Training Course in Advanced Data Analysis and Dashboard Reporting with Microsoft Excel

Course Outline 

MODULE 1: ESSENTIAL REPORTING REQUIREMENT SKILLS

• Advanced pivot charts techniques
• Multiple consolidation ranges
• Retrieving external data using Microsoft query
• The rules of pivot tables and pivot charts
• Slicer techniques
• Importing text files using MS query
• Connecting to Access & SQL databases
• Importing from data connection wizard
• Importing from Microsoft query
• Customizing connections properties

MODULE 2: BUILDING THE EXCEL DASHBOARD LOOKUP DATA

• Looking up customer information
• Preparing the data using format as table
• Creating a dropdown menu
• Looking up data with Excels VLOOKUP function
• Cleaning up data with Excels if function
• Index and match an alternative to VLOOKUP.

MODULE 3: BUILDING THE EXCEL DASHBOARD FILTERING DATA

• Adding the order history table
• Formatting orders as a table
• Using excels advanced filter feature.
• Record macro for advanced filter
• Modify the VBA filter code.

MODULE 4: BUILDING THE EXCEL DASHBOARD SUBTOTALS

• Why use Excels subtotal function
• Implementing the subtotal function

MODULE 5: BUILDING THE EXCEL DASHBOARD PIVOT TABLES AND PIVOT CHARTS

• Summarizing order info with pivot tables
• Prepare a pivot table for customer filter.
• Creating the VBA procedure
• Declaring VBA variables
• Assigning values to VBA variables
• Connecting the filter to the pivot table
• Customers with no orders error

MODULE 6: BUILDING THE EXCEL DASHBOARD INTERACTIVE BUTTONS

• Creating interactive charts with slicers
• Modifying the chart slicer

MODULE 7: BUILDING THE EXCEL DASHBOARD FORMATTING

• Hiding extra worksheets and columns
• Cleaning up the Excel default settings
• Protecting the dashboard

MODULE 8: ADVANCED DATA STRUCTURING TECHNIQUES

• Custom and advanced data validation
• Creating and managing innovative conditional formatting

MODULE 9: CHARTING AND VISUALISATION TECHNIQUES

• Creating dynamic labels
• Using the camera tool
• Working with formula-driven visualizations
• Leveraging symbols in formulas
• Working with sparklines
• Creating unconventional style charts
• Fancy thermometer charts
• Coloured chart bars

MODULE 10: BUILDING REPORT SOLUTIONS

• Conceptualizing and understanding report solutions.
• Developing a report solution
• Configuring spreadsheet report data options
• Enabling background refresh
• Refreshing data when opening the file
• Combo-box & List-box data modelling tool
• Form controls data modelling tools
• Spinner
• Option-button modelling
• Check-box data models.
• Combo and group-box

MODULE 11: MACRO CHARGED REPORTING

• Recording, editing, testing VBA macros.
• Building a macro-driven reconciliation program
• Building a budget variance reporting program
• Building a vendor and invoice analysis report

Requirements: Participants should be reasonably proficient in English. Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free
2. What is catered for by the Course Fees: Fees cater for all requirements for the training Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.
3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.
4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.
5. Approval of Course: Our Programs are NITA Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

How to Book: Simply send an email to the Training Officer on training@phoenixtrainingcenter.org and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254737566961

Payment Options: We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.
2. Invoice: We can send a bill directly to you or your company.
3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.
2. Participants may cancel attendance 14 days or more prior to the training commencement date.
3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor Made Courses

This training course can also be customized for your institution upon request for a minimum of 5 participants. You can have it conducted at our Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254720272325 / +254737566961 or Email training@phoenixtrainingcenter.com

Accommodation: Accommodation is arranged upon request and at extra cost. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737566961