Microsoft Excel Dashboards and Reports 2017-09-15T14:21:16+00:00

Project Description

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Welkin Course Code: SEDR

Course Description

Excel dashboards and reports are powerful means to improve Excel data visualization. A dashboard report is a way to visually present important data in summary form so that you can make quick and effective decisions, in much the same way that a car dashboard works. Because of its flexibility, you can virtually design any dashboard in Excel exactly the way you want. This course is designed for Excel users who want to perform data modeling and create interactive reports by making the best use of the dashboard and reporting features in Excel 2010. You will learn:

  • Building data models for dashboards and reports
  • Planning and building eye-catching dashboards
  • Using effective chart types to present different types of business data
  • Customizing charts for professional presentation
  • Creating PivotCharts
  • Creating Sparklines to show data trends or distribution
  • Advanced charting techniques to create interactive charts and with dynamic contents
  • Using Macros in manipulating dashboards

Learn from the Experts

Get Professional Recognition

mos-certificate

Certify your Excel skills with Microsoft Office Specialist Excel certification. The certification is not a requirement for course completion but we highly recommend you to get your skills professionally recognized.

Remark: The course fee does not include the certification exam.

Further Study

After completing this course you may further develop your knowledge and skills with the course Data Analysis with Microsoft Excel.

Course Fee

$3060

Course Duration

12 Hours

Course Prerequisites

Course participants are expected to have a general knowledge of Microsoft Excel.

Title of Award

Upon successful completion of the course, students will receive a Certificate of Achievement for the course.

Schedule & Online Enrolment
Enquiry/Booking
COURSE INFODATES(dd/mm)TIMEDURATIONDAY(S)AMOUNT
SEDR-17101K
 Mongkok
 Cantonese / PC
17/10~18/10
0930-1230
1400-1700
12 hrs/
4 sessions
TUE, WED3,060.00
SEDR-35C18K
 Mongkok
 Cantonese / PC
18/10~27/10
1900-220012 hrs/
4 sessions
WED, FRI3,060.00
SEDR-13C23C
 Central
 Cantonese / PC
23/10~1/11
1900-220012 hrs/
4 sessions
MON, WED3,060.00
SEDR-17111C
 Central
 Cantonese / PC
20/11~21/11
0930-1230
1400-1700
12 hrs/
4 sessions
MON, TUE3,060.00
SEDR-24C12K
 Mongkok
 Cantonese / PC
12/12~21/12
1900-220012 hrs/
4 sessions
TUE, THU3,060.00
SEDR-17121K
 Mongkok
 Cantonese / PC
14/12~15/12
0930-1230
1400-1700
12 hrs/
4 sessions
THU, FRI3,060.00
SEDR-6A33C
 Central
 Cantonese / PC
16/12~13/1
1000-130012 hrs/
4 sessions
SAT3,060.00
SEDR-6A3K
 Mongkok
 Cantonese / PC
3/2~3/3
1000-130012 hrs/
4 sessions
SAT3,060.00
SEDR-24C6C
 Central
 Cantonese / PC
6/2~15/2
1900-220012 hrs/
4 sessions
TUE, THU3,060.00
SEDR-6D17K
 Mongkok
 Cantonese / PC
17/3~24/3
1000-1300
1400-1700
12 hrs/
4 sessions
SAT3,060.00
SEDR-13C26K
 Mongkok
 Cantonese / PC
26/3~9/4
1900-220012 hrs/
4 sessions
MON, WED3,060.00
Microsoft Excel Dashboards & Reports 2010
Complete your Enrol
How to enrol/pay online

Excel dashboards and reports are powerful means to improve Excel data visualization. A dashboard report is a way to visually present important data in summary form so that you can make quick and effective decisions, in much the same way that a car dashboard works. Because of its flexibility, you can virtually design any dashboard in Excel exactly the way you want. This course is designed for Excel users who want to perform data modeling and create interactive reports by making the best use of the dashboard and reporting features in Excel 2010.

You will Learn:

  • Building data models for dashboards and reports
  • Planning and building eye-catching dashboards
  • Using effective chart types to present different types of business data
  • Customizing charts for professional presentation
  • Creating PivotCharts
  • Creating Sparklines to show data trends or distribution
  • Advanced charting techniques to create interactive charts and with dynamic contents
  • Using Macros in manipulating dashboards

  1. Introducing Dashboards
    • Defining reports
    • Defining dashboards
    • Establish the audience
    • Defining the performance measures (KPI)
    • Defining required data sources
    • Establish the update schedule
    • Dashboard Examples
  2. Developing Data Model
    • Building a Data Model
    • Excel Functions used to build the Data Model
    • Working with Excel Tables
  3. Working with Charts
    • Creating the chart
    • Choosing a chart type
    • Working with Chart Series
    • Creating chart that show trending
    • Creating Chart that group and Bucket Data
    • Creating Chart that display performance against a target
  4. Working with PivotTable
    • The Four Areas of a PivotTable
    • Creating Your First PivotTable
    • Customizing field names
    • Applying numeric formats to data fields
    • Changing summary calculations
    • Creating Useful Pivot-Driven Views
    • Creating views by month, quarter, and year
    • Creating a percent distribution view
    • Creating a YTD totals view
    • Creating a month-over-month variance view
    • Creating a PivotChart
  1. Using Excel Sparklines
    • Introducing Sparklines
    • Creating Spartlines
    • Customizing Sparklines
  2. Advanced Visualization technique
    • Dynamic labels
    • Linking Formulas to text Boxes
    • Formula-Driven labels
  3. Finalizing Excel Dashboard
    • Adding components that show trending
    • Adding components that group data
    • Adding components that show performance against a target
  4. Automating Your Dashboards
    • Introducing the macro Recorder
    • Excel Macro Example
    • Adding interactive controls to your dashboard
  1. Proceed with on-line registration or send the completed enrolment form (download) to us together with a cheque (made payable to Welkin Compuer Training) for the program fee.
  2. CEF applicants have to complete the CEF Application Form (download) and send it to us for certification. They will then send the form to the Office of the Continuing Education Fund, Room 916, 9/F, Kwai Hing Government Offices, 166-174 Hing Fong Road, Kwai Chung, New Territories, together with a photocopy of their HKID Card before course commencement.
  3. Applicants will receive application results from the Office of the CEF within 14 working days.