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Data Driven Dashboard Reporting - with Excel

BPP Professional Education

Summary

Price
£718.80 inc VAT
Study method
Classroom
Duration
1 day · Full-time
Qualification
No formal qualification
CPD
6 CPD hours / points
CPD What's this?
Additional info
  • Tutor is available to students

Location & dates

Location

Address
Venue may change up to 14-days before the course start date’
9-10 Portland Place
West London
London
W1B1PR
United Kingdom
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Overview

To produce powerful data-driven management dashboards based on current industry trends, that measure and present critical data on the key business performance areas in a summarised manner (much like a car dashboard), so management can quickly respond with appropriate decisions.

Venue may change up to 14-days before the course start date. Enquire for dates.

CPD

6 CPD hours / points
Accredited by BPP Professional Education Limited

Description

By the end of the course the delegate will have gained skills in the following key areas:

  • Understand the key principles, purpose, relevance, and requirements of the report
  • Creative techniques in overall design, functionality, and capability
  • Produce powerful, dynamic and interactive data-driven screens
  • Make the Dashboard visually stunning and functionally enjoyable to use

Learning outcomes include obtaining a greater understanding of:Dashboard fundamentals – fulfilling the core requirements

  • Researching into the requirements and purpose of a Dashboard
  • How to organise data correctly that makes it easier to manage and understand
  • Keeping the reports dynamic and expandable for minimal manual upkeep

Organising | Summarising | Calculating

  • Data structuring, best practice
  • Dynamic and expandable named ranges
  • Expandable calculations with OFFSET / INDEX / MATCH
  • Treating Excel like a database with DSUM/DMAX/DMIN
  • LARGE / SMALL
  • Table calculations, referencing

Advanced charting techniques

  • Speedometer gauges
  • Bullet chart
  • Dynamic tools and objects | interact with rolling data
  • Axis fix magic trick | the ghost series

Further enhancement techniques

  • Implementing simple automation techniques
  • On-click events

Bonus topics

  • Slicers
  • Waterfall charts
  • Pivot Chart settings
  • Homework topics for further study

All exercises and project files used on the course are available to take home.

Who is this course for?

Spreadsheet users and Excel developers from all sectors, including analysts who want to gain skills in designing accurate easy-to-use visual reports that run automatically.

Requirements

It is recommended to be able to navigate spreadsheets confidently, and / or have attended the Data Analysis with Excel series of courses which provide a solid foundation for this course. Laptops with a full installation of Excel are provided.

It is assumed that participants will know how to:

  • Use formulae such as: SUM; IF; VLOOKUP; COUNT/COUNTIF
  • Navigate confidently in Excel and use absolute cell references (e.g. =$A$1)
  • Create simple Excel charts, including Column; Pie; Line

Questions and answers

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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