Advanced Excel DashboardsFace to face / Online closed & onsite training. Restaurant lunch included at STL venues.
This Advanced Excel Dashboards course is ideal for those looking to develop their existing dashboards skills in Excel. Roles that would benefit from this training include BI (business intelligence), data managers, data analysts, or Project Managers.
By the end of this course you will be able to:
Completion of our Excel Dashboards for Business Intelligence course or equivalent knowledge of the following:
Planning a Dashboard
Who is the audience?
Detail level
Time scale considerations
Managing Dashboards
Efficient dashboard updating
Managing sources
Source data for reporting
Prepare data (flat lists)
Link to external data sources
Multiple data sources dashboard (PowerPivot)
Reports based on data models (2013 & 2016)
Advanced charts for Dashboards
Waterfall Chart
Speedometer Chart
Gantt Chart
Forecasts & Trend analysis in Dashboards
Linear & seasonal data sources
Statistical formulas for Dashboards
Slope, Variance,
Multiple page Dashboard
Creating interactivity using macros
PowerView (2013 & 2016)
Arguably, the most experienced and highest motivated trainers.
Training is held in our modern, comfortable, air-conditioned suites.
Modern-spec IT, fully networked with internet access
A hot lunch is provided at local restaurants near our venues:
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Browse the sample menus and view joining information (how to get to our venues).
Available throughout the day:
Regular breaks throughout the day.
Contains unit objectives, exercises and space to write notes
Available online. 100+ pages with step-by-step instructions
Your questions answered on our support forum.
Aesica Pharmaceuticals
Veronica Glyn,
Product Stream Engineer
Brilliant course, Paul has saved us a lot of time with useful hints and tips.
Paul explained many methods for making our dashboards flexible and easy to update so that it does not require a lot of constant maintenance.
Similarly, whilst Paul went through the course material he also showed us how to lay our work out in a methodical way so that it would be easy to fault find and easy for others to check.
Advanced Excel Dashboards
FastNet Ltd
Chris Lamb,
Finance Director
This course was spot on, a great follow up to the previous BI/Dashboards one I did a few weeks ago. Its definitely worth booking these close to one another and puttin thiings into practice back at work in the meantime to get the best of the courses.
Jens was great and this time was perfectly timed in terms of pace, however the final part I thought was too much copying what was being typed from his instructions so we weren't really learning as such, and we weren't looking at how the background of the design of the dashboard was done. I think what would be good would be an excersise using some base data for us to try and design our own dashboard or perhaps formulate a choice of 2-3 things - then have some time to do so, then all look at each others' work.
Advanced Excel Dashboards
HSBC
Alexander Orlov,
Project Manager
Amazing, thank you , will keep in touch and will see you back shortly
Advanced Excel Dashboards
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Excellent
HSBC
Project Manager
Alexander Orlov
"I was looking for a specific training for my data analytical team to equip them with more tools to slice and dice the data, building more trust worthy sophisticated propensity models, using SQL, VBA and Excel. I came across with STL training and my research and expectations were match by 100%. Spot on! Great professionals! Highly recommended for all banking and financial professionals that are using Excel on BAU basis."
Tutorials and discussions on MS Office
MS Office tips to save you time
MS Office shortcut keys for all versions
Handy info on industry trends
Latest news & offers
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Below are some extracts from our Advanced Excel Dashboards manual.
Dashboards are a type of report. They help turn, often large amounts of data, into a digestible page that enables easy analysis. This form of data analysis can be part of Business Intelligence (BI).
Dashboards need to be maintained and managed. You can create Dashboards where you will need to spend a lot of time maintaining and managing the dashboards and this is of course not a good idea.
The source data can be based on a query in order to improve the efficiency of updating a dashboard. You may have the data from the last 36 months in the Dashboard. By writing a query which defines the number of periods you want to be shown in the dashboard, you will not need to spend time “cleaning” the source data when new periods are added to the source data.
Have the source data linked to the dashboard workbook can be a good idea. This will keep the size of the dashboard workbook small.
You will also be able to control the source data and the source data do not need to be updated in many workbooks. The source data
could be in a shared folder and then each department could have a dashboard workbook with the specific information they will need.
Many Excel users can make a mistake when they create a new worksheet. They want it to look nice and it must be easy to enter the data.
This is not the best approach. You need to have the data structured so you can use the data.
Excel needs the data structured in a flat list if you need to analyse the data. If not, the work creating a dashboard will be much more
time -consuming and complicated.
Web pages often contain information that is perfect for analysis in Excel. Using a web query, you can retrieve data that is either static or refreshable. That is, the data in Excel will update with the latest data on the Web page.
You can use Microsoft Query to import information from many database applications. The Query Wizard, part of Microsoft Query, guides you through the steps to create a query.
A Speedometer or gauge chart can be a way of showing progress, and how close something is to hitting a target.
Waterfall charts, sometimes known as bridge or step charts, are popular ways of showing how values are distributed, or how amounts are broken down from period to period.
They are often used in budgets, showing how the amounts grew or shrank from one year to the next. It could also be used to show how sales or profits progressed across a financial year.
Excel has a number of effective tools for forecasting. You can work with linear data, exponential data or seasonal data. Excel can forecast any source data as long as there is a pattern in your data. When you forecast you need to know the accuracy of your forecast to make sure that you are using the right forecasting model.
Statistical Excel functions can provide the audience with useful information. Many statistical functions can be used in dashboards. In this handbook, specifically Trendline and forecasting functions are used.
The Slope function is a trend function which calculates the average trend increase/decrease for known values for each period.
The syntax: =SLOPE(known_y's, known_x's)
The Known_y’s is the known values and the Known_x’s is the known periods.
In the example below the sales is known for January to September (E6:E26). The known periods 1 to 21 (B6:B26). The average trend increase here is 306 for each period.
The Correl function calculate the correlation (the relationship) between two arrays.
The syntax: =CORREL(array1,array2)
In the example below the correlation is calculated between the array1 (Average temperature C7:C18) and array2 (the sales of air-condition systems D7:D18). The result 0.9 is telling you that there is a close positive relationship between the two arrays.
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