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Creating Dashboards with Excel & Power BI

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Course Introduction

Modern organizations rely on clear, actionable insights from data to make informed decisions. This course is designed to guide professionals through the complete journey of building high-impact dashboards— starting from Excel fundamentals and progressing into advanced analytics with Power BI. Participants will learn how to manage, clean, and visualize data effectively, and how to present that data in dashboards that are both informative and visually compelling. The course also explores the design and automation techniques that ensure dashboards remain dynamic and relevant over time.
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Who Should Attend

Financial Accountants

Management Accountants

Corporate Financiers

Investment Bankers

Financial Controllers

Sales and Marketing Staff

Auditors

Finance Staff

Commercial Bankers

Business Analysts

Financial Analysts

Statisticians

Production Managers

Professors and Teachers

Course Methodology

The course is structured around a progressive, hands-on learning model, with a strong emphasis on practical application. Key features include:

Live demonstrations using real-world data

Step-by-step exercises for Excel, Power Query, Power Pivot, and Power BI

Collaborative dashboard reviews and feedback

Design critique sessions using industry examples

Incremental build-up from core concepts to complex solutions

Participants will be encouraged to bring their own dashboards or datasets for review and improvement, fostering deeper learning and relevance.

Course Key Takeways

Upon completion, participants will be able to:

Build and enhance dashboards using Excel and Power BI

Utilize pivot tables, slicers, and charts to uncover insights

Apply advanced Excel functions including Dynamic Arrays and REGEX

Clean and transform data using Power Query and Power Pivot

Structure data models to create efficient relationships across sources

Incorporate automation techniques to keep dashboards up-to-date

Apply principles of effective dashboard and data visualization design

Choose appropriate charts and visuals for different data scenarios

agenda

Hands-On, Practical Learning Approach

Explore our carefully curated course outlines designed to help you learn step by step. Each course is structured to build your knowledge progressively — from beginner to advanced levels — with a focus on practical skills, real-world projects, and expert guidance. Whether you’re just starting out or looking to sharpen your expertise, our curriculum ensures a clear and effective learning path.

High quality dashboards rely on a number of ideas and skills being used. In this first four modules, we will review the following key skills that everyone needs to understand and apply in order to create and use effective dashboards.

Excel Tables

  • Appreciating why we need them
  • Maximising their power

Pivot Tables

  • Effectively using
  • Filter
  • Row
  • Column
  • Value
  • Slicers

Charts and Graphs

Best practice visualistions: including linking charts with

  • Excel Tables
  • Pivot Tables

In addition to exploring the most basic functions in Excel, we will explore and appy the following, among others.

  • IF ... and IF(ANDO) ... IF(ORO) ... IF(AND(OR)))
  • SUMIFS()
  • SUMPRODUCT()
  • V/HLOOKUP()
  • FREQUENCY()
  • TRANSPOSE()
  • IFERROR()
Regular Expressions
  • REGEXTEST()
  • REGEXREPLACE()
  • REGEXEXTRACT()
Dynamic Array Functions
  • UNIQUE()
  • SORT()
  • SORTBY()
  • RANDARRAY()
  • FILTER()
  • SEQUENCE()
  • XLOOKUP()
  • XMATCH()
  • GROUPBY()
  • PIVOTBY()
Flash Fill
Data Types
Forecast Sheet
Importing data from
  • Excel
  • CSV Files
  • The Web
  • Databases
Basic Visualisations
Tabulation of data
Manipulating data: some basic calculation and measures

In this module we will use Power Bl, Power Query and Power Pivot as we start to unleash our importing, manipulating, cleaning and analytical skills. Taking data from a variety of sources to ensure your data are clean
and ready to use. We will use a variety of techniques in this module including.

  • Manually cleaning, by inspection
  • Using Power Query to help with data cleaning
  • Power Query can replace your VLOOKUP functions
  • By using the following data importing techniques, we will use Power Query to optimise our data, create basic models, break down large tables into smaller, more manageable tables
Importing data from
  • A worksheet
  • Another Excel file
  • A CSV file
  • A database
  • A web page
  • Unpivoting data
  • Manage data types that Excel cometimes cannot manage
  • Combine tables from within a folder
  • Split complex columns into multiple columns
  • Create functions
  • Create ratio analysis tables
  • And more

Delegates are encouraged to bring along or provide links to their own dashboards or dashboards they like or dislike. This will encourage full and free discussion of the kinds of elements needed for a successful dashboard.

