MS EXCEL BUSINESS DASHBOARDS WORKSHOP
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1 Learn to Present Your data MS EXCEL BUSINESS DASHBOARDS WORKSHOP March April September 2015 LOCATION Neovartis Training Center GBCORP Tower, Bahrain Financial Harbour Kingdom of Bahrain
2 Learn to present your data in interactive way WHAT IS EXCEL BUSINESS DASHBOARD WORKSHOP A"BUSINESS"DASHBOARD!IS!A!VIRTUAL!REPRESENTATION!THAT!GIVES!EXECUTIVES!A!QUICK!AND!EASY!WAY!TO! VIEW!THEIR!COMPANY!OR!DEPARTMENTS!PERFORMANCE!IN!A!REAL9TIME!AND!IN!INTERACTIVE!WAY. EXCEL" BUSINESS" DASHBOARD" WORKSHOP" IS! AN! ADVANCED! INTERACTIVE! WORKSHOP! FOCUSING! ON! SUMMARIZING!AND!PRESENTING!YOUR!DATA!IN!A!GRAPHICAL!WAY.!THE!WORKSHOP!COVERS!THE!MAIN! ELEMENTS!OF!CREATING!INTERACTIVE!DASHBOARD!FROM!EXCEL!DATA!OR!IMPORTED!DATA!SUCH!AS!CSV,! MS!SQL,!OR!MS!!ACCESS DESIGNING PRINCIPLES ADVANCED EXCEL FEATURES INTERACTIVE CONTROLS DASHBOARD PRESENTATION
3 Major topics that you will learn during the workshop LEARN Dashboards Design Rules and Fundamentals DESIGN ONE PAGE SUMMARY DASHBOARD Data Visualisation without the use of Charts Data Presentation LEARN BY INTENSIVE WORKSHOP PRACTICE Creating Dynamic Interactive Charts Lookup Functions and Form Control Graphical Display of Measures and KPI s Advanced Pivot Tables and Pivot Charts Power Pivot and Power View Creating Historical Interactive Data Visualisation Tips and Tricks
4 Workshop details THE WORKSHOP TARGET AUDIENCE DURATION STRUCTURE This Workshop Is Design For Those In The Following Areas: HR Managers Training Managers 20 Hours Equivalent To 4 Days (5 Hours a Day) The Workshop Can Be Customised To Suite The Organisation Timing And Introduction to Dashboards Chartless Visualization Charts DAY 1 Finance Managers Contents. Marketing Managers Business Analyst Information Presenter WORKSHOP TIMING 09:00 To 14:00 Tables Pivot Tables Pivot Charts DAY 2 Advanced Excel Users DAY 3 WORKSHOP PREREQUISITE: To Attend This Workshop, You Need WORKSHOP PRICE The Workshop Price For The 4 Days: Functions Form Control Power Pivot & Power View To Have Knowledge Of Excel At The Intermediate To Advanced Level. BD 300/- DAY 4 Practical Workshop
5 Detailed agenda WORKSHOP AGENDA DAY 1 09:00 Welcome and Introduction DAY 2 09:00 Day 1 Review DAY 1 09:00 Day 2 Review 09:30 Introduction to Business Dashboard 09:30 Tables 09:30 Functions 10:30 Dashboards Mini Case Studies 10:30 Pivot Tables and Pivot Charts 10:30 Form Control 11:00 Break 11:00 Break 11:00 Break 11:15 Sparklines and Conditional Formatting 11:15 Pivot Tables and Pivot Charts 11:15 Practical Exercises 12:30 Charts 14:00 End of Day 1 13:00 Pivot Tables Exercises 14:00 End of Day 1 12:30 Excel Presentation Skills 14:00 End of Day 3 DAY 4 09:00 Day 1 to Day 3 Review 09:30 Practical Workshop Exercises and Dashboards Design 14:00 Workshop Feedback and End Notes Depends on the participants knowledge of Excel, few topics will be accelerated to give more focus on advanced topics.
