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Excel Data Visualisation and Dashboards

Study Method
In-class
Locations
London, Milton Keynes, Portsmouth, Southend-on-Sea
Institution
PCWorkshops
Start Date
Multiple start dates available

Course overview

Dashboards will summarise and present the key indications of large data in an attractive visual display, highlighting the most important trends so the most important aspects of data could be seen in a snap second by glancing at attractive, colourful charts.

PowerPivot helps analyse the data and brings new capabilities to business users to analyse, explore and gain new insight into business and marketing data. Power Pivot helps analyses and understand the growing quantities of data that are created on a daily basis.

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Campus locations

Study method

  • In-class
  • Blended
  • Online

Locations

  • England
    • London
    • Milton Keynes
    • Portsmouth
    • Southend-on-Sea
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Duration study load

  • 1 Day

Course features

  • Laptops and data for use during the course. To bring your own, arrange beforehand
  • Excel course certificate on completion (assessment based)
  • Excel course notes, class exercises, Excel course homework
  • After course free 1-hour question session via Skype or Teamviewer
  • Max group size is 4

Who's it for?

  • Business users who analyse data with Excel or create management reports
  • Excel users who want to analyse large data sets and also create relationships between tables
  • Excel users who know how to Pivot Tables and Pivot Charts
  • Excel users who wish to create interactive dashboards

Subjects

Core Units
Introduction
  • Activating Power Pivot in Excel
  • Browse, Filter and Sort PowerPivot Data
  • PowerPivot Menu Options
  • The AutoSum Function in Power Pivot
Creating Pivot Tables With PowerPivot Data
  • Creating PivotTables
  • Changing the Method of Calculation
  • Pivot Table Calculations
  • Filtering With Slicers
  • PivotTable Filters and Slicers
  • Filtering PivotTables and PivotCharts
  • Creating Hierarchies
Excel Techniques That are Essential for Dashboards
  • Offset
  • Lookup Formulae (Vlookup, Hlookup, Match, Index)
  • Conditional Formulae (If, Countifs, And, Or, etc.)
  • Aggregate Formulae
  • Advanced Filters to Organise Columns and Filter Rows
Visuals
  • Sparklines
  • Charting –
    • Pie, Line, Area, Column Scatter, Bar Charts
    • Axes
    • 2D, 3D Chart Elements
    • Sizing of Charts
    • Formatting of Charts
  • Create Dashboard Heat Maps and Other Shapes
  • Conditional Formatting
  • Highlight top and Bottom Products/People etc
  • Excel Dashboard Tips and Tricks
Adding Interactivity
  • Forms and Controls (for Drop-Down Lists to Choose What you are Comparing)
  • Linking Cells to a Text box
  • Linking Cells to Chart Labels
  • Linking Dynamically to Changing Ranges and Values
Create Relationships With PowerPivot Data
  • Create Relationships With Master Data
  • Create PivotTables With Table Relationships
And more!
Want more information about the subjects for this course?
Get the course guide

Payment options

Course fees – £350

  • No government funding available for this course
Find out more about the payment options for this course
Get the course guide

About PCWorkshops

PCWorkshops mission is to be an integral partner to companies who up-skill and cross-skill their software and data staff.

We are based in London, Milton Keynes, Southend-On-Sea, Birmingham, Portsmouth and Manchester.

Our clients are in a variety of industries, e.g. e-commerce companies,
finance companies, insurance companies, software and technology companies and more.