CERTIFIRCATE IN DATA ANALYSIS AND DASH BOARD REPORTING

CERTIFIRCATE IN DATA ANALYSIS AND DASH BOARD REPORTING

Duration :  4 Days

Target Group:Finance professionals involved in budgeting and investment analysis or anyone who
uses financial models for business decisions, financial planning and analysis.

OBJECTIVES:

• Understand the principles of data analysis
• Discover the tools to analyse data and build reports using your existing Excel skills
• Know how to use visual effects to improve reports and presentations
• Explore how to summarise, present and communicate data clearly and concisely
• Improve the efficiency of performing routine tasks through recording, writing and editing
  powerful macros
• Learn the principles of good dashboard design and how to present data graphically

Related Competency:

• Data Analysis
• Database Administration & Design
• Learning & Development (ICT)
• Analytical Thinking
• Operational Excellence
• Communication

PROGRAM CONTENT:

• Introducing dashboards
• Defining a dashboard
• Defining a report
• User requirements
• Establishing the audience
• Purpose of the dashboard
• Key measures
  Group Exercise: Identifying key performance indicators that support the purpose of a dashboard
• Dashboard dimensions and filters

Group Exercise: Identifying dimensions of a dashboard

• Dashboard design principles
• Layout and placement
• Using colour
• Effective number formatting
• Documentation
  Group Exercise: Using number formatting for effective data presentation
• Best practice in data modelling
• Separating data, analysis and presentation
• Structured source data
• Data requirements
• Worksheet structure
  7 Information Classification: General - Data model testing
  - Data model testing
• Excel functions and dashboardsThe VLOOKUP function
• The HLOOKUP function
• The CHOOSE function
• The SUMPRODUCT function
  Group Exercise: Applying functions in data modelling
• Ranges and tables
• Converting ranges to tables
• Converting tables to ranges
  Module Two
• Table design principles
• Using colour
• Using borders
• Number formatting
• Labels and headers
• Custom number formatting
• Number formatting basics
• Thousands and millions
• Working with zeroes
• Custom format colours
• Dates and times
  Group Exercise: Applying custom formatting to enhance data presentation
• Adding and customising sparklines
• Introducing sparklines
• Understanding sparklines
• Creating sparklines
• Customising sparklines
  Group Exercise: Creating and customising sparklines to enhance data presentation
• Using conditional formatting
• Enhancing reports
• Basic conditional formatting
• Symbols in formulas
  Group Exercise: Formatting data using Excel’s conditional formatting functionality
• Pivot tables
• Introduction
  8 Information Classification: General - Customising pivot tables
  - Building pivot tables
  - Customising pivot tables
  - Pivot-driven reporting
  - Top and bottom reports
  Group Exercise: Working with pivot tables
  Module Three
• Charting and visualisation techniques
• Using line charts
• Using area charts
• Using column charts
• Creating dynamic labels
• Comparative trending
• Time-period emphasis
• Using a secondary axis
• Using fancy fonts
• Creating unconventional style charts
• Coloured chart bars
  Group Exercise: Create and edit charts using best practice methods
• Top and bottom displays
• Creating top and bottom displays
• Dashboard displays
• Using pivot tables
• Top values
  Group Exercise: Formatting charts to highlight top values
• Variance displays
• Target vs. actual
• Performance vs. trends
  Group Exercise: Creating variance-based charts
• Progress bars
• Bullet graphs
• Using bullet graphs
• Creating bullet graphs
• Formatting bullet graphs
  Group Exercise: Creating bullet graphs 9 Information Classification: General Module Four
  Module Four
• Leverage macros to automate reporting
• Recording macros
• Running macros
• Enabling macros
• Editing macros
• Adding macros to dashboards and reports
  Group Exercise: Recording macros and adding macros to dashboards and reports
• Utilising form controls in dashboards
• Introducing form controls
• Adding controls to worksheets
• Button control
• Combo boxes
  Group Exercise: Using combo boxes to provide intuitive drop-down selection functionality
• Check boxes
• List boxes
• Option buttons
  Group Exercises:
  - Creating dynamic dashboard charts using option buttons
  - Enhancing dashboards by incorporating an interactive user-interface using form controls

For registration and inquires:

[email protected]