6 Full Details WORKSHOP CONTENT INTRODUCTION"TO"BUSINESS"DASHBOARDS" The!Difference!between!a!report!and!a!Dashboard! Dashboards!Requirements! Dashboards!Layout!and!Focus! Dashboards!Layout!and!Focus!Design! DraRing!Dashboards!Layout! Dashboards!DistribuSon!Checklist! DASHBOARDS"MINI"CASE"STUDIES" Sales!Dashboard! ATM!TransacSon!Dashboard! Net!Income!Dashboard! The!Training!Center!Dashboard! The!Telephone!usage!Dashboard! Regional!Sales!Dashboard SPARKLINES" Applying!Sparklines! CreaSng!Sparklines! Sparklines!Exercise! Sparklines!Ribbon CONDITIONAL"FORMATTING" Applying!CondiSonal!FormaWng! CondiSonal!FormaWng!OpSons! Using!Symbols!to!Enhance!ReporSng CHARTS" Trending! Charts!!Using!Two!Data!Set! Area!Charts!!Present!Large!Time!Span! Bar!Charts! In!Cell!Charts! Axis!Labels!and!Secondary!Axis! FormaWng!RecommendaSon! TABLES"" Tabular!Format! Tables!No!Gap! Tables!FormaWng! CreaSng!Tables! Cleaning!the!Data!Set PIVOT"TABLES" InserSng!Pivot!Tables! Fields!List! Fields!List!and!Areas! Drill!Down!to!Audit! Sort!Fields!from!A!to!Z! Double!Clicking!to!See!more!Fields! Changing!SUM!to!COUNT! Number!FormaWng! Fields!Name!FormaWng! Predetermine!Number!FormaWng! Changing!the!Report!Filter!Layout! Format!Errors!in!Pivot!Tables! CreaSng!MulSple!Grand!Totals! Percentage!of!the!Grand!Total! Percentage!of!the!Column!Total! Percentage!of!the!Row!Total! Running!Totals! Grouping!by!Date! Grouping!by!Months! Grouping!by!Quarters!and!Years! Grouping!by!Time! Grouping!by!Text!Fields! Grouping!by!Ranges! SorSng!by!Largest!to!Smallest! SorSng!Row!Items!(LeR!to!Right)! Filter!By!Date! Filter!By!Labels! Filter!By!Vales! Filter!By!Report!Filter! Filter!!Hide!and!Unhide!SelecSons! Slicers! Slicers!Tool!OpSons! Slicers!ConnecSon!with!MulSple!Pivot!Tables! CreaSng!Calculated!Fields!(Virtual!Fields)! Using!ExisSng!Calculated!Fields!in!a!New!CalculaSons! Delete!and!Modify!Calculated!Field! CreaSng!a!New!Calculated!Item!to!Build!a!Formula! Use!Excel!FuncSons!Within!a!Calculated!Fields! Using!Calculated!Items!Within!a!Column!Label! List!Calculated!Fields!and!Items!! Order!of!OperaSon!(CalculaSon)! Pivot!Table!Exercises! Using!Pivot!Table!and!SUMPRODUCT!FuncSon!Exercise! PnL!Exercise!using!Pivot!Table PIVOT"CHARTS" InserSng!Pivot!Charts! InserSng!a!Slicer!with!Pivot!Charts! Pivot!Charts!Ribbons! InserSng!Pivot!Chart!Straight!from!the!Data!Source. PIVOT"CHART"AND"PIVOT"TABLES"EXERCISES" Sales!Dashboard!Exercise! Account!Receivable!Ageing!Report!Exercise FUNCTIONS" VLOOKUP! MATCH! INDEX! INDEX!and!MATCH! COUNTIF!! SUMIF! DSUM! DCOUNT! OFFSET! CHOOSE! RANK! IF! IF!NESTING,!OR,!AND FORM"CONTROL" Combo!Box! Check!Box! List!Box! OpSons! Spin! Scroll!Bar PRACTICAL"EXERCISE"WORKSHOP" Dashboard!!Training!Courses! Dashboard!!Using!Choose!and!OpSon!Bu]ons! Dashboard!!Bank!ATM!! Dashboard!!Sales!and!Profit! Dashboard!!Telephone!Usage! Dashboard!!GCC!Regions!Sales! Dashboard!!GCC!Branches!OpSons! Dashboard!!Expenses!and!Net!Profit! Dashboard!!Regional!Sales!using!Scrollable!List! Dashboard!!Worldwide!SporSng!
7 Dashboards will be created during the workshop SAMPLE DASHBOARDS
8 Dashboards will be created during the workshop SAMPLE DASHBOARDS
9 CALL US TO FIND OUT MORE GBCORP Tower, Bahrain Financial Harbour Kingdom of Bahrain Tel:
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