INTRODUCTION

This course teaches participants how to create interactive Excel dashboards that update with the click of the Refresh button, or with a simple copy and paste of your new data into your spreadsheet. Excel Dashboards provide insight, analysis, and even alerts. They are interactive and dynamic, and have a wide range of applications, providing help with project management, customer service, KPI management, forecasting, and so on. They usually fit on one page, displaying key trends, comparisons, and data in small graphs or tables. This makes them easy to read and digest the information

DURATION

10 Days

WHO SHOULD ATTEND?

Anyone with an advanced knowledge of Excel who wants to learn how to create dashboards that will enhance their spreadsheets with easily understood and interactive data displays.

COURSE LEVEL: Advanced

COURSE OBJECTIVES

At the end of this IRES training seminar, you will learn to:

• Creating Professional Dashboards
• Pivot Tables and Pivot Charts, Conditional Formatting, Functions, Formulas and Macros
• Create visualizations charts

TOPICS TO BE COVERED

MODULE 1: Introduction to Dashboards

MODULE 2: Inserting Graphics for a Dashboard

• Inserting a Chart
• Sparkline’s with Dashboards
• Tables to Dynamically Link Charts & Lists
• Linking Charts Across Worksheets

MODULE 3: Functions and Formulas

• The OFFSET Function
• Nested IF Statements Using the AND and OR Operators
• VLOOKUPs
• The MATCH Function

MODULE 4:  Dashboard Navigation

• Creating Bespoke Navigation Bars
• Creating Dashboard Links
• Using Named Objects

 MODULE 5:Workbook’s Layout and Structure

• Organizing Data in Data Tables using IFs
• Table Formulas to Make Dynamic Charts
• Table Formulas with Conditional Formatting
• OFFSETs, VLOOKUPs and Name Range Lists

MODULE 6:  Using Excel Objects for Specialist Dashboard Views

• Adding a Data Bar into your Dashboard
• Creating a Window Chart
• Creating an Advanced Comparison Chart
• Creating a Timeline Chart

MODULE 7: Using Macros and VBA with Dashboards

• Macros and the Visual Basic Interface
• Configuring Controls using Macros
• Ironing out Minor Issues in your Dashboard with VBA
• The Select Case

MODULE 8: Project

• Discussion of project area
• Assisted working on the project

Course Administration Details:

METHODOLOGY

The instructor-led training is delivered using a blended learning approach and comprises presentations, guided sessions of practical exercise, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

ACCREDITATION

Upon successful completion of this training, participants will be issued with an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).

TRAINING VENUE

The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

ACCOMMODATION AND AIRPORT PICKUP

Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

Email:[email protected]/[email protected]

Mob: +254 715 077 817

TAILOR-MADE SEMINARS

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254 715 077 817/+250 789 621 067 

Mob: +254 792516000, +254 792516010 or mail [email protected]/[email protected]

PAYMENT

Payment should be transferred to IRES account through the bank a week before the due date of the training.

Send proof of payment to [email protected]/[email protected]

DOWNLOADABLE DOCUMENTS: