Mastering Dashboard for Visual Report

Course Objectives

Basic knowledge of Windows is essential with the following pre-requisites:

• Able to switch between task applications
• Able to create a spreadsheet with simple formatting
• Able to use Auto Filter command
• Able to use basic functions – AutoSum, Count, Max, Min and Average functions

Target Audience

• Sales Executive / Managers
• Business Analysist
• Resource Planning Team
• Project Managers
• Purchasing Manager
• Financial Executive / Managers

Methodology

• To extract only useful data from large and detailed data sets
• Track the sums of data from long rows or columns
• Grouping data into categories or break down into time period
• Need visualize the data trend to make business decision
• To track and compare current business status or performance
• Need to create multiple report according to department or products

Course Modules

Module 1 : Creating Pivot Table

Module 2: Quick Formatting

Module 3: Extracting Meaningful Data

Module 4: Categorizing Large Set of Data

Module 5: Analyzing Pivot Table

Module 6: Getting Latest Data into Pivot Table Report

Module 7: Sporting trends with Conditional Formatting

Module 8: Showcase Meaningful data as Pivot Chart

Module 9:  Mini charts for series of data with Sparkline

Module 10: Sketch Dashboard Layout

Module 11: Create and manage cell / shape link

Module 12: Interactive Selection with Slicer and Timeline

Module 13: Exporting Excel Dashboard into PowerPoint