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INTRODUCTION FOR EXCEL DASHBOARDS AND REPORTS

What’s the use of putting out reports that no one reads? Properly created dashboards are graphical representations that put data in a context for your audience, and they look really cool! How cool? You’ll find out when you see the dazzling examples in Excel Dashboards & Reports. And, before long, everyone’s eyes will be riveted to your dashboards and reports too!

This revolutionary guide shows you how to turn Excel into your own personal Business Intelligence tool. You’ll learn the fundamentals of using Excel to go beyond simple tables to creating dashboard-studded reports that wow management. Get ready to catch dashboard fever as you find out how to use basic analysis techniques, build advanced dashboard components, implement advanced reporting techniques, and import external date into your Excel reports.

COURSE OBJECTIVES

Discover how to:

•  Unleash the power of Excel as a business intelligence tool
•  Create dashboards that communicate and get noticed
• Think about your data in a new way
• Present data more effectively and increase the value of your reports
• Create dynamic labels that support visualization
• Represent time and seasonal trending
• Group and bucket data
• Display and measure values versus goals
• Implement macro-charged reporting

COURSE CONTENTS

Module 1 – Making the Move to Dashboards

• Getting in the dashboard State of Mind
• Building a Super Model

Module 2 – Building Basic Dashboard Components

• The Pivotal Pivot Table
• Excel Charts for the Uninitiated
• The New World of Conditional Formatting
• The Art of Dynamic Labeling

Module 3 – Building Advanced Dashboard Components

• Components That Show Trending
• Components That Group and Bucket Data
• Components That Display Performance against a Target

Module 4 – Advanced Reporting Techniques

• Macro-Charged Reporting
• Giving Users an Interactive Interface

Module 5 – Working with the Outside World

• Using External Data for Your Dashboards and Reports
• Sharing Your Work with the Outside World

Module 6 – The Part of Tens

• Ten Chart Design Principles
• Ten Questions to Ask Before Distributing Your Dashboard