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Code Date Venue Fees  
FI63 02 Nov - 06 Nov Johannesburg $4950 Register

Course Overview

Data analysis and dashboard reporting have become an emerging requirement for many businesses today. Employees are frequently asked to prepare management reports, scorecards, and dashboard charts in order to help the management in their decision-making process.

This course will help you understand advanced levels of analysis and reporting and allow you to create custom reports. The course will cover various tools and techniques used to perform data reporting, analysis and visualisation. It will also discuss high-level modelling techniques, data amalgamation, report visualisation, and possible cases of automation.

What can I gain from this ‘Advanced Data Analysis and Dashboard Reporting’ course? You can add more meaning to your daily and periodic tasks by looking at probable automation of your tasks and better representation of your data and information with the use of powerful visualisation techniques.

Microsoft Excel is one of the most powerful and popular data analysis programs on the market today but not many people know how to use it to its full potential, so this course will teach you how to take your use of Excel to the next level.

This Zoe training course will empower you with the widely sought-after skills necessary to effectively analyse large sets of data. Once the data has been analysed and prepared for presentation, you will also learn how to present the data using interactive dashboard reports.

Course Objectives

Upon completing this Advanced Data Analysis and Dashboard Reporting course successfully, participants will be able to:

  • Understand the principles of data analysis
  • Uncover the tools to analyse data and construct reports using Excel
  • See how to use visualisation techniques to improve presentation of information
  • Study how to condense, present and convey data clearly and succinctly
  • Enhance the efficiency of executing mundane tasks through recording, writing and editing macros
  • Understand the principles of great dashboard design and how to present data vividly
  • Perform advanced and dynamic data validations
  • Design exceptional visualisation charts, dashboards, scorecards, and flash reports
  • Build custom reports using advanced form controls and buttons

Training Methodology

This is an interactive Advanced Data Analysis and Dashboard Reporting training program and will consist of the following training approaches:

  • Lectures
  • Seminars & Presentations
  • Group Discussions
  • Assignments
  • Case Studies & Functional Exercises using MS Excel

Similar to all our courses, this program also follows the ‘Do-Review-Learn-Apply’ model.

Organisational Benefits

Companies who send in their employees to participate in this Advanced Data Analysis and Dashboard Reporting course can benefit in the following ways:

  • Give your employees the ability to manage large data volumes using the latest tools
  • Provide your workforce with flexible and cost-effective professional development opportunities
  • Analyse case studies in this domain and be able to apply successful techniques in your organisation
  • Comprehend the principles and practice of data analysis for project M&E and the context in which this operates

Personal Benefits

Professionals who participate in this Advanced Data Analysis and Dashboard Reporting course can benefit in the following ways:

  • Learn and work with data analysis and management tools that are used widely
  • Study each of the major fields of data analytics in an organised and logical manner
  • Increase your demand as a professional with experience in data analytics because most organisations are now looking for ways to exploit the power of big data
  • Recognise how to apply big data analytics across various industries
  • Obtain certification in emerging concepts like data analytics and management, that will show potential employers and professional peers that you are an individual who takes your career seriously
  • Keep yourself updated with the latest industry trends in technology and use them to make better decisions at your workplace, thereby increasing your chance of success, and improving your credibility subsequently

Who Should Attend?

This Advanced Data Analysis and Dashboard Reporting course would be suitable for:

  • Business professionals
  • Accountants, finance analysts/managers/controllers, senior and junior accountants
  • Business analysts
  • Research analysts
  • Marketing and sales, administrative staff, supervisors,
  • Specialists engaged in data analysis and dashboard reporting using Excel
  • Employees from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis

Course Outline

MODULE 1: ESSENTIAL REPORTING REQUIREMENT SKILLS

  • Advanced pivot charts techniques
  • Multiple consolidation ranges
  • Retrieving external data using Microsoft query
  • The rules of pivot tables and pivot charts
  • Slicer techniques
  • Importing text files using MS query
  • Connecting to access databases
  • Connecting to SQL databases
  • Importing from data connection wizard
  • Importing from Microsoft query
  • Customising connections properties

MODULE 2: BUILDING THE EXCEL DASHBOARD – LOOKUP DATA

  • Looking up customer info
  • Preparing the data using format as table
  • Creating a dropdown menu
  • Looking up data with Excel’s VLOOKUP function
  • Cleaning up data with Excel’s if function
  • Index and match an alternative to VLOOKUP

MODULE 3: BUILDING THE EXCEL DASHBOARD – FILTERING DATA

  • Adding the order history table
  • Formatting orders as a table
  • Using excels advanced filter feature
  • Record macro for advanced filter
  • Modify the VBA filter code

MODULE 4: BUILDING THE EXCEL DASHBOARD – SUBTOTALS

  • Why use Excel’s subtotal function
  • Implementing the subtotal function

MODULE 5: BUILDING THE EXCEL DASHBOARD – PIVOT TABLES AND PIVOT CHARTS

  • Why use pivot tables
  • Summarising order info with pivot tables
  • Prepare a pivot table for customer filter
  • Creating the VBA procedure
  • Declaring VBA variables
  • Assigning values to VBA variables
  • Connecting the filter to the pivot table
  • Customers with no orders error

MODULE 6: BUILDING THE EXCEL DASHBOARD – INTERACTIVE BUTTONS

  • Creating interactive charts with slicers
  • Modifying the chart slicer

MODULE 7: BUILDING THE EXCEL DASHBOARD – FORMATTING

  • Hiding extra worksheets and columns
  • Cleaning up the Excel default settings
  • Protecting the dashboard

MODULE 8: ADVANCED DATA STRUCTURING TECHNIQUES

  • Custom and advanced data validation
  • Creating and managing innovative conditional formatting

MODULE 9: CHARTING AND VISUALISATION TECHNIQUES

  • Creating dynamic labels
  • Using the camera tool
  • Working with formula-driven visualisations
  • Using fancy fonts
  • Leveraging symbols in formulas
  • Working with sparklines
  • Creating unconventional style charts
  • Fancy thermometer charts
  • Coloured chart bars

MODULE 10: BUILDING REPORT SOLUTIONS

  • Conceptualising and understanding report solutions
  • Developing a report solution
  • Configuring spreadsheet report data options
  • Enabling background refresh
  • Refreshing data when opening the file
  • Combo-box data modelling tool
  • List-box data modelling tool
  • Form controls data modelling tools
  • Spinner
  • Option-button modelling
  • Check-box data models
  • Combo and group-box

MODULE 11: MACRO CHARGED REPORTING

  • Recording, editing, testing VBA macros
  • Building a macro-driven reconciliation program
  • Building a budget variance reporting program
  • Building a vendor and invoice analysis report
Note
Customized Schedule is available for all courses irrespective of dates on the Calendar. Please get in touch with us for details.
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