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Plum Solutions

Data Analysis and Dashboard Reporting in Excel

Melbourne $880.00 AUD per person

Training Course Overview

Training Course ID: (PS)-00007

Many of us struggle to make sense of all the data that is available in this information age. With such a deluge of reports and statistics which don't mean anything or can't be made sense of, it's no wonder that data is often misinterpreted or not communicated at all. This course will help you understand how to "tame" your data and make it work for you! Learn how to synthesise information into a logical framework, summarise it into a meaningful format, and then display the summary into easy-to-read tables and graphs. Covering dashboard reporting, balanced scorecards, visual design of charts and tables, we will also discuss the new charting and analysis features of Excel 2007.

Duration
1 Day, 9:00am - 5:00pm
Provider
Plum Solutions
Venue
Level 8, 500 Collins Street Melbourne
Type
Public / Open

Detailed Course Information

    Data Analysis Tools
  • Tool selection – Excel vs. other BI alternatives
  • What’s new in Office 2010 / 2013
  • Shortcuts for data manipulation in Excel
  • Pivot Tables
  • Overview of the free Microsoft add-in to Excel, PowerPivot


  • Using Excel as a Data Analysis Tool
  • Essential Excel tools & functions
  • Working with text
  • Cleaning your data
  • Creating a robust formula


  • Charting in Excel
  • Working with charts in Excel 2010/13
  • Charting on different axis
  • Bubble and Waterfall charts
  • Charting with dynamic ranges


  • Chart and Table Design
  • Tables vs. Charts/Graphs
  • Visual Design; presenting data graphically
  • Choosing the correct chart to display your findings
  • Charting dos and don’ts


  • Dashboard Reporting
  • What is a dashboard?
  • Purpose and benefits of Dashboards
  • Common mistakes when building a Dashboard
  • Creating a Dashboard in Excel


  • Dashboard Design
  • Principles of dashboard design best practice
  • Selecting the correct chart to display data
  • Adding icons and images to dashboards
  • Effective use of colour and logos
  • Making dashboards dynamic

    By the end of the day, participants will:
  • Understand the principles of data analysis
  • Learn to synthesise and summarise information into a logical framework.
  • Consider when to use a chart or a table
  • Know how to use visual effects to improve their reports and presentations
  • Explore how to summarise, present and communicate data clearly and concisely
  • Learn the principles of good dashboard design and presenting data graphically
  • Discover the tools to analyse data & build reports using your existing Excel tools and skills (and perhaps a few you didn't know you had!)

Prequisites:

The course material includes extensive use of Excel and participants will gain the maximum benefit from this course if they are already competent spreadsheets users. It is designed for users who do use (or will use) Excel on a regular basis, and are comfortable with using its tools and functions. At minimum, it is assumed that participants will know how to: • Navigate confidently in Excel • Create and use formulas • Link between workbooks • Build a basic chart

Related Training Courses

Provider Terms & Condition

Plum Solutions

Plum Solutions delivers training in the following course categories

  • Financial Modeling
  • Financial Services

Plum Solutions Training Courses and Open Programs in Sydney, Melbourne and Brisbane, Australia. With Training Courses available in these categories:


Short Courses and In-House Training Programs:


Accounting & Taxation | Business Courses | Communication Skills | Financial Services

Call us to book on 1300 768 368

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Tuesday, 12 Aug 2014
Wednesday, 12 Nov 2014

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