Microsoft Excel Dashboard Reporting Course
Microsoft Excel Dashboard Reporting
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.
Course duration is 2 days if you haven’t done an Excel Advanced course.
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.
(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