Training

Advanced Analysis & Visualization in Excel
Make the process of “Data to Decisions” efficient and cost effective.
Advanced Analysis & Visualization in Excel

Duration: 3 days | 18 hours

Available delivery methods:

Classroom

Make the process of “Data to Decisions” efficient and cost effective.

Course Information

Statistics has it is interesting to note that although ALL organizations have MS Excel and use it in more than 50% of their reporting/analysis processes, only about 10% of the features available in Excel are used in most of the organizations. In terms of ROI, MS Excel is among the worst performing reporting tools in most organizations.

 This module aims at making the process of “Data to Decisions” efficient and cost effective. This will be achieved by maximum utilisation of the most basic, easily available and affordable reporting tool MS Excel.

It also provides you with the technical know-how to move from reporting your data with simple tables full of dull numbers to creating and presenting key information using high-impact, meaningful and appealing reporting solutions (dashboards).

Session 1: Overview of Excel Dashboards

  • What is it? What value do you gain from Dashboards?
  • Dashboard Design Principles -what do you need to know?
  • Components of a Dashboard
  • Excel Dashboards Product Demo

 Session 2: Prepping your data for analysis

  • Cleaning your data -how do you fill blanks? Check your data for duplicates
  • Applying DATE & TEXT functions to generate extra columns for analysis
  • Incorporate new data automatically -Excel Tables
  • Combining MATCH function with VLOOKUP and INDEX functions for dynamic advanced lookups. Combine data from various sources in style

Session 3: Data Analysis -Part 1

  • Build robust formulas -correctly apply $ sign to lock formulas
  • SUMIFS & COUNTIFS -your friends for dynamic analytics
  • Top / Bottom views -combine RANK, SMALL, LARGE, IF and Option Buttons or Slicers to swap between top and bottom
  • Named Ranges & Data Validation
  • Conditional Formatting -predefined & formula-based rules
  • Custom number formats -display “3,873,452 as 3.87 Million”

Session 4: Data Analysis -Part 2: Maximizing on Pivot Tables 

  • Converting to Percentages
  • Grouping data fields (Dates)
  • Viewing Top/Bottom items (or Top/Bottom 10%)
  • Connecting different reports to a single slicer -make interactive dashboards
  • How do you make a slicer static? We’ll show you.

Session 5: Advanced Charting Techniques

  • How to select the right chart for your data
  • Editing and customizing chart elements e.g. show vertical axis in millions
  • Combination (dual axis) charts Charting with dynamic ranges
  • Linking title text to a cell Analytical charts -Pareto chart, Gauge chart, etc.
  • Scrolling charts -show 6 or 12 items / data points at a go

Session 6: Adding Interactivity (Making Dashboards Dynamic)

  • Drop-down (Pick) lists with charts
  • Adding Interactivity with Form Controls (Option buttons, Combo boxes, Scroll bars, Spin Buttons)
  • Building Navigation Buttons -hyperlinks
  • Excel Camera tool / Picture Links
  • Using shapes for stylish dashboards -linking shapes to your analysis

Session 7: Final Project

At this stage we have done the analytics; We need to knit this in one pager:

  • Setting up the dashboard layout Assembling a complete management dashboard (e.g. Sales)

Prerequisites

Excel Intermediate

What is different with this module?

We partner with Strathmore University to offer open trainings in Advanced Analysis & Visualization in Excel. 

What’s included in this course?

Among other give-aways you will benefit with the following:

  • A comprehensive manual of content covered
  • Certificate of participation
  • On-going help: you can always e-mail the facilitator
  • Networking: meet industry peers and hear how they approach this subject

 Learners taking this course are:

  • Accountants
  • Finance Manager Analysts and Controllers
  • Credit Officers
  • Budget Managers
  • CFOs
  • Tax Professionals

 What key skills will I gain in this course?

  • Microsoft Excel
  • Data Analytics
  • Data Visualization

Do you offer In-house corporate training?

We offer corporate trainings for a minimum number of 6 participant at your preferred venue.

Find out more


Or call us now
+254 20 222 95 66
+254 716 56 88 99
+254 732 56 88 99

 

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