* All fees are exclusive of vat ** PREMIUM - Customize your learning experience
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.
This training course covers all the functions of Excel and their usage and empowers the trainees to use the tool as efficiently as possible.
What Do Participants Learn?
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?
Anyone responsible for preparing Excel-based dashboards, scorecards or KPI reports.
What Will the Learning Experience Include?
Comprehensive pre-program activities include:
Web-based information forms & surveys completed by attendee.
Direct consultation with the attendee about the expectations.
During the training, participants engage in data, activities, and conversations that lead to insight and knowledge.
Participants learn from expert trainers who have both academic and business experiences.
Highly applicable training content & instructive activities for adding depth to training topics.
**A half-day site visit for integrating the experience & plan next steps. Opportunities to provide connections, ideas & support.
Explore & Practice
Apply & sustain the learning experience by using this ongoing support:
To ensure participant has new skills or behavior progress.
Optional, fee-based mentoring & coaching with the trainer.
Training materials & additional documents (e-books, pdf files, presentations and articles)
Evaluate your training experience by giving us feedbacks and help us to reach our organizational goals.
Section One: 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
The Anatomy Of An Excel Chart
When To Use A Secondary Axis
Combining Two Chart Types
Adding Icons And Images To Dashboards
Preparing, Understanding And Organizing Your Data
Tools And Tricks To Clean Data Before Using It To Build A Report Or Dashboard
Naming Cells And Ranges
Creating Excel Tables & Applying Table Names
Section Two: Advanced Charting In Excel
Pyramid Chart And Funnel Charts
Actual Vs Budget (Target) Charts - Floating Markers
Band Chart - Show Performance Against A Target Range
Conditional Colors In A Column Chart
Section Three: 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, Color Scales, And Icon Sets
Conditional Formatting Options
Using Symbols To Enhance Reporting
Section Four: Automating Your Dashboards
Using Structured References In The Formula
Learn To Nest Functions Together To Create Robust Formulas
Use If, Nested Ifs And Ifs For The Logical Test With Single Or Multiple Conditions
Embed And Or Or Function In If For Robust Logical Tests
Trap And Handle Errors With Iferror
Use Choose To Return A Value From An Array-Based On The 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 A 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 - A 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.