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Excel Analysis and Dashboards Training Indonesia
Learn to use Excel tools to build effective actionable dashboards.
Learn to use Excel tools to build effective actionable dashboards.
5.00
Learn to use Excel tools to build effective actionable dashboards.
Excel’s ability to integrate and visualize data is the focus of this day long course, using the latest features in Excel. Work through multiple exercises to learn to master the tools of data modelling, analysis and building visuals for effective Dashboards.
Participants will create a data model with a range of data sources using Power Pivot and use Get and Transform to connect and manipulate a range of data sources including cloud databases, websites and Facebook. Learn how to fully utilize Excel to create interactive Dashboards, Charting tools and Visualization techniques.
We complete the course by working through a Case Study pulling all the aspects we teach on the day together.
- Business Case Study – We start with raw sales data for a Comedy Roadshow. We model the data using PowerPivot, creating relationships and the necessary calculations to build our interactive Dashboard for assessing Sales performance and profitability across various cities. Read our full course outline here.
Course Details
Download Course PDF
Upcoming Courses
Excel Specialist Training Courses
Analysis & Dashboards Financial Modelling Excel Macros/VBA 2 DayExcel Analysis and Dashboards Indonesia Course Content
- Data Modelling
- Starting a dataset in Excel
- Multiple Tables
- Data Modelling
- Get & Transform
- Understanding Get & Transform
- Understanding the Navigator Pane
- Creating a New Query From a File
- Creating a New Query From the Web
- Understanding the Query Editor
- Displaying the Query Editor
- Managing Data Columns
- Get & Transform (cont'd)
- Reducing Data Row
- Adding a Data Column
- Transforming Data
- Editing Query Steps
- Merging Queries
- Working With Merged Queries
- Saving and Sharing Queries
- The Advanced Editor
- Power Pivot
- Understanding Relational Data
- Common Sense Data Modelling
- Enabling Power Pivot
- Connecting to a Data Source
- Working with The Data Model
- Working with Data Model Fields
- Changing A Power Pivot View
- Power Pivot (cont'd)
- Creating A Data Model PivotTable
- Using Related Power Pivot Fields
- Creating A Calculated Field
- Creating A Concatenated Field
- Formatting Data Model Fields
- Using Calculated Fields
- Creating A Timeline
- Adding Slicers
- Great functions for Analysis
- Understanding Data Lookup Functions
- Using CHOOSE
- Using VLOOKUP
- Using VLOOKUP For Exact Matches
- Using HLOOKUP
- Using INDEX
- Using SUMIF
- Using SUMIFS
- Using SUMPRODUCT
- Data Validation
- Validation Criteria
- Input Messages & Error Messages
- Drop-Down Lists
- Formulas
- Customised Validation Criteria
- Creating A Number Range Validation
- Data Validation (cont'd)
- Testing A Validation
- Creating an Error Message
- Creating a Drop Down List
- Using Formulas as Validation Criteria
- Circling Invalid Data
- Removing Invalid Circles
- Using Sparklines to show trends
- What is a Sparkline?
- Types of Sparklines
- Showing Sparklines only
- Specifying a Date Axis
- Hidden Data and Sparklines
- Sparklines and Targets
- Using Conditional formatting
- Using Conditional Formatting with a Dashboard
- Top 10 & Custom Formatting
- Data Bars
- Show data bars outside the data cell
- Colour Scales
- Icon Sets
- Creating Rules Based Icon Set
- Removing unnecessary icons
- Using Symbols in Reporting
- Using the Camera Tool
- Pivot Tables
- Structure of Pivot Tables
- Using Compound Fields
- Counting in A PivotTable
- Formatting PivotTable Values
- Working with Grand Total & Subtotals
- Finding the Percentage of Total
- Finding the Difference From
- Grouping in PivotTable Reports
- Creating Running Totals
- Pivot Tables
- Creating Calculated Fields
- Providing Custom Names
- Creating Calculated Items
- PivotTable Options
- Sorting in a PivotTable
- Top and Bottom Views
- Date Grouping Options
- Hiding or Showing Data Items
- Conditional Formatting and Sparklines in Pivot Tables
- Pivot Caches and File Size
- PivotCharts
- Inserting a PivotChart
- Defining the PivotChart Structure
- Changing the PivotChart Type
- Using the PivotChart Filter Field Buttons
- Moving Pivot Charts to Chart Sheets
- Moving Pivot Charts to Chart Sheets
- Slicers in Reports
- What are Slicers?
- Creating Slicers
- Using a Slicer on Multiple Pivot Tables
- Renaming Pivot Tables
- Timeline Slicer
- Trending Charts
- Why do we use Trending Charts?
- Appropriate Chart Types for Trending
- Vertical or Y-Axis Scales
- Chart Titles linking to a Cell
- Comparative Trending
- Labelling
- Using a Secondary Axis
- Formatting Key Data Points
- How to display Actuals and Forecasts
- Averages and Data Smoothing
- Other Report Charts
- Top and Bottom Charts
- How to show Top or Bottom in Data Labels
- Waterfall Charts
- Histograms
- Creating Histograms using Formulas
- Creating Histograms using Pivot Tables
- Creating Histograms using Excel’s Statistical Charts
- Charting performance against a target
- Performance against Targets
- Creating Thermometer Chart
- Bullet Graph
- Defining Dashboards
- Purpose of a Dashboard
- Working out what is needed
- What are the data sources
- Will the audience need further data to drill-down to?
- How often will/can the data refresh?
- Does it need to be maintained?
- How easy will it be to maintain?
- Dashboard Design Principles
- Thirteen common mistakes in dashboard design
- Making an Interface
- Using Macros with Dashboards
- Recording a Macro
- Navigation using Macros
- Macros to Change Chart types
- Macros and Pivots
- Pulling it all together – Case Study
- We start with raw sales data for a Comedy Roadshow. We model a the data using PowerPivot, creating relationships and the necessary calculations to build our interactive Dashboard for assessing Sales performance and profitability across various cities.
Frequently Asked Questions
Which Excel Course is right for me?
Everyone uses Excel differently but as Excel consultants, we are aware of the core concepts relevant to all workplaces. Our Excel Specialist courses focus on different aspects of Excel and how it is used across different roles. The Financial Modelling course introduces building models in excel in line with best practices. Analysis and Dashboards concentrates on building more advanced visuals and introducing Power Query. For those seeking to automate tasks in Excel, our VBA course will be the best fit.
How many students are typically in an Excel Specialist Training Course?
While this varies from session to session, we typically have 4 - 6 students in our Excel Specialist classes. We cap our classes at 10 students. This is to ensure the quality of training remains high and that all students can ask questions and engage in discussion.
What is Remote Training?
Remote training at Nexacu means our team of experienced trainers will deliver your training virtually. Students can access our usual classroom training courses via video conferencing, ask questions, participate in discussions, and share their screen with the trainer if they need help at any point in the course. Students have the same level of participation and access to the trainer as they would in classroom training sessions.
What should I do to prepare for my online course?
You need to install the latest version of Excel and ensure you have the appropriate license to use it.
The Browser you use is very important. It is recommended you use Chrome, Edge, or Firefox. The latest version must also be installed. Note that Internet Explorer is not compatible with our delivery technologies.
Windows 10 is highly recommended as the operating system you use. Apple devices and macOS are not suitable for this course.
To download and unzip files, log in to your student portal. Click on the "Materials" tab and download your exercise files.
Extract your Exercise Files to the folder specific to your course, as seen below. You will need to create this folder.
