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Excel Dashboard Reporting with Advanced Excel 2013

Course Duration: 16 Hours

Introduction

  • Benefits of Performing Data Analysis
  • DOs & DON’Ts of Presenting Data
  • Stages of Data Analysis

Advanced Formatting Techniques

  • Advanced Text Formatting
  • Best Way to Present Tables
  • Many Ways to Present Numbers – Customized Number Formatting
  • Customized Dates & Time Formatting

Excel New Feature: Sparklines

  • What are Sparklines?
  • Inserting & Modifying Sparklines
  • Analyzing Data with Sparklines
  • Performing Tweaks with Sparklines
  • Handling Missing Data
  • Making the Sparklines Dynamic (Auto-Update)

Chartless Visualization Techniques

  • Conditional Formatting
    • Highlighting Cells Based in Criteria
    • Using Data Bars, Icon Sets & Color Scales
    • Make Your Own Formatting Rules
  • Using Special Symbols
  • Using the Camera Tool

Processing the Data Model

  • Learning Useful Excel Functions
  • Simple IF & Nested IF Function
  • CHOOSE & OFFSET Function
  • SUMPRODUCT & SUMIFS
  • VLOOKUP & INDEX-MATCH
  • Adding Interactivity with Drop Downs

Enhancing Interactivity

  • Adding Interactive Advanced Controls
  • Buttons Control
  • Check Box
  • Spin Buttons
  • Option Buttons

 

Advanced Charting Techniques

  • The Basics of Charting
  • Going through different types of Charts
  • Modifying Charts and Working with Chart Options
  • Advanced Charts Formatting
    • Inserting Text and Pictures inside Charts
    • Modifying Chart Axis
  • Creating Specialized Charts for Measuring Performance Combo Chart

     Dynamic Chart

     Thermometer Chart

     Bullet Chart

Automating Reports

  • Using Macros to Automate Reports
  • Recording a Macro
  • Running a Macro
  • Assigning Macros to Objects & Buttons

Pivot Tables

  • Analyzing Data with Pivot Tables: A very Powerful Reporting Tool
  • Creating & Modifying Pivot Tables
  • Performing Calculations within Pivot Tables
  • Working with Pivot Charts
  • Analyzing Data with Excellent New Features in Pivot Tables
    • Slicer
    • Timelines

 

Building the Dashboard

  • Building a Complete Dashboard from Scratch