Mastering Dashboard for Visual Report | IT Training & Certification | Info Trek
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Mastering Dashboard for Visual Report


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Mastering Dashboard for Visual Report


• With little effort, you can organize and summarize large data sets using pivot table

• Analyzing data to see comparisons, patterns, and trends in your data

• Same data but you can view at different perspective to make business decision

• Made up from charts, tables and numbers to provide visual representation of the report

• One central place to visualize the summarized report

• Gives high level view of current business status or performance

• Users allow to quickly slicing and dicing data that they need


• To extract only useful data from large and detailed data sets

• Track the sums of data from long rows or columns

• Grouping data into categories or break down into time period

• Need visualize the data trend to make business decision

• To track and compare current business status or performance

• Need to create multiple report according to department or products


• Sales Executive / Managers

• Business Analysist

• Resource Planning Team

• Project Managers

• Purchasing Manager

• Financial Executive / Managers



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


EXCEL 2010, 2013, 2016, 2019, 365 and

POWERPOINT 2010, 2013, 2016, 2019, 365


This program will be conducted with interactive lectures, PowerPoint presentation, discussion, and practical exercise.

Expand All


Lesson 1 : Creating Pivot Table

• Getting ready source data

• Creating Your First Pivot Table

• Simplifying summary organizing field

Lesson 2 : Quick Formatting

• Configure Pivot Table Layout

• Setting Pivot Table Style

• Changing Number Format

• Turn On summary with Subtotal and Grand total

• Navigating report using Expanding and Collapsing

Lesson 3 : Extracting Meaningful Data

• Rearranging Top and Bottom value

• Enabling Multiple Filer

• Label Filter

• Value Filter

Lesson 4 : Categorizing Large Set of Data

• Grouping Date

• Grouping Your Own Selection

Lesson 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

Lesson 6 : Getting Latest Data into Pivot Table Report

• Refreshing Pivot Table for additional data

• Changing Data Source

Lesson 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

Lesson 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

Lesson 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

Lesson 10 : Sketch Dashboard Layout

• Compiling all visual representation into one page

• Create best layout by position all items

• Standardize the Formatting of the page

Lesson 11 : Create and manage cell / shape link

• Linking important value from pivot table into Dashboard

Lesson 12 : Interactive Selection with Slicer and Timeline

• Dynamic filter to update entire dashboard with slicer

• Focusing on a selected time period with Timeline

Lesson 13 : Exporting Excel Dashboard into PowerPoint

• Linking Excel Dashboard in Power Point

• Setting interaction with OLE Action Verb

• Setting Up Presenter View

• Presenting Dashboard

Jarina Muhamad Ismail

Jarina Muhamad Ismail

Since 2005, Jarina is involved in delivering learning programmes for Microsoft Excel, PowerPoint, Project, Outlook, Access, Word, Publisher and Visio. As a Microsoft Office Specialist (MOS) in all versions (2003-2013), she is using her expertise to provide timely solutions to the end-user which ranges from basic to advanced level including power users. She has experience in training and coaching various teams of professionals like executives, engineers, managers and directors to organize, analyze, create report and present business data more efficiently.
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