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Building Dynamic Dashboards for Business Intelligence with Excel
Data transformation into real-world business value.
Level of course:
Advanced
Delivery:
In-Person Learning
Duration:
/ 2 days
Upcoming Course Schedule:
05-06 Nov 2024
27-28 Mar 2025
18-19 Aug 2025
1-2 Dec 2025
Course Overview
Utilize advanced Excel functions and reporting features to create engaging charts and graphs.
A business intelligence dashboard is a data visualization tool that displays the current status of metrics and key performance indicators for an enterprise. Dashboards consolidate and arrange numbers, metrics and sometimes performance scorecards on a single screen. They may be tailored for a specific role and display metrics targeted for a single point of view or department. The essential features of a BI dashboard product include a customizable interface and the ability to pull real-time data from multiple sources.
This course is customized for corporate managers and executives who are required to prepare various types of impressive executive management reports and business key performance reports. The main objective of this course is to provide the participants invaluable insights and equip them with advanced charting and reporting skills to professionally present their reports.
Who is this course for?
This course is for frequent Excel users who must prepare interactive, informative and maintenance-free reports for management.
Key Takeaways
Course Pre-requisites :
This is an Advanced-level course. Participants must have some Excel knowledge, especially PivotTable and PivotChart, IF, SUMIFS, COUNTIFS, VLOOKUP, INDEX, MATCH functions. A pre-requisite questionnaire will be provided to you to ensure the suitability and level is right for you.
Topics
Here's what you get to
learn in this course
Topic 1
This session equips you with the knowledge and skills to build impactful business dashboards. Whether you're a seasoned leader or just starting out, learn to leverage the power of visuals to gain real-time insights and drive strategic action.
What you'll gain:
- Understand Dashboards: Understand the core principles and purpose of data dashboards for insightful business analysis.
- Excel Excellence: Master the fundamentals of building effective dashboards using Excel, a widely accessible and powerful tool.
- Structuring Success: Get a clear roadmap for outlining a dashboard's structure, ensuring it delivers the information you need most.
- Visual Appeal: Unlock the secrets of designing an engaging and informative dashboard layout using frames.
Topic 2
Equips yourself with the skills to build dynamic dashboards using Excel slicers. Learn how to filter data effortlessly, navigate complex views with ease, and impress your audience with visually stunning interfaces including:
- Slicers that seamlessly refine visualizations in real-time.
- Multi-table connections unlocking deeper insights within your data.
- Interactive timelines visualizing trends across different periods.
- Combo charts showcasing diverse data perspectives in a single view.
- Customized slicer styles reflecting your unique branding.
Topic 3
Dive into advanced Excel charts and bring your data to life! This session empowers you to create engaging visualizations that focus attention on key trends, comparisons, and exceptions.
Imagine:
- Waterfall charts illustrating the flow of value through your business.
- Histograms revealing the distribution of your data for deeper analysis.
- Trendlines predicting future performance and identifying potential risks.
- Target comparison charts highlighting progress towards goals.
- In-cell data bars and icon sets for instant data comparisons within cells.
- Sparklines offering quick visual summaries directly within your data.
Topic 4
Forget cramming complex dashboards onto single slides. This session teaches you how to seamlessly partner Excel and PowerPoint to create engaging, big-screen presentations that captivate your audience.
- Embedding vs. linking: Understand the best methods for connecting Excel to PowerPoint.
- Chart conversion secrets: Turn Excel charts into high-quality pictures for optimal display.
- Screenshot mastery: Capture specific chart areas with precision.
- Camera tool magic: Take live snapshots of dynamic Excel data.
- Linked picture power: Keep your data synchronized across presentations.
Topic 1
Excel isn't just for static data anymore! Imagine dashboards that come alive with user interaction, enabling viewers to explore data deeper and gain clearer insights. This session equips you to harness the power of Excel form controls, transforming your dashboards into engaging, dynamic experiences.
We'll guide you through:
- Form control mastery: Master their properties and functionality.
- Interactive toolbox: Utilize buttons, combo boxes, checkboxes, and more.
- Dynamic data ranges: Define flexible ranges for seamless manipulation.
- Summary table magic: Create informative summaries with powerful functions.
- Chart naming secrets: Name your charts for enhanced control and flexibility.
- Data validation wizardry: Control chart series with user-friendly dropdowns.
Topic 2
Build compelling analytical dashboards that guide critical decision-making for executives and leaders. Learn how to translate historical data into actionable intelligence, enabling you to set measurable goals, identify opportunities, and track progress effectively.
