How to Create Excel Dashboards Using Pivot Tables: In-Person Seminar training seminars presented by ComplianceOnline register now on FindaSeminar.com

findaseminar logo balls FindaSeminar.com
event search registration and marketing services since 2002
Advanced Search
 
 

How to Create Excel Dashboards Using Pivot Tables: In-Person Seminar  

 Email information about this seminar How to Create Excel Dashboards Using Pivot Tables: In-Person Seminar by ComplianceOnline to yourself your manager or associates Email this event... View and register for other training seminars like How to Create Excel Dashboards Using Pivot Tables: In-Person Seminar by ComplianceOnline on FindaSeminar.com Find similar training.. Find and register for other training seminars by ComplianceOnline on FindaSeminar.com Other seminars from ComplianceOnline

By:

training seminars by ComplianceOnline ComplianceOnline   

For:

CFO's, Financial Controllers, Accounting and Finance Managers and Staff, Financial Analysts, Budget Directors and staff, CPAs, Auditors, Administrators and Managers

Cost:   

see Registration info for seminar cost, group discount etc.

Seminar Summary:

There are two major methods to produce Excel Dashboards: (1) Pivot Tables and (2) Dynamic Interactive Charts which are different and much more complex than normally produced charts. (see full course description)

 

 Seminar / Training class dates & locations

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

Excel+pivot+table+dashboards+fields+creating+slicers+tools+basics+charts training seminars workshops conferences online training

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search

NEW  Don't miss training you want to attend

Receive a personal Training Alert when training you want to attend comes to your area. Create a personal Training Alert now  it's Free and only takes a minute!


 

 

 

share this page 

print the agenda print agenda for the How to Create Excel Dashboards Using Pivot Tables: In-Person Seminar seminar

 

 

Training Course Syllabus:


How to Create Excel Dashboards Using Pivot Tables

Course Description:

Excel Dashboards are the new buzzword employers are searching for. If you have, or want a career that involves creating reports in Excel, then you need to know how to build impressive, interactive, visually stunning, Excel dashboards. This practical, one-day workshop will leave you with Excel techniques you can immediately put to use making killer dashboards that set your skill level apart from others

There are two major methods to produce Excel Dashboards: (1) Pivot Tables and (2) Dynamic Interactive Charts which are different and much more complex than normally produced charts. The first method is easier and this one day seminar will focus on How to Create Excel Dashboards Using Pivot Tables.

This one-day workshop is designed for the professional who has used Excel often but does not have a crystal-clear understanding of Charts, Pivot Tables, Pivot Charts, Pivot Slicers and how to use these features to construct dynamic, interactive, automatically-updating Excel Dashboards. Our one-day workshop will help you master three critical Excel skills in just one day: (1) Charts, (2) Pivot Tables and (3) Dashboards. Pivot Tables also include Pivot Charts and Slicers.

Microsoft Excel dashboards are powerful tools that summarize spreadsheet data to render a concise overview of critical business metrics. Dashboards provide an excellent and succinct way to share a "snap shot" view of key performance indicators (KPIs) for both small businesses and enterprise-level organizations. You can buy expensive software to create dashboards, but before you do, take one day to learn about incredible Excel tools you can use to save thousands in new software purchases.

This one-day practical workshop will update your Excel skills by teaching you how to create impressive Dashboards even if you don’t have artistic talent. At the conclusion of this seminar you´ll be able to create amazing, interactive Excel dashboards that update at the click of a button and leave a lasting ´wow´ impression.

In order to create eye-catching Excel dashboards you need to understand how to create professional-level Excel charts and use Excel Pivot Tables, Pivot Tables and Slicers. We’ll show you this and much more – in just one practical, incredibly informative day!

The hallmark of an interactive, data-driven dashboard is the ability to see and understand data at the speed of thought. This on-the-job, nut-´n-bolts training workshop will deliver the skills you need to design well-planned Excel dashboards that present answers to questions in real-time, render visually striking displays, turn insight into action, help accomplish your firm’s objectives and improve your Excel skills.

Learning Objectives:

CHARTS - By the End of the Seminar You Will:

Create Charts Instantly with Shortcuts - Move and Resize Charts
Use the Design Tab To Fine Tune Your Chart for Stunning Visual Displays
Leverage Visual Analysis for Titles, Numbers, Striking Visual Displays and Greater Impact
PIVOT TABLES - By the End of the Seminar You Will:

Understand and Create Pivot Tables – The Backbone of Most Dashboards
Set Up Your Data and Create a Pivot Table in Less Than 5 Minutes.
Use the Pivot Table Field List to Slice and Dice Your Data
Instantly Interchange Rows and Columns of Information for Added Clarity and Analysis
Use Slicers to Filter Pivot Tables - Format and Size Slicers for Easy Client Use
Instantly Organize, Subtotal, Sort, Group and Summarize Numeric Data; Alphabetize as Necessary.
Add Dynamically Linked Tables, Drill-down Capacity, Charts and Slicers (Filters) to the Data Model
Create Slicers & Pivot Charts with WOW Power That Commands Respect for Your Work
Place Key Business Metrics in an Interactive Pivot Table for Instant Dashboard Analysis

DASHBOARDS - By the End of the Seminar You Will:

Use Excel Features to Build Interactive, User-defined Dashboards
Build an Optimum Dashboard for At-a-Glance Analysis and Decision Making
Follow Three Step-by-Step Case-Studies and Comprehensive Practical Examples:
Sales Team Effectiveness;
Profitability KPIs; and
HR Metrics and Analysis
Determine Which KPIs Will Be Used in Your Dashboard
Determine Charts To Use and How To Arrange Multiple Charts on a Dashboard - Size and Align
Create Professional-Level Interactive User Navigation and Filter Controls with Slicers
Follow Simple Excel Techniques To Make Powerful Dashboards - Separate Your Skill Level from Others

AGENDA:

Registration Process: 8:30 AM – 8:45 AM

Session Start Time: 8:45 AM

8:45 am – 9:00 am Introduction To Dashboards - Essential Elements

9:00 am – 10:30 am Excel Charts - Essentials to Professional Quality

10:30 am – 10:40 am Break

10:40 am – 12:00 noon Excel Pivot Tables - Fundamental to Intricate

Your Detailed Flowchart To Slice ´n Dice Data
Pivot Table, Design and Filter
Pivot Chart and Design Principles
Slicers, Function and Design
Setting up the Dashboard: Sizing and Aligning
12:10 pm Break

12:10 pm – 1:00 pm Dashboard Walkthrough Example I: Sales KPIs

1:00 pm – 2:00 pm Lunch

2:00 pm – 2:50 pm Dashboard Walkthrough Example II: Finance KPIs

2:50 pm – 3:40 pm Dashboard Walkthrough Example III: HR KPIs

3:40 pm – 3:50 pm Break

3:50 pm – 4:15 pm Introduction To Dynamic Interactive Charts

4:15 pm – 4:30 pm Course Wrap-up & Closing Comments (if any)

Seminar Summary:

There are two major methods to produce Excel Dashboards: (1) Pivot Tables and (2) Dynamic Interactive Charts which are different and much more complex than normally produced charts. (see full course description)

print this agenda print agenda for the How to Create Excel Dashboards Using Pivot Tables: In-Person Seminar training seminar

 view dates and locations for this seminar

 

 

 

Custom Search