Interactive Dashboard Reporting & Presentation

28-29 Apr, 2025, Wyndham Grand Bangsar Kuala Lumpur

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Theresa Morgis
Microsoft Application Trainer


Theresa Morgis is certified Microsoft Trainer and a certified HRDF trainer. She has more than 20 years of training experience in Microsoft products. Theresa is well versed in Microsoft Application products: MS Excel, Word, and PowerPoint (Basic to Advance Level).


Her years of experience in this field has also encouraged her to develop and customize her own training materials and she occasionally customises specific course manuals upon requests.


Theresa has conducted training for CEO’s, vice presidents, directors, accountants, managers, secretaries,
production operators and clerical staffs.


Her Clients include Shell Malaysia, ASTRO, Bolton Bhd, SMBC Bank, Pos Malaysia, TNB, Petronas, Honda, Ingram Micro, Maybank Bhd, Bank Simpanan Nasional, Telekom Malaysia, Nippon Oil, RHB Bank, Public Bank Bhd, CIMB, Hilton Hotel, Touch N Go, PLUS, Ansat Broadcast, Sunway University, Monash University, UNITAR, Ambank, Zuellig Pharma, HERO and more.

Venue Details

Wyndham Grand Bangsar Kuala Lumpur
1, Jalan Pantai Jaya Tower 3, Kuala Lumpur, 59200 MY,
Phone : +60322981888

https://wyndhamgrand bangsarkl.com.my/

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
  • Module 1: Defining and Understanding Dashboard Reporting
  • Module 2: Excel Table & Name Ranges
  • Module 3: Automating with Functions
  • Module 4: Applying Visualisation Techniques
  • Module 5: Sparking Inspiration with Sparklines
  • Module 6: Data Visualisation with Charts
  • Module 7: Data Cleaning with Power Query
  • Module 8: Pivot Table & Pivot Charts
  • Module 9: Advance Pivot Table
  • Module 10: Adding Interactive Controls
  • Module 11: Bringing All Together to Build Your Dashboard
  • Module 12: Linking Your Dashboard to Your PowerPoint
COURSE OVERVIEW
This “Interactive Dashboard Reporting & Presentation” course is designed to equip you with the skills and knowledge needed to create dynamic and insightful dashboards using Microsoft Excel. If you are looking to enhance your existing reporting skills, this course will guide you through the essential concepts and advanced techniques to present your analysis and conclusions effectively.
AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Creating visually appealing and informative dashboards that effectively communicate data
    insights.
  2. Being able to gain a deeper understanding of Excel’s powerful tools, such as PivotTables, Power Query,
    and various chart types.
  3. Learning techniques to clean and prepare data for analysis, ensuring accuracy and reliability.
  4. Building interactive elements like slicers and timelines to make your dashboards more dynamic
    and user-friendly.
  5. Mastering conditional formatting and advance functions and other advanced techniques to
    highlight key data points and trends.
  6. Presenting your findings clearly and concisely, making it easier for stakeholders to understand
    and act on the data.
WHO SHOULD ATTEND
The target audience for dashboard reporting and presentation typically includes professionals who need to analyze, interpret, and present data effectively. Some of the target groups are:
  • Business Analysts who need to analyze data trends and provide insights for decision-making.
  • Managers and Executives who require high-level overviews of business performance to make
    strategic decisions.
  • Financial Analysts who use dashboards to track financial metrics and performance indicators.
  • Sales and Marketing Teams who monitor sales performance, campaign effectiveness, and
    market trends.
  • Human Resources Teams track employee performance, recruitment metrics, and other
    HR-related data.

These groups benefit from the ability to visualize data clearly, make informed decisions, and communicate insights effectively

METHODOLOGY
This course is Instructor led, group-paced, hands-on classroom-training with activities. Manuals are provided for each student for after-class reference.
DAY 1
9:00

MODULE 1: DEFINING AND UNDERSTANDING DASHBOARD REPORTING

  • Identify the audience & Purpose of the Dashboard
  • Deciding the measures for the dashboard
  • Define the dimension & filter for the Dashboard
  • Dashboard Design Principals
 

MODULE 2: EXCEL TABLE & NAME RANGES

  • Format Tables
  • Automatic calculation in tables
  • Sort or Filter Worksheet or Table Data
  • Advance filtering
  • Define and Create Name Ranges
  • Managing Name Ranges
  • Data Validation

10.45

MODULE 3 AUTOMATING WITH FUNCTIONS

  • Single Criteria aggregation with Sumif, Countif & Averageif
  • Multiple criteria aggregation with Sumifs, Countifs, Maxifs & Minifs
  • Logical If & Ifs
  • Lookup and retrieve data from a specific column in table using VLOOKUP
  • Xlookup vs INDEX and MATCH

12.00

 

MODULE 4: APPLYING VISUALISATION TECHNIQUES

  • Enhance Tables with Conditional Formatting
    - Creating Data Bars and Icon sets
    - Hiding values in data bars
    - Applying specific rule based conditional format
    - Creating Rules Based Icon Set
    - Removing unnecessary icons
    - Top 10 & Custom Formatting
  • Adding the Camera Tool
    - Activating the Camera Tool
    - Applying the Camera Tool in the Tables
1:00 Lunch
2:00

MODULE 5: SPARKING INSPIRATION WITH SPARKLINES

  • Understanding Excel Sparkline features
  • Adding Sparklines to a Table
  • Customise Sparklines
  • Working With Groups of Sparklines
3:45

MODULE 6: DATA VISUALISATION WITH CHARTS

  • Basics of Chart
  • Exploring and Formatting Charts
  • Creating Combination Chart
  • Creating Dual Axis Chart
  • Creating Hierarchical Charts
5:00 End of Day 1
DAY 2
9:00

MODULE 7: DATA CLEANING WITH POWER QUERY

  • Getting Data from other Excel files
  • Getting Data from CSV Files
  • Getting Data from Text files & other sources
  • Manage the query file
  • Understanding the Query Editor
  • Displaying the Query Editor
 

MODULE 8: PIVOT TABLE & PIVOT CHARTS

  • Creating Pivot Tables
  • Formatting Pivot Tables
  • Calculation in Pivot Table
  • Pivot Chart
  • Slicers & Timeline
10.45

MODULE 9: ADVANCE PIVOT TABLE

  • Summary Calculations
  • Multiple Value Fields
  • Custom Calculations
  • Conditional Formatting & Sparkline in Pivot Table
  • Applying Pivot Slicers in Pivot Charts
  • Linking Slicers & Timeline to Multiple Pivot Table/Chart
12.00

MODULE 10: ADDING INTERACTIVE CONTROLS

  • Using the Scrollbar Control
  • Using the Option Button Control
  • Applying the Control Buttons to Tables & Charts
1:00 Lunch
2:00

MODULE 11: BRINGING ALL TOGETHER TO BUILD YOUR DASHBOARD

  • Lab Assignment: Preparing a Call Center Performance Dashboard to enable
    the user to analyze the performance on
    a weekly basis and track key call center metrics
  • Building your live Data Dashboards with
    - Excel functions
    - Pivot Table & Slicers
    - Charts, Conditional Formatting & Sparkline
  • Review and Discuss Other Sample Dashboard
3:45

MODULE 12: LINKING YOUR DASHBOARD TO YOUR POWERPOINT

  • Hyperlink to external files
  • Hyperlink to other slides
  • Using Shapes & pictures as hyperlinks
  • Embedding Excel Chart & Dashboards
  • Managing the Link Files
5:00 End of Course