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A propos de la formation Excel Dashboard and Performance Indicators

This training program focuses on developing skills in creating effective dashboards and performance indicators using Excel. Participants will learn practical techniques to design, build, and customize dashboards to visualize key performance metrics and facilitate data-driven decision-making.

Détails
  • Categorie  : Bureautique
  • Duree         : 3 Days
Objectifs pédagogiques de la formation Excel Dashboard and Performance Indicators
  • Understand Excel dashboards and performance indicators
  • Learn to design and build effective dashboards
  • Explore advanced Excel features for data analysis
  • Customize dashboards to meet business needs
  • Present data effectively for decision-making; Apply skills to drive business performance.

Qui devrait suivre cette formation Excel Dashboard and Performance Indicators ?

Public visé par la formation Excel Dashboard and Performance Indicators

This training is designed for managers and professionals responsible for overseeing activities or projects. It is suitable for individuals at all levels of Excel proficiency, from beginners to advanced users. The training is tailored to accommodate participants with basic knowledge of spreadsheet tools and functions.

Prérequis de la formation Excel Dashboard and Performance Indicators

While no extensive Excel expertise is required, participants should have a basic understanding of Excel's fundamental functions and features. Familiarity with basic spreadsheet concepts such as data entry, formatting, and formula usage will be beneficial for effective participation in the training.

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Déroulé de la formation Excel Dashboard and Performance Indicators


Module 1: Systematic Dashboard Approach

Selecting Key Performance Indicators (KPIs) systematically.

Determining optimal visualizations for each KPI.

Structuring and organizing dashboard elements effectively.

Creating analytical and predictive views.

Ensuring coherence and consistency across the dashboard.


Module 2: Database Essentials

Structuring data lists efficiently.

Harnessing Excel's "Tables" feature for data organization.


Module 3: Advanced Database Techniques

Extracting data using advanced filtering methods.

Managing matrix databases proficiently.

Applying statistical functions tailored to data lists.


Module 4: Pivot Tables Mastery

Crafting pivot tables with customized calculations and grouping.

Extending pivot tables across multiple datasets.

Implementing custom sorting and filtering techniques.

Utilizing auxiliary tools such as Slicers, Timelines, and dynamic filters.

Enhancing visualization through conditional formatting and performance metrics.

Facilitating interactive data exploration.


Module 5: Pivot Chart Proficiency

Generating pivot charts using the PivotChart Wizard.

Modifying and updating pivot charts seamlessly.

Leveraging the pivot chart toolbar for enhanced functionality.

Configuring calculation, layout, extraction, distribution, and formatting options effectively.


Module 6: Practical Dashboard Applications

Implementing dashboard solutions for various domains:

Financial management.

Operations oversight.

Inventory tracking.

Sales performance analysis.

Production monitoring.

Human resources management.

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