The Hidden Key to Excel Reporting and Charting

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 an Interactive Title for your report
  • Pulling Data from another Excel file using Advanced MSQuery techniques
  • Create Charts with 2 x-axes displaying 2 different measurements
  • Create a 2-in-1 chart
  • Using customized format for the axes, e.g. S$50K
  • Application of Advanced Formula such as INDEX and MATCH
  • Using Thermometer chart to compare current year performance with Prior year
  • Presenting the TOP 5 selling products WITHOUT using Pivot Table.
  • The hidden key to the Excel Camera for presentation

Functions and formulas used

  • Advanced MS Query
  • Dropdown list, etc.
Excel 2007/2010/2013
18 & 19 Mar 2019Confirmed
13 & 14 Jun 2019Confirmed
19 & 20 Sep 2019Confirmed

Time: 9am - 5pm
Duration: 14 Hours (2 days)

Venue: International Plaza
10 Anson Road #26-02A

Course Fees: S$600 per pax

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.

Download Excel Dashboard course Registration Form

« Back to Excel courses