Skip Main Navigation
Page Content

Save This Event

Event Saved

Creating Dashboards with Excel Masterclass: Data Visualisation for Business Reporting

OLYGEN

Monday, 15 October 2018 at 09:00 - Thursday, 18 October 2018 at 17:00 (Gulf Standard Time United Arab Emirates Time)

Creating Dashboards with Excel Masterclass: Data...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Early Bird Rate (1-2 delegates) (before 10 Sep) 10 Sep 2018 US$3,999.00 US$0.00
Early Bird Rate (3 or more delegates) (before 10 Sep) 10 Sep 2018 US$2,999.00 US$0.00
Regular Rate (1-2 Delegates) 14 Oct 2018 US$4,499.00 US$0.00
Regular Rate (3 or more delegates) 14 Oct 2018 US$3,499.00 US$0.00

Share Creating Dashboards with Excel Masterclass: Data Visualisation for Business Reporting

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: DASHBOARD DESIGN PRINCIPLES

  • What is a dashboard?
  • Purpose and benefits of dashboards
  • Understanding dashboard design principles
  • Layout, colour and display
  • Common mistakes when building dashboards

Session 2: DATA VISUALISATION – PICKING THE RIGHT DISPLAY

  • The anatomy of an Excel chart
  • Choosing the right data visualisation to communicate information effectively
  • Displaying trends with charts
  • When to use a secondary axis
  • Combining two chart types
  • Formatting tricks
  • Adding icons and images to dashboards

Session 3: USING SPARKLINES & CONDITIONAL FORMATTING

  • Creating sparklines – line, column and win/loss
  • Sparkline formatting and options
  • Sparkline tips and tricks
  • Applying conditional formatting
  • Data bars, colour scales and icon sets
  • Conditional formatting options
  • Using symbols to enhance reporting

Session 4: ADVANCED CHARTING TECHNIQUES

  • In-cell charts
  • Step charts
  • Actual vs budget (target) charts – Floating Markers
  • Band chart - show performance against target range
  • Conditional colours in column chart
  • Frequency distribution
  • Panel charts
  • Speedometers
  • Bullet graphs
  • Waterfall chart
  • Pyramid chart and funnel chart

Session 5: 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 6: PIVOTTABLE

  • InsertingPivotTables
  • Field list and areas
  • Drill down to audit
  • Sort fields from A to Z
  • Double clicking to see more fields
  • Changing SUM to COUNT
  • Numberformatting
  • Fields name formatting
  • Predetermine number formatting
  • Changing the report filter layout
  • Format errors in PivotTables

Session 7: PIVOTTABLE: TOTALS, GROUPING AND SORTING

  • Creating multiple Grand Totals
  • Percentage of the Grant Total
  • Percentage of the Column Total
  • Percentage of the Row Total
  • RunningTotals
  • Grouping by Date, Months, Quarters and Years
  • Grouping by Time
  • Grouping by Text Fields
  • Grouping by ranges
  • Sorting by Largest to Smallest
  • Sorting Row Items (Left to Right)

Session 8: FILTER DATA IN PIVOTTABLE

  • Filter by Date
  • Filter by Labels
  • Filter by Values
  • Filter by Report Filter
  • Filter – Hide and Unhide Selections

Session 9: FILTER DATA USING SLICERS

  • Slicers
  • Slicers Tool Options
  • Slicers Connection with Multiple Pivot Tables

Session 10: ANALYSE DATA USING CALCULATED FIELDS AND CALCULATED ITEMS

  • Creating Calculated Fields (Virtual Fields)
  • Using existing Calculated Fields in a new calculations
  • Delete and modify Calculated Field
  • Creating a new Calculated Item to build a formula
  • Use Excel functions within a calculated fields
  • Using Calculated Items within a column label
  • List Calculated Fields and Items
  • Order of operation (calculation)
  • Using PivotTable and SUMPRODUCT function exercise

Session 11: PIVOTCHART

  • Inserting a PivotChart
  • Inserting a Slicer with PivotChart
  • PivotChartribbons
  • Inserting PivotChart straight from the data source

Session 12: CASE STUDY: BUILDING DASHBOARD WITH PIVOTTABLE AND PIVOTCHART

 

Session 13: 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 14: 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 15: 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 16: 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
Do you have questions about Creating Dashboards with Excel Masterclass: Data Visualisation for Business Reporting? Contact OLYGEN

Save This Event

Event Saved

When & Where


Dubai

Dubai, Dubai
United Arab Emirates

Monday, 15 October 2018 at 09:00 - Thursday, 18 October 2018 at 17:00 (Gulf Standard Time United Arab Emirates Time)


  Add to my calendar

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.

  Contact the Organiser

Please log in or sign up

In order to purchase these tickets in installments, you'll need an Eventbrite account. Log in or sign up for a free account to continue.