓Build and customise PivotTables for business questions
- ✓Create PivotCharts and select appropriate management visuals
- ✓Add slicers and timelines for interactive exploration
- ✓Develop practical KPIs, exceptions and interactive dashboard layouts
- ✓Connect, refresh, check and reuse the complete management-reporting process
Practical Business Applications
Real scenarios—not abstract software exercises.
Examples are adapted to the organisation, but typical applications include:
Sales, finance and operational performance dashboards
PivotTable-based monthly management reports
Interactive summaries using charts, slicers and timelines
Project, customer, inventory and departmental performance analysis
Designed Around Your Organisation
Relevant level. Relevant examples. Practical delivery.
Employees and teams developing intermediate to advanced capability through the Excel BI pathway.
1 day. Delivered on-site, live online or through a hybrid combination, adapted to the group’s current capability.
Suitable Microsoft access, devices and permissions are confirmed before training. Exact requirements depend on the course.