This course is best suited to anyone in Business Intelligence, data managers, data analysts, or Project Managers. This course would also suit anyone looking to extend their knowledge of Excel to understand some of the more advanced features and how they can be used to work together.
WHY YOU SHOULD ATTEND?
Like a car dashboard, the objective of dashboard reporting is to provide clear and concise information of the key drivers of business performance. Dashboards are a synopsis of business operations and they provide information in visual format that is easy to read, remembered and understood by key decision makers in a business. This should in turn, improve decision making. Dashboard reports allow managers to get high-level overview of the business and help them make quick decisions. Excel is an excellent tool to make powerful dashboards that can provide analysis, insight, and alert managers in timely manner.
COURSE BENEFITS
At the end of this course you will understand what makes a dashboard.
You will learn how to build some of the most useful components when constructing your own dashboard reports.
During the course, you will build one complete dashboard projects to give you inspiration for your own solutions.
PRE-REQUISITES
Must be able to perform or have working experience with the following functions:
Basic Formulas – Addition, subtraction, multiplication and division
Basic Functions – AutoSum, Average, Count, Max and Min
Pivot Table
Conditional Formatting
Create Charts
Create Sparkline
Align Objects
Completion of our Excel Advanced course or equivalent knowledge
KEY CONTENT
UNIT 1: WHAT IS A DASHBOARD?
Why use a dashboard?
Common features of a dashboard
Why use Excel?
Preparing to build a dashboard
UNIT 2A: PIVOTTABLES (PART 1)
What is a Pivot Table?
Creating PivotTable
Formatting a PivotTable
Refreshing a PivotTable
Grouping
Using Slicers to Manipulate PivotTables (Excel 2010 onward)
Using Timelines to filter dates (Excel 2013 onward)
UNIT 2B: PIVOTCHARTS (PART 2)
Creating PivotChart
PivotTables, PivotCharts and Slicers in Dashboard
Frequent PivotTable Questions and Answers
UNIT 3: WORKING WITH CHARTS
Creating Charts
Formatting Charts
Secondary Axes
Combination Charts
Creating chart templates
UNIT 4: WORKING WITH SPARKLINES (EXCEL 2010 ONWARDS)
What are Sparklines?
Creating a Sparklines
Modifying a Sparklines
Customizing Sparklines
UNIT 5: DESIGN & LAYOUT
Gridlines & Outlines
Lining up Excel Objects
Theming a dashboard
UNIT 6: USEFUL FUNCTIONS
Using NESTED IF statements
Use COUNTIFS & SUMIFS
Using the EDATE Function
Use the INDEX function to retrieving information by location
The INDEX Array form
Use the MATCH function to locate data position
UNIT 7: CONDITIONAL FORMATTING
Conditional Formatting
Conditional Formatting on PivotTables
Conditional Formatting with Dashboards
UNIT 8: FORM CONTROLS
Adding Controls
Understanding Controls and How They Work
Using Form Controls on Dashboard
METHODOLOGY
Informative presentation, Group Discussion & Presentations, Hands on Session Practical Session
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