Create Excel Dashboard and reports

The concepts of report and dashboard often have the same meaning for business users, but we are dealing with two different concepts. The training will show what a good report is and what the purpose of a report is, and will teach students how to use Excel tools (and other Office applications such as PowerPoint and Word) in combination to create a report. It will show how a dashboard is different and how it is recommended to create one in Excel. Participants will learn how to separate relevant from irrelevant data and how to get the information to the target using the right report and/or dashboard.

• Dashboard and reporting principles and introduction
• Basic Excel visualization techniques (custom data formats, value curves, conditional formatting, tables, controls)
• Use of charts, graphs: use of simple and advanced charts, pie charts, multidimensional charts, Gantt charts, waterfall charts, mekko charts using Excel and ThinkCell
• Display and pivot charts and use of slicers
• Display Excel objects in other office applications (e.g. Word, PowerPoint), set up attachments and automatic updates
• Use macros to update reports

Advanced knowledge and experience of Excel is required to successfully complete the training.