Building dashboards in Excel - Regional workshop 2017
This workshop introduces the concept of an Excel dashboard or executive report: a dynamic worksheet, which is visible on a standard computer screen. A dashboard consists of a collection of graphs, tables, statistical calculations and significant data enabling management to monitor critical processes in a business or organisation. Techniques for automatically updating dashboards when new data becomes available are also covered.
- Good and bad dashboard design and the benefits of Dashboard reporting
- Introduction to charting including basic chart types available in Excel
- Common charts appropriate for use in dashboards including build a scrolling window chart
- Familiarisation with functions in Excel for summarising data and reference functions such as Match, Index and VLookup for extracting information from summarised data
- Dynamic charts supported by dynamic range names
- Design and build several example dashboards to dynamically report key business metrics
Offered in Excel 2013 and, apart from some new features, is compatible with Excel versions 2007, 2010.
- Describe the benefits of Dashboard reporting
- Create a data model which funnels source data to a Dashboard
- Create various chart types for use with Excel Dashboards
- Employ key Excel functions to organise the calculation area of a data model
- Use Sparklines to display trends in data
- Create Slicers and Timelines to display different reports instantly
- Add interactive controls to Dashboards
- Build Dashboard reports in Excel 2013
This workshop is designed specifically for finance and accounting professionals who use Excel in their day to day roles.
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