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

Kuala Lumpur, Malaysia (6-7 Dec)
Penang, Malaysia (13-14 Dec)

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 2017 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.

With strong business acumen, Alvin went on to co-found several companies and has been an entrepreneur for more than 12 years. His companies have served clients across the globe, from US, Europe, Middle East, Africa, Asia to Australia. His current passion is data literacy training as well as innovation and growth consultancy. Alvin enjoys helping his clients understand the stories that their data tells about their business, thus enabling them to make informed, data- driven decisions.

 

Testimonials

CEO, Felda Prodata Systems: “Alvin is a very people person. Sound knowledge in his area of expertise. He carried out the programme well.”

VP of Finance – APAC, Middle East & Africa, FIS Global: “Alvin was well prepared, knowledgeable and easy to follow. Level of detail was where it needed to be and the documentation was very thorough. The course went quickly which was always a good sign.”

Financial Controller, BeMobile Ltd: “Exceeded my expectations! I realised how dynamic Excel can be. Understanding the basic formulas is just so important for creating dynamic and interactive dash- boards.”

Manager, Global Credit Policy and Portfolio Risk, Standard Chartered Bank: “Fantastic trainer in terms of knowledge and skills. Extremely friendly, helpful and patient.”

AVP, Investor Solutions, i2M Ventures: “Alvin is very knowledgeable in this field. I would recommend this training to others.”

Manager, CIMB Bank: “Very experienced and good trainer.”

Learning & Development Specialist, Micron Semiconductor: “Good understanding and knowledge of the subject. Attentive and responsive to participants’ queries. Presented the subject very clearly.”

Manager – Human Capital, PNG Air Services: “The training would be quite intense for someone who has very basic knowledge in Excel. Otherwise, Alvin made it easy for us to understand and took time to assist those that needed help. I have learnt a lot these last two days.”

Regional Component Planner, Komatsu Australia: “Very informative. Gave an excellent count of how- to’s.”