Training on Advanced Excel Dashboards

Training on advanced excel dashboard teaches how one can produce Excel dashboards capable of updating with the press of Refresh switch, or via a message and paste of the latest details into the spreadsheet. Even, analysis and insight alerts are provided by Excel Dashboards. They're dynamic and interactive, and have wide range of uses, offering assistance with project management, KPI management, customer service, forecasting. They typically place on a single web page, displaying essential fashion, data, and comparisons in tiny tables or graphs.

 Who can attend?

Anybody with an average understanding of Excel desiring to understand how you can produce dashboards that will improve the spreadsheets of theirs with readily understood and active data displays.

Program Objectives:

• Creating Professional Dashboards

• Pivot Tables and also Pivot Charts, Functions, Conditional Formatting, Macros and formulas

• Create visualizations charts

Program Content on Training on advanced excel dashboard

MODULE 1:  Introduction to Dashboards

MODULE 2:  Inserting Graphics for a Dashboard

o   Inserting a Chart

o   Sparkline’s with Dashboards

o   Tables to Dynamically Link Charts & Lists

o   Linking Charts Across Worksheets

MODULE 3: Functions and Formulas

o   The OFFSET Function

o   Nested IF Statements Using the AND and OR Operators

o   VLOOKUPs

o   The MATCH Function

MODULE 4:  Dashboard Navigation

o   Creating Bespoke Navigation Bars

o   Creating Dashboard Links

o   Using Named Objects

MODULE 5: Workbook’s Layout and Structure

o   Organizing Data in Data Tables using IFs

o   Table Formulas to Make Dynamic Charts

o   Table Formulas with Conditional Formatting

o   OFFSETs, VLOOKUPs and Name Range Lists

MODULE 6:  Using Excel Objects for Specialist Dashboard Views

o   Adding a Data Bar into your Dashboard

o   Creating a Window Chart

o   Creating an Advanced Comparison Chart

o   Creating a Timeline Chart

MODULE 7: Using Macros and VBA with Dashboards

o   Macros and the Visual Basic Interface

o   Configuring Controls using Macros

o   Ironing out Minor Issues in your Dashboard with VBA

o   The Select Case

PLEASE NOTE

• All the participants should be conversant with the English language.
• All our courses involve a mix of one on one presentations, web based tutorials, group discussions, and practical exercises.
• All courses can be tailor made and adjusted to meet the client’s needs.
• We have a team of professional experts who work as professionals and trainers in their respective fields.
• Each participant will get an Uphilos Consultancy certificate, upon completion of each course.
• All our training sessions are held at Uphilos Center. For groups above five people we can train at any location in Kenya, above ten people any location within East Africa, and above twenty people at any location as per the client’s specifications.
• Participants will be responsible for their travel, dinner, airport transfers, and other personal expenses.
• Accommodation will be arranged upon request at a discounted price.
• All payments should be made two weeks prior to the training for better logistics. Proof of payment should be sent to [email protected]