Financial dashboard for reporting - Workshop 2018

My Offerings


For REPs, Member staff and Group (3+) registrations, complete & email the registration form to

Download brochure & registration form

Mr Bryan Ng


You’ll learn neat excel functions and charts to create easy yet effective dashboard reports – plus, combining what-if analysis functions and buttons, it allows for interactive management analysis. After attending this workshop, you are on your way to create a business intelligence tool!


Key topics covered:

  • Introduction: get it right from the start…
  • The model: interactive financial dashboard
  • Protect & share: protect and share your dashboard

NOTE: Please bring along your laptop with software Version: MS 2010


  • Use Excel to prepare Dashboards - making use of advance features in Excel
  • Explore the difference between Reports vs. Dashboards
  • Design an effective Finance Dashboard that draws focus
  • Creatively use Excel functions to manage data & link to objects
  • Learn good practices when building charts and graphs

All our workshops are available via in-house training.


Accountant, Finance Manager, Financial Controller, Financial Management, Financial Planner, Management Accountant, Business Advisor, Management Consultant, Risk Manager, Treasury, Taxation Manager, Financial Analyst



2 days