Dashboard popularity is continuing to grow as organizations look for easier ways to access information within large data sets and to analyse that information in hopes of managing performance, making better decisions and lowering overall costs. Dashboard reports allow managers to get high-level overview of the business. Essentially, a dashboard report is a way to visually present critical data in summary form so that you can make quick and effective decisions. Excel is an excellent tool to make powerful dashboards that can provide analysis, insight and alert managers in timely manner. A dashboard is a business tool that displays a set of PIs (performance indicators), KPIs (key performance indicators), and any other relevant information to a business user. Dashboard data is often displayed in real-time after retrieval from one or more data sources in a business. Dashboards are interactive, allowing an executive to drill into particular aspects of the display or switch between facets or views of the data.
What Will I Learn From This Course?
Users must have basic knowledge of Excel charts, pivot tables, functions and formulas.
Course Outline for This Programme
1.1. Introduction To Dashboards
1.2. Excel Dashboards
1.3. What Makes Good Dashboard
1.4. Using The Proper Visualizations
1.5. Dashboard Creation Process
1.6. Why Is the Chart Type Important?
- Data Visualisation Tools
1.1. When to Use A Secondary Axis
1.2. Combining Two Chart Types
1.3. Formatting Tricks
- Analysing Data With Pivot Reports
1.1. What Are Pivot Reports?
1.2. Creating A Dynamic Range For Data Expansion
1.3. Creating a Pivot Report
1.4. Incorporating Visual Analysis With Conditional Formatting
1.5. Grouping Data
- Adding Interactive Elements
2.1. Slicing & Dicing Data
2.2. Querying Pivot Reports
2.3. Creating Pivot Charts
- Creating Interactive Reports
1.1. An Alternative To The VLOOKUP
1.2. Function Charting Tricks
1.3. Showing Positive & Negative indicators
- Variance Analysis Dashboard
2.1. Returning A Value Based On User Selection
2.2. Incorporating Form Controls
2.3. Incorporating Hyperlinks
- Automating Dashboards With Functions
1.1 Offset Function
1.2 CountA Function
1.3 Structuring Your Data
1.4 Linked Textbox
1.5 Named Formulas
1.6 Creating Gauge / Speedometer Charts
- Visual Basic For Applications
1.1 What Is VBA?
1.2 Basics of VBA & Macros
1.3 Executing A Procedure
1.4 Converting A Workbook To A Macro Enabled Workbook