excel report preparation

From Chaos to Clarity: Excel’s Reporting and Charting Secrets

Who Should Attend

Business Managers and Executives who spend more than 15 minutes preparing their Excel reports and want to learn how to use Power Query to simplify report creation and updates.

Learning Objectives

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

  • streamline their report preparation procedures from chaotic to efficient, resulting in clear and dynamic workflows
  • save precious time and effortlessly generate professional reports that are both dynamic and automated

Course Outline

Day 1: Excel’s Power Query for Data Transformation

Session 1: Introduction to Excel’s Reporting and Charting Secrets

  • Understanding the challenges in report preparation
  • How Power Query and advanced charting can solve these challenges
  • Overview of the course agenda

Session 2: Transforming Data with Power Query

  • Importing data from various sources
  • Cleaning and shaping data using Power Query
  • Advanced data transformations
  • Combining data from multiple sources, laterally and vertically

Day 2: Building Reports and Application

Session 3: Building Dynamic Reports

  • Creating dynamic tables and charts
  • Creating dynamic dashboards
  • Using slicers for data exploration

Session 4: Advanced Charting Techniques

  • Creating visually appealing charts
  • Interactive charts and dashboards

Session 5: Putting It All Together – Case Study

  • Applying the learned techniques to a real-world report
  • Hands-on exercises: Building a complete report

Q&A and discussion

Program Dates

Face-to-Face Workshops

  • 11- 12 Mar 2024 (Mon – Tue)
  • 06 – 07 May 2024 (Mon – Tue)
  • 25 – 26 Jul 2024 (Thu – Fri)
  • 25 – 26 Nov 2024 (Mon – Tue)

Duration

2 days program (7 hours each day) – 9am to 5pm

Price

S$800 per pax 

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