This course is also offered in face-to-face courses, click on the course below.
Overview
Course Methodology
Live online course where participants will be able to interact with instructor (video and audio), view slides, collaborate with others, comment on discussions, complete assessments, activities and case studies.
Course Objectives
By the end of the course, participants will be able to:
- Use their Excel expertise in data slicing and dicing, data reporting and analysis using pivot tables
- Design outstanding visualization charts, dashboards, scorecards, and flash reports
- Develop report solutions using form controls and buttons
Target Audience
Business professionals, accountants, finance analysts, senior and junior accountants, business analysts, accounting and finance professionals, research professionals, marketing and sales, administrative staff, supervisors, general staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.
Target Competencies
- Reporting, analyzing, and reconciling
- Data modeling
- Charting and visualization techniques
Note
This is a hands-on training course using laptops. Participants are required to use their own laptops equipped with Excel 2016 or higher for the duration of the training.Course Outline
- Mastering data reporting: the 20 must learn pivot-tables tools
- Creating pivot tables
- Number formatting techniques
- Designing report layout
- Sorting in ascending, descending and more sort options
- Filtering labels and values
- Expanding and collapsing reports
- Drill down option
- Summarize values by sum, average, minimum, maximum, count
- Show values as % of total and % of
- Pivot table options
- Inserting formulas
- Date analysis
- Copying pivot tables
- Creating pivot charts
- Dynamic chart labeling
- Mastering the slicer
- Showing report filter pages
- Linking pivot tables and pivot graphs with PowerPoint
- Conditional formatting with pivot tables
- Designing reports using the Getpivotdata
- Practice: creating dynamic dashbaords
- Data Modeling
- Spinner
- Option button modeling
- Check box modeling
- List box modeling
- Combo box modeling
- Charting and visualization techniques
- Working with sparklines
- Using fancy fonts
- Thermometer chart
- Performance against range chart
- Using the camera tool
Schedule & Fees
Face-to-Face Courses
This course is also offered in face-to-face courses, click on the course below.
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