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Building Interactive Reports & Dashboard using Microsoft Excel

28-29 Oct, 2021, Virtual Classroom Training

IPA Training is Registered with

Venue Details

Virtual Classroom Training


Contact us

FOR COURSE DETAILS

Juliany,

Office: 03 2283 6109

Mobile: +60 122281247

juliany@ipa.com.my

Phoebe,

Office: 03 2283 6100

Mobile: +60 193637822

phoebe@ipa.com.my

Bee Teng,

Office: 03 2282 6112

Mobile: +60 172566121

beeteng@ipa.com.my

FOR CUSTOMISED IN-HOUSE TRAINING

Jane,

Office: 03 2283 6101

Mobile: +60 129418251

jane@ipa.com.my

Keith,

Office: 03 2283 0000

Mobile: +60 162272735

keith@ipa.com.my

ADDRESS

A-28-5, 28th Floor, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur

FOCUSING ON
  • Introduction to Excel Dashboard & Requirements
  • Explore Data & Formatting in Microsoft Excel
  • Building Interactive Report with Formula (Part 1 & Part 2)
  • Building Advanced Chart (Part 1 & Part 2)
  • Building Interactive Report and Chart (Part 1 & Part 2)
COURSE OBJECTIVES
Excel Dashboard is a page that allows managers and business leaders to track key KPIs or indicators and to decide appropriately. It includes diagrams / tables / views supported by facts. Nevertheless, not all reports are dashboards. Dashboard reports provide administrators with a high-level company summary. Excel is an excellent tool for producing powerful dashboards which allow managers to evaluate, inspect and alert on time.
AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Understanding the Dashboard and its specifications.
  2. Using data and formatting to present data accurately so that the report is easily understood.
  3. Showing the advanced formula to make the report interactive.
  4. Creating sophisticated chart such as Speedometer chart & Thermometer Chart.
WHO SHOULD ATTEND
Personnel who use Microsoft Excel to analyse and prepare management reports, especially Administrative, Operational and Middle Management Staff.

COURSE REQUIREMENTS
  • Participants should be able to use a PC at the beginner level
  • Basic knowledge and functionality of Microsoft Excel
  • Microsoft Office 2013 and above
METHODOLOGY
  • Guided Learning, group-paced, hands-on classroom training with real life examples for business applications.
  • Challenging exercises are set based on practical applications for typical organizational functions such as HR, Admin, Production, Sales etc.
DAY 1
9:00

About DASHBOARD

  • Get to know a PivotTable
  • Introduction to Dashboard
  • Visual interface - at-a- glance
  • Consists of 3 key attributes
  • Excel Dashboards
  • Magazine-Quality Reporting
  • Flexibility
  • Analytical Power
  • Error Handling
  • What Makes A Good Dashboard?
  • Proper Visualizations
  • Themes
  • Tables
  • Charts
  • What do you need?
  • Data
  • Strong Knowledge
  • Final Question
10.45

Understanding Data & Format

  • What is Data Type?
  • How does Data Type affect our formulas or calculations?
  • Number Formatting
  • Excel Date Format
  • Excel Number Custom Format
  • Enhance Reports with Conditional Formatting
1:00 Lunch
2:00

Understanding Data & Format (cont.)

  • Using Excel’s Camera Tool
  • Where Is the CAMERA TOOL?
  • Use Camera Tool as easy as 1,2 3… Smiles
 

About Functions

  • About Excel References
  • Use Name Range as Absolute Reference
  • Indirect Function
  • Offset Function
3:45

About Functions (cont.)

  • VLOOKUP Functions
  • Database Function
  • SUMIFS
  • SUMPRODUCT Function
5:00 End of Day 1
DAY 2
9:00

Presenting Data using CHART

  • Select Data
  • Chart Elements
  • Type of Charts
  • Cluster Column Charts
  • Bar Chart
10.45

Presenting Data using CHART (cont.)

  • Thermometer Chart
  • Pie Chart
  • Speedometer Chart (Background)
  • Speedometer Chart (Needle)
1:00 Lunch
2:00

Building Dashboard

  • Building Dashboard with Formula & Formatting
  • Visualizing Dashboard using Chart
5:00 End of Course