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.

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