Excel Interactive Dashboards and Data Analysis

If you regularly work with Excel, doing Management Level Reports and Data Analysis and would like to learn how to work smarter, not harder, then this course is for you.

Learn to create advanced Excel Business Intelligence dashboards using Pivot Tables, Pivot Charts, Power Pivot, Power Query and Power BI. The first part of the course will focus on the Excel foundations, understanding exactly how Pivot Tables, Pivot Charts, Power Pivot, and Power Query work. The second part focuses on Microsoft Power BI, to create key metrics, dashboards and powerful data analysis.

In two days you'll discover how using Pivot Tables makes it easy to build intelligent, flexible summary tables, allowing you to quickly derive insight from your data.

Introduction to Dashboards and Data Analysis

• Introduction to Dashboards, Data Analysis and Reports with Excel
• Using Pivot Tables to summarise and aggregate data
• Creating Interactive reports with Slicers
• Using Key Metrics and Key Performance Indicators
• Creating an Interactive Sales Dashboard

Trend Analysis

• Creating time dimensions
• Creating trend reports
• Creating trend graphs and trend lines
• Interactive trend dashboard

Comparison Analysis

• Column and Bar Charts
• Types of Column and Bar Graphs (Clustered, Stacked Column, 100% Column)

Ranking Analysis

• Filtering Data and Asking Questions of your Data
• Top 10 / Bottom 10 Analysis

Contribution Analysis

• Calculating Percentages in reports
• Creating Pie Graphs and Displaying percentage contributions

Frequency Analysis

• Frequency Analysis
• Grouping and Buckets
• Histogram and Charts

Create an Interactive Human Resource Dashboard

• Review the Case Study
• Create a mock-up of a Human Resource Dashboard
• Create and present the Human Resource Dashboard

Variance Analysis and Year to Date Calculations

• Difference from Calculations and Percentages
• Calculating the Difference from the Previous Month
• Calculating the Percentage of – Benchmark Calculations
• Calculating Year to Date

Conditional Formatting and Visual Analysis

• Sparklines and Trends
• Highlighting data according to rules
• Top 10 / Bottom 10 Highlighting of data
• Data Bars and Color Scales Visualisations
• Visualisation of Icons
• Creating a Financial Dashboard

If you regularly work with Excel spreadsheets and spend hours using functions like VLookUp and macros to get results then this course is for you.

The PivotTables tool is one of the most powerful yet intimidating features in Excel. Sadly, many otherwise experienced spreadsheet fans avoid them because they seem too complicated at first glance but the real problem is that PivotTables are rarely explained properly.

Excel PivotTables make it easy to summarise and aggregate data in Excel. Once you've mastered them, Excel does the work for you, easily analysing business data and creating management reports with a couple of clicks of the mouse, using drag and drop interactions, thereby saving you time and allowing you to be more productive.

Fair understanding of Excel and the principals of operating Excel, preferably working with data on a regular basis, with basic knowledge of compiling reports. Your own laptop with Excel 2013 or 2016.

Join the top 1% of Excel users worldwide, opening doors in almost every industry.

In today's data driven world, the ability to turn data into insight is becoming an important, sought after skill. We give people the key skills required to turn data into valuable information, allowing business users to make good business decisions.

Certificate of completion

Digital certificate - Included