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

Course Description

Data analysis and dashboard reporting have become an emerging requirement for many businesses today. Employees are frequently asked to prepare management reports, scorecards, and dashboard charts to help the management in their decision-making process. This course will help you understand advanced levels of analysis and reporting and allow you to create custom reports. The course will cover various tools and techniques used to perform data reporting, analysis, and visualization. It will also discuss high-level modelling techniques, data amalgamation, report visualization, and possible cases of automation.

The course will enable participants add more meaning to their daily and periodic tasks by looking at probable automation of their tasks and better representation of their data and information with the use of powerful visualization techniques. Microsoft Excel is one of the most powerful and popular data analysis programs on the market today but not many people know how to use it to its full potential, so this course will teach you how to take your use of Excel to the next level. This course will empower and equip participants with the widely sought-after skills necessary to effectively analyze large sets of data. Once the data has been analyzed and prepared for presentation, participants will also learn how to present the data using interactive dashboard reports.

Course Objectives

Upon completing this Advanced Data Analysis and Dashboard Reporting course successfully, participants will be able to:

• Understand the principles of data analysis.
• Uncover the tools to analyze data and construct reports using Excel.
• understand how to use visualization techniques to improve presentation of information.
• Condense, present, and convey data clearly and succinctly.
• Enhance the efficiency of executing mundane tasks through recording, writing, and editing macros.
• Understand the principles of great dashboard design and how to present data vividly.
• Perform advanced and dynamic data validations.
• Design exceptional visualization charts, dashboards, scorecards, and flash reports
• Build custom reports using advanced form controls and buttons.

Training Methodology

This is an interactive Advanced Data Analysis and Dashboard Reporting training program. The course is designed to be highly interactive, challenging and stimulating. It will be an instructor led training and will be delivered using a blended learning approach comprising of presentations, discussions, guided sessions of practical exercise, case study review, web-based tutorials, group work and exploration of relevant issues. Our facilitators are seasoned industry professionals with years of expertise in their chosen fields. All facilitation and course materials will be offered in English.

Who Should Attend?

This Advanced Data Analysis and Dashboard Reporting course would be suitable for, but not limited to Business Professionals, Accountants, Finance Analysts/Managers/Controllers, Business Analysts, Research Analysts and Specialists engaged in data analysis and dashboard reporting using 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 Excel’s VLOOKUP function
• Cleaning up data with Excel’s 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 Excel’s 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.

NOTE

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 NITARules.

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