Excel Reporting and Insights
Knowing your numbers - your core metrics - is absolutely critical to your success. Sometimes the numbers you need to track are spread out across different systems. It's so useful to have everything on one screen and all you need is to give it a glance. Yes, it's time to make a dashboard. It's like the instrument panel for your business. Your car has one. Planes have one. Let's make one for your business too.
Description
The differences between Dashboards and Reports
Questions before you start
Dashboard design principles
Golden Rules
Formatting numbers effectively
Custom Number formats
Useful Formulas for Dashboards
Data tables
Charts
Sparklines
Charts that show trending
Side-by-side comparison charts
Secondary axis
Conditional Formatting
Using Symbols to enhance Reporting
Camera Tool
Pivot Tables
Creating
Sorting
Filtering
Re-arranging
PivotCharts
Issues with file size
Pivot Table reports
Interactivity with slicers
Dynamically rearranging pivot table data
Grouping & bucketing data
Showing performance against target
Macros
Useful macros for dashboards
Navigation buttons
Form Controls
Time slicers
People graphs
Protecting your dashboards
10 Questions before distributing your dashboard
Prerequisites
Participants are expected to have successfully completed our Level 1, 2, and 3 courses, or to demonstrate equivalent practical experience, consistently applying the competencies covered at these levels in their day-to-day roles.