OVERVIEW
This course will help the participant to create customized dashboard in Excel. A business or digital dashboard in the simplest terms, is a display of metrics in numeric or graphical form. These metrics or what is commonly referred to as measures, range widely depending on the customer and type of organization. Towards the end of the program, participants will create a working dashboard.
Upon completion of this program, the participants are expected to:
- Discover advanced EXCEL 365 dashboards creation techniques and strategies to improve their EXCEL 365 competency level.
- Demonstrate advanced EXCEL 365 skills to create and display their own custom dashboards with minimum error
- Typically spans 2 days (9am to 5pm).
- Nonetheless, we can customize both the program’s duration and schedule to cater to unique client requirements (e.g., compact 1-day workshops or extended sessions beyond 3 days).
- Business professionals working with data analysis and reporting
- Data analysts and business intelligence professionals
- Financial analysts and accountants
- Project managers and team leads
- Individuals seeking to enhance their data analysis and dashboarding skills using Microsoft Excel
PROGRAM OUTLINE
- Understanding the Excel interface and basic navigation
- Entering data and basic formatting techniques
- Introduction to formulas and functions
- Understanding common data quality issues and how to address them
- Removing duplicates and handling missing values
- Formatting data for analysis and visualization
- Introduction to PivotTables and PivotCharts
- Creating charts and graphs to visualize data
- Understanding data trends and patterns
- Using advanced functions like VLOOKUP, IF, and SUMIF
- Introduction to macros and automation
- Best practices for organizing data and formulas
- Understanding the principles of effective dashboards
- Creating interactive charts and graphs
- Using slicers to filter data
- Creating dynamic charts and graphs
- Using conditional formatting to highlight important data
- Creating summary reports and KPI dashboards
- Understanding the principles of effective data visualization
- Choosing the right chart or graph for the data
- Creating visually appealing and effective dashboards
PROGRAM METHODOLOGY
- Hands-on Activities: Practical exercises to reinforce theoretical concepts.
- Group Discussions: Opportunities for peer-to-peer learning and exchange of ideas.
- Role Plays: Simulations of realistic situations to build practical skills.
- Feedback Sessions: Reviews and reflections to encourage improvement.
- Problem-solving Exercises: Develop critical thinking and decision-making skills.
- Experiential Learning: Learning by doing, promoting active involvement.
- Interactive Lectures: Engaging presentations by experts in the field.
- Case Studies: Real-world scenarios for learners to apply their knowledge.
- Quizzes & Tests: Regular assessments to track learning progress.
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