Dashboard Reporting Training using Excel

Course overview

This Dashboard Reporting Training using Excel in Dubai will provide opportunities to professionals to learn and equip them with Excel and PowerBI to design and prepare effective Dashboards.

Course Overview for Dashboard Reporting in Excel Training

Tafkeer Professional Development is pleased to announce the Dashboard Reporting Training using Excel in Dubai, Abu Dhabi, United Arab Emirates. A good visualization can communicate the nature and potential impact of information and ideas more powerfully than any other form of communication.

This visual language is used everywhere in the world, from live sports to the news to fitness apps. Even if you think you can’t speak this language, you hear it and understand it every day.

Building good dashboards is quickly becoming a need-to-have skill for managers. If you’re not doing it, other managers are, and they’re getting noticed for it and getting credit for contributing to the company’s success. So, it’s time to learn to speak it, too.

Microsoft Excel is an excellent choice for creating and distributing dashboards due to its ease of use and universal availability. It is a tool to make powerful dashboards that can provide analysis, insight and alert managers in timely manner.

Training Objectives for Dashboard Reporting Training in Dubai

In this comprehensive Excel Dashboard Course you will learn the techniques you can apply in Excel to make killer dashboards that will set your skill level apart from the crowd and enable you to report, communicate, analyze, check and plan quantitative information.

We will teach you how to create amazing interactive Excel dashboards, that update with the click of the Refresh button, or with a simple copy and paste of your new data into your spreadsheet.  

Why Using Excel For Dashboards?

Excel has at least fi­ve features that make it an outstanding application for dashboard reporting:

Magazine-quality

Excel can produce magazine-quality reports & Charts. It provides ideas for color schemes, fonts, and designs for charts and tables.

Flexibility

Excel flexibility applies to dashboards as well. Using Excel, you can replace one chart with another, add a new column of data, change a color, add a second page, or use a bigger font.

Analytical Power

Excel reports often present complex ratios, statistical calculations, and other sophisticated results that could be displayed very effectively in a dashboard.

Error fi­nding

Excel enables you to test for errors in your data. You can compare your data to other data, search for missing values, and search for values that are unreasonably high or low, and so on.

Excel users are everywhere

No matter how good any third-party dashboard program might be, you’ll probably have a difficult time fi­nding people who know how to use it. On the other hand, virtually everyone in business knows something about Excel.

Target Audience

  • Anyone who is interested in making effective business Communication through Data.
  • Manager working in any stream who requires to present / Project / Analyse the data
  • Employee whose work is to create reports and present it in Effective Format
  • Corporate Executives
  • Business Analysts
  • Any advance or intermediate Excel user who wants to learn more skills in Excel

Course Benefits 

This hands-on training will provide you with an extremely advanced toolkit worth of knowledge that will take the design of your reports to the next level. You will be able to present valued information in a more accurate and concise way, which can be updated and interpreted easily to make good decisions. You will be able to display key trends, comparisons and data graphically and interactively, so that you can see what you need immediately.

This course will help you turn plain and uninspiring information into smart, effective visualizations that powerfully convey ideas.

By applying the rules, we will share with you, you will have the skills to be able to create reports that save loads of time (allowing you to go home early J) and you’ll quickly become known as a Excel Data Visualization Stars with reports that are:

  • Quick and easy to update.
  • Fully interactive so the reader can change the view themselves.
  • Easy to read and interpret
  • Professional presentation

Pre-requisite

Participants should possess moderate level of Excel knowledge to get more out from this course.

Training Program

Course contents of the program are as under:

Pre Session Activities

Networking & Participant Introduction

Course introductions & Overview

COURSE OUTLINE

Understanding Management Dashboards

  • What is a Dashboard?
  • Sample Data & Dashboard
  • Principles of Great Dashboard Design

Using Charts & Advanced options

  • Conditional formatting
  • Advance Validation (Creating drop down menus
  • with dependent list)
  • Creating Charts with different data/axis options
  • Sparklines to show data trends
  • Creating Charts & data series
  • Managing Legends and X/Y axes
  • Adding Autoshapes & Dynamic text boxes
  • Dynamic Charts with o‑set
  • Resizing charts & Forcing charts to work together

Formula Driven Visualizations

  • Creating “”in-cell”” charts – Sparklines
  • Dynamic Conditional Formatting to highlight Data Anomalies
  • Using Icon Sets
  • Data Bars & Color Scales
  • Creating visualizations with symbols
  • Creating a formula histogram
  • Adding a cumulative percent

Advanced Pivot Table Techniques

  • Creating Pivots &Getting Percentage
  • Importing Data into PowerPivot
  • Creating Calculated Columns
  • Sorting a pivot table
  • Viewing Top/Bottom 10%
  • Creating Weekly, Monthly, Quarterly & Yearly reports
  • Loading data from other sources
  • Using Conditional Formatting in Pivot Tables
  • Creating Pivot Charts
  • Using Slicers for creating Dashboards
  • Converting Cross data into at data for Pivot / SumIFS

Using Advanced Formulas & Functions in Excel

  • Understanding Absolute & Relative Referencing
  • SumIF&SumIFS
  • Count, CountA, CountIF & CountIFS
  • Concatenate
  • Logical condition , IF Condition &Nested Ifs
  • Calculation in IF – Using AND & OR in Ifs
  • Adding Symbol in IF
  • Advance Vlookup

Data Validation

  • Creating Data Validation
  • Working With List & Dependent List
  • Creating List With Dynamic Ranges
  • Create Formulas In Your Data Validation That Allow It To Adjust To Changing Excel Dashboard Conditions
  • Create Cells That Only Allow Certain Date Ranges To Be Entered
  • Handling Input And Error Alerts

Creating Dynamic Dashboards for Management Reporting

  • Creating a dynamic dashboard with Dropdown Options
  • Creating a Dashboard with Combo box & Scroll bar
  • Using Option buttons to dynamically feed data
  • Adding a check box to include a trend line & other features

Dashboard Projects – A real time dashboard system