About This Training Course

In This Brisbane Excel Dashboards Training Course you will learn how to leverage Excel functionality to build and manage sophisticated dashboard reports.

Subjects Covered

This Excel Dashboards Training Course will cover the following subjects:

Introductions
• Overview of dashboard reporting
• Understanding the purpose of the dashboard
• How will the dashboard be used?
• Dashboard Design Principles
• Separating data, analysis and presentation
• Organising your data

Analysing Data
• Lookup functions - Vlookup(), Hlookhup()
• Sumproduct function
• Choose() function
• Using Excel Lists/Tables to manage data

Dashboard Charts
• Creating Mini Charts
• Managing Legends and X/Y axes
• Adding a data series to a chart
• Using Primary and Secondary value axes
• Adding Autoshapes to a chart
• Creating Dynamic text boxes
• Creating better charts in Excel

Figures that Use Charts and Worksheets
• Simple chart formatting
• Row/Column control
• Resizing charts
• Forcing charts to work together
• Using common scaling

Formula Driven Visualisations
• Creating ""in-cell"" charts
• Creating visualisations with symbols
• Creating a formula histogram
• Adding a cumulative percent

Excel Camera Tools
• Introduction to the Excel Camera tool
• Using the Camera tool
• Cool uses for the camera tool
• Displaying tables with different column widths/row heights
• Rotating reports
• Variable length lists
• Traffic lights

Showing Trends
• Line chart trends
• Area chart trends
• Vertical scale
• Logarithmic scale
• Labelling do's and don'ts
• Showing side-by-side comparison
• Using a secondary axis
• Marking significant events
• Representing forecasts
• Creating a sparkline

PivotTables
• Using pivot tables to create interactive views
• Creating a histogram with a pivot table
• Highlighting top values

Performance against target
• Thermometer style charts
• Bullet graphs
• Creating qualitative bands
• Performance against a target range

Designing an Interactive Interface
• Creating macros to update chart data
• Using Data validation and in-cell lists
• Adding a check box to include a trendline
• Using Option buttons to dynamically feed data
• Creating synchronised Pivottables using a combo list

Using External Data
• Importing external data
• Using MS Query to obtain specific data

Final Project
• Putting it all together.
• Using functions to pull data into charting tables.
• Designing the Mini-chart format.
• Setting up the Dashboard layout

Training Course Outcomes

At the end of this Excel Dashboards Training Course participants which are the Current users of Excel 2002, 2003 or 2007 who wish to design visual dashboards and summary reports in Excel.

Prerequisites

Intermediate level skills. You do not need to be an Excel guru however you must have a sound knowledge of formulas, cell references, filtering and sorting data and creating simple charts.

Other Information

If you need further information contact Startnextweek.com.au on 1300 728 102