interactive dashboard reporting with excel course

WHO SHOULD ATTEND

Managers and Executives who have to prepare monthly, weekly or daily dashboards, balance scorecards, KPI reports using data downloaded from systems. They must know how to format cells, auto-filter, sort, create a simple template and enter simple formulas (e.g. SUM) into the worksheet

Learning Objectives

Upon completion of the course, participants will be able to:

  • Apply useful built-in functions in Excel to pick up and compute the results automatically
  • Advanced skills and techniques to create charts and tables in Excel.
  • Making use of the special features in Excel to enhance users interactivity with the report.
  • Prepare impressive reports that get noticed.

Course Outline

  • Create Charts with 2 x-axis
  • Using customized format for the axes, e.g. S$50K
  • Summarize and sorting the results with Pivot Charts
  • Changing the alignment of the y-axis description
  • Creating a 3 dimensions charts using 2 axis
  • Presenting the TOP 10 selling products using Pivot Table
  • Making comments change with users selection in a dropdown list
  • Display comment for each charting point

Functions and formulas used

  • OFFSET formula
  • MATCH formula
  • SUMPRODUCT
  • SUMIF
  • VLOOKUP
  • CHOOSE
  • Dropdown list, etc.

OUR TRAINERS

EverydayExcel' trainers are all experts in spreadsheets and databases. They are specially hand-picked by the Chief Trainer, Jason Khoo, based on their experiences in training and the business knowledge they possess. Jason has worked in local listed companies and foreign MNCs managing the companies' budgeting process and developed business models for forecasting. He was also a financial counsel for a Fortune 500 company's business unit which generated a total revenue of more than S$100 million per annum.

EverydayExcel has helped many companies save thousands of dollars by providing simple and yet powerful business solutions through the use of Microsoft® Excel. Examples of such solutions include budget planning and forecasting, customer segmentation program, personalized email broadcast to targeted customers, and sales lead generation program (mini CRM), etc.



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