Provided by: Plum Solutions

Data Analysis and Dashboard Reporting in Excel

Accounting and Finance

With the huge amount of data available to us every day, a well-built and designed dashboard reports is one of the best ways to interpret and communicate large quantities of information. Learn how to synthesise information into a logical framework, summarise it into a meaningful format, and then display the summary into easy-to-read tables and graphs.
Each participant on this course receives a hard copy of the book Using Excel for Business Analysis. Re-using your copy, got several participants or want to book on multiple courses?
This is primarily ilt training
Course Level:intermediate
Duration:1 days
Training Presented in:English
Training Provided by Plum Solutions

Data Analysis and Dashboard Reporting in Excel Seminar Schedule

November, 2017
2nd Nov   Saxon's Training Facility, Melbourne   [Register]
8th Nov   Saxon's Training Facility, Sydney   [Register]
February, 2018
22nd Feb   Saxon's Training Facility, Melbourne   [Register]
March, 2018
9th Mar   Saxon's Training Facility, Sydney   [Register]
Data Analysis and Dashboard Reporting in Excel
Many of us struggle to make sense of all the data that is available in this information age. With such a deluge of reports and statistics which don t mean anything or can t be made sense of, it s no wonder that data is often misinterpreted or not communicated at all. Learn how to synthesise information into a logical framework, summarise it into a meaningful format, and then display the summary into easy-to-read tables and graphs. Covering dashboard reporting, balanced scorecards, visual design of charts and tables, we will also discuss the new charting and analysis features of Excel 2013 and 2016.
This course is very hands-on and practical. Each participant will be expected to create their own reports, charts and models utilising the tools and techniques covered during the course.
By the end of the day, participants will:
Understand the principles of data analysis
Learn to synthesise and summarise information into a logical framework.
Consider when to use a chart or a table
Know how to use visual effects to improve their reports and presentations
Explore how to summarise, present and communicate data clearly and concisely
Learn the principles of good dashboard design and presenting data graphically
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 )
Data Analysis Tools
Tool selection
Evaluation of Excel vs. other BI alternatives, including Power Pivot in terms of speed, usability and cost
What s new in Office 2016
Technical differences between versions. Considerations when building data models for users of different versions.
Speed up your data manipulation in Excel with the use of shortcuts
Tables & PivotTables
Analysing data more quickly and efficiently using structured reference table and summarise using PivotTables
Power Pivot
Demonstration of the Microsoft add-in to Excel, PowerPivot
Using Excel as a Data Analysis Tool
Essential Excel tools & functions
Overview of must-know tools and functions for data analysis such as LOOKUPS, logical and aggregation functions
Creating a robust formula
Nest functions together to create succinct and robust formulas
Working with text
Using text and concatenation functions to string numbers and text together to show in a dashboard or chart.
Cleaning your data
Tools and tricks to clean data before using it to build a report or dashboard
Charting in Excel
Working with charts in Excel 2013/ 16
Overview of new charting features of Excel
Creating a Combo or Bubble chart
Show correlations by charting on different axes and chart types or bubble charts
Waterfall charts
Comparison of different methods of waterfall charts, create your own template for future use.
Charting with dynamic ranges
Explore various methods for dealing with varying data ranges in chart data sources
Chart and Table Design
Tables vs. Charts/ Graphs
Deciding the best method for visual display
Visual Design
Design principles for effective graphic data presentation
Which chart?
Choosing the correct chart to use to display different data and messages from your findings
Charting dos and don ts
Tips and tricks for a quicker chart build and was to making charts more robust and automated
Dashboard Reporting
What is a dashboard?
Purpose and benefits of Dashboards
Common mistakes when building a Dashboard
Creating a Dashboard in Excel
Dashboard Reporting
What is a dashboard?
History and definition of dashboard reports
Purpose and benefits of Dashboards
Why dashboards are so popular
Common mistakes when building a Dashboard
Critique of poorly built dashboards
Creating a Dashboard in Excel
Using provided data, create your own dashboard in Excel
Dashboard Design
Principles of dashboard design best practice
Dashboard layout, colour choice and display principles
Selecting the correct chart to display data
Getting your message across most effectively by choosing the correct medium of display
Adding icons and images to dashboards
Quick and easy ways to add automated colour and icons to your reports
Effective use of colour and logos
Ways to make an impact with colour
Making dashboards dynamic
Save time by using clever formulas which automatically update information on the dashboard
Practical exercise: Using your own data, or examples provided, create a dynamic dashboard template incorporating the tools and techniques discussed during the course.
About The Training Provider: Plum Solutions
Plum Solutions - Plum Solutions provides workshops and online courses in Financial Modelling & Analysis using Excel. Based in Sydney, Australia, Plum Solutions has been providing professional financial modelling solutions since 2004. The business is based on core principles of honesty, integrity, accuracy and professional conduct.
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