Course Objectives

This course aims to equip learners with the necessary skills and knowledge to create insightful and impressive management reports using the various tools in Microsoft Excel.

Target Audience

This course is aimed at participants who have attended the basic Microsoft Excel course or have some working knowledge of Microsoft Excel.

Course Outline

Dashboard Fundamentals

• What is a dashboard
• Key characteristics of a dashboard

Planning Considerations

• Define information needs
• Acquire and arrange data

Dashboard Design Consideration

• Dashboard Dos and Don’ts
• Selecting appropriate tools
• Determine chart elements and colour selection
• Histogram

Reporting With PivotTable And PivotChart

• Insert and populate a PivotTable and PivotChart
• Update PivotTable data
• Using Slicer

Advanced Excel Tools

• Conditional formatting
• Using Range Names
• Create Drop-down list with data validation

Obtain Data With Excel Functions

• Use Lookup and Reference functions
• Use INDEX and MATCH functions
• Database functions

Create Excel Chart

• Create standard charts
• Combination chart
• Sparkline

Customising Chart Elements

• Format axis
• Display/format Data Labels

Advanced Chart Types

• Pareto chart
• Box & whisker chart
• Gauge or Speedometer chart