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Creating Dashboards with Excel: Data Visualization for Business Reporting

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Creating Dashboards with Excel: Data Visualization for Business Reporting


Overview
There is valuable information hidden in the sea of data. A picture is worth a thousand words - use Excel dashboard to present information visually and beautifully within a single page that allows users to understand what is going on and make business decisions. Excel dashboard reports allow managers to have high-level overview of the business and help them make decisions. Excel is an excellent tool to make powerful dashboards that can provide analysis, insights and alert managers in a timely manner. A good Excel dashboard is:

visually appealing for decision makers to understand key information clearly
highly dynamic, allowing managers to easily dig into your data
easy to update

Key Takeaways
By the end of the course, participants will:




Understand Excel dashboard design principles and fundamentals
Create dynamic interactive charts
Understand advanced Pivot Tables and Pivot Charts
Gain visualisation tips and tricks
Learn how to build stunning and informative Excel dashboards.
Learn various advanced features in Excel to save time.
Display key trends, comparisons and data graphically for greater clarity and faster insights
Learn different chart types to display data in the most meaningful way.
Learn smart techniques that make charting work fun and productive.
Create interactive controls that enable users to customise their view




Prerequisites
Participants should be comfortable with basic Excel tools and functions. At a minimum, participants should know how to navigate confidently in Excel, create and use simple formulas and link between workbooks
Who Should Attend
This workshop is crucial for analysts, managers, reporting professionals, business owners, executives, and anyone responsible for preparing Excel based dashboards, scorecards or KPI reports. This training is highly recommended for:





Directors
General Managers
Chief Financial Officers
FinanceManagers
Accountants
Marketing Managers
Sales Managers
HR Managers
BusinessOwners
Anyone who deals with business, management and financialreporting









Agenda
Session 1: INTRODUCTION

Overview of training aim, objectives and agenda

Session 2: DASHBOARD DESIGN PRINCIPLES

Understanding dashboard design principles
Designing a dashboard
Layout and colour

Session 3: PREPARING DASHBOARD DATA

Understanding your data
Organising data
Choosing the right data visualisation

Session 4: DATA VISUALISATION – PICKING THE RIGHT DISPLAY

Displaying trends with charts
Secondary axis
Data smoothing
Usingsparklines
Highlighting comparisons
Frequency distribution
Actual vs budget (target) charts
Show performance against a target range
Creating bullet graphs
Win Loss Charts using conditional formatting
Dynamic data range
Dynamiclabels
TEXT function
How to use symbols to enhance your tables and charts
Creating dynamic charts with non-contiguous data
Embedding objects in charts
Set up a dynamic data validation list
In-Cell Charts, Panel Charts and Step Charts


Session 5: BUILDING INTERACTIVE CHARTS & DASHBOARDS CONTROLS


Using Form Controls: Button, Combo Box, Check Box, Spin Button, List Box, Option Button, Scroll Bar, Label and Group Box
Creating dynamic named range with OFFSET
Creating dynamic named range with INDEX and Combo Box
Using the INDIRECT function
Chart animation
Rollover technique
Using scroll and sort table
Dynamic date filter



Session 6: ANALYSING THE DATA

Pivot Charts
Using slicers and timelines
Using GETPIVOTDATA Function

Session 7: ADVANCED DASHBOARD TECHNIQUES

Pyramid Chart and Funnel Chart
SUMIFS alternatives
Using the LARGE, SMALL, DAVERAGE function 
Ranking values in Pivot Table
Scatter chart
DMAX, DMIN, DAVERAGE

Session 8: AUTOMATING DASHBOARD

Updating dashboard with new data automatically 
Automatically refreshing Pivot Tables

Session 9: DISTRIBUTING YOUR DASHBOARD

How to check and publish your dashboard

Session 10: A COMPLETED DASHBOARD

Dashboard overview
SUMIFS formulas as a Lookup
INDEX, MATCH and OFFSET
INDEX, MATCH multiple match array 

Session 11: PUTTING IT TOGETHER

Creating your dashboard










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Financial Literacy for Business Owners and Managers
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