Creating Dynamic Dashboards with Excel for Management Reporting

Creating Dynamic Dashboards with Excel for Management Reporting

About the course

An Excel dashboard is one-pager (mostly, but not always necessary) that helps managers and business leaders in tracking key KPIs or metrics and take a decision based on it. It contains charts/tables/views that are backed by data. The training focuses on how to create an Excel dashboard, best practices to follow while creating one, features and tools you can use in Excel, things to avoid at all costs, and recommended training material.

 

Target Group

This training is best suited  for individuals working in Monitoring and Evaluation officers, Statistician, Programmes and Project managers, Project officers, Managing Directors, General Managers, Sales &Marketing analysts, Financial Analysts, IT Executives, Engineers, Directors, and Data Warriors who dabble with data and want to learn advanced techniques to convert Data into actionable Information.

 

Course Objectives

By the end of the training, the participants should be able to:

• Differentiate between Reports and dashboards
• Discuss the benefits of an Excel dashboard
• Assemble all data needed for a dashboard
• Identify ground rules for creating effective dashboards
• Show how to enable the Developer tab in Excel
• Understand the Data Model
• Create dynamic charts
• Create Pivot tables
• Create Pivot Charts
• Modify Pivot tables and charts
• Apply conditional formatting to a dashboard
• Identify and apply Excel functions (IF, CHOOSE and VLOOKUP)
• Design and build a dashboard from raw data to the finished product

Course Content

Introduction: Understanding Management Dashboards

• What is a Dashboard?
• Principles of Great Dashboard Design
• Dashboard Do’s and Don’t’s

 

Working with your Data

• Understanding Data Quality issues
• Gathering data from different sources
• Linking Data
• Merging and Consolidating Data
• Excel Hints and Tips when working with data

Using Advanced Formulas & Functions in Excel

• Referencing & Ranges
• Advanced Lookup
• Advanced Formatting

Analysing Data with Advanced Pivot Table Techniques in Excel

• Percentage
• Computed Columns
• Grouping & Sorting
• Top Views
• Multiple data sources
• Using the dashboards with Excel Pivot Tables
• Pivot Charts & Visual Dashboarding Techniques
• Using external data sources such as The Web

Advanced Power Charting Techniques

• Thermometer Chart
• Doughnut Chart
• Pareto chart
• Using Shapes to make Charts more attractive
• Using Alerts to draw attention to dashboards

Creating Dynamic Dashboards with Excel for Management Reporting

• Complete Management Dashboard for project KPIs
• Complete Management Dashboard for Sales & Services
• Best Practices in Dashboard Design
• Versatile management dashboards
• Dashboards Publishing Excel Dashboards to the Web

Dashboard Macros

• Simple & Complex Macros
• Dynamic Dashboards using Macros

METHODOLOGY

The instructor-led pieces of training are delivered using a combined learning approach and comprise of presentations, practical sessions, and online tutorials. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

ACCREDITATION

Upon successful completion of this training, participants will be issued with Profound Research Services (PRC) certificate.

TRAINING VENUE

The training will be held at PRC Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch.

All participants will additionally cater for travel expenses, visa application (where applicable), insurance among other personal expenses.

MEALS, ACCOMMODATION AND AIRPORT PICKUP

Breakfast, lunch, bottled water and evening refreshments/tea are provided at the venue during the training. Supper/dinner is catered for by the participant

Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

Email: This email address is being protected from spambots. You need JavaScript enabled to view it..  

Mobile: +254 74040112

TAILOR-MADE

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our PRC Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254 74040112 or mail This email address is being protected from spambots. You need JavaScript enabled to view it.

 PAYMENT

Payment should be transferred to PRC account through the bank details provided on the invoice.

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it. 

 

Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.