Dashboard Reporting in Microsoft Excel

Course Code: ASKDB8

Dashboard Reporting in Microsoft Excel

Dashboard Reporting in Microsoft Excel training is designed with a practical, easy-to-learn approach towards unleashing the power of Microsoft Excel to build interactive management dashboard reports. This course is suitable for staff that prepare complex management reporting that present the Sales, Revenue, Accounts or Organisation KPI information in a simple and interactive manners.

Dashboard Reporting in Microsoft Excel

It allows managers to step back from the details and see the key trends and relationships that drive the organisation. It allows users to provide analysis, insight and alert managers and decision-makers regarding both the current and future state of their business in a timely manner.

At the end of this 1 day course, participants will be able to:

  • Design a dashboard for a high-level overview of the business.
  • Use Excel’s data visualization features for KPI reporting.
  • Create a functionally interactive dashboard.

This course is most suited for participants who:

  • Have Intermediate knowledge of Microsoft Excel and have some experience with Pivot Table, Charts and some formulas.
  • Need to perform data analysis and business intelligence reporting.
  • Are business analysts, reporting analysts, business intelligence executives, sales & marketing executives and project managers.

This is a 1 day hands-on course. The trainer will walk through the topic step-by-step. You will be provided with exercise files on every topic to effectively apply what have been taught. A short Q & A session will be available after each topic. If time and budget permits, you may want to attend the 2 days course on <Data Analysis with Excel Dashboard Reporting for Management>. It is more in-depth and you will be given extra exercises to practice and enhanced your knowledge further.

For participants whom need to create special requirement such as simplified repetitive tasks or use of unique formulas in Excel, you might consider to attend 3 days fundamental course on Visual Basic for Applications in Microsoft Excel

SDF Subsidy & Skillsfuture credit eligible.

  • Course Dates and Venue

    Course Duration: 1 days (8 hours) 9am – 5pm

    Dashboard Reporting in Microsoft Excel JTC Summit01--
    Mountbatten Square-06-

    September 2015

  • Introduction to Dashboards
    Defining a Dashboard
    Understanding Dashboard Design Principles
    Designing a Dashboard

    Preparing Dashboard Data
    Organizing Data
    Performing Calculations
    Creating Range Names

    Building Interactive Dashboards
    Working with Worksheet Form Controls
    Creating Dynamic Dashboards

    Extending Functionality of Dashboards
    Creating Automatic Commentaries
    Protecting a Dashboard
    Exporting a Dashboard

    Analyzing Dashboard Data
    Using Conditional Formatting
    Creating Sparklines
    Creating Pivot Tables
    Inserting Slicers
    Creating Pivot Charts
    Using Advanced Charting Techniques

  • The course, Dashboard Reporting in Microsoft Excel, allows users to provide analysis, insight and alert managers and decision-makers regarding both the current and future state of their business in a timely manner.

    In consequence, this course is highly recommended to managers of the companies as it gives them a higher level of the overview of the business by visually presenting critical data in summary form, aiding them to understand the current business position and be able to make quick and effective decisions too.

    Pre-requisite: Individuals are required to attain the knowledge of Effective Pivot Tables in Microsoft Excel before attending the Dashboard course.

  • Relationship between tables and dashboard advance techniques, quick shortcuts was the most useful part of this course. – Low Chong Giap; Senoko Energy Pte Ltd (26 Oct 2017)

    The Trainer, Valene, was very patient and was very knowledgeable and experienced. – Chan Qiwen; MHA – Prisons (26 Oct 2017)

    Able to apply for my job where I need to generate endless statistics. Trainer Alaster gave useful tips when generating statistics. – Hiu Joon Hong; AVA (01 Aug 2017)

Fees and Grants

$299.60 per participant (Inc. GST)

Click here for UTAP Fundings

SDF subsidy: $2 per training hour. For more information on SDF, please refer to www.skillsconnect.gov.sg > Funding Mechanism.

Applicants may use SkillsFuture Credit for this course

Absentees will be charged the full course fee.


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Dashboard Reporting in Microsoft Excel (ASKDB8)

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