Dynamic Business Reports and Dashboards Using Excel


Course Objectives

By the end of the course, 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

Course Outline
  • 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
  • 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 
  • 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
  • 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
  • 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

المواعيد المتاحة

دبى
من 03-06-2024    الى 07-06-2024
ابو ظبي
من 02-09-2024    الى 06-09-2024
دبى
من 28-10-2024    الى 31-10-2024