Dynamic Business Reports and Dashboards Using Excel

Business professionals are frequently required to prepare management reports, scorecards, and dashboards.

Programme Code
TR-1020
Duration
5 Days
Delivery
Classroom - Virtual
Programme Overview

Business professionals are frequently required to prepare management reports, scorecards, and dashboards. Attending this course will help you reach advanced Excel levels allowing you to produce such important reports. The course starts with pivot tables, the most important tool ever created to perform data reporting, analysis and reconciliation. It then continues with high level modeling techniques, integration and report visualization.

Programme Objectives

By the end of the course, participants will be able to:

  • Use their Excel expertise in data slicing and dicing, data reporting and analysis using pivot tables
  • Design outstanding visualization charts, dashboards, scorecards, and flash reports
  • Develop report solutions using form controls and buttons
Target Audience

Business professionals, accountants, finance analysts, senior and junior accountants, business analysts, accounting and finance professionals, research professionals, marketing and sales, administrative staff, supervisors, general staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.

Target Competencies
  • Reporting, analyzing, and reconciling
  • Data modeling
  • Charting and visualization techniques
Programme Outline

Mastering data reporting: the 20 must learn pivot-tables tools

  • Creating pivot tables
  • Number formatting techniques
  • Designing report layout
  • Sorting in ascending, descending and more sort options
  • Filtering labels and values
  • Expanding and collapsing reports
  • Drill down option
  • Summarize values by sum, average, minimum, maximum, count
  • Show values as % of total and % of
  • Pivot table options
  • Inserting formulas
  • Date analysis
  • Copying pivot tables
  • Creating pivot charts
  • Dynamic chart labeling
  • Mastering the slicer
  • Showing report filter pages
  • Linking pivot tables and pivot graphs with PowerPoint
  • Conditional formatting with pivot tables
  • Designing reports using the Getpivotdata
  • Practice: creating dynamic dashbaords

Data Modeling

  • Spinner
  • Option button modeling
  • Check box modeling
  • List box modeling
  • Combo box modeling

Charting and visualization techniques

  • Working with sparklines
  • Using fancy fonts
  • Thermometer chart
  • Performance against range chartU
  • sing the camera tool