Plum Solutions
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Data Analysis and Dashboard Reporting in Excel

(PS)-00008

Sydney

$880.00per person

1 Day, 9:00am - 5:00pm

Public / Open

"Discover how to ""tame"" your data and make it work for you! With the huge amount of data available to us every day, a well-built and designed dashboard reports is one of the best ways to interpret and communicate large quantities of information. 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. "
  • 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!)
    "Discover how to ""tame"" your data and make it work for you! With the huge amount of data available to us every day, a well-built and designed dashboard reports is one of the best ways to interpret and communicate large quantities of information. 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. "
  • 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!)

    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.

    Short Courses and In-House Training Programs:

    With Training Courses available in these categories:

    Financial Modelling | Budgeting & Forecasting | Business Cases & Pricing Models | Data Analysis

    Call us to book on 1300 768 368

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