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Dynamic Business Reports and Dashboards Using Excel - Virtual Learning

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. 

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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

2024 Schedule & Fees

Location & Date
18 - 22 Aug, 2024
English
Virtual Learning
Fees
Per participant

USD 2800

Fees + VAT as applicable

Discount Plans & Cancellations Policy

Meirc reserves the right to alter dates, content, venue, trainer, and to offer courses in an integrated virtual learning (IVL) format whereby face to face classroom participants and virtual learners participate simultaneously in the same course in an interactive learning experience.

Tax Registration Number: 100239834300003

Face-to-Face Courses

This course is also offered in face-to-face courses, click on the course below.

Dynamic Business Reports and Dashboards Using Excel
Dynamic Business Reports and Dashboards Using Excel
18 - 22 Aug, 2024
English
Dubai
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