dashboard and business reports using excel Training

Learn The basics of business reporting...

Why Attend?

Business professionals are frequently required to prepare management reports, scorecards, and dashboards. Attending this course will help you reach advanced Excel levels allowing you to produce such important reports. The course starts with pivot tables, the most important tool ever created to perform data reporting, analysis and reconciliation. It then continues with high level modeling techniques, integration and report visualization, and it ends with automation. Your take-away is guaranteed to add value to your daily and periodic tasks. This course is a must for every intermediate-level Excel user.

What You'll Benefit?

Module 1: Essential reporting requirement skills

    • The 19 rules of pivot tables and pivot charts
    • Slicer techniques
    • Advanced pivot charts techniques
    • Multiple consolidation ranges
    • Retrieving external data using Microsoft query
    • Importing text files using MS query
    • Connecting to access databases
    • Connecting to SQL databases
    • Importing from data connection wizard
    • Importing from Microsoft query
    • Customizing connections properties

Module 2: Advanced data structuring techniques

    • Custom and advanced data validation
    • Creating and managing innovative conditional formatting

Module 3: Charting and visualization techniques

    • Creating dynamic labels
    • Using the camera tool
    • Working with formula-driven visualizations
    • Using fancy fonts
    • Leveraging symbols in formulas
    • Working with sparklines
    • Creating unconventional style charts
    • Fancy thermometer charts
    • Colored chart bars
    • New Excel 2013/2016 Charts

Module 4: Building report solutions

    • Conceptualizing and understanding report solutions
    • Developing a report solution
    • Configuring spreadsheet report data options
    • Enabling background refresh
    • Refreshing data when opening the file
    • Combo-box data modeling tool
    • List-box data modeling tool
    • Form controls data modeling tools
    • Spinner
    • Option-button modeling
    • Check-box data models
    • Combo and group-box

Module 5: Macro charged reporting

    • Recording, editing, testing VBA macros
    • Building a macro driven reconciliation program
    • Building budget variance reporting program
    • Building an email based report distribution program
    • Building a macro based report printing system

Course Methodology

15% of the course is theory based. 85% uses MS Excel as a powerful tool to design and prepare dynamic business reports, dashboards, and scorecards. Groups and individuals will be required to complete exercises, case studies and projects on a daily basis.

Course Objectives

By the end of the course, participants will be able to:

Target Audience Competencies

  • Reporting, analyzing, and reconciling
  • Data modeling
  • Integration with external data sources
  • Report structuring techniques
  • Automation and macros
  • Charting and visualization techniques