Use Dashboards to communicate more information, more accurately and faster. Learn to build and distribute Dashboard reports from the ground up.
The student must have Intermediate knowledge of Excel. No previous experience in PivotTables required.
English
Course is facilitated by a competent & experienced subject matter trainer, who utilises the following techniques to ensure that the session is practical and experiential: Questions; Discussion; Exercises & Assessments.
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.
1 Day
Module 1 | Introduction to Dashboards Dashboards Establish The User Requirements List The Required Data Sources Dashboard Design Principles Developing Your Data Model Data Model Best Practices |
Module 2 | The VLOOKUP Function Using VLOOKUP Formulas in a Data Model Using Drop‐Down Lists in the Data Model Creating the Drop-Down List The HLOOKUP Function The SUMIF Function The SUMPRODUCT Function The CHOOSE Function Using Smart Tables Converting a Range to an Excel Table |
Module 3 | PivotTables Create a Pivot Table Summary Functions in Value Fields Creating Formulas Create Calculated Fields Add a Complex Calculated Field Calculated Items Edit a Calculated Field Formula Edit a Single Formula for a Calculated Item Delete a Calculated Field Delete a Calculated Item Renaming Fields in a Pivot Table GetPivotData Option |
Module 4 | Charts Chart Types Changing Object Colours and Borders Formatting Numbers Formatting a Data Series Scaling and Customizing an Axis Use Advanced Chart Features Dual – Axis Charts Create a Dual-Axis Chart Format Numbers Effectively Remove Gridlines Remove Borders Remove Data Labels Remove the Legend Remove the Axis |
Module 5 | Advanced Charting Charting Non-Contiguous Ranges Charting Ranges from Different Sheets Working With Multiple Axes |
Module 6 | The CHOOSE Function What is Data Validation? Create a Drop Down List in a Cell Creating Dependent Drop-Down Lists Apply Data Validation Create the Dependent Data Validation Test the Dependent Data Validation Create a Drop-Down List from a List of Numbers Apply Data Validation Working with Sparklines Formatting Sparklines Using Conditional Formatting to Create Alerts |
Module 7 | Using Form Controls Forcing Users to Choose from a List Creating a Combo Box Creating a List Box Why is the INDEX Formula so Useful? Create a Checkbox Rename the Checkbox Sharing your work with the outside World Limiting Access to Specific Worksheet Ranges Protecting the Workbook Structure |