Creating Dashboards with Excel Masterclass:
Data Visualization for Business Reporting
(Online Course)

This in-depth dashboards course is developed based on Alvin’s
highly acclaimed live workshop.

Course Objective:
Build easy-to-understand and
insightful dashboards that
enable informed decision making

Creating Dashboards with Excel Masterclass:
Data Visualization for
Business Reporting
(Online Course)
This in-depth dashboards course is developed based on Alvin’s highly acclaimed live workshop.
Course Objective: Build easy-to-understand and insightful dashboards that
enable informed decision making
Some of the companies that train their teams with Alvin

Do you spend hours just to update your Excel reports weekly or monthly?

Then, you are doing it wrong!

All you need are a few key rules for setting up your workbooks and in most cases you should be able to simply click the refresh button or import your new data and the report will update. Job done!

Are you frustrated with your lack of skills in creating dashboards that are effective, insightful and actionable?

Then, this is the course made just for you!

Data visualization is a critical skill in today’s data-driven world.

As data continues to grow at an exponential rate, data visualization helps the stakeholders in a company who aren’t data savvy to digest and understand big data.

Excel is an excellent tool to make powerful dashboards that can provide analysis, insights and alert managers in a timely manner.

A picture is worth a thousand words. A good Excel dashboard:

  • is visually appealing for decision makers to understand key information clearly
  • allows managers to have high-level overview of the business and help them make decisions
  • fits within a single page
  • updates easily

Having worked with and trained many clients on dashboards, Alvin has a deep technical knowledge of Excel and data visualization.

In just 11 modules, you’ll be able to…

  • Understand Excel dashboard design principles and fundamentals
  • Use professional data visualization techniques to build stunning and informative Excel dashboards
  • Gain visualization tips and tricks
  • Communicate effectively the story behind your data
  • Master effective storytelling techniques with the best selection, design and presentation of data, tables, charts, graphs, and other visuals.
  • 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
  • Learn various advanced features in Excel to save time

 

Who should attend?

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
  • Financial Planning & Analysis
  • Marketing Managers
  • Sales Managers
  • HR Managers
  • Business Owners
  • Anyone who deals with business, management and financial reporting

Prerequisities

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.

What Our Clients Say!

“Alvin was 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.”

VP of Finance - APAC, Middle East & Africa, FIS Global

“Fantastic trainer in terms of knowledge and skills. Extremely friendly, helpful and patient.”

Manager, Global Credit Policy and Portfolio Risk, Standard Chartered Bank

“Alvin is a real subject expert for dashboards.”

Senior Safety Manager, Heineken

“Alvin is an excellent trainer. He led interesting, interactive and focused discussions during the workshop.”

Business Development & Partnership Manager, eBay

“Alvin was 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.”

VP of Finance - APAC, Middle East & Africa, FIS Global

“Fantastic trainer in terms of knowledge and skills. Extremely friendly, helpful and patient.”

Manager, Global Credit Policy and Portfolio Risk, Standard Chartered Bank

“Alvin is a real subject expert for dashboards.”

Senior Safety Manager, Heineken

“Alvin is an excellent trainer. He led interesting, interactive and focused discussions during the workshop.”

Business Development & Partnership Manager, eBay

Your expert trainer

Alvin Yong

MSc, FCCA, UK

 

Your expert trainer

 

Alvin Yong

MSc, FCCA, UK

 

Alvin Yong 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.

Alvin 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 various industries, including shipping and logistics, industrial manufacturing, medical and healthcare, construction consultancy and investment holdings.

With strong business acumen, Alvin went on to co-found several companies and has been an entrepreneur for more than 13 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. 

Your full course curriculum

Creating Dashboards with Excel Masterclass:
Data Visualization for Business Reporting

Module

1

Data Visualization Principles for Dashboard Design

  • What is a dashboard?
  • Purpose and benefits of dashboards
  • Understanding dashboard design principles
  • Layout, color and display
  • Common mistakes when building dashboards
  • Choosing the right data visualization to communicate information effectively
  • Displaying trends with charts
Module

2

Dashboard Design in Excel

  • The anatomy of an Excel chart
  • When to use a secondary axis
  • Combining two chart types
  • Formatting tricks
  • Adding icons and images to dashboards
Module

3

Advanced Charting in Excel

  • In-cell charts
  • Step charts
  • Frequency distribution
  • Speedometers
  • Bullet graphs
  • Waterfall chart
  • Pyramid chart and funnel charts
Module

4

Telling a story through charts

  • Actual vs budget (target) charts – Floating Markers
  • Band chart – show performance against target range
  • Conditional colors in column chart
  • Panel charts
Module

5

Other Visualization Techniques in Excel – Using Sparklines and Conditional Formatting

  • Creating sparklines – line, column and win/loss
  • Sparkline formatting and options
  • Sparkline tips and tricks
  • Applying conditional formatting
  • Data bars, colour scales and icon sets
  • Conditional formatting options
  • Using symbols to enhance reporting
Module

6

Automating Your Dashboards 1: Preparing Dashboard Data

  • Understanding your data
  • Organizing data
  • Tools and tricks to clean data before using it to build a report or dashboard
Module

7

Automating Your Dashboards 2: Named Ranges and Excel Table

  • Naming cells and ranges
  • Creating Excel tables
  • Applying table names
  • Using structured references in formula
Module

8

Automating Your Dashboards 3: Automating Dashboards with Functions

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

9

Automating Your Dashboards 4: Refreshing Data

  • Organizing your worksheets
  • Raw data worksheet(s): Importing and linking data
  • Calculation worksheet and dashboard worksheet
  • Steps in refreshing your reports with new data
Module

10

Case Study: Finance KPI Dashboards

  • Step by step guide to creating a Financial KPI Dashboards
Module

11

Distributing Your Excel Dashboards

  • Protecting your workbook
  • Sharing your dashboards with SharePoint
Bonus

1

Excel Tricks and Tips

Get a Certificate of Completion!

Once you have completed the course, submit the assignment to earn a Certificate of Completion.

Add it to your resume, your LinkedIn profile, or just get that well-earned raise.

Show off your new skills on Linkedin

Select your preferred billing option:

Online course: Creating Dashboards
with Excel Masterclass

$499 USD

$299 USD
(Pre-launch Special) 

Pay once, lifetime access

  • Get instant access to just this world class training program.
  • Lifetime access.
  • Perfect for teams.

All-Access

$499 USD / year

2nd year free when you subscribe for 1 year

(Pre-launch Special) 

  • Get instant access to just this world class training program.
  • Lifetime access.
  • Perfect for teams.
  • Get this and all other trainings for just $299 / mo with All-Access.