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Excel - KPI Dashboards
Level - Advanced
If you need to quickly and accurately make sense of your company's raw data, this Excel - KPI Dashboards course is for you. It introduces you to KPIs and dashboard design processes and will help you build an interactive KPI Dashboard.
2 days
Overview
This course introduces the financial tools and formulas available in Excel. You will learn how to handle raw data, use functions to create performance metrics, and build mini charts, pivot tables and pivot charts typically used in dashboards.
Content
- Understand KPI data
- Advanced functions
- Advanced protection
- Advanced charts
- PivotTables and PivotCharts
- Conditional formatting
- Hyperlinks
Learning Outcomes
Participants should be able to:
- Have the understanding of what type of data is required to be collected and how best to format in order to create useful KPI Dashboards
- Know how to access, construct and order nested and concatenated formulas in order to turn simple collated data into suitable KPI Dashboard data
- Know how to convert KPI Dashboard data into effective reporting graphs and PivotTables which can be used in forecasting and performance review meetings.
Level - Intermediate
This course focuses on expanding your knowledge of Microsoft Excel’s functions and understanding how to write well-structured formulas.
Level - Advanced
This course introduces Power Query to discover, connect to and import data into Microsoft Excel. It also focuses on using PowerPivot to remodel and enhance the imported data by writing queries through Power Query M language.
Level - Advanced
Working with long documents in Microsoft Word can be a challenge. We will show you how to format documents quickly and consistently, how to add numbered headings, create a table of contents, an index, table or figure captions and cross-references.
Level - Advanced
This course will introduce and extend VBA programming within Microsoft Excel. Participants will be able to create and manage complicated macros.