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Creating an Interactive Excel Dashboards for Business Analytics

Learn how to explore and analyze your data by creating an interactive dashboard in Excel using pivot tables and Visual Basic. In this course, you will learn how to create a dynamic template to generate business reports for customers and to better understand your own data. You'll learn how to import external data, design a template using pivot tables, and add slicers, macros, and action buttons to make the template more interactive.

Topics include:

  • Defining your requirements
  • Setting up data
  • Adding reference tables
  • Creating hierarchy in the layout
  • Choosing color and typography
  • Importing data
  • Inserting slicers
  • Recording a macro
  • Editing VBA code
  • Improving the user experience
  • Analysing data with Goal Seek and Solver


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Course Code: CRS-N-0042541

Course Booking

$248.00

Course Date

Course Time

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Course Cancellation/Reschedule Policy

We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% to participants.
Note the venue of the training is subject to changes due to class size and availability of the classroom.
Note the minimal class size to start a class is 3 Pax.

Course Details

Module 1: Overview on Interactive Dashboard

  • What is Interactive Dashboard
  • Why use Excel for Interactive Dashboard

Module 2 Preparing the data for the dashboard

  • Keeping inputs clean with data validation
  • Mass cleaning data with text manipulating functions 
  • Removing duplicates & highlighting errors with conditional formatting
  • Merging tables with formulas
  • Creating Variables
  • Adding Reference Tables
  • Creating Action Queries

Module 3: Designing Visually Professional Layout for Dashbord

  • Creating a Visual Design
  • Creating a pivot chart
  • Formatting charts
  • Creating Hierachy in the Template
  • Styling the Layout

Module 4 Create a Report

  • Import data with pivot tables
  • Understanding the 4 quadrants of a pivot table
  • Creating, sorting and filtering pivot tables 
  • Creating interactive data tables with slicers
  • Recoding a macro
  • Editing VBA code
  • Inserting control buttons
  • Goal seek & solver

 

Who Should Attend

  • Data analysts
  • Marketing stuff
  • Business Development Managers

Prerequisite

Nil

Trainers

Excel TrainerHaving worked as both a business development manager & a research consultant, Andre understands the need to balance time spent with perfecting the presentation.

As a business development / account manager for over 4 years, Andre wrote numerous interactive Excel dashboards, tools & templates to help save dozens of man-hours for several MNC such as OCBC Bank and American Express.

As a research consultant for over 2 years, Andre used Excel to run massive data analysis for various confidential research projects, and to convert massive data set into easily digestible bits for presentations, saving the company thousands of dollars in otherwise expensive software or outsourcing.

Excel TrainerMartin Ng graduated with a Master of Business Administration (Distinction) from the Manchester Business School and a degree in Computing (Information Systems) from the National University of Singapore (Honours 2nd Upper). As Senior Lecturer in one of the local Polytechnics for 8 years, he developed and lectured on various Business-IT modules including data analytics, business intelligence, social media marketing, statistics and project management. He specializes in Excel, having overseen projects to create dashboards for presentation to management. Prior to lecturing, he was a senior systems analyst in charge of websites and e-commerce applications in the public sector.

Excel TrainerKen Hiong has over 20 years of work experience in the healthcare and pharmaceutical industry holding various functional and managerial roles in sales, marketing, business development, finance, business analysis and planning.

He graduated with a degree in Pharmacy and holds a Master of Business Administration from the National University of Singapore and a Master of Applied Finance from the University of Adelaide.

He is an expert Excel user and has a keen interest in scripting and web development with practical knowledge of HTML, Javascript, CSS, PHP, MySQL, WordPress, VBA, amongst others. Applying these tools at work, he had simplified many work methodologies, improved data analysis and business reporting processes, achieved higher productivity and enhanced quality outcomes. He is an advocate of lifelong learning.

Customer Reviews (2)

Might RecommendReview by SOH LI LIAN
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
More hands on of Dashboard and the designing (Posted on 9/12/2017)
Might RecommendReview by Feng Rui
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Please print correct slides next time :D (Posted on 9/12/2017)

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