Dashboards and Business Reports Using Excel

Dashboards and Business Reports Using Excel


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About The Event

All business professionals are required to prepare some kind of a scorecard or a dashboard. Attending this course will help you reach advanced levels in Excel which you will need to produce such an important tool.

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 modelling techniques, integration and report visualization, and it ends with automation. You will take away practical tools that are guaranteed to add value to your daily and periodic tasks.

By the end of the course, participants will be able to:

  • Perform advanced and dynamic data validations and master level formatting techniques
  • Design outstanding visualization charts, dashboards, scorecards, and flash reports
  • Develop master level report solutions using advanced form controls and buttons
  • Record, write and edit powerful macros that will perform routine tasks in no time

Course Objectives:

Essential Reporting Requirement Skills

  • Pivot tables and pivot charts
  • Advanced pivot techniques
  • Multiple consolidation ranges
  • Importing text files
  • Connecting to access databases
  • Importing from data connection wizard
  • Importing from Microsoft query
  • Customizing connections properties

Advanced Data Structuring Techniques

  • Custom and advanced data validation
  • Creating and managing innovative conditional formatting 

Charting and Visualization Techniques

  • Creating dynamic labels
  • Using the camera tool
  • Working with formula-driven visualizations
  • Using fancy fonts
  • Leveraging symbols in formulas
  • Working with sparklines
  • Slicers and timelines
  • Creating unconventional style charts
  • Fancy thermometer charts
  • Colored chart bars

Building report Solutions

  • Conceptualizing and understanding report solutions
  • Developing a report solution
  • Configuring spreadsheet report data options
  • Enabling background refresh
  • Refreshing data when opening the file
  • Combo-box data modeling tool
  • List-box data modeling tool
  • Form controls data modeling tools
  • Option-button modeling
  • Check-box data models
  • Combo and group-box

Macros Charged Reporting

  • Recording, editing, testing VBA macros
  • Working with standard VBA code for report design and management
  • Building a macro driven reconciliation program
  • Building budget variance reporting program
  • Building an email based report distribution program
  • Building a macro based report printing system
  • Building a financial statement preparation system

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