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Excel Analysis and Dashboards Training
Learn to use Excel tools to build effective actionable dashboards.
Excel’s ability to integrate and visualize data is the focus of this day-long course, using the latest features in Excel. Work through multiple exercises to learn to master the tools of data modelling, analysis, and building visuals for effective Dashboards.
Participants will create a data model with a range of data sources using Power Pivot and use Get and Transform to connect and manipulate a range of data sources including cloud databases, websites, and Facebook. Learn how to fully utilize Excel to create interactive dashboards, charting tools, and visualization techniques.
We complete the course by working through a Case Study pulling all the aspects we teach on the day together.
Business Case Study – We start with raw sales data and we model the data using PowerPivot, creating relationships and the necessary calculations to build our interactive Dashboard for assessing Sales performance and profitability across various cities. Read our full course outline here.
Excel Analysis and Dashboards Training
Analyse your data in Excel with Power Pivot and build effective dashboards. Led by our experienced trainers live online.
Select your country to view prices, and course dates.
Excel Analysis and Dashboards Course Details
Excel Analysis and Dashboards Course Details
Excel Analysis and Dashboards Course Details
Excel Analysis and Dashboards Course Details
Excel Analysis and Dashboards Course Details
Excel Analysis and Dashboards Course Details
Excel Specialist Course Outlines
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What do I need to know to attend?
This Excel Analysis & Dashboards training course is suitable for those who already have intermediate-level knowledge of Excel.
The course is aimed at those who want to use the latest features of Excel to their full capability.
Attendance of our other courses is not a prerequisite for this course.
This course is not recommended for MAC users.
Please ensure you have Power Pivot add-in installed on your computer as you will need this for the course. Please bear in mind that some Excel versions have it already and just require you to enable it, whereas some other Excel versions need it downloaded and installed. Here is some further information on it from Microsoft Support.
Excel Analysis and Dashboards Learning Outcomes
- Connect to cloud databases and websites
- Create relationships using a Power Pivot data model
- Effectively analyse data in Excel
- Create interactive visualisations
- Review Pivot Tables and Charts within a data model
- Extend Pivot Table and Chart technical skills and features
- Use a from web data for live share price connection
- Manipulate data sources using query editor
Excel Analysis and Dashboards Course Content
- Data Modelling
- Starting a dataset in Excel
- Multiple Tables
- Data Modelling
- Get & Transform
- Understanding Get & Transform
- Understanding the Navigator Pane
- Creating a New Query From a File
- Creating a New Query From the Web
- Understanding the Query Editor
- Displaying the Query Editor
- Managing Data Columns
- Get & Transform (cont'd)
- Reducing Data Row
- Adding a Data Column
- Transforming Data
- Editing Query Steps
- Merging Queries
- Working With Merged Queries
- Saving and Sharing Queries
- The Advanced Editor
- Power Pivot
- Understanding Relational Data
- Common Sense Data Modelling
- Enabling Power Pivot
- Connecting to a Data Source
- Working with The Data Model
- Working with Data Model Fields
- Changing A Power Pivot View
- Power Pivot (cont'd)
- Creating A Data Model PivotTable
- Using Related Power Pivot Fields
- Creating A Calculated Field
- Creating A Concatenated Field
- Formatting Data Model Fields
- Using Calculated Fields
- Creating A Timeline
- Adding Slicers
- Great functions for Analysis
- Understanding Data Lookup Functions
- Using CHOOSE
- Using VLOOKUP
- Using VLOOKUP For Exact Matches
- Using HLOOKUP
- Using INDEX
- Using SUMIF
- Using SUMIFS
- Using SUMPRODUCT
- Data Validation
- Validation Criteria
- Input Messages & Error Messages
- Drop-Down Lists
- Formulas
- Customised Validation Criteria
- Creating A Number Range Validation
- Data Validation (cont'd)
- Testing A Validation
- Creating an Error Message
- Creating a Drop Down List
- Using Formulas as Validation Criteria
- Circling Invalid Data
- Removing Invalid Circles
- Using Sparklines to show trends
- What is a Sparkline?
- Types of Sparklines
- Showing Sparklines only
- Specifying a Date Axis
- Hidden Data and Sparklines
- Sparklines and Targets
- Using Conditional formatting
- Using Conditional Formatting with a Dashboard
- Top 10 & Custom Formatting
- Data Bars
- Show data bars outside the data cell
- Colour Scales
- Icon Sets
- Creating Rules Based Icon Set
- Removing unnecessary icons
- Using Symbols in Reporting
- Using the Camera Tool
- Pivot Tables
- Structure of Pivot Tables
- Using Compound Fields
- Counting in A PivotTable
- Formatting PivotTable Values
- Working with Grand Total & Subtotals
- Finding the Percentage of Total
- Finding the Difference From
- Grouping in PivotTable Reports
- Creating Running Totals
- Pivot Tables
- Creating Calculated Fields
- Providing Custom Names
- Creating Calculated Items
- PivotTable Options
- Sorting in a PivotTable
- Top and Bottom Views
- Date Grouping Options
- Hiding or Showing Data Items
- Conditional Formatting and Sparklines in Pivot Tables
- Pivot Caches and File Size
- PivotCharts
- Inserting a PivotChart
- Defining the PivotChart Structure
- Changing the PivotChart Type
- Using the PivotChart Filter Field Buttons
- Moving Pivot Charts to Chart Sheets
- Moving Pivot Charts to Chart Sheets
- Slicers in Reports
- What are Slicers?
- Creating Slicers
- Using a Slicer on Multiple Pivot Tables
- Renaming Pivot Tables
- Timeline Slicer
- Trending Charts
- Why do we use Trending Charts?
- Appropriate Chart Types for Trending
- Vertical or Y-Axis Scales
- Chart Titles linking to a Cell
- Comparative Trending
- Labelling
- Using a Secondary Axis
- Formatting Key Data Points
- How to display Actuals and Forecasts
- Averages and Data Smoothing
- Other Report Charts
- Top and Bottom Charts
- How to show Top or Bottom in Data Labels
- Waterfall Charts
- Histograms
- Creating Histograms using Formulas
- Creating Histograms using Pivot Tables
- Creating Histograms using Excel’s Statistical Charts
- Charting performance against a target
- Performance against Targets
- Creating Thermometer Chart
- Bullet Graph
- Defining Dashboards
- Purpose of a Dashboard
- Working out what is needed
- What are the data sources
- Will the audience need further data to drill-down to?
- How often will/can the data refresh?
- Does it need to be maintained?
- How easy will it be to maintain?
- Dashboard Design Principles
- Thirteen common mistakes in dashboard design
- Making an Interface
- Using Macros with Dashboards
- Recording a Macro
- Navigation using Macros
- Macros to Change Chart types
- Macros and Pivots
- Pulling it all together – Case Study
- We start with raw sales data for a Comedy Roadshow. We model a the data using PowerPivot, creating relationships and the necessary calculations to build our interactive Dashboard for assessing Sales performance and profitability across various cities.
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