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Building Dashboard Using Microsoft Excel – Advanced Level Microsoft Excel Mastery Series

25-26 Mar, 2024, Remote Online Training - Public

IPA Training is Registered with

Venue Details

Remote Online Training - Public


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

ADDRESS

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

FOCUSING ON
  • Advanced Data Transformation
  • Advanced Pivot Table Management
  • Introduction to Excel Form Control
  • Building Advanced Chart
  • Building Interactive Report & Dashboard
  • Final Touches
COURSE OVERVIEW

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.

In this advanced level, the focus are the dynamic reports/charts and interaction with the data. The Dashboard that we build will be adaptable to changes and user friendly. While ensuring the accuracy of the reports and information displayed in the Dashboard, the aesthetic of the Dashboard is very important too.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Having the ability to use Power Query to massage and transform data to tabular format.
  2. Making Dashboard complete by applying the analytic tools in Excel/PivotTable.
  3. Making the chart dynamic and change according to report requirements.
  4. Generating an interactive Dashboard by using Macro and Slicer.
WHO SHOULD ATTEND
Personnel who use Microsoft Excel to analyse and prepare management reports, especially Administrative, Operational and Middle Management Staff.
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

Advanced Data Transformation

  • Introduction to PowerQuery
  • PowerQuery Interface


10.45

Advanced Data Transformation (cont.)

  • Data Transformation & Format
  • Data from External Source
  • Data Collection from Folder

 

1:00 Lunch
2:00

Advanced PivotTable

  • PivotTable Custom Number Grouping
  • PivotTable Custom TEXT Grouping
  • Multi-level Grouping
  • Data Analysis using Pivot Chart
  • Create Calculated Fields
  • Add Calculated Item

 

3:45

Introduction to Excel Form Controls

  • Build Option Buttons
  • Group Option
  • Use Combo Box
  • Check boxes
  • Spinner Button

 

5:00 End of Day 1
DAY 2
9:00

Advanced Chart

  • resenting Data using CHART
  • Select Data
  • Chart Elements
  • Cluster Column Charts
  • Bar Chart
  • Thermometer Chart
  • Pie Chart
  • Speedometer Chart

 


1:00 Lunch
2:00

Building Dashboard 

  • Building Dashboard with Formula & Formatting
  • Visualizing Dashboard using Chart
    Interactive Buttons
  • Record Macro
  • Pivot Table Slicer

 

3:45

Final Touches

  • Arrange Dashboard elements
  • Building Interaction with Report

 

5:00 End of Course