Dashboards & Excel Reports – Creating Informative and Clear Dashboards
2-Day Workshop
In an increasingly data-driven business world, meaningful dashboards are crucial for effective decision-making. Our seminar provides you with comprehensive insights on how you can ease your daily tasks by using dashboards.
Learn how to capture key performance indicators at a glance with gauge charts, and how dynamic dashboards can help you display complex business data clearly. We will give you valuable tips for printing your reports and show you the right combination of pivot tables, slicers, and charts to optimally present your data.
This seminar will also help you understand how these tools can assist in making informed strategic decisions and improving your business efficiency.
Workshop Content
Design Rules for Tables
- Using cell formats for better readability
- Custom formats for better presentation
- Comfortable management of workbooks
Data Analysis with Excel
- Structuring tables and lists meaningfully
- Creating dynamic tables
- Performing multidimensional data analysis
Dashboard Fundamentals: Reports
- Creating dynamic status reports
- Visualizing key metrics with traffic lights
- Calculating and displaying rolling periods
- Aggregating and calculating date values
Management Dashboards & Cockpits
- Creating dynamic dashboards from reports
- Filtering values conveniently with slicers
- Inserting mini charts into the dashboard
- Highlighting values with conditional formatting
- Optimally using page layout
- Adding controls for data selection
Transfer Results to PowerPoint
- Integrating tables & charts into slides
- Best practices for data transfer
- Launching Excel from a running PowerPoint presentation
Analysis with Pivot Tables
- Displaying status with the appropriate chart
- Displaying shares in a waterfall chart
- Showing key metrics in a gauge chart
Tips for Presenting Results
- Creating charts with multiple axes
- Consistent scaling on axes
- Inserting dynamic chart labels
Who Should Attend This Workshop?
Anyone who wants to present large amounts of data visually and design meaningful dashboards.