- Dynamic data foundations: Build a strong foundation with named ranges and Excel Tables
- Interactive tables made easy: Use CHOOSE, SUMIFS, and other functions to create dynamic tables.
- Chart labels that come alive: Generate dynamic chart labels that update automatically.
- Slicers for intuitive control: Leverage slicers for effortless data exploration and filtering.
- Slicer mastery: Format and customize slicers for optimal usability and visual appeal.
Topic 3
The power of Excel macros to automate your dashboards, saving you time and ensuring consistency. Learn to harness the Macro Recorder tool, even without prior VBA knowledge, and take your dashboard efficiency to the next level.
- Macro recording mastery: Utilize the Macro Recorder to automate tasks visually.
- VBA:Understand the essential code behind your recorded macros.
- Button magic: Assign macros to buttons for convenient dashboard control.
- Quick Access Toolbar power: Add frequently used macros for instant access.
- Sorting and filtering automation: Automate routine data manipulation on your dashboard.
Instructor
Know your course instructor
Valene Ang
A Certified Microsoft Training Specialist who has more than 19 years of training experience and working with companies to improve their data processes. She has trained different levels of management from small-medium size organisations, government offices and multinational companies such as Rio Tinto, SingTel, Canon Singapore, HP Singapore, CPF Board, Changi Airport Group, DHL, Barclays Capital, Far East Organizations, and many more.
Download Brochure
Fundings & Subsidy
* Participant need to meet the attendance and assessment requirements to be eligible for the funding.
| For Singapore Citizens & PR (below 40yrs old) |
For Singapore Citizens (40yrs old and above) |
|
|---|---|---|
| Course Fees | ||
| Funding Support | ||
| Total Fee payable |
Assessments
As part of the requirement for SkillsFuture Singapore, there will be an assessment conducted at the end of the course.
Participants are required to attain a minimum of 75% attendance and pass the assessment to receive a digital Certificate of Completion issued by Impress Training along with a WSQ Statement of Attainment.
SkillsFuture Credit
Eligible Singapore Citizens may use their SkillsFuture Credit balance to offset respective course fees. This is only applicable to Self-sponsored Individuals.
The Course is very useful. Trainer was engaging and I learned a lot.
Lee Ser Hiang
Senior Manager, CPF Board
The course was very interesting and Trainer was engaging and helpful.
Cheryl Foo
Manager, Supreme Court
Very engaging Trainer and knowledgeable in this field, Training was well-structured and many useful tips shared.
Abigail Lee
Marketing Executive, ST Telemedia Global Data Centres Pte Ltd
Well designed course and had great takeaways and backed by research.
Nigel Goh
Manager, Sembcorp Industries
Mind-blowing professional training course that helped my team with techniques to structure/plan a good presentations before diving into it.
Valerie Lee
Head, Corporate Development, Sembcorp Industries Ltd
I never knew PowerPoint has so much to offer. Thank you for alerting me to its possibilities.
Seah Boon Kiat
Deputy Manager, Temasek Polytechnic
Amazing instructor that never fails to wow and amuse me with his powerpoint creations. I enjoyed the course a lot. Keep it up!
Miko Chong
Product Innovator, NCS Pte Ltd
One of the most useful courses I've attended. Many hands-on practices. Great!
Samantha Wu
Manager, Civil Aviation Authority of Singapore
Great content delivered with great energy. Lots of learnings and insights.
Rakesh Patni
Research Director, IDC Asia Pacific
This course is a MUST for any professionals who does presentations, whatever the frequency maybe. Overall lots of knowledge gained & this would be very relevant and beneficial to my career.
Rubegan Soundarajan
Plant Manager, ST Engineering Innosparks Pte Ltd
The Trainer has done an impressive job in delivery a concept and impactful course on producing and presenting business presentations. He is entertaining and delivered the course very effectively.
Roderick Leong
Manager, Nxera SG Pte Ltd
Interesting Course - Animation are more effective than we thought. Passionate Trainer!
Ong Lay Khoon
Vice President, Sembcorp Energy Markets Pte Ltd
The course is amazing. Trainer is great, has lots of knowledge and very engaging.
Alberto Resco Perez
Senior Director, Software Engineering, Singtel
Trainer is very engaging and approachable, along with excellent delivery of course content.
Cedric Ang
Associates - Investments, Fraser Hospitality
Every Minute well-spent! On a more important note, definitely seeing myself applying the learning into my daily work.
Megan Niu
Lead, Sembcorp Industries Ltd
Fun learning session, a lot of insights sharing during the training.
Song Peilin
Senior Finance Manager, Mapletree Investments
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