Data Analysis & Visualisation using Microsoft Excel

Available Online, Public or In-House Training

In today’s data-driven environment, business dashboard provides real-time results, analysis and insights by extracting value from all the data you collect. It summarizes your insights with easy-to-understand real-time data visuals to help stakeholders making decisions based on data rather than personal biases.

In this course, we will teach you the principles of designing a dashboard and how to create professional charts based on the data. You will learn how to create KPI reports, convert them into charts, customize these charts by editing their elements, make them dynamic, and finally put it all together to build your powerful dashboard for business presentation.

This course is practical rather than theoretical. Participants will perform tasks using excel the entire duration. They will be required to complete exercises, case studies, work individually and in groups to create dashboard for presentation.

By completely attending this course, participants will be able to:

  • Create professional charts
  • Use multiple visualization tools
  • Use Pivot table for data analysis and report creation
  • Design interactive dashboard
  • Distribute and publish dashboard

NOTE: This course requires the use of laptops with Excel 2016/2019. Delegates must bring their own laptops with Windows-based Excel 2013+ fully installed.

VISUALIZATION BEST PRACTICES

  • Key attributes of dashboard
  • Choose the best dataset layout
  • Dashboard design principles
  • Define the purpose of the dashboard
    • Tactical
    • Strategical
    • Operational
    • Analytical

GRAPHING TOOLS AND TECHNIQUES

  • Line chart
    • Trending
    • Two Dataset
    • Area chart
    • Logarithmic scale
    • Trending tricks
  • Column & Bar charts
  • Combo charts using Dual Axis
  • Pie chart
  • Progress Doughnut
  • In-cell charts
  • Top and Bottom Ranking
  • Grade Distribution
  • Target vs. Actual vs. Variance chart
  • Median chart
  • Performance Against Target Range
  • Bullet graph
  • Scatter
  • Bubble
  • Waterfall
  • Tree map
  • Sunburst
  • Histogram
  • Pareto

EXCEL CHARTING PRINCIPLES AND ADVICE

  • Learn Chart Elements
  • Learn different chart types
  • Editing and formatting your charts
  • Creating and customizing charts
  • Using specialist charts for your Excel Dashboards
  • How to select the Right Charts for your Data

CREATE THE DASHBOARD

  • Dashboard Do’s and Don’t’s
  • Data Layout Creating Dynamic Dashboards
  • Insert charts to the dashboard
  • Use slicers for dynamic filtering
  • REPORTING KPI’S USING PIVOT TABLES AND PIVOT CHARTS
    • Learn the fundamental rules of pivot table
    • Set KPI’s for reporting that is relevant to the business
    • Create pivot reports
    • Create pivot charts to feed your dashboard
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