• Excel Dashboards and Reports for Beginners (2 days)

Excel Dashboards and Reports for Beginners (2 days)

From: 22 October 2019
To: 23 October 2019
BIDI Training Room* Prudential Tower lantai 16
Jl. Jend Sudirman Kav. 79 Jakarta Selatan
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  • Summary

Excel Dashboards and Reports for Beginners

The goal of this training is to show you how to leverage Excel functionality to build and manage better reporting mechanisms. Each session provides a comprehensive review of the technical and analytical concepts that help you create better reporting components — components that can be used for both dashboards and reports. It’s important to note that this training is not a guide to visualizations or dashboarding best practices. This training is focused on the technical aspects of using Excel’s various tools and functionality and applying them to reporting.

The training is organized into several sessions.

Part I: Getting Started with Excel Dashboards & Reports

Part I is all about helping you think about your data in terms of creating effective dashboards and reports. This introduces you to the topic of dashboards and reports, giving you some of the fundamentals and basic ground rules for creating effective dashboards and reports. Later, it shows you a few concepts around data structure and layout. In this part, you will learn the impact of a poorly planned data set and will discover the best practices for setting up the source data for your dashboards and reports.


Part II: Building Basic Dashboard Components

In Part II, you take an in‐depth look at some of the basic dashboard components you can create using Excel. This part starts you off with some fundamentals around designing effective data tables. It shows you how you can leverage the Sparkline functionality found in Excel. Later, provides a look at the various techniques that you can use to visualize data without the use of charts or graphs. Finally, by introducing you to pivot tables and discussing how a pivot table can play an integral role in Excel‐based dashboards.


Part III: Building Advanced Dashboard Components

In Part III you go beyond the basics to take a look at some of the advanced chart components you can create with Excel. I will demonstrate how to represent time trending, seasonal trending, moving averages and other types of trending in dashboards. In this Part, you will explore the many methods used to bucket data — putting data into groups for reporting, in other words. Finally, it demonstrates some of charting techniques that can help you display and measure values versus goals.


Part IV: Advanced Reporting Techniques

Part IV focuses on techniques that can help you automate your reporting processes, and give your users an interactive user interface. It will provide a clear understanding of how macros can be leveraged to supercharge and automate your reporting systems. Additionally, it illustrates how you can provide your clients with a simple interface, allowing them to easily navigate through (and interact with) their reporting systems. The last part, it will show you how pivot slicers can add interactive filtering capabilities to your pivot reporting.

Bring your laptop with Excel 2010 (minimum)



Certified Valuation Analyst of IACVA.org & trainer in Corporate Finance & Valuation Topics


22-23 October, 2019

BIDI Training Room*

Prudential Tower Fl. 16

Jl. Jend. Sudirman Kav. 79 – Jakarta

*to be confirmed



Normal: Rp5.250.000

Group: Rp5.000.000 (3 persons or more)

Special Offer: Rp4.500.000 (before 15 October, 2019)