Dashboard Reporting with Excel and Business Decisions

Build Dashboards That Persuade, Inform and Engage

Course Overview

This training on Dashboard Reporting with Excel and Business Decisions can in so many ways communicate a good data visualization and potential impact of information and ideas more powerfully than any other form of communication. This visual language is used everywhere in the world, from live sports to the news to ﬁtness apps. Even if you think you can’t speak this language, you hear it and understand it every day.

Wow your boss and take your career to the next level

Building good dashboards is quickly becoming a need-to-have skill for managers. If you’re not doing it, other managers are, and they’re getting noticed for it and getting credit for contributing to the company’s success. So, it’s time to learn to speak it, too.

Microsoft Excel is an excellent choice for creating and distributing dashboards due to its ease of use and universal availability. It is a tool to make powerful dashboards that can provide analysis, insight and alert managers in timely manner.

Training Objectives | Dashboard Reporting with Excel and Business Decisions

In this comprehensive Excel Dashboard Course you will learn the techniques you can apply in Excel to make killer dashboards that will set your skill level apart from the crowd and enable you to report, communicate, analyze, check and plan quantitative information.

We will teach you how to create amazing interactive Excel dashboards, that update with the click of the Refresh button, or with a simple copy and paste of your new data into your spreadsheet.

Target Audience

Anyone who is interested in making effective business Communication through Data.
Manager working in any stream who requires to present / Project / Analyse the data
Employee whose work is to create reports and present it in Effective Format
Corporate Executives
Business Analysts
Any advance or intermediate Excel user who wants to learn more skills in Excel

Course Benefits

This hands-on training on Dashboard Reporting with Excel and Business Decisions will provide you with an extremely advanced toolkit worth of knowledge that will take the design of your reports to the next level. You will be able to present valued information in a more accurate and concise way, which can be updated and interpreted easily to make good decisions.

You will be able to display key trends, comparisons and data graphically and interactively, so that you can see what you need immediately.

This course on Dashboard Reporting with Excel and Business Decisions will help you turn plain and uninspiring information into smart, effective visualizations that powerfully convey ideas.

By applying the rules, we will share with you, you will have the skills to be able to create reports that save loads of time (allowing you to go home early J) and you’ll quickly become known as a Excel Data Visualization Stars with reports that are:

Quick and easy to update.
Fully interactive so the reader can change the view themselves.
Easy to read and interpret
Professional presentation

Pre-requisite

Participants should possess moderate level of Excel knowledge to get more out from this course.

Course Outline

Understanding Management Dashboards

What is a Dashboard?
Sample Data & Dashboard
Principles of Great Dashboard Design

Design Principles and Strategies

Concept of Dashboard
Data Visualization Principles
Strategies to Present the Information
Good and Bad Practices in Data Visualization

Using Charts & Advanced options

Conditional formatting
Advance Validation (Creating drop down menus
with dependent list)
Creating Charts with different data/axis options
Sparklines to show data trends
Creating Charts & data series
Managing Legends and X/Y axes
Adding Autoshapes & Dynamic text boxes
Dynamic Charts with o‑set
Resizing charts & Forcing charts to work together

Advanced Pivot Table Techniques

Creating Pivots &Getting Percentage
Importing Data into PowerPivot
Creating Calculated Columns
Sorting a pivot table
Viewing Top/Bottom 10%
Creating Weekly, Monthly, Quarterly & Yearly reports
Loading data from other sources
Using Conditional Formatting in Pivot Tables
Creating Pivot Charts
Using Slicers for creating Dashboards
Converting Cross data into at data for Pivot / SumIFS

Using Advanced Formulas & Functions in Excel

Understanding Absolute & Relative Referencing
SumIF&SumIFS
Count, CountA, CountIF & CountIFS
Concatenate
Logical condition , IF Condition &Nested Ifs
Calculation in IF – Using AND & OR in Ifs
Adding Symbol in IF
Advance Vlookup

Creating Dynamic Dashboards for Management Reporting

Creating a dynamic dashboard with Dropdown Options
Creating a Dashboard with Combo box & Scroll bar
Using Option buttons to dynamically feed data
Adding a check box to include a trend line & other features

Formula Driven Visualizations

Creating “”in-cell”” charts – Sparklines
Dynamic Conditional Formatting to highlight Data Anomalies
Using Icon Sets
Data Bars & Color Scales
Creating visualizations with symbols
Creating a formula histogram
Adding a cumulative percent

Excel as Tool to Visualize Data

Why Excel
Thinking outside the Cell
Perfecting the Presentation
Cleaning the Data
Advanced Formulas Concept
Advanced Charting in Excel
Interactive Conditional Formatting
Applying Logics in Charts
Building In-cell Charts
Customizing Pivot Tables
Data Tables

Automating Dashboards and Reports

Using Macros
Adding Interactive Controls

Dashboard Projects

Building an interactive corporate dashboard presenting critical areas of the business
Designing a KPIs dashboard to assess the performance
Presenting sales performance on a Dashboard.
And a lot more fun

Training Facts

Mode of delivery	Interactive Live Sessions
Training Method	In House Tailored
Training Venue	As per desired location of client
Participants	Minimum 5 – 15 max (Per Session)
Training Deliverables	Presentation Course materials and hand-outs
Dates	To be decided

You can send us your query or send us email at info@thebscon.com, call us at +92 321 8408828.