Course Name:

Creating Dashboards with Excel Masterclass: Data Visualisation for Business Reporting

Workshop 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

Date and Venue

Singapore (5-6 Jul)
Kuala Lumpur, Malaysia (9-10 Jul)
Los Angeles, United States (6-7 Aug)
Almaty, Kazakhstan (15-16 Aug)
Amsterdam, Netherlands (20-21 Aug)
London, United Kingdom (28-30 Aug)
Port Moresby, Papua New Guinea (12-13 Sep)

 

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

Audience

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
  • Finance Managers
  • Accountants
  • Marketing Managers
  • Sales Managers
  • HR Managers
  • Business Owners
  • Anyone who deals with business, management and financial reporting

Course Director

The trainer is a UK-registered Fellow Chartered and Certified Accountant (FCCA). He obtained his Master of Science in Professional Accountancy (Merit) in 2018 from the University of London. He started his career with KPMG Singapore as an auditor in 1999, where he was involved in the audit, due diligence and tax of multinational corporations in shipping and logistics, industrial manufacturing, medical and healthcare, construction consultancy, investment holdings, amongst others.

The trainer went on to co-found several companies and has been an entrepreneur for more than 11 years. He once managed operations that spanned across Singapore, Malaysia, Indonesia and Philippines. The trainer has strong business acumen and recognises the importance of finance in making informed business decisions. He has analysed financial statements across industries to evaluate investment opportunities.

The trainer provides financial literacy training and consultancy on innovation and growth. He enjoys helping his clients to understand the stories the financial statements are telling them about their business. He also provides financial advisory and business planning services to companies.

 

Testimonials

“The trainer is a very people person. Sound knowledge in his area of expertise. He carried out the program well.”
CEO

“The instructor has excellent training skills. He was able to run the 2 days course with excellent and highly qualified accounting and financial knowledge. He was well understood and well organized with excellent powerpoint presentations.”
Director Project Allocation

“Good training & communication skills.”
Director Forest Development

“It’s an eye opener.”
Director Corporate Services

“Was clear and able to facilitate the training in layman’s term as well as for some areas which would have been difficult to understand. Very knowledgeable in this area.”
Manager Human Capital

“Will greatly assist me on how I will be preparing, monitoring and controlling budget.”
Manager – Maintenance

“The trainer is knowledgeable in this area. I find his explanations and discussions of the various topics to be interesting and I learnt a lot.”
Lawyer

“I have learnt a lot from the lectures. With the basic understanding of the principles of accounting and finance, I will be able to utilize them at my work place when the time comes.”
Acting ICT Manager

“Very informative & educational. I learned a lot.”
Public Relations Officer