25 - 29 May 2025
Istanbul (Turkey)
Hotel : DoubleTree by Hilton Istanbul Esentepe
Cost : 5775 € Euro
Data analysis and dashboard reporting in Excel has become an emerging requirement for many businesses today. Employees are frequently asked to prepare management reports, scorecards, and dashboard charts in order to help the management in their decision-making process.
This course will help you understand advanced levels of analysis and reporting and allow you to create custom reports. The course will cover various tools and techniques used to perform data reporting, analysis, and visualization. It will also discuss high-level modeling techniques, data amalgamation, report visualization, and possible cases of automation.
Upon completing this Advanced Data Analysis and Dashboard Reporting in Excel course successfully, participants will be able to:
Understand the principles of data analysis
Uncover the tools to analyze data and build reports using Excel
Understand how to use visualization techniques to improve the presentation of information
Study how to condense, present and convey data clearly and succinctly
Enhance the efficiency of executing mundane tasks through recording, writing, and editing macros
Understand the principles of great dashboard design and how to present data vividly
Perform advanced and dynamic data validations
Design exceptional visualization charts, dashboards, scorecards, and flash reports
Build custom reports using advanced form controls and buttons
This is an interactive Advanced Data Analysis and Dashboard Reporting in Excel training program and will consist of the following training approaches:
Lectures
Seminars & Presentations
Group Discussions
Assignments
Case Studies & Functional Exercises using MS Excel
Companies who send in their employees to participate in this Advanced Data Analysis and Dashboard Reporting course can benefit in the following ways:
Give your employees the ability to manage large data volumes using the latest tools
Provide your workforce with flexible and cost-effective professional development opportunities
Analyze case studies in this domain and be able to apply successful techniques in your organization
Comprehend the principles and practice of data analysis for project M&E and the context in which this operates
Professionals who participate in this Advanced Data Analysis and Dashboard Reporting course can benefit in the following ways:
Learn and work with data analysis and management tools that are used widely
Study each of the major fields of data analytics in an organized and logical manner
Increase your demand as a professional with experience in data analytics because most organizations are now looking for ways to exploit the power of big data
Recognize how to apply big data analytics across various industries
Keep yourself updated with the latest industry trends in technology and use them to make better decisions at your workplace, thereby increasing your chance of success, and improving your credibility subsequently
This Advanced Data Analysis and Dashboard Reporting in Excel course would be suitable for:
Business professionals
Accountants, finance analysts/managers/controllers, senior and junior accountants
Business analysts
Research analysts
Marketing and sales, administrative staff, supervisors,
Specialists engaged in data analysis and dashboard reporting using Excel
Employees from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis
ESSENTIAL REPORTING REQUIREMENT SKILLS
Advanced pivot charts techniques
Multiple consolidation ranges
Retrieving external data using Microsoft query
The rules of pivot tables and pivot charts
Slicer techniques
Importing text files using MS query
Connecting to access databases
Connecting to SQL databases
Importing from data connection wizard
Importing from Microsoft query
Customizing connections properties
BUILDING THE EXCEL DASHBOARD – LOOKUP DATA
Looking up customer info
Preparing the data using the format as a table
Creating a dropdown menu
Looking up data with Excel’s VLOOKUP function
Cleaning up data with Excel’s if function
Index and match an alternative to VLOOKUP
BUILDING THE EXCEL DASHBOARD – FILTERING DATA
Adding the order history table
Formatting orders as a table
Using excels advanced filter feature
Record macro for advanced filter
Modify the VBA filter code
BUILDING THE EXCEL DASHBOARD – SUBTOTALS
Why use Excel’s subtotal function
Implementing the subtotal function
BUILDING THE EXCEL DASHBOARD – PIVOT TABLES AND PIVOT CHARTS
Why use pivot tables
Summarising order info with pivot tables
Prepare a pivot table for customer filter
Creating the VBA procedure
Declaring VBA variables
Assigning values to VBA variables
Connecting the filter to the pivot table
Customers with no orders error
BUILDING THE EXCEL DASHBOARD – INTERACTIVE BUTTONS
Creating interactive charts with slicers
Modifying the chart slicer
BUILDING THE EXCEL DASHBOARD – FORMATTING
Hiding extra worksheets and columns
Cleaning up the Excel default settings
Protecting the dashboard
ADVANCED DATA STRUCTURING TECHNIQUES
Custom and advanced data validation
Creating and managing innovative conditional formatting
CHARTING AND VISUALISATION TECHNIQUES
Creating dynamic labels
Using the camera tool
Working with formula-driven visualizations
Using fancy fonts
Leveraging symbols in formulas
Working with sparklines
Creating unconventional style charts
Fancy thermometer charts
Colored chart bars
BUILDING REPORT SOLUTIONS
Conceptualizing and understanding report solutions
Developing a report solution
Configuring spreadsheet report data options
Enabling background refresh
Refreshing data when opening the file
Combo-box data modelling tool
List-box data modelling tool
Form controls data modeling tools
Spinner
Option-button modeling
Check-box data models
Combo and group-box
MACRO CHARGED REPORTING
Recording, editing, and testing VBA macros
Building a macro-driven reconciliation program
Building a budget variance reporting program
Building a vendor and invoice analysis report