Data Analysis and Dashboard Reporting in Excel

Course Objectives

1. Understand the principles of data analysis
2. Learn to synthesise and summarise information into a logical framework.
3. Consider when to use a chart or a table
4. Know how to use visual effects to improve their reports and presentations
5. Explore how to summarise, present and communicate data clearly and concisely
6. Learn the principles of good dashboard design and presenting data graphically
7. Discover the tools to analyse data & build reports using your existing Excel tools and skills (and perhaps a few you didn’t know you had!)

Target Audience

This course is aimed at managers and other professionals who need to create dashboards and other reports in order to analyse interpret and present information. It is expected that students should have had some exposure to business, finance and reporting principles. This course builds on students’ existing knowledge of Excel tools and functions and incorporates these into complex and dynamic reports and dashboards.

Methodology

Using your own data, or examples provided, create a dynamic dashboard template incorporating the tools and techniques discussed during the course.

Course Modules

Data Analysis Tools
Using Excel as a Data Analysis Tool
Charting in Excel
Chart and Table Design
Kick start with Dashboards
Working with your Data
Analysing Data Effectively
Dashboard Reporting
Dashboard Design