Course Overview

Tired of doing tedious and complex data analysis tasks on Google Sheets or Excel every day? Spending countless hours using Excel sheets to analyze big sets of data? Would you like to alter this situation?

Imagine finishing a lengthy data analysis project in a matter of hours and giving your presentation using engaging dashboards rather than dry data sheets. It is indeed feasible. You will be able to analyze data effectively after finishing this course by using smart techniques. You’ll be able to create dynamic displays.

Many companies now have an increasing need for data analysis and dashboard reporting. To aid management in making decisions, employees are frequently asked to produce management reports, scorecards, and dashboard charts.

You will be able to make personalized reports after completing this course and gain an understanding of advanced levels of analysis and reporting. The training will cover a range of instruments and methods for data reporting, analysis, and visualization. It will also go over advanced modeling methods, data fusion, report visualization, and potential automatic scenarios.

Even though Microsoft Excel is one of the most robust and widely used data analysis programs available today, few people are aware of all of its capabilities. This course will show you how to use Excel to its fullest capacity.

You will be able to comprehend advanced levels of analysis and reporting after finishing this course, which will enable you to produce unique reports. By considering potential task automation and better data and information representation using potent visualization techniques, you can give your daily and periodic duties more meaning. Additionally, you will learn how to display the data using interactive dashboard reports.

Introduction

Data analysis: What is it? 

“It involves the contextual interpretation of information, to put it simply.”

You investigate the data and seek to draw out relevant information to find the solution to your question. Then, you can search for an answer using a system for data analysis. Your work is far from done once you have the info at hand. To truly benefit from it, you’ll need to gather it all together and contextualize it. The data must then be analyzed using analytic tools and techniques. Once you will complete the analysis job you have to present the results. You can make the boring review meeting interesting by presenting those findings using effective visualization techniques, such as dashboards.

Utilizing visualization tools to show and analyze data as graphs, charts, and interactive content is known as dashboard reporting. The key performance indicators (KPIs) and metrics used by businesses to monitor their success and operational performance are usually represented by the charts and other visual aids mentioned above. Employees can frequently monitor and comprehend information without having to look at spreadsheets thanks to dashboard reporting. To keep in touch with stakeholders, clients, and higher management, some dashboard reporting tools also automatically update and create new reports.    

We are The Training Bee, a global training and education firm providing services in many countries. We are specialized in capacity building and talent development solutions for individuals and organizations, with our highly customized programs and training sessions.

When participants complete this program, they will learn how to use the tools available in Excel to analyze data and create reports, which will speed up your analysis and increase your productivity. You will Discover how to use visual effects to better reports and presentations which will assist you in presenting a performance review by utilizing effective visualization methods & dashboards.

Learning Objectives

Upon completing Dashboard Reporting Power: Unlock Your Data Visualization Potential Course, participants will be able to:

• Learn the fundamentals of data research.
• Learn how to use Excel’s data analysis and report-building tools.
• Learn how to convey information more effectively by utilizing visualization techniques.
• Learn how too properly and concisely summaries, present, and communicate facts.
• By creating, modifying, and recording macros, you may increase the effectiveness of carrying out menial activities.
• Learn the fundamentals of excellent dashboard design and how to vividly show data.
• Perform advanced and dynamic data validations
• Create stunning visualizations charts such as scorecards, displays, and flash reports.
• Create unique results using sophisticated form buttons and controls.

Our Unique Training Methodology

This interactive course comprises the following training methods:

• Mind mapping and brainstorming – A session will be carried out between participants to uncover unique ideas, thoughts, and opinions having a quality discussion.
• Interactive sessions – The course will use informative lectures to introduce key concepts and theories related to the topic.
• Presentations – Participants will be presented with multimedia tools such as videos and graphics to enhance learning. These will be delivered engagingly and interactively.
• Group discussions – The course will incorporate group discussions and debates to encourage active participation and collaboration.
• Case studies – Participants will be presented with realistic scenarios and case studies that demonstrate effective strategies related to the topic. These activities will encourage participants to think critically and apply their knowledge to real-life situations.
• Social learning – Information and expertise exchanged amongst peers via computer-based technologies and interactive conversations including Blogging, instant messaging, and forums for debate in groups.

Pre-course assessment

Before you enroll in this course all we wanted to know is your exact mindset and your way of thinking.  For that, we have designed this questionnaire attached below.

• How are you analyzing the current data?
• Which techniques are you using for data analysis?
• Do you use excel tools like pivot table and V lookup?
• How are you presenting the current data? In which form?
• Do you use dashboards to execute your data?

Course Outline

This Dashboard Reporting Power: Unlock Your Data Visualization Potential covers the following topics for understanding the essentials of the Agile Workplace:

Module 1 – Basics of Data analysis

• What is data analysis?
• Where the data analysis tools are required.
• Difference Between data analysis & data reporting.

Module 2 – Crucial Reporting Requirement Skills

• Sophisticated pivot charting methods.
• Various categories for consolidation.
• Using a Microsoft query to retrieve external info.
• The guidelines for pivot maps and tables.
• Slicer methods.
• Text file import using MS query.
• Establishing connections to systems.
• Accessing SQL datasets.
• Using the data connection instructions to import.
• Inquiry import from Microsoft.

Module 3 – Initial steps for preparation of Excel Dashboard

• Determine the requirement for the dashboard report.
• Select the appropriate type of dashboard (Strategic, Analytical, Tactical, Operational)
• Identify a common interface.
• Automation of data collection.

Module 4 – Construction of dashboard – Look up data

• Finding client information.
• Preparing the details in a table format.
• Establishing a drop-down menu.
• Using Excel’s VLOOKUP feature to search for data.
• Utilizing the if the tool in Excel to clean up data.
• As an alternative to VLOOKUP, use index and match.

Module 5 – Construction of dashboard – Filtering data

• Including the summary of orders.
• Table-formatting requests.
• Using excels advanced filter feature.
• Record macro for the advanced filter.
• Modify the VBA filter code.

Module 6 – Construction of dashboard – Subtotal

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

Module 7 – Construction of dashboard – Pivot table & pivot chart

• Pivot tables: Why use them?
• Using pivot tables to summarise order information.
• Get a pivot table ready for the client filter.
• The VBA procedure’s creation.
• Declaring variables in VBA.
• Assigning values to VBA variables.
• Linking the pivot table and the filter.
• Customers with no orders error.

Module 8 – Construction of dashboard – Interactive button

• Utilizing slicers to produce dynamic charts.
• Modifying the chart slicer.

Module 9 – Construction of dashboard – Formatting

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

Post-Course Assessment

Participants need to complete an assessment post-course completion so our mentors will get to know their understanding of the course. A mentor will also have interrogative conversations with participants and provide valuable feedback.

• Which skill is required for data reporting requirement?
• What is the difference between data analysis & data reporting?
• What is the dashboard type?
• What is excel subtotal function?
• How are a pivot table and a pivot chart used?

Lessons Learned

The most crucial takeaway from the Advanced Data Analysis and Dashboard Reporting training course is the fact that data analysis and dashboard reporting are effective instruments for making wise decisions. They offer a mechanism to evaluate data fast and effectively, spot trends and patterns, and base choices on the data.

Companies may uncover possible business opportunities and hazards, as well as monitor progress towards goals, with the use of data analysis and dashboard reporting. Data analysis and dashboard reporting may also aid in ensuring that business resources are utilized effectively and efficiently. Finally, data analysis and dashboard reporting may assist businesses in improving decision-making and overall performance.