Mastering Dashboard Reporting
In the realm of modern business, the ability to effectively communicate data and insights is a superpower. Welcome to the “Mastering Dashboard for Visual Report” course (Course Code: MDVR). In this comprehensive program, we delve deep into the world of dashboard reporting, equipping you with the skills needed to create impactful visual reports and dashboards. Whether you’re a Sales Executive, Business Analyst, Project Manager, or any professional seeking to enhance your career, this course is your gateway to success.
Unleash the Power of Data Visualization
Harness the potential of Microsoft Excel 2019 as you learn to create, manage, and optimize dynamic dashboards that showcase meaningful data. Through interactive lectures, practical exercises, and discussions, you’ll discover how to transform raw data into compelling visual narratives. From Pivot Tables to Conditional Formatting, Sparklines, and even exporting your dashboards into PowerPoint, you’ll gain proficiency in a wide array of techniques. These skills not only enhance your job performance but also open doors to career advancement by making you an invaluable asset in today’s data-driven corporate landscape.
Elevate Your Career with Dashboard Mastery
In the age of information, those who can translate complex data into clear, actionable insights hold the key to success. With “Mastering Dashboard for Visual Report,” you’ll not only acquire the technical expertise to create stunning dashboards but also the ability to influence strategic decision-making. Imagine presenting critical sales trends, resource planning, or financial insights with confidence and impact. Your newfound skills in dashboard reporting are more than just a course; they’re your career’s secret weapon. So, join us on this exciting journey, and let’s unlock your potential together. Your dashboard mastery starts here.
Course Details
Course Code: MDVR; Instructor-led
Audience
- Sales Executive / Managers
- Business Analysist
- Resource Planning Team
- Project Managers
- Purchasing Manager
- Financial Executive / Managers
Prerequisites
Basic knowledge of Windows is essential with the following pre-requisites:
- Able to switch between task applications
- Able to create a spreadsheet with simple formatting
- Able to use Auto Filter command
- Able to use basic functions – AutoSum, Count, Max, Min and Average functions
Methodology
This program will be conducted with interactive lectures, PowerPoint presentation, discussion, and practical exercise.
Course Objectives
Upon completion of this program, participants should be able to:
- Getting Started with Microsoft Excel 2019, Identify the Elements, and Interface of Excel
- Performing Calculation, Basic Formula and Functions
- Modify worksheet & Formatting Worksheet
- Printing and managing large workbook
Outlines
Module 1: Creating Pivot Table
- Getting ready source data
- Creating Your First Pivot Table
- Simplifying summary organizing field
Module 2: Quick Formatting
- Configure Pivot Table Layout
- Setting Pivot Table Style
- Changing Number Format
- Turn On summary with Subtotal and Grandtotal
- Navigating report using Expanding and Collapsing
Module 3: Extracting Meaningful Data
- Rearranging Top and Bottom value
- Enabling Multiple Filer
- Label Filter
- Value Filter
Module 4: Categorizing Large Set of Data
- Grouping Date
- Grouping Your Own Selection
Module 5: Analyzing Pivot Table
- Changing Summary Value with different formula
- Measuring Value as Percentage
- Preparing Accumulated Value
- Comparing value against previous and next category
- Adding calculation for multiple value fields
MODULE 6: Getting Latest Data into Pivot Table Report
- Refreshing Pivot Table for additional data
- Changing Data Source
MODULE 7: Sporting trends with Conditional Formatting
- Highlighting the Top 10 analysis
- Spotting larger or smaller numbers in a range
- Applying indicator icon to visualize range of value
MODULE 8: Showcase Meaningful data as Pivot Chart
- Getting the right chart to visualize the data
- Customizing Pivot Chart Layouts and style
- Joining two type of chart to represent 2 corresponding value
MODULE 9: Mini charts for series of data with Sparkline
- Show trends in a series of values with Sparkline – Line
- Highlight maximum or minimum values with Sparkline – Column
- Quick formatting multiple sparkline with ONE click
MODULE 10: Sketch Dashboard Layout
- Compiling all visual representation into one page
- Create best layout by position all items
- Standardize the Formatting of the page
MODULE 11: Create and manage cell / shape link
- Linking important value from pivot table into Dashboard
MODULE 12: Interactive Selection with Slicer and Timeline
- Dynamic filter to update entire dashboard with slicer
- Focusing on a selected time period with Timeline
Module 13: Exporting Excel Dashboard into PowerPoint
- Linking Excel Dashboard in Power Point
- Setting interaction with OLE Action Verb
- Setting Up Presenter View
- Presenting Dashboard
