CREATING DASHBOARDS WITH
EXCEL MASTERCLASS:

DATA VISUALIZATION FOR BUSINESS REPORTING

Kuala Lumpur (5-6 Aug) | Singapore (13-14 Aug)

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
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 visualization 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 customize 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.

Methodologies

Clear explanation of theories coupled with hands-on exercises for a firm grasp of Excel Dashboards through:

  • Practical Examples
  • Case Studies
  • Short Exercises
  • Group Discussions
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
  • FinanceManagers
  • Accountants
  • Marketing Managers
  • Sales Managers
  • HR Managers
  • Business Owners
  • Anyone who deals with business, management and financial reporting
Software Used

The course is demonstrated using Microsoft Excel 2016, but participants can use Excel 2010 or 2013 if they prefer.

Program Agenda

Session 1: INTRODUCTION

  • Overview of training aim, objectives and agenda

Session 2: DASHBOARD DESIGN PRINCIPLES

  • What is a dashboard?
  • Purpose and benefits of dashboards
  • Understanding dashboard design principles
  • Layout, color and display
  • Common mistakes when building dashboards

Session 3: PREPARING DASHBOARD DATA

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

Session 4: DATA VISUALIZATION – PICKING THE RIGHT DISPLAY

  • The anatomy of an Excel chart
  • Choosing the right data visualization to communicate information effectively
  • Displaying trends with charts
  • When to use a secondary axis
  • Combining two chart types
  • Formatting tricks
  • Adding icons and images to dashboards

Session 5: USING SPARKLINES & CONDITIONAL FORMATTING

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

Session 6: ADVANCED CHARTING TECHNIQUES

  • In-cell charts
  • Step charts
  • Actual vs budget (target) charts – Floating Markers
  • Band chart – show performance against target range
  • Conditional colors in column chart
  • Frequency distribution
  • Panel charts
  • Speedometers
  • Bullet graphs
  • Waterfall chart
  • Pyramid chart and funnel chart

Session 7: NAMED RANGES AND EXCEL TABLE

  • Naming cells and ranges
  • Creating Excel tables
  • Applying table names
  • Using structured references in formula
  • Refreshing tables with new data

Session 8: 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 specific 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.

Session 9: BUILDING INTERACTIVE CHARTS AND DASHBOARDS CONTROLS

  • Using form controls: Button, Combo Box, Check Box, Spin Button, List Box, Option Button, Scroll Bar, Label and Group Box
  • Set up dynamic data validation list
  • Creating dynamic named range with OFFSET and COUNTA
  • Creating dynamic named range with INDEX
  • Using the INDIRECT function

Session 10: BUILDING DYNAMIC CHARTS

  • Selecting data with a combo box (or data validation list) for dynamic Excel charting
  • Using a check box to show or hide data or trend lines
  • Scrolling a dynamic excel chart through time
  • Using helper columns to manipulate your data
  • Linked textbox for dynamic chart titles
  • Tricks to avoid crashing lines in line chart
  • Linking legends to cell contents

Session 11: PUTTING IT TOGETHER

  • Creating your dashboard
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