Creating Dashboards With
Excel
Dashboard For Business Reporting
funding-schemes sbl-khas-black-centered
Learn to create Excel dashboards in minutes


Get in Touch With Us
Creating
Dashboards With
Excel
Dashboard For
Business Reporting
Learn to create Excel
dashboards in minutes
funding-schemes-sbl-khas-white-centered
Get in Touch With Us

Learn to create Excel dashboards in minutes

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.

Duration

2 days / 16 hours

Level

Beginner to Intermediate

Delivery

100% Online - Instructor Led
Request For Information

    Key Features

    • 16 hours of instructor led training
    • Interactive Learning
    • Additional Coaching Session

    Pre-Requisites

    • Basic knowledge with Microsoft Excel will be beneficial
    • Analytical Mindset
    • Willingness to self learn online
    • No prior experience is required
    • We will start from the very basics
    • Committed to complete all tasks

    Who Should Join

    • General Managers
    • Chief Financial Officers
    • Finance Managers
    • Marketing Managers
    • Sales Managers
    • HR Managers
    • Anyone who deals with business, management and financial reporting
    Key Learning Outcomes
    Upon completion, participants should be able to demonstrate each of the following outcome:-
    • Understand Excel dashboard design principles and fundamentals
    • Create dynamic interactive charts
    • Understand advanced Pivot Tables and Pivot Charts
    • Gain visualization 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 customize their view
    Course Modules Covered in the Creating Dashboards With Excel Dashboard For Business Reporting program
    Day1
    Module 1 - Introduction

    Introduction

    1. Overview of training aim, objectives and agenda
    Module 2 - Dashboard Design Principles

    Dashboard Design Principles

    1. What is a dashboard?
    2. Purpose and benefits of dashboards
    3. Understanding dashboard design principles
    4. Layout, color and display
    5. Common mistakes when building dashboards
    Module 3 - Preparing Dashboard Data

    Preparing Dashboard Data

    1. Understanding your data
    2. Organizing data
    3. Tools and tricks to clean data before using it to build a report or dashboard
    Module 4 - Data Visualisation – Picking The Right Display

    Data Visualisation – Picking The Right Display

    1. The anatomy of an Excel chart
    2. Choosing the right data visualization to communicate information effectively
    3. Displaying trends with charts
    4. When to use a secondary axis
    5. Combining two chart types
    6. Formatting tricks
    7. Adding icons and images to dashboards
    Module 5 - Using Sparklines & Conditional Formatting

    Using Sparklines & Conditional Formatting

    1. Creating sparklines – line, column and win/loss
    2. Sparkline formatting and options
    3. Sparkline tips and tricks
    4. Applying conditional formatting
    5. Data bars, color scales and icon sets
    6. Conditional formatting options
    7. Using symbols to enhance reporting
    Day 2
    Module 6 - Advanced Charting Techniques

    Advanced Charting Techniques

    1. In-cell charts
    2. Step charts
    3. Actual vs budget (target) charts – Floating Markers
    4. Band chart - show performance against target range
    5. Conditional colors in column chart
    6. Frequency distribution
    7. Panel charts
    8. Speedometers
    9. Bullet graphs
    10. Waterfall chart
    11. Pyramid chart and funnel chart
    Module 7 - Named Ranges and Excel Table

    Named Ranges and Excel Table

    1. Naming cells and ranges
    2. Creating Excel tables
    3. Applying table names
    4. Using structured references in formula
    5. Refreshing tables with new data
    Module 8 - Automating Dashboards With Functions

    Automating Dashboards With Functions

    1. Learn to nest functions together to create robust formulas
    2. Use IF, Nested IFs and IFS (Excel 2016) for logical test with single or multiple conditions
    3. Embed AND or OR function in IF for robust logical tests
    4. Trap and handle errors produced by other formulas or functions with IFERROR
    5. Use CHOOSE to return a value from an array based on index number
    6. Aggregate data with single criterion using SUMIF, COUNTIF, AVERAGEIF
    7. Tabulating information using multiple criteria with SUMIFS, COUNTIFS,AVERAGEIFS
    8. Lookup and retrieve data from a specific column in table using VLOOKUP
    9. Use MATCH to find the relative numeric position of an item in a range
    10. Use INDEX to extract a value from a table (or range)
    11. INDEX and MATCH - powerful combo that has more flexibility and speed
    12. Why INDEX MATCH is better than VLOOKUP
    13. Using ROW(S) and COLUMN(S) for indexing
    14. Rank and sort your data using RANK, LARGE and SMALL
    15. Use ‘database functions’ DSUM, DCOUNT and DAVERAGE to filter information in a list or database based on set criteria
    16. Using TEXT and CONCATENATE to string numbers and text together to show in a dashboard or chart.
    Module 9 - Building Interactive Charts and Dashboards Controls

    Building Interactive Charts and Dashboards Controls

    1. Using form controls: Button, Combo Box, Check Box, Spin Button, List Box, Option Button, Scroll Bar, Label and Group Box
    2. Set up dynamic data validation list
    3. Creating dynamic named range with OFFSET and COUNTA
    4. Creating dynamic named range with INDEX
    5. Using the INDIRECT function
    Module 10 - Building Dynamic Charts

    Building Dynamic Charts

    1. Selecting data with a combo box (or data validation list) for dynamic Excel charting
    2. Using a check box to show or hide data or trend lines
    3. Scrolling a dynamic excel chart through time
    4. Using helper columns to manipulate your data
    5. Linked textbox for dynamic chart titles
    6. Tricks to avoid crashing lines in line chart
    7. Linking legends to cell contents
    Module 11 - Putting it Together

    Putting it Together

    1. Creating your dashboard
    Our Training Methodology

    Practical Assignments

    We provide hands-on assignments that requires practical implementation.

    Virtual Coaching Sessions

    Online coaching sessions that happen over the phone, via video, or on a web platform.

    1 Year Access to LMS

    Get access to learning resources upto 1 year of class completion.

    Live Project Experience

    Hands-on learning and training gives participants the opportunity to experience real world situations.

    Online Assessments

    Participants can assess reflect on their own learning and their level/skills.

    Free Industry Webinars

    Stay current on market research trends, learn best practices through our webinar sessions.
    Program Key Highlights
    online-learning-2
    48 hours of Remote Online Learning
    learning-hours
    Additional Coaching Hours
    hands-on
    Live Hands-on Projects
    certification
    Certified by International Body
    mentor
    Mentorship with Industry Experts
    industry
    Designed for Beginners & Professionals
    Request For Information

      Get in Touch With Us Today!

      This training program is suitable for anyone who intends to gain knowledge of Microsoft Excel. This program is being conducted in Malaysia and can be joined by anyone, anywhere in the world remotely.
      Program Fee

      MYR 1300 per pax.
      funding-schemes-sbl-khas-white-centered
      Funding Schemes for Companies who are claiming from their HRDF levy or from the SBL Khas scheme.

      One-time fee. One year access to course materials and resources.
       
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      Thulija Academy is a HRDF registered training provider. Our panel of expert trainers provide technology training for some of the biggest organizations in Asia.

       
       
       



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