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Creating Dashboards with Excel: Data Visualization for Business Reporting

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Location

Location

Kuala Lumpur

Kuala Lumpur

Malaysia

Refund Policy

Refund Policy

No Refunds

Event description

Description

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






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Date and Time

Location

Kuala Lumpur

Kuala Lumpur

Malaysia

Refund Policy

No Refunds

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