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Creating Dashboards with Excel: Data Visualization for Business Reporting

OLYGEN

Tuesday, 28 August 2018 at 09:00 - Thursday, 30 August 2018 at 17:00 (BST)

Creating Dashboards with Excel: Data Visualization for...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Early Bird Rate Ended £1,499.00 £0.00
Regular Rate 6 Aug 2018 £1,599.00 £0.00

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Event Details

Overview

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:

  • Understand Excel dashboard design principles and fundamentals
  • Create dynamic interactive charts
  • Understand advanced Pivot Tables and Pivot Charts
  • Gain visualisation tips and tricks
  • Learn how to build stunning and informative Excel dashboards.
  • Learn various advanced features in Excel to save time.
  • 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: INTRODUCTION

  • Overview of training aim, objectives and agenda

Session 2: DASHBOARD DESIGN PRINCIPLES

  • Understanding dashboard design principles
  • Designing a dashboard
  • Layout and colour

Session 3: PREPARING DASHBOARD DATA

  • Understanding your data
  • Organising data
  • Choosing the right data visualisation

Session 4: DATA VISUALISATION – PICKING THE RIGHT DISPLAY

  • Displaying trends with charts
  • Secondary axis
  • Data smoothing
  • Usingsparklines
  • Highlighting comparisons
  • Frequency distribution
  • Actual vs budget (target) charts
  • Show performance against a target range
  • Creating bullet graphs
  • Win Loss Charts using conditional formatting
  • Dynamic data range
  • Dynamiclabels
  • TEXT function
  • How to use symbols to enhance your tables and charts
  • Creating dynamic charts with non-contiguous data
  • Embedding objects in charts
  • Set up a dynamic data validation list
  • In-Cell Charts, Panel Charts and Step Charts
Session 5: BUILDING INTERACTIVE CHARTS & DASHBOARDS CONTROLS
  • Using Form Controls: Button, Combo Box, Check Box, Spin Button, List Box, Option Button, Scroll Bar, Label and Group Box
  • Creating dynamic named range with OFFSET
  • Creating dynamic named range with INDEX and Combo Box
  • Using the INDIRECT function
  • Chart animation
  • Rollover technique
  • Using scroll and sort table
  • Dynamic date filter

Session 6: ANALYSING THE DATA

  • Pivot Charts
  • Using slicers and timelines
  • Using GETPIVOTDATA Function

Session 7: ADVANCED DASHBOARD TECHNIQUES

  • Pyramid Chart and Funnel Chart
  • SUMIFS alternatives
  • Using the LARGE, SMALL, DAVERAGE function 
  • Ranking values in Pivot Table
  • Scatter chart
  • DMAX, DMIN, DAVERAGE

Session 8: AUTOMATING DASHBOARD

  • Updating dashboard with new data automatically 
  • Automatically refreshing Pivot Tables

Session 9: DISTRIBUTING YOUR DASHBOARD

  • How to check and publish your dashboard

Session 10: A COMPLETED DASHBOARD

  • Dashboard overview
  • SUMIFS formulas as a Lookup
  • INDEX, MATCH and OFFSET
  • INDEX, MATCH multiple match array 

Session 11: PUTTING IT TOGETHER

  • Creating your dashboard






Do you have questions about Creating Dashboards with Excel: Data Visualization for Business Reporting? Contact OLYGEN

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When & Where


London

London
United Kingdom

Tuesday, 28 August 2018 at 09:00 - Thursday, 30 August 2018 at 17:00 (BST)


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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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