We will refer to examples and suggestions from

  • Edward Tufte
  • Stephen Few
  • Microsoft
  • And more
  • Charts for Time Series/Trending
  • Smoothing Data
  • Sparklines
  • Highlighting Comparisons
  • Frequency Distribution
  • Target v Variance Charts
  • Performance Against Target Range
  • Win/Loss/Draw Conditional Format
  • Text Formulas
  • Dynamic Data Validation List
  • Panel Charts
  • Pivot Charts
  • Slicers
  • Power Pivot
Linking to various data sources through
  • Power Query
  • Power Pivot and
  • Power BI
Incorporating New Data Automatically
Auto Refresh Pivot Tables
Choosing the appropriate visualisation(s)
  • Column Chart
  • Line Chart
  • Pie Chart
  • Scatter Chart
  • Step Graphs
  • Pyramid Chart
  • Heatmaps
  • Sunburst chart
  • Histograms
  • Box & Whisker Plots
Array Formula Alternative to
  • SUMIFS()
  • LARGE() and SMALL()
  • Array and DAVERAGE
Rank Values with Pivot Table
Formatting Quickly
Meet Your Trainer

Mr. Duncan Williamson

Duncan Williamson is an accomplished author, trainer, and business consultant specializing in Financial and Management Accounting. With a proven track record of success across educational, financial, and commercial sectors, Duncan excels in financial analysis and management accounting.
As a highly skilled communicator, Duncan has delivered presentations and training across multiple countries and cultures, helping students, trainees, and colleagues reach their full potential. His international consultancy experience spans the Middle East, Africa, Central Asia, South Asia, the Caucasus, the Balkans, Central Europe, and Denmark.
Duncan’s career blends academic expertise with practical experience in various industries, including oil and gas, manufacturing, and consulting. He has worked as a management accountant in the UK, consulted on product costing in Eastern Europe, and has deep expertise in the oil and gas sector. Known for his strong analytical skills, problem-solving abilities, and commitment to quality customer service, Duncan’s consultancy work stands out for its exceptional results.
Duncan is also a prolific author. His publications include Excel Solutions for Accountants (in preparation, published by Bookboon.com), The Bookkeeping and Accounting Coach (Hodder & Stoughton), a textbook on Cost and Management Accounting (Prentice Hall), and numerous ebooks, articles, and website contributions.
An experienced trainer and qualified teacher, Duncan has led seminars on a variety of topics, including International Financial Reporting Standards (IFRS), UK and US Financial Reporting, Oil and Gas Financial Reporting, Management Accounting, Strategic Management, Financial Controllership, Budgeting and Forecasting, and Spreadsheet Modeling in accounting and management. He combines his extensive academic knowledge with hands-on expertise to deliver impactful training and development.

Some of Duncan clients include

Saudi Aramco

Kuwait Petroleum Corporation

Dubai Ministry of Finance

Nigerian Oil Corporation

Bank Simpanan Nasional Malaysia

Electricity Generating Authority of Thailand

Maldives Airport Company

The Brunei Economic Development Board

Petrozim Line Pvt Ltd Zimbabwe

Zakum Development Company (ZADCO)

Mark and Spencer

EasyJet

SABIC

Oman Oil Corporation

Arab Potash Company

Sonangol Angola

Eastern Bank Ltd Bangladesh

Kasikornbank Thailand

Siam Cement Company Thailand

Petrozim Line Pvt Ltd Zimbabwe

Abu Dhabi National Oil Company

Amazon.com

British Airways

Marktlink

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Get In Touch

Register Now and Unlock the Power of Your Data with Excel & Power BI

Have questions about the course or need help with registration? Our team is here to assist you. Reach out to us for more information, and we’ll ensure you have everything you need to get started on your organization design journey.
Group Discount

Book 2-3 participants: USD 1,695 per person

Book 4-5 participants: USD 1,495 per person

Book 6 or more participants: UDS 1,295 per person

Book after 23rd October 2025

Pay USD 2,295 per delegate

Visit Us

Suite#401, Al Mustafa Centre, Block 13-B Gulshan-e-Iqbal-75300

Book before 03 October 2025

Pay USD 1,895 per delegate

Let's Talk

Phone : +92 30 42833695
Office : +92 21 37122473