Creating & Automating Daily & Monthly Reports including Presentations
Introduction
In today’s evolving business world, having information at your fingertips is critical for driving quick decision making to enable ongoing business success. Dashboard Reports are a one-page snapshot of the live results of a business that provide decision makers with quick and easy-to-understand real time insights and analysis that assists in improving business decision making.
They help managers to review the business operations on a regular basis, while highlighting the key issues, risks and trends in the business.
This workshop will help you design the Dashboards as well as make Data presentation that will help the audience to understand the story within the data, while placing the data in an appealing visual context and make sure your dashboard tells a compelling story,
Course Content
Creating Daily & Monthly Reports:
- Summary Reports
- Trend Reports
- Exception Reports
- Commonly Generated Excel MIS Reports.
- Financial Reporting Use-Cases
- HR Reporting
- Sales Reporting
Advanced Formulas and Functions:
- Advanced Logical
- Advanced Lookup & Reference Functions
Advanced Conditional Formatting
Advanced Filters
Working on the large size files
Sparklines, Slicers & Timelines
Data ANALYSIS With:
- Goal Seek
- Scenario Analysis
- Data Tables
- Solvers
Advanced Pivot Table Techniques
Quicker and easier way of summarizing huge amount of disorganized data
- PivotTable calculations
- Using slicers in PivotTables
- Conditional formatting in PivotTables
- Creating PivotCharts
CHARTS & PIVOT CHARTS
- Bar Charts / Pie Charts / Line Charts
- Dual Axis Charts
- Dynamic Charting
- Other Advanced Charting Techniques
EXCEL Dashboards
- Planning A Dashboard
- Adding Tables To Dashboard
- Adding Charts To Dashboard
- Adding Dynamic Contents To Dashboard
MONTHLY REPORT Automation Using Macros