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Microsoft Excel Dashboard & Interactive Reports

By tedadmin | February 11, 2018

Introduction

This is a 2-Day Excel Dashboard & Interactive Reports training for those who want to dive into company’s large data and look at the company’s KPIsfor decision making purposes. If you have the basic knowledge of Excel charts, pivot tables, functions and formulas, you can proceed to this course to learn how to create dashboard out of your, example sales data, that allows you to interactively slice-and-dice within the data and gain greater insights out of your company’s business performance. It enables you to have a high level view of your company KPIs and later zoom into details to figure out the cause of each KPI. Excel Dashboard is definitely a great tool to help business people to make good and wise decisions.

To request for in-house training, click on the Request for In-house Traininglink as displayed above for quotation. For a complete course cotent and more information about this course, feel free to contact the training provider as shown above. If the public program is available, you can request for a registration online by clicking on the Register for Public Training link. If the link is disabled, it simply means it has yet to be available for public. You can contact the training provider for further inquiry.

Course Objectives

After the completion of this workshop, participants should be able to understand the following:

  1. What is Excel Dashboard?
  2. Excel Data Visualisation Tools
  3. Analysing Data with Pivot Reports
  4. Adding Interactive Elements
  5. Creating Interactive Reports
  6. Variance Analysis Dashboard
  7. Automating Dashboards with Functions
  8. Visual Basic for Applications (VBA)

Course Outline

DAY 1

DASHBOARDS

  1. Introduction to Dashboards
  2. Excel Dashboards
  3. What Makes Good Dashboard
  4. Using the Proper Visualizations
  5. Dashboard Creation Process
  6. Why Is the Chart Type Important?

DATA VISUALISATION TOOLS

  1. When to Use a Secondary Axis
  2. Combining Two Chart Types
  3. Formatting Tricks

ANALYSING DATA WITH PIVOT REPORTS

  1. What Are Pivot Reports?
  2. Creating a Dynamic Range for Data Expansion
  3. Creating a Pivot Report
  4. Incorporating Visual Analysis with Conditional Formatting
  5. Grouping Data

ADDING INTERACTIVE ELEMENTS

  1. Slicing & Dicing Data
  2. Querying Pivot Reports
  3. Creating Pivot Charts
DAY 2

CREATING INTERACTIVE REPORTS

  1. An Alternative to the VLOOKUP Function
  2. Charting Tricks
  3. Showing Positive & Negative indicators

VARIANCE ANALYSIS DASHBOARD

  1. Returning a Value Based On User Selection
  2. Incorporating Form Controls
  3. Incorporating Hyperlinks

AUTOMATING DASHBOARDS WITH FUNCTIONS

  1. Offset Function
  2. CountA Function
  3. Structuring Your Data
  4. Linked Textbox
  5. Named Formulas
  6. Creating Gauge / Speedometer Charts

VISUAL BASIC FOR APPLICATIONS

  1. What Is VBA?
  2. Basics of VBA & Macros
  3. Executing a Procedure
  4. Converting a Workbook To A Macro Enabled Workbook

 Register Now

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FEEL FREE TO ENQUIRE ABOUT OUR RANGE OF TRAINING COURSES