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Data analysis and dashboard reporting in excel

Data analysis and dashboard reporting in excel
Data analysis and dashboard reporting in excel
Data analysis and dashboard reporting in excel

Many of us struggle to make sense of all the data that is available in this information age. With such a deluge of reports and statistics, it’s no wonder that data is often misinterpreted or not communicated at all.

Learn how to synthesise information into a logical framework, summarise it into a meaningful format, and then display the summary into easy-to-read tables and graphs in this two day course. Covering dashboard reporting, balanced scorecards, visual design of charts and tables, this course will also explore the new charting and analysis features of Excel.

2 Days
Duration
12
CPE credits
Data analysis and dashboard reporting in excel

This course will explore the new charting and analysis features of Excel and covers dashboard reporting, balanced scorecards as well as visual design of charts and tables.

Data analysis and dashboard reporting in excel

This course is very hands-on and practical. Each participant will be expected to create their own reports, charts and models utilizing the tools and techniques covered during the course.

Data analysis and dashboard reporting in excel

This course is suitable for anyone who is required to analyse data, present reports or construct dashboards in an organisation. Participants should have an elementary understanding of Excel in order to benefit from this course.

We have three discount options available, however please check with us directly for details as discounts are limited to certain cities.

  • 5% early bird discount for registrations completed one month before session date
  • 10% corporate discount for a minimum of 3 registrations : Contact us directly
  • 15% discount for groups of 4 or more delegates

The discounts cannot be combined.

Want to run this in-house?
Course structure

In this course, participants will:

Day 1

  • Data Analysis Tools
  • Tool selection –Excel vs. other BI alternatives
  • What’s new in the latest version of Excel
  • Shortcuts for data manipulation in Excel
  • Pivot Tables
  • Overview of the free Microsoft add-in to Excel, PowerPivot
  • Using Excel as a Data Analysis Tool
  • Essential Excel tools and functions
  • Working with text
  • Cleaning data
  • Creating a robust formula
  • Charting in Excel
  • Working with charts in Excel
  • Charting on different axis
  • Bubble and Waterfall charts
  • Charting with dynamic ranges

Day 2

  • Interpretation of financial statements
  • How to read financial information
  • Ratio analysis covering : Profitability solvency and stability, liquidity, efficiency, techniques for improving working capital management and investor ratios
  • Limitations and pitfalls of numerical analysis
  • Qualitative measures of performance
  • Financial decision making
  • How financial decisions are made
  • Net present value, internal rate of return, payback period
  • Relevant cash flows
  • Opportunity costs
  • Time value of money
  • Cost behaviours and management
  • Different types of costs
  • Direct and indirect costs
  • Fixed, variable costs, semi variable and stepped costs
  • How much does something cost?
  • Absorption and activity based costing
  • Impact on pricing
  • Break even analysis
  • Budgeting and forecasting
  • Perceptions around budgeting
  • Planning, budgeting and forecasting and it’s difference
  • The budget cycle and how to prepare a budget
  • Monitoring performance against budget

Schedule
Schedule

There are no scheduled dates for this course. Fill out the form to check future dates or deliver the course in-house

Trainers
Frequently asked questions

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