Advanced Dashboard Masterclass: Building Interactive and Automated DashboardsOLYGENTuesday, 21 August 2018 at 09:00 - Wednesday, 22 August 2018 at 17:00 (CEST) |
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Event Details
Overview
Leave the mundane world of static Excel charts! Impress your boss with “live” dashboards. Learn advanced techniques that give your dashboard users the power to interact with the data. They can compare by time frames, departments and product lines as well as compare multiple sets of data. Now, get dynamic with your Excel dashboards!
There is valuable information hidden in the sea of data. A picture is worth a thousand words - use Excel dashboard to present information visually and beautifully within a single page that allows users to understand what is going on and make business decisions. Excel dashboard reports allow managers to have high-level overview of the business and help them make decisions. Excel is an excellent tool to make powerful dashboards that can provide analysis, insights and alert managers in a timely manner. A good Excel dashboard is:
- visually appealing for decision makers to understand key information clearly
- highly dynamic, allowing managers to easily dig into your data
- easy to update
Key Takeaways
By the end of the course, participants will:
- Create dynamic interactive charts
- Gain visualisation tips and tricks
- Learn how to build stunning and informative Excel dashboards.
- Display key trends, comparisons and data graphically for greater clarity and faster insights
- Learn different chart types to display data in the most meaningful way.
- Learn smart techniques that make charting work fun and productive.
- Create interactive controls that enable users to customise their view
Prerequisites
Participants should be comfortable with basic Excel tools and functions. At a minimum, participants should know how to navigate confidently in Excel, create and use simple formulas and link between workbooks
Who Should Attend
This workshop is crucial for analysts, managers, reporting professionals, business owners, executives, and anyone responsible for preparing Excel based dashboards, scorecards or KPI reports. This training is highly recommended for:
- Directors
- General Managers
- Chief Financial Officers
- FinanceManagers
- Accountants
- Marketing Managers
- Sales Managers
- HR Managers
- BusinessOwners
- Anyone who deals with business, management and financialreporting
Agenda
Session 1: PREPARING DASHBOARD DATA
- Understanding your data
- Organising data
- Data smoothing
- Tools and tricks to clean data before using it to build a report or dashboard
Session 2: NAMED RANGES AND EXCEL TABLE
- Naming cells and ranges
- Creating Excel tables
- Applying table names
- Using structured references in formula
- Refreshing tables with new data
Session 3: AUTOMATING DASHBOARDS WITH FUNCTIONS
- Learn to nest functions together to create robust formulas
- Use IF, Nested IFs and IFS (Excel 2016) for logical test with single or multiple conditions
- Embed AND or OR function in IF for robust logical tests
- Trap and handle errors produced by other formulas or functions with IFERROR
- Use CHOOSE to return a value from an array based on index number
- Aggregate data with single criterion using SUMIF, COUNTIF, AVERAGEIF
- Tabulating information using multiple criteria with SUMIFS, COUNTIFS, AVERAGEIFS
- Lookup and retrieve data from a specific column in table using VLOOKUP
- Use MATCH to find the relative numeric position of an item in a range
- Use INDEX to extract a value from a table (or range)
- INDEX and MATCH - powerful combo that has more flexibility and speed
- Why INDEX MATCH is better than VLOOKUP
- Using ROW(S) and COLUMN(S) for indexing
- Rank and sort your data using RANK, LARGE and SMALL
- Use ‘database functions’ DSUM, DCOUNT and DAVERAGE to filter information in a list or database based on set criteria
- Using TEXT and CONCATENATE to string numbers and text together to show in a dashboard or chart.
Session 4: BUILDING INTERACTIVE CHARTS AND DASHBOARDS CONTROLS
- Using form controls: Button, Combo Box, Check Box, Spin Button, List Box, Option Button, Scroll Bar, Label and Group Box
- Set up dynamic data validation list
- Creating dynamic named range with OFFSET and COUNTA
- Creating dynamic named range with INDEX
- Using the INDIRECT function
Session 5: BUILDING DYNAMIC CHARTS
- Selecting data with a combo box (or data validation list) for dynamic Excel charting
- Using a check box to show or hide data or trend lines
- Scrolling a dynamic excel chart through time
- Using helper columns to manipulate your data
- Linked textbox for dynamic chart titles
- Tricks to avoid crashing lines in line chart
- Linking legends to cell contents
FINAL PROJECT: BUILDING INTERACTIVE AND AUTOMATED DASHBOARD
- Create an executive-level interactive dashboard from start to finish
- Learn tricks and tips for building interactive dashboards
- Linking charts to dynamic data
- Automatically refresh your dashboards based on new data
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When & Where
1092 CK Amsterdam
Amsterdam
Netherlands
Tuesday, 21 August 2018 at 09:00 - Wednesday, 22 August 2018 at 17:00 (CEST)
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Organiser
OLYGEN
Olygen is a knowledge and business networking company. We create platforms for the larger companies to be updated on the latest trends and acquire the latest best practices. Olygen’s small group trainings are conducted by world-renowned experts focusing on the latest business issues and best practices. Olygen’s large-scale conferences cover the latest business trends and present industry leaders to share their latest insights, experience and case studies.
Olygen’s growth rides on the increasingly knowledge-driven and globalized economy. As the world’s economy and business environment become more connected, businesses are subjected to greater competition. On the bright side, there are more opportunities as well. The key to survival and growth is continuous innovation to create new competitive advantages. The keys to continuous innovation are knowledge acquisition and business network. This is Olygen’s business. The potential is huge and it will keep growing.
Olygen’s aim is to be the most recognized brand globally in the provision of senior executive master-classes and conferences.
• Senior Executive Master-Classes – Quality small group training conducted by top global expert. Recognized for program quality, in terms of content and delivery, and service quality, i.e. it is a delightful experience attending our master-classes.
• Corporate In-House Trainings – Workplace training consultation is conducted to assess the specific training needs of our clients. Top global experts are then selected to best fit the assessment. Olygen provides the project management, program design and flexible delivery.
• Senior Executive Conferences – Conferences that address the most current and pertinent issues faced by top level executives. Speakers are key movers and thinkers, presenting views and experience most sought after in the relevant industries. Conferences also present the best platform to get to network with key decision-makers. I.e. if anyone can only go for one conference, it will be a Olygen conference.
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