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EIEIO / APPLICATION TRAINING

Microsoft Excel Dashboard

Course outline

2 days
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Objectives:

On completion of this Microsoft Excel Dashboards course, the participant will be able to design and construct a fully functional dashboard. From the raw data stage to the finished product.

Target Audience:

Sales Executive, Marketing Executive, Accounting Executive or individual

Day 1

I. Introduction to Dashboard Report

  • 1. What is Dashboard Reports?
  • 2. Designing Dashboard Report with MS Excel
  • 3. Sample of Dashboard Reports
  • 4. Case Study – Training Service

II. Charts

  • 1. Excel Chart Types

a. Application of Chart Types

  • 2. Visualizing Data with Sparkline

a. Using Sparkline options

III. Interactive Charts

  • 1. Table and Slicer

a. Introduction to Table b. Slicing records in a table (2013 only) - Optional

  • 2. PivotChart

a. Using PivotChart Reports

:: Course EXD ::

b. How to create a PivotTable Report c. How to create a PivotChart Report d. Slicing a PivotChart e. Timeline with PivotTable/PivotChart f. Differences between PivotChart and standard charts

  • 3. Introduction to Form Controls

a. Applying form controls to Dashboard Reports

IV. Assessment - Optional

  • 1. Create a Dashboard Report

Day 2

I. Introduction to Dashboard Report

  • 1. What is Dashboard Reports?
  • 2. Designing Dashboard Report with MS Excel
  • 3. Sample of Dashboard Reports
  • 4. Case Study – Training Service

II. Charts

  • 1. Excel Chart Types

a. Application of Chart Types

  • 2. Working with Chart Series

a. Adding and removing data series b. Use various ways to change the data used in a chart c. Using non-contiguous ranges for a chart d. Using ranges from different worksheets or workbooks e. Controlling a data series by hiding data f. Using secondary axes

:: Course EXD ::

  • 3. Charting Techniques

a. Adding lines and background elements to a chart b. Stacking and overlaying charts c. Charting tricks d. Merging charts on a chart sheet

III. In-cell Charting Techniques

  • 1. Visualizing Data with Conditional Formatting

a. Using Conditional Formatting Options b. Create charts using formulas and text characters

  • 2. Visualizing Data with Sparkline

a. Using Sparkline options

IV. Interactive Charts

  • 1. Table and Slicer

a. Introduction to Table b. Slicing records in a table (2013 only) - Optional

  • 2. PivotChart

a. Using PivotChart Reports b. How to create a PivotTable Report c. How to create a PivotChart Report d. Slicing a PivotChart e. Timeline with PivotTable/PivotChart f. Differences between PivotChart and standard charts

  • 3. Introduction to Form Controls

a. Applying form controls to Dashboard Reports

V. Assessment - Optional

  • 1. Create a Dashboard Report

Programme scope, delivery arrangements and suitability are confirmed during enquiry.