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Essential Dashboards in Excel

0 sessions available

Subject: Finance

Ages: All ages

Skill level: All difficulty levels

With the huge amount of data available to us every day, a well-built and designed dashboard reports is one of the best ways to interpret and communicate large quantities of information. Learn how to synthesise information into a logical framework, summarise it into a meaningful format, and then display the summary into easy-to-read tables and graphs. Learn the principles of good dashboard design, as well as the tools to implement and build a dashboard using your existing Excel tools and skills (and perhaps a few you didn't know you had!)

Each participant on this course receives a copy of the book Using Excel for Business Analysis.

Learning Objectives

This one-day intensive course is very hands-on and practical and each participant will be expected to create their own dashboard reports...

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With the huge amount of data available to us every day, a well-built and designed dashboard reports is one of the best ways to interpret and communicate large quantities of information. Learn how to synthesise information into a logical framework, summarise it into a meaningful format, and then display the summary into easy-to-read tables and graphs. Learn the principles of good dashboard design, as well as the tools to implement and build a dashboard using your existing Excel tools and skills (and perhaps a few you didn't know you had!)

Each participant on this course receives a copy of the book Using Excel for Business Analysis.

Learning Objectives

This one-day intensive course is very hands-on and practical and each participant will be expected to create their own dashboard reports.
1. Master key steps to get the most out of Excel functionality to improve your report design skills
2. Select which advanced formulas are appropriate in to achieve different results
3. Streamline dashboard building by applying best practice functions, tools and techniques
4. Apply commonly-used formulas to your dashboards in new and different ways
5. Learn to build a quick and easy-to-use Excel dashboard which can measure and interpret the performance of your company with the click of a button
6. Expedite and enhance the decision-making process with your dynamic analytical reports
7. Maximise your analytical abilities by learning conventional and new approaches of report design

Course Content

Dashboard Design
- What is a dashboard?
- Common mistakes dashboard design
- Principles of dashboard design best practice
- Selecting the correct chart to display data
- Adding icons and images to dashboards
- Effective use of colour and logos
- Making dashboards dynamic
Group exercise: Critique commonly-used vendor business intelligence example dashboards and provide recommendations for redesign

Excel Tools for Dashboard
Must-know Tools and Techniques
- Discussion of available BI tools (Excel alternatives or complements)
- Key points on Excel versions
- New features of Excel 2010; sparklines, slicer & more
- Named Ranges
- Time saving shortcuts

Charting
- Creating and modifying a chart
- Making your charts look fabulous
- Charting tips, tricks and shortcuts
- Design principles for including charts in dashboards

Bullet-proofing your Dashboards
- Protect dashboards by locking cells
- Password Protection
- Restricting incorrect data entry with data validations
- Using worksheet protection to prevent entry
- Protecting your dashboard files using “Read Only” and password protection

Essential Advanced Tools
- Incorporating Advanced functions into dashboards
- Working with dates
- Conditional formatting
- Pivot Tables

Practical Dashboard Building
Practical exercise: Using your own data, or examples provided, create a dynamic dashboard template incorporating the tools and techniques discussed during the course.

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