UEFers apply Dashboard Reporting in Excel, transforming data into compelling visual insights

The program aims to equip students with the tools and mindset needed to process, analyze, and present figures in line with the management reporting standards widely used by businesses.

The series helps UEFers strengthen Excel skills for professional tasks

After the first two sessions focused on building a data mindset, core Excel functions, and how to organize accounting and finance data for analysis, Session 3 was considered a major step forward. Students learned how to transform long, complex tables into intuitive dashboards — enabling finance and accounting professionals to quickly read performance, capture fluctuations, and support decision-making in real business contexts.

Accompanying students in this session was Mr. Doan Thanh Tam Binh — Trainer at UniTrain Consulting & Training Co., Ltd., and Field Force Effectiveness Manager at Zuellig Pharma. With years of experience in operational effectiveness analysis, data governance, and enterprise reporting, the speaker delivered highly practical insights aligned with the work Finance – Accounting students will take on after graduation.

The speaker shared actionable knowledge with real-world illustrations

In the session, Mr. Tam Binh systematized a structured and easy-to-apply workflow for building dashboards in Excel: starting from dashboard design based on reporting objectives (financial and management reporting); collecting, consolidating, and structuring data; validating and cleansing data to ensure accuracy; calculating key metrics; and visualizing insights with appropriate charts. As a result, students not only practiced Excel operations but also understood the analytical thinking behind each dashboard.

Students practiced in class with close guidance from the speaker

The session helped students clearly recognize the role of dashboards in accounting and finance. Alongside the sharing segment, students also practiced building dashboards in Excel step by step, refining their reports under detailed, hands-on guidance.

UEFers received certificates of completion

Through Session 3, UEF students gradually approached management reporting and enterprise-standard data analysis — a core competency for finance and accounting professionals in the digital transformation era. The “Excel for Future Professionals” program continues to affirm its role as an effective bridge between academic knowledge and real labor-market requirements.

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