INTRODUCTION
Unlock the full potential of Microsoft Excel with our comprehensive course designed to take you from a basic user to an Excel expert. This course, “Mastering Functions & Formulas and Dashboard Transformation in Excel,” provides a deep dive into the essential functions and formulas that power efficient data analysis, alongside advanced techniques for creating dynamic, interactive dashboards. Ideal for professionals across various industries, this course equips you with the skills to transform raw data into actionable insights and visually compelling reports.
This course is best suited to anyone in Business Intelligence, data managers, data analysts, or Project Managers. This course would also suit anyone looking to extend their knowledge of Excel to understand some of the more advanced features and how they work harmoniously together in order to create a resourceful and informative dashboard.
PROGRAM ITINERARY
DAY 1
PHASE 1
What is a dashboard?
• Common features of a dashboard Why Excel?
PHASE 2
PivotTables and PivotCharts
• Creating PivotTables
• Formatting a PivotTable
• Refreshing a PivotTable
• Grouping fields
• PivotCharts
• Slicers and Timelines
PHASE 3
Useful functions
• Nested Ifs
• COUNTIFS & SUMIFS
• EDATE
• INDEX & MATCH
• OFFSET
• CHOOSE
PHASE 4
Conditional Formatting
• Formatting values Colour Scales to show heatmaps Icon Sets to show at a glance performance
DAY 2
PHASE 5
Form Controls
• Understanding the different controls Using them
on a dashboard
PHASE 6
Working with Charts
• Creating charts
• Formatting charts
• Secondary Axes
• Combination charts
• Creating chart templates
PHASE 7
Working with Sparklines
• Creating & modifying Sparklines Customizing
Sparklines
PHASE 8
Design & Layout
• Gridlines & outlines Lining up Excel objects
Theming a dashboard