Infocan Training Limited

Dashboard and Report by using Excel 2016

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Course Information

  • 22 May 2021 (Sat) 9:30 AM - 4:30 PM
Registration period
1 Apr 2021 (Thu) - 18 May 2021 (Tue)
HKD 2,600
Course Level
Study Mode
6 Hour(s)

Course Overview

Physical Class in Kwun Tong Training Center and Private Class are available, click "Enquire Now" for enrollment and more training details

This course introduces business data presentation from management perspective, where manager and decision maker can be better informed by agile and accurate reporting about essential business operation. Excel Dashboard for management provides useful Indicators for business operation. Design with Excel interactive control, business data can be presented with flexible details.

Upon completion of this course, participants will be able to:

  • Describe usages of dashboard and report
  • Prepare Data Model for Dashboard
  • Create Tabular Report using PivotTable
  • Create Charts on Excel Dashboard to visualize data
  • Use Key Performance Indicator (KPI) to visualize business performance and status 
  • Add Interactivity Controls for drilling and filtering report data

What you'll learn

• Introduce Excel Dashboard and Report
‒ What are Dashboards and Reports?
‒ Dashboard Design Principles at a Glance

• Tabular Report Techniques
‒ Table Design Best Practices
‒ Enhance Report with Custom Number and Conditional Formatting
‒ Use Symbols to enhance report
‒ Build dashboard with Camera tool
‒ Introduce Sparkline
‒ Customize Sparkline

• Chart on the Dashboard
‒ Chart for Trending Techniques
‒ Top and Bottom Ranking and Emphasizing
‒ Relationship and Frequency Tracking Histograms
‒ Variance or Performance Chart
‒ Bullet Graphs
‒ Dynamic Labels and Text Formulas

• Data Model for Dashboard
‒ Build Data Model
‒ Data Model Best Practices
‒ Excel Functions for Data Model
‒ Work with Excel Tables • PivotTable Driven Dashboards
‒ PivotTable Driven Dashboards Overview
‒ Introduce PivotTable
‒ Customize PivotTable
‒ Filter Data on PivotTable

• Automate Dashboard
‒ Incorporate New Data Automatically
‒ Auto Refresh PivotTables

• Interactive Controls
‒ Introduce Form Controls
‒ Check Boxes for Toggling chart series on/off
‒ List Boxes for controlling multiple charts
‒ Option Buttons for showing views in on chart
‒ Buttons
‒ Combo Box for Changing chart data
‒ Dynamic Named Range
‒ Dynamic Ranges for Charts
‒ Dynamic Date Filters
‒ Rollover Technique
‒ Scroll and Sort Table

• Slicer Interactivity
‒ Introduce Slicers
‒ Create Timeline Slicers
‒ Slicers as Form Controls

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