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Data Analysis And Dashboard Reporting

Discover how to "tame" your data and make it work for you! 

With the huge amount of data available to us every day, a well-built and designed dashboard reports is one of the best ways to interpret and communicate large quantities of information. Learn how to synthesise information into a logical framework, summarise it into a meaningful format, and then display the summary into easy-to-read tables and graphs. 

Each participant on this course receives a hard copy of the book Using Excel for Business Analysis. Re-using your copy, got several participants or want to book on multiple courses?  Consider making a bulk booking and save.

Prerequisites

The course material includes extensive use of Excel and participants will gain the maximum benefit from this course if they are already competent spreadsheet users. It is designed for users who do use Excel on a regular basis, and are comfortable with using its tools and functions.

At minimum, it is assumed that participants will know how to: •    Navigate confidently in Excel •    Use absolute cell references (e.g. =$A$1) •    Create and use advanced Excel tools and functions on a regular basis

Who should attend this course?

This course is aimed at managers and other professionals who need to create dashboards and other reports in order to analyse interpret and present information.  It is expected that students should have had some exposure to business, finance and reporting principles. This course builds on students' existing knowledge of Excel tools and functions and incorporates these into complex and dynamic financial models.

Course Format

Public courses are run in a computer laboratory with workstations provided. Participants may bring their own laptops if they prefer.   The course is demonstrated using Microsoft Excel 2010, but students can use Excel 2003 or 2007 if they prefer.  Course materials contain instructions for all versions, and Excel 2011 for Mac users are also catered for. 

Students are encouraged to share their own experiences with the class, and are welcome to bring examples of their own data or reports to discuss during the course.

Learning Objectives

Many of us struggle to make sense of all the data that is available in this information age.  With such a deluge of reports and statistics which don’t mean anything or can’t be made sense of, it’s no wonder that data is often misinterpreted or not communicated at all.  Learn how to synthesise information into a logical framework, summarise it into a meaningful format, and then display the summary into easy-to-read tables and graphs.  Covering dashboard reporting, balanced scorecards, visual design of charts and tables, we will also discuss the new charting and analysis features of Excel 2010 and 2013.

This course is very hands-on and practical.  Each participant will be expected to create their own reports, charts and models utilising the tools and techniques covered during the course.

By the end of the day, participants will:

  • Understand the principles of data analysis
  • Learn to synthesise and summarise information into a logical framework. 
  • Consider when to use a chart or a table
  • Know how to use visual effects to improve their reports and presentations
  • Explore how to summarise, present and communicate data clearly and concisely
  • Learn the principles of good dashboard design and presenting data graphically
  • Discover the tools to analyse data & build reports using your existing Excel tools and skills (and perhaps a few you didn't know you had!) 

Data Analysis Tools

  • Tool selection – Excel vs. other BI alternatives
  • What’s new in Office 2010 / 2013
  • Shortcuts for data manipulation in Excel
  • Pivot Tables
  • Overview of the free Microsoft add-in to Excel, PowerPivot

Using Excel as a Data Analysis Tool

  • Essential Excel tools & functions
  • Working with text
  • Cleaning your data
  • Creating a robust formula

Charting in Excel

  • Working with charts in Excel 2010/13
  • Charting on different axis
  • Bubble and Waterfall charts
  • Charting with dynamic ranges

Chart and Table Design

  • Tables vs. Charts/Graphs
  • Visual Design; presenting data graphically
  • Choosing the correct chart to display your findings
  • Charting dos and don’ts

Dashboard Reporting

  • What is a dashboard?
  • Purpose and benefits of Dashboards
  • Common mistakes when building a Dashboard
  • Creating a Dashboard in Excel

Dashboard Design

  • Principles of dashboard design best practice
  • Selecting the correct chart to display data
  • Adding icons and images to dashboards
  • Effective use of colour and logos
  • Making dashboards dynamic

Comments from Past Students

“I will take some excellent tips away with me from today – thank you!”

"Course was well balanced with practice and theory. Presenter was very knowledgeable and topics were easy to understand."

“The content is packed but presented in a simple, informative and effective way.”

For More information, or to enrol simply request a Free information pack or enquire below.




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