Excel Data Visualisation and Dashboards

Excel Data Visualisation and Dashboards Course Outline
Instructor-led Online, Practical, Interactive
11am-6pm GMT
1-day


Introduction
Activating Power Pivot in Excel
Browse, Filter and Sort PowerPivot Data
PowerPivot Menu Options
The AutoSum Function in Power Pivot

Creating Pivot Tables with PowerPivot Data
Creating PivotTables
Changing the Method of Calculation
Pivot Table Calculations
Filtering with Slicers
PivotTable Filters and Slicers
Filtering PivotTables and PivotCharts
Creating Hierarchies

Excel techniques that are essential for Dashboards:
Offset
Lookup formulae (Vlookup, Hlookup, Match, Index)
Conditional formulae (If, Countifs, And, Or, etc.)
Aggregate formulae
Advanced filters to organise columns and filter rows

Visuals
Sparklines
Charting: Pie, Line, Area, Column, Scatter, Bar charts,
Charting: Axes, 2D, 3D chart elements, Sizing of charts
Charting: Formatting of charts
Create dashboard heat maps and other shapes
Conditional Formatting
Highlight top and bottom products/ people etc
Excel Dashboard Tips and Tricks including

Adding inter-activity
Forms and controls (for drop down lists to choose what you are comparing)
Linking cells to a text box
Linking cells to chart labels
Linking dynamically to changing ranges and values

Create Relationships with PowerPivot Data
Create Relationships to Master Data
Create PivotTables with Table Relationships

Refreshing Dashboards inline with changing data

Excel Course Certificate on completion (assessment based)
Excel Course notes, exercises, examples
To assist after the course, 1 free session for questions online
Max group size is 4.