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Dashboard-ing with Microsoft Excel

About Dashboard-ing with Microsoft Excel

Dashboards are ideal mechanisms for delivering information in a graphical and user-friendly form. With an Excel dashboard, your users spend less time figuring how to use the tool and more time viewing the data. The aim of this training is to show you how to leverage Excel functionality to build and manage impactful dashboard. The training also provides a comprehensive review of Excel functions and features and the analytical concepts that will help you create better reporting components that will be used for dashboards.

Course Duration

2 Days

Who Should Attend This Course?

Participants should have the following:
  • Some experience working with data and familiarity with the basic concepts of data analysis such as working with tables, aggregating data, and performing calculation
  • Experience using Excel with a strong grasp of concepts such as table structures, filtering, sorting, and using formulas
  • The recommended version for MS Excel is 2013 or 2016

What Will You Learn?

At the completion of the training, candidates will be able to:
  • Understand what are Dashboards
  • Design Tables
  • Use Excel Sparklines
  • Appreciate Chartless Visualization Techniques
  • Create and format Charts
  • Create Trending Components
  • Group Data
  • Create Components That Show Performance against a Target

Programme Outline

MODULE 1: INTRODUCING DASHBOARDS
  • What Are Dashboards and Reports?
  • Establish the User Requirements
  • A Quick Look at Dashboard Design Principles
  MODULE 2: TABLE DESIGN BEST PRACTICES
  • Table Design Principles
  • Enhancing Reporting with Custom Number Formatting
  MODULE 3: USING EXCEL SPARKLINES
  • Understanding Sparklines
  • Applying Sparklines
  • Creating Sparklines
  • Customizing Sparklines
  MODULE 4: CHARTLESS VISUALIZATION TECHNIQUES
  • Enhancing Reports with Conditional Formatting
  • Using Symbols to Enhance Reporting
  • Using Excel’s Camera Tool
  MODULE 5: EXCEL CHARTING FOR THE UNINITIATED
  • How Excel Handles Charts
  • Parts of a Chart
  • Basic Steps for Creating a Chart
  • Working with Charts
  MODULE 6: WORKING WITH CHART SERIES
  • Specifying the Data for Your Chart
  • Adding a New Series to a Chart
  • Adding a new series by copying a range
  • Deleting a Chart Series
  • Modifying the Data Range for a Chart Series
  • Understanding Series Names
  • Adjusting the Series Plot Order
  • Charting a Non-contiguous Range
  • Using Series on Different Sheets
  • Handling Missing Data
  • Controlling a Data Series by Hiding Data
  • Unlinking a Chart Series from Its Data Range
  • Working with Multiple Axes
  MODULE 7: FORMATTING AND CUSTOMIZING CHARTS
  • Chart Formatting Overview
  • Adjusting Fills and Borders: General Procedures
  • Formatting Chart Background Elements
  • Formatting Chart Series
  • Working with Chart Titles
  • Working with Chart Axes
  • Value axis versus category axis
  • Value axis scales
  • Using time-scale axes
  • Creating a multiline category axis
  • Removing axes
  • Axis number formats
  • Working with Gridlines
  • Adding or removing gridlines
  • Working with Data Labels
  • Working with a Chart Data Table
  MODULE 8: COMPONENTS THAT SHOW TRENDING
  • Trending Dos and Don’ts
  • Comparative Trending
  • Emphasizing Periods of Time
  • Other Trending Techniques
  MODULE 9: COMPONENTS THAT GROUP DATA
  • Listing Top and Bottom Values
  • Using Histograms to Track Relationships and Frequency
  • Emphasizing Top Values in Charts
  MODULE 10: COMPONENTS THAT SHOW PERFORMANCE AGAINST A TARGET
  • Showing Performance with Variances
  • Showing Performance against Organizational Trends
  • Using a Thermometer-Style Chart
  • Using a Bullet Graph
  • Showing Performance against a Target Range

Trainer

SENTHIVALU KRISHNASAMY

Certified Assessor for Skills Training under “Jabatan Pembangunan Kemahiran” (JPK), Ministry of Human Resources, Malaysia

About Us

Elev8 Asia Sdn Bhd is a HRDF Certified Training Provider in Malaysia which founded in year 2015.

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