Introduction
Dashboards not only provide in-depth statistics, but also allow businesses to improve KPIs and ROI through custom features, necessary insights and analytics, team productivity, and assist in achieving business goals. It is important to not just report data but provide deep insights to decision-makers, through data that they will find the most useful with the help of visuals, words, and numbers.
Attending this course will help you reach advanced levels in Excel which you will need to produce important Business Reports. You will take away practical tools that are guaranteed to add value to your daily and periodic tasks.
Course Objective:
- Perform advanced and dynamic data validations and master-level formatting techniques
- Design outstanding visualization charts, dashboards, scorecards, and flash reports
- Develop master-level report solutions using advanced form controls and buttons.
- Record, write, and edit powerful macros that will perform routine tasks in no time.
Program Outline:
Essential Reporting Requirement Skills
- Pivot tables and pivot charts
- Advanced pivot techniques
- Multiple consolidation ranges
- Connecting to access databases
Advanced Data Structuring Techniques
- Custom and advanced data validation
- Creating and managing innovative conditional formatting
Charting and Visualization Techniques
- Creating dynamic labels
- Working with formula-driven visualizations
- Using fancy fonts
- Leveraging symbols in formulas
- Working with sparklines
- Slicers and timelines
- Creating unconventional style charts
- Fancy thermometer charts
- Colored chart bars
Building Report Solutions
- Conceptualizing and understanding report solutions
- Developing a report solution
- Configuring spreadsheet report data options
- Enabling background refresh
- For m controls data modeling tools
- Option-button modeling
- Check box data models
- Combo and group box
Dashboard Macros
Power BI: Data Visualization and Reporting
Basic Navigation: Ribbons, fields, and panels—the tools to build a fully interactive report that updates itself.
Visualizing Data Effectively
- Creating powerful visuals like clustered bar charts, line graphs, and interactive maps.
- Creating an interactive map to visualize financial data by region, such as income, expenses, or tax liabilities, helps to identify geographic areas with the highest profitability or cost challenges.
Advanced Visuals:
- Creating visuals like waterfall charts to analyze the impact of different factors on profit, decomposition trees to break down complex metrics like revenue by different dimensions, and gauge charts to display key performance indicators (KPIs) at a glance.
- Create a waterfall chart to understand the breakdown of annual profit, including revenue, expenses, and taxes.
Timings: 10:00 am – 5:00 pm, registration begins at 9:30 am