Excel Dashboard Excellence: Create Business-Driven & Impactful DashboardsOLYGENMonday, 20 August 2018 from 09:00 to 17:00 (CEST) |
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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
- 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: DASHBOARDS MINI CASE STUDIES
- Finance KPI Dashboard
- HR Dashboard
- Regional Sales Dashboard
When & Where
1092 CK Amsterdam
Amsterdam
Netherlands
Monday, 20 August 2018 from 09:00 to 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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