Building Dashboard Using Microsoft Excel – Advanced Level

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

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Learn from the Best

Kelvin Ng
Microsoft Office 2016 Master Specialist
Microsoft Certified Trainer

Kelvin Ng Choo Kent is a highly experienced digital arts instructor and master trainer with more than 17 years of experience in the office automation consultation, graphic design, animation and print production arena. He is a graduate of Malaysian Institute of Art (MIA) And holds the distinction of being certified as Adobe Certified Expert (ACE), Microsoft Office 2016 Master Specialist MCP & MCT, Certified practitioner of Neuro-Semantics, Certified practitioner of Neuro-Linguistic programming & Certified practitioner of Hypnosis & Time-Lines.

Microsoft Certification

  • MICROSOFT CERTIFIED TRAINER (MCT) SINCE 2012
  • MICROSOFT OFFICE 2016 MASTER SPECIALIST (MOS)
  • MICROSOFT OFFICE EXCEL 2016 SPECIALIST (MOS)
  • MICROSOFT OFFICE WORD 2016 SPECIALIST (MOS)
  • MICROSOFT OFFICE POWERPOINT 2016 SPECIALIST (MOS)
  • MICROSOFT OFFICE ACCESS 2016 SPECIALIST (MOS)

Professional Qualifications

  • PSMB APPROVED TRAINER
  • CERTIFIED ETHICAL HACKER (CEH)
  • ADOBE CERTIFIED EXPERT (ACE)
  • CERTIFIED PRACTITIONER OF NEURO-SEMANTICS
  • CERTIFIED PRACTITIONER OF NEURO-LINGUISTIC PROGRAMMING
  • CERTIFIED PRACTITIONER OF HYPNOSIS & TIME- LINES


AREA OF EXPERTISE
Office Tools
Microsoft Office Suite (2003, 2007, 2010, 2013, 2016), Adobe Acrobat, Microsoft Visio


Soft Skill
Effective Presentation, Train The Trainer, Microsoft Office Business Application Coaching, Effective Communication


Graphic Design

Adobe Photoshop, Adobe Illustrator, Adobe Indesign, Quarkxpress, Adobe Pagemaker, Corel Draw, Corel Photo Paint

His Clientele



Venue Details

Remote Online Training - Public

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
Jane@ipa.com.my

ADDRESS 
A-28-5, 28th Floor, Menara UOA Bangsar, 
No.5, Jalan Bangsar Utama 1, 
59000 Kuala Lumpur
www.ipa.com.my

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