Advance Charting Essentials for Dashboard Reporting Charting... · Advance Charting Essentials for...
Transcript of Advance Charting Essentials for Dashboard Reporting Charting... · Advance Charting Essentials for...
SOLUTIONS & MODELING SERIES…
Advance Charting Essentials for Dashboard Reporting
with MS Excel 2010 (25-26 Feb, 2013)
PSMB
Claimable
Course Introduction Do you want to convert your data into visual charts to add meaning behind
the numbers, but not sure how to? Are you exhausted from re-drawing charts whenever there is new data?
There is so much valuable information hidden in the sea of data. Pictures are worth a thousand words – communicate key data insights using charts. Make sure vital information is available to key people in your organisation, and it will make you a valuable asset to your organization.
You’ll learn how to create charts quickly. Use advanced excel functions to create easy yet effective data chart reports. Incorporate what-if analysis features and buttons to allow for interactive analysis. After attending this training, you will be an indispensable expert in data chart reports!
Expected Outcome At the conclusion of this course, you would have acquired enough knowledge to: Use Excel to create
powerful charts Understand, prepare &
analyze data using appropriate chart types
Creatively integrate excel functions to create dynamic charts
Learn useful tips and tricks to build charts efficiently
Learn the 7 smart reporting templates to prepare effective management reports
Atech People
Development
Centre (002006571-P)
308 Jalan Ipoh,
51200 Kuala Lumpur
Tel: 016 221 6961
Fax: 03-2381 1189
Email: [email protected]
Familiarize with The Different Parts of an Excel Chart
Learn the distinct parts of the chart and how to navigate around it
with ease
Different Chart Types for different purposes
Learn different chart types and get classy with conditional
formatting – choose the appropriate type and format to display your
data in the most meaningful way.
Customise & Combination Charts
Learn to customise the chart type, format, make suitable changes
to styles and design and build it to re-use for future charts to
maximize efficiency
Creative uses of Charts
Learn to transform standard charts into powerful cluster & stack
chart, bridge/waterfall trends, ‘conditional format’ chart, histogram,
Pareto, gauge chart and more
Miniature charts
Learn to create Sparkline charts and data bars to visualize and
summarize trends alongside data, showing an easy-to-understand
snapshot of your business
Charting Techniques & Tricks
Learn smart tricks & techniques that will make your charting work
simple, fun and productive
Data Modeling, Interactive charts and Macro
Learn to use formulas to create dynamic data models complete
with chart displays that changes perspectives with a simple button
click. Users are now in control to analyze relevant data, getting
vital information to make better business decisions
Course Content
Methodology
Lecture
Group Discussion
Hands On
Exercise
Who Should Attend
Managers
Supervisors who need to
prepare graphical reports
Course Materials
Will be provided
Duration
2 days (9am-5pm)
Location
PJX (Next to AmCorp Mall)
and Taman Jaya Putra LRT
station), PJ
Laptop
Participants to bring their
own laptop
Pre-Requisite
Must have at least
Intermediate Excel
Knowledge
Software Version
MS Excel 2010
Course Fees
• Standard Fee: RM1,800
Member Fee*: RM1,500
Group Discount Fee*
RM1,500 (Minimum 3 pax)
* Valid only with payment
received on or before training
day, otherwise standard fee will
be applied.
Advance Charting Essentials for Dashboard Reporting Page 2
TRAINER : Vera Ng Yu-Lu (B. Business, CPA(Aust), MBA (Marketing)
Vera started her professional career as an Auditor at a leading accountancy firm.
Before moving into training, she spent many years honing her financial,
management and technical skills working in various roles from Finance & HR
Management to Business & Process Improvement Management, covering a regional scope.
Being a trainer, she offers quick and effective ways of learning and practical application of
technology to work. Her easy going, practical and creative ways makes learning enjoyable for
the participants. Specialising in Smart Technology with the aim to increase Personal
Effectiveness, she helped participants leverage on Microsoft Applications to effectively and
efficiently support their management in better decision making.
Endorsed by:
Bryan Ng
Supported by:
Introduction: Get to know thy chart •What are the different parts found in a chart?
•Learn to manage each part effectively; formatting & customizing charts
•Smart techniques to overcome data problems like time, spaces, different data series
•Leverage on design to get the most impact out of your charts
•The Do’s and Don’ts when creating charts – avoid common chart making mistakes
Chart Types: A different chart for a different purpose •Understand different chart types
•Choose a suitable chart type to display your data in the most meaningful way
•Revisit common charts – add trendlines to clarify data insights
•Learn advance charts like Scatter, Doughnut, Stock, Area, Bubble, Radar
Creative Charting: Turn standard charts into catchy reports •Learn to creatively transform standard charts into meaning reports like cluster &
stack chart, bridge/waterfall chart, ‘conditional format’ chart, pareto, histogram,
gauge chart, etc
Interactive Charts: Be in control of what you want to analyze •Learn to control a series using spinners, scroll bar, etc
•Leverage on formulas & excel features to plot the chart by selecting a specific date
range with a simple button click, enabling user to quickly switch perspectives
Data Modeling and Macro recording with Charts:
a step closer to dashboard reporting •Model 1: Interactive management report with different periods
o Learn to build chart that allows dynamic changes by selecting from a drop
down list
o Build in interaction for user to switch between different periods
o Use Macro recording to automate transition to different chart formats to ensure
data clarity
•Model 2: Interactive production report with different data sets
o Integrate data extraction with a click of button, dynamically changing data table
o Change charts to suitable types, easily with click, using macro recording