EXCEL DASHBOARD AND REPORTS BASIC SKILLS

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1 Let s Reach For Excellence! TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC Address: 103 Pasteur, Dist.1, HCMC Tel: ; traincert@tdt-tanduc.com Website: EXCEL DASHBOARD AND REPORTS BASIC SKILLS Duration: 02 days This course introduces you to the topics of dashboards and reports, defining some of the basic concepts and outlining key steps to take to prepare for a successful project. This course also shows you how to design effective data tables, how you can leverage the sparkline functionality found in Excel Then, you can use to visualize data without the use of charts or graphs with a look at the various techniques. This course also provides a solid foundation in visualizing data using Excel charts. Starts with the basics, introducing you to Excel s charting engine. Focus on formatting techniques that enable you to build customized charts that fit your distinct needs. After that, takes you beyond basic chart-building with a look at some advanced business techniques that can help make your dashboards more meaningful. Demonstrate how to represent trending across multiple series and distinct time periods. Explore how best to use charts to group data into meaningful views. And then, demonstrates some of charting techniques that can help you display and measure performance against a target. Finally, you will be able to effectively leverage Excel charts to synthesize your data into meaningful visualizations. Authorized Training Silver Learning Authorized Training Authorized Training

2 WHAT YOU NEED TO HAVE The ideal candidate for this course will have the following: Some experience working with data and familiarity with the basic concepts of data analysis such as working with tables, aggregating data, and performing calculations Experience using Excel with a strong grasp of concepts such as table structures, filtering, sorting, and using formulas. COURSE OUTLINE PART 1: GETTING STARTED WITH EXCEL DASHBOARDS Chapter 1: Introducing Dashboards Module 1: What Are Dashboards and Reports? Defining reports Defining dashboards Module 2: Establish the User Requirements Define the message(s) Establish the audience Define the performance measures List the required data sources Define the dimensions and filters Determine the need for drill-down details Establish the update schedule Module 3: A Quick Look at Dashboard Design Principles Rule number 1: Keep it simple Use layout and placement to draw focus Format numbers effectively Use titles and labels effectively Module 4: Key Questions to Ask Before Distributing Your Dashboard Does my dashboard present the right information? Does everything on my dashboard have a purpose? Does my dashboard prominently display the key message? Can I maintain this dashboard? Does my dashboard clearly display its scope and shelf life? [1]

3 Is my dashboard well documented? Is my dashboard user-friendly? Is my dashboard accurate? Chapter 2: Table Design Best Practices Module 1: Table Design Principles Use colors sparingly De-emphasize borders Use effective number formatting Subdue your labels and headers Module 2: Enhancing Reporting with Custom Number Formatting Number formatting basics Formatting numbers in thousands and millions Hiding and suppressing zeros Applying custom format colors Formatting dates and times Adding conditions to customer number formatting Chapter 3: Using Excel Sparklines Module 1: Understanding Sparklines Module 2: Applying Sparklines Module 3: Creating Sparklines Module 4: Customizing Sparklines Sizing and merging sparkline cells Handling hidden or missing data Changing the sparkline type Changing sparkline colors and line width Using color to emphasize key data points Adjusting sparkline axis scaling Faking a reference line Specifying a date axis Auto-updating sparkline ranges [2]

4 Chapter 4: Chartless Visualization Techniques Module 1: Enhancing Reports with Conditional Formatting Applying basic conditional formatting Adding your own formatting rules manually Show only one icon Show Data Bars and icons outside of cells Representing trends with icon sets Module 2: Using Symbols to Enhance Reporting Module 3: Using Excel s Camera Tool Finding the Camera tool Using the Camera tool Enhancing a dashboard with the Camera tool PART 2: INTRODUCING CHARTS INTO YOUR DASHBOARDS Chapter 5: Excel Charting for the Uninitiated Module 1: What Is a Chart? Module 2: How Excel Handles Charts Embedded charts Chart sheets Module 3: Parts of a Chart Module 4: Basic Steps for Creating a Chart Creating the chart Switching the row and column orientation Changing the chart type Applying chart styles Applying a chart style Adding and deleting chart elements Moving and deleting chart elements Formatting chart elements Module 5: Working with Charts [3]

5 Moving and resizing a chart Converting an embedded chart to a chart sheet Copying a chart Deleting a chart Copying a chart s formatting Renaming a chart Printing charts Chapter 6: Working with Chart Series Module 1: Specifying the Data for Your Chart Module 2: Adding a New Series to a Chart Adding a new series by copying a range Adding a new series by extending the range highlight Adding a new series using the Select Data Source dialog box Adding a new series by typing a new SERIES formula Module 3: Deleting a Chart Series Module 4: Modifying the Data Range for a Chart Series Using range highlighting to change series data Using the Select Data Source dialog box to change series data Editing the SERIES formula to change series data Module 5: Understanding Series Names Changing a series name Deleting a series name Module 6: Adjusting the Series Plot Order Module 7: Charting a Noncontiguous Range Module 8: Using Series on Different Sheets Module 9: Handling Missing Data Module 10: Controlling a Data Series by Hiding Data Module 11: Unlinking a Chart Series from Its Data Range Converting a chart to a picture Converting a range reference to arrays Module 12: Working with Multiple Axes [4]

6 Creating a secondary value axis Creating a chart with four axes Chapter 7: Formatting and Customizing Charts Module 1: Chart Formatting Overview Selecting chart elements Common chart elements UI choices for formatting Module 2: Adjusting Fills and Borders: General Procedures About the Fill tab Formatting borders Module 3: Formatting Chart Background Elements Working with the chart area Working with the plot area Module 4: Formatting Chart Series Basic series formatting Using pictures and graphics for series formatting Additional series options Module 5: Working with Chart Titles Adding titles to a chart Changing title text Formatting title text Linking title text to a cell Module 6: Working with a Chart s Legend Adding or removing a legend Moving or resizing a legend Formatting a legend Changing the legend text Deleting a legend entry Identifying series without using a legend Module 7: Working with Chart Axes [5]

7 Value axis versus category axis Value axis scales Using time-scale axes Creating a multiline category axis Removing axes Axis number formats Module 8: Working with Gridlines Adding or removing gridlines Module 9: Working with Data Labels Adding or removing data labels Editing data labels Problems and limitations with data labels Module 10: Working with a Chart Data Table Adding and removing a data table Problems and limitations with data tables Chapter 8: Components That Show Trending Module 1: Trending Dos and Don ts Using chart types appropriate for trending Starting the vertical scale at zero Leveraging Excel s logarithmic scale Applying creative label management Module 2: Comparative Trending Creating side-by-side time comparisons Creating stacked time comparisons Trending with a secondary axis Module 3: Emphasizing Periods of Time Formatting specific periods Using dividers to mark significant events Representing forecasts in your trending components Module 4: Other Trending Techniques [6]

8 Avoiding overload with directional trending Smoothing data Chapter 9: Components That Group Data Module 1: Listing Top and Bottom Values Organizing source data Using pivot tables to get top and bottom views Using Histograms to Track Relationships and Frequency Adding formulas to group data Adding a cumulative percent Module 2: Using a pivot table to create a histogram Module 3: Emphasizing Top Values in Charts Chapter 10: Components That Show Performance Against a Target Module 1: Showing Performance with Variances Module 2: Showing Performance Against Organizational Trends Module 3: Using a Thermometer-Style Chart Module 4: Using a Bullet Graph Creating a bullet graph Adding data to your bullet graph Final thoughts on formatting bullet graphs Module 5: Showing Performance Against a Target Range [7]