Dynamic Business Reports and Dashboards Using Excel - Virtual Learning - Meirc

Dynamic Business Reports and Dashboards Using Excel - Virtual Learning

Why Attend

Business professionals are frequently required to prepare management reports, scorecards, and dashboards. Attending this course will help you reach advanced Excel levels allowing you to produce such important reports. The course starts with pivot tables, the most important tool ever created to perform data reporting, analysis and reconciliation. It then continues with high level modeling techniques, integration and report visualization. 

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.
  • 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

Meirc Professional Certificate (MPC)

MPC certified courses by Meirc Training and Consulting are designed for those willing to challenge themselves and go the extra distance. Participants who fully attend an MPC course and successfully complete the test on the last day, will receive a Meirc Professional Certificate (MPC), in addition to the one they receive for attendance. MPC certificates are regionally recognized and can be quite valuable when applying for more senior roles within the organization or outside.

MPC
Per participant

USD 1,750

Fees + VAT as applicable

Tax Registration Number : 100239834300003

Online Training

2 - 4 Feb, 2021

English

10:00 to 14:00 (UAE)

9:00 to 13:00 (KSA)