Dashboards and Business Reports using Excel

All business professionals are required to prepare some kind of a scorecard or a dashboard. Attending this workshop will help you reach advanced levels in Excel which you will need to produce such an important tool.

The workshop starts with pivot tables, the most important tool ever created to perform data reporting, analysis and reconciliation. It then continues with high level modelling techniques, integration and report visualization, and it ends with automation. You will take away practical tools that are guaranteed to add value to your daily and periodic tasks.

Key features:

• Usually fits on one page
• Displays key trends, comparisons and data graphically or in small tables
• Provides the reader with conclusions to their objective
• Is often interactive allowing the user to filter data and switch views themselves
• Employs best practices that enable the report to be updated quickly and easily

By the end of the course, participants will be able to:

• Perform advanced and dynamic data validations and master level formatting techniques
• Design outstanding visualization charts, dashboards, scorecards, and flash reports
• Develop master level report solutions using advanced form controls and buttons
• Record, write and edit powerful macros that will perform routine tasks in no time

This dashboard workshop is for you if …

• You regularly work with marketing data
• You do manual, repetitive tasks for monthly reports
• You need to build out a reporting dashboard for your organization

Course Objectives:

Essential Reporting Requirement Skills

• Pivot tables and pivot charts
• Advanced pivot techniques
• Multiple consolidation ranges
• Connecting to access databases

Advanced Data Structuring Techniques

• Custom and advanced data validation
• Creating and managing innovative conditional formatting

Charting and Visualization Techniques

• Creating dynamic labels
• Working with formula-driven visualizations
• Using fancy fonts
• Leveraging symbols in formulas
• Working with sparklines
• Slicers and timelines
• Creating unconventional style charts
• Fancy thermometer charts
• Colored chart bars
• Power BI

Building report Solutions

• Conceptualizing and understanding report solutions
• Developing a report solution
• Configuring spreadsheet report data options
• Enabling background refresh
• Form controls data modeling tools
• Option-button modeling
• Check-box data models
• Combo and group-box

Dashboard Macros

• Simple & Complex Macros
• Dynamic Dashboards using Macros