EXCEL DATA VISUALISATION AND DASHBOARDS

COURSE SUMMARY

Dashboards will summarize and present the key indications of large data in an attractive visual display, hightlighting the most important trends so the most imporatnf aspects of data could could be seen in a snap second by glancing at attractive, colourful charts. PowerPivot helps analyze the data and brings new capabilities to business users to analyse, explore and gain new insight into business and marketing data. Power Pivot help analyze and understand the growing quantities of data that are created on a daily basis.

Who should attend?

• Business users who analyse data with Excel or create management reports
• Excel users who want to analyze large data sets and also create relationships between tables
• Excel users who know how to Pivot Tables and Pivot Charts
• Excel users who wish to create interactive dashboards

COURSE OUTLINE

Introduction
Activating Power Pivot in Excel
Browse, Filter and Sort PowerPivot Data
PowerPivot Menu Options
The AutoSum Function in Power Pivot

Creating Pivot Tables with PowerPivot Data
Creating PivotTables
Changing the Method of Calculation
Pivot Table Calculations
Filtering with Slicers
PivotTable Filters and Slicers
Filtering PivotTables and PivotCharts
Creating Hierarchies

Excel techniques that are essential for Dashboards
Offset
Lookup formulae (Vlookup, Hlookup, Match, Index)
Conditional formulae (If, Countifs, And, Or, etc.)
Aggregate formulae
Advanced filters to organise columns and filter rows

Visuals
Sparklines
Charting: Pie, Line, Area, Column, Scatter, Bar charts,
Charting: Axes, 2D, 3D chart elements, Sizing of charts
Charting: Formatting of charts
Create dashboard heat maps and other shapes
Conditional Formatting
Highlight top and bottom products/ people etc
Excel Dashboard Tips and Tricks including

Adding inter-activity
Forms and controls (for drop down lists to choose what you are comparing)
Linking cells to a text box
Linking cells to chart labels
Linking dynamically to changing ranges and values

Create Relationships with PowerPivot Data
Create Relationships to Master Data
Create PivotTables with Table Relationships

Refreshing Dashboards inline with changing data

• Laptops and data for the course. Let us know beforehand if you would like to bring your own
• Excel Course Certificate on completion (assessment based)
• Excel Course notes
• Practical Class exercises, Excel Course Homework
• Tea, coffees, but no lunch
• To assist after the course, 1 free session for questions online via Skype or Teamviewer.
• Max group size is 4.