Microsoft Excel Dashboard Reporting Course

Microsoft Excel Dashboard Reporting

  • Course Description:
    Businesses are currently inundated with large amounts of data and spend hours collating the data, writing formulas, creating graphs and then spend even more hours updating them every month or week. Often this huge dataset doesn’t translate into useful information simply because you don’t know where to start and it would take hours to do it manually.

    An Excel Dashboard’s visual nature simplifies complex data and provides an at-a-glance view of current status or performance in real time. It could display trends, comparisons and analysis. It is interactive and dynamic and would allow you to update the report quickly and easily often with just a click of a button.

    In this course you will learn how to create amazing, quick and easy interactive Excel dashboards. You can get a quick, visual status update on your projects or drill down into important details, all in one place. Dashboards can boost your organisation’s speed by allowing you and your team to see more, manage more, and communicate more.

    Duration:
    Course duration is 2 days if you haven’t done an Excel Advanced course.

    Target Group:
    This course is suitable for delegates who have been using Excel for a while. Delegates should be comfortable with formulas and formatting and be at an intermediate level.

    Course Content
    (If on mobile swipe table left and right to view details)

    Topic 1 Understanding Management Dashboards What is a Dashboard?
    Principles of Great Dashboard Design
    Topic 2 Using Advanced Formulas & Functions in Excel 2010  Absolute & Relative Referencing
    Working with Ranges
    Using Conditions & Advanced Lookup Ð Match & Index
    Advanced Conditional Formatting
    Advanced Data Validation
    Topic 3 Advanced Pivot Table Techniques in Excel 2010 Creating simple Pivots
    Converting to Percentage
    Creating Computed Columns
    Grouping Data manually & automatically
    Sorting a pivot table, creating report pages
    Viewing Top/Bottom 10%
    Grouping of dates
    Loading data from multiple sources
    Using Conditional Formatting in Pivot Tables & Charts
    Creating Pivot Charts
    Using Slicers for creating Dashboards
    Topic 4 Advanced Power Charting Techniques for Presentations Creating a Thermometer Chart and using Dashboard
    Creating a Doughnut Chart
    Creating a Pareto chart to analyse 80-20 Trends
    Advanced Options in Pivot Charts for creating versatile management dashboards
    Topic 5 Exploiting Macros to Record Useful Dashboard Macros Recording & Playing Simple & Complex Macros
    Assign to Buttons for different views of Pivots
    Creating Dynamic Pivots, Charts using Macros in a Dashboard
    Topic 6 Creating Dynamic Dashboards with Excel for Management Reporting Creating a Dashboard with Checkboxes, Radio Buttons
    Creating a dynamic dashboard with Dropdown Options
    Assembling a Complete Management Dashboard for Sales
    Best Practices in Dashboard Design
Microsoft Excel Dashboard Reporting

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