Plum Solutions
Availability: BOOK NOW
more info

Data Analysis and Dashboard Reporting in Excel

(PS)-00004

Brisbane

$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. "
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!)

Prerequisites:

The course material includes extensive use of Excel and participants will gain the maximum benefit from this course if they are already competent spreadsheet users. It is designed for users who do 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
  • Use absolute cell references (e.g. =$A$1)
  • Create and use advanced Excel tools and functions on a regular basis

"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. "
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 spreadsheet users. It is designed for users who do 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
  • Use absolute cell references (e.g. =$A$1)
  • Create and use advanced Excel tools and functions on a regular basis

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

Need Approval?