This course shows participants how to make dynamic Excel dashboards that can be updated by simply pasting new data into a spreadsheet or by clicking the Refresh button. Dashboards in Excel offer information, analysis, and even alarms. They can be used for a variety of purposes, including project management, customer service, KPI management, forecasting, and more. They are interactive and dynamic. They typically display essential trends, comparisons, and data in compact graphs or tables on one page. As a result, they are simple to read and process the information.
Goals of the Course
Participants who successfully complete this Advanced Data Analysis and Dashboard Reporting course will be able to: Understand the fundamentals of data analysis; Discover the resources needed to analyze data and create reports using Excel; Study how to condense, present, and convey data clearly and succinctly; improve the efficiency of carrying out tedious tasks through recording, writing, and editing macros; comprehend the fundamentals of great dashboard design and how to present data vividly; perform advanced and dynamic data validations; and design exceptional visualisation charts, dashbs.
• who ought to go?
Business professionals, accountants, finance analysts/managers/controllers, senior and junior accountants, business analysts, research analysts, marketers and salespeople, administrative staff, supervisors, experts in data analysis and dashboard reporting using Excel, and employees from any function who need to learn a new skill would all benefit from taking this Advanced Data Analysis and Dashboard Reporting course.
course materials
Introduction to Dashboards, Module 1
Inserting graphics for dashboards, inserting charts, using sparklines with dashboards, using tables to dynamically link charts and lists, and linking charts across worksheets are all covered in module two.
The OFFSET Function, Nested IF Statements Using the AND and OR Operators, VLOOKUPs, and The MATCH Function are all found in MODULE 3: Functions and Formulas.
Dashboard Navigation Module 4: Using Named Objects, Creating Custom Navigation Bars, and Creating Dashboard Links
MODULE 5: Workbook Layout and Structure OFFSETs, VLOOKUPs, and Name Range Lists; Data Organization in Data Tables Using IFs; Table Formulas to Create Dynamic Charts; Table Formulas with Conditional Formatting
A data bar can be added to your dashboard, a window chart can be created, an advanced comparison chart can be created, and a timeline chart can be created. MODULE 6: Using Excel Objects for Specialist Dashboard Views
Using VBA and Macros with Dashboards (MODULE 7)
- The Select Case; • Macros and the Visual Basic Interface; • Macros for Control Configuration; • Using VBA to Fix Minor Issues in Your Dashboard;