Workshop: Wow with Excel Dashboards

Type: Hands-on Microsoft Excel and non-programming workshop (6-hr on-line OR 7-hr in-person)

Duration: 9 am to 5 pm (excluding one-hour lunch break; lunch & tea break are provided for the 7-hr in-person workshop only)

Target Audience: Busy executives and working professionals who want to leverage on using impactful Dashboards to track Key Performance Indicators or communicate simply and clearly.

Synopsis: Dashboards are essential tools for monitoring Key Performance Indicators in many industries and domains e.g. Sales, Marketing, Engineering, Finance, Human Resource, Info Tech, Learning Institutions. They are also excellent communication tools for telling a story in a visual manner.

Learn essential skills, tips and techniques to build robust, interactive and professional looking Dashboards with Microsoft Excel. Participants will learn to design and implement an effective dashboard in a systematic and methodical approach based on a blueprint.

For the 7-hr in-person workshop, the last segment is a guided project which gives the participants an opportunity to integrate the dots – apply what they have learnt in a real-life scenario.

Prerequisites: The participants need to have a basic knowledge of using an Excel spreadsheet. The participants must bring along their own laptops with certified running copy of Excel 2010 or later versions.

Trainer: Eric Hong (MBA, MSc, BEng, PGDE) has worked more than 10 years at US MNCs in business and engineering. He has extensive teaching experience in Software Development, Engineering and Physics. Eric is the founder of IntegrateDots, a consulting and training company that specializes in Data Analytics and Software Automation.

 

Course Outline

  • Introduction
    • what’s a Dashboard?
    • why have a Dashboard?
  • Design Effective Dashboards
    • make it cool, dynamic & automated
    • biases in human vision perception
    • design considerations
    • building blueprint
    • case studies
  • Building Blocks
    • essential Excel functions
    • dynamic & pivot table
    • conditional formatting
    • form controls
  • Data Visualization
    • suitable native graphs
    • one-cell elements
    • non-native small form factor graphs
  • *Project (only applicable for the 7-hr in-person workshop)
    • build a cool, interactive & automated Dashboard

 

Read what participants have said about this workshop.

If you prefer this workshop to be conducted on your premises or need to customize the workshop to better suit your needs, please contact us. We’d be delighted to hear from you!