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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 - Advanced
This course concentrates on creating PivotTables and PivotCharts to present business data for analysis. It also focuses on how best to manage the underpinning business data using List Management techniques.
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