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Using Excel in Business Report and Dashboard



Though many professionals use Excel on a daily basis, Excel has many undiscovered functions that can increase productivity even further. In this course, we will explore one of the relatively new tools brought by Excel to help professionals in cleaning up and preparing data for further analysis and reporting.15% of the course is theory based. 85% uses MS Excel as a powerful tool to design and prepare dynamic business reports, dashboards, and scorecards. Groups and individuals will be required to complete exercises, case studies and projects on a daily basis.

Course Objectives:

At the end of this course the participants will be able to:

  • Use their Excel expertise in data slicing and dicing, data massaging, data aggregation, data integration with Access, web, text, SQL, and other databases using pivot tables
  • Perform advanced and dynamic data validations
  • Design outstanding visualization charts, dashboards, scorecards, and flash reports
  • Develop master-level report solutions using advanced form controls and buttons
  • Record, write and edit powerful macros that will perform routine tasks in no-time

Targeted Audience:

Business professionals, accountants, finance analysts, senior and junior accountants, business analysts, accounting and finance professionals, research professionals, marketing and sales, administrative staff, supervisors, general staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.

Course Outlines:

Unit 1: Essential reporting requirement skills:

  • The 20 rules of pivot tables and pivot charts
  • Slicer techniques
  • Advanced pivot charts techniques
  • Multiple consolidation ranges
  • Importing text files
  • Connecting to access databases
  • Connecting to SQL databases
  • Customizing connections properties

Unit 2: Advanced data structuring techniques

  • Custom and advanced data validation
  • Creating and managing innovative conditional formatting
  • Dependent drop down list
  • Data validation with conditional formatting
  • Data entry form

Unit 3: Charting and visualization techniques

  • Creating dynamic labels
  • Using the camera tool
  • Working with formula-driven visualizations
  • Using fancy fonts
  • Working with sparklines
  • Fancy thermometer charts
  • Thermometer chart
  • Performance against chart range

Unit 4: 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 modeling
  • List-box modeling
  • Spinner
  • Option-button modeling
  • Check-box data models
  • Combo box modeling

Unit 5: Macro charged reporting

  • Recording,editing,testing VBA macros.
  • Building a macro driven reconciliation program.
  • Building budget variance reporting program.
  • Building a vendor and invoice analysis report.

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