DATA ANALYTICS,

DASHBOARDS &

REPORTING

Using MS EXCEL

A Guide to Creating Dashboards

That delivers results

Effective dashboard use can have a dramatic impact on business

performance. Dashboards keep everyone on the same page and put

the most important facts about your business where they can have most

impact.

Our Two-part guide will show you the concepts and give you the best

practices to create a high-impact dashboard that will have a direct

impact on decision making process.

“A dashboard is a visual display of the

most important information needed to

achieve one or more objectives;

consolidated and arranged on a

single screen so the information can

be monitored at a glance”

Key Results & Benefits of Reporting

Is This Course Right For You?

Effective Decision Making

Making leaders & Executives more effectively capable of taking

right choices and better decisions to drive their departments to

achieve high standards.

Getting More Value of Your Data A well designed dashboard has the ability to inform users across the organization of valuable information and offer an opportunity to expose core values.

Performance Impact: Eye on Key Metrics

Numbers don’t lie, they hide the truth behind it and with special

attention, and you can easily track and identify your KPIs. The type of

dashboard you create depends on the metrics and KPIs that you

need to track. By identifying these metrics, you will get closer to

what you're trying to accomplish.

Enable Predictive and Corrective Analysis By having a close eye on the trends and patterns, you will gain the insights to

look into the future by analyzing numbers in patterns, you will also reveal gaps

and deficiencies and be able to predict.

Unlock insights on

any data

Being knowledgeable about

KPIs and working with the

most current set of data is

intimately connected to a

business's success

Data has a story

to tell

A dashboard for answering

and asking questions

Identify the key

metrics

Course Outline

SECTION ONE

BUILDING AND DESIGNING DASHBOARDS

This section will introduce you with a foundation that will help you identify your target

audience, understand what type of dashboard you want to create and why it is valuable

to your organization

1 Foundation A Purpose-Filled Dashboard

2 Structure Framing the Dashboard

3 Information Design Clear presentation of information

4 Information display Choosing the right chart

SECTION TWO

BUILDING DYNAMIC DASHBOARDS USING

MS EXCEL This section will introduce you to how to use Excel features and techniques to create

dynamic dashboards in order to present complex data.

1 MS Excel Foundation An introduction to MS Excel

2 Managing & Formatting Data Dynamic Formatting

3 Formulas & Functions Numbers & data Interaction

4 Visual Communication Using Charts Know the strength behind visual reports

5 Building Dynamic Dashboards Present your data in great visualization

Dashboard Examples

Is This Course Right For You?

Executive Summary

Drive your business forward with the right

data.

KPI Dashboards

Organizations use KPIs to evaluate their success at

reaching targets.

Sales Dashboards

Analyze the pace at which your sales

revenue is increasing or decreasing.

Call Center Dashboards

Identify trends in your call center by monitoring the

right KPIs.

HelpDesk Metrics Dashboards

Reach a higher satisfaction rate by identifying key

metrics.

Is This Course Right For You?

Is This Course Right For You?

Do you have large amount of raw data that needs to be processed regularly?

Do you get overwhelming data from different systems?

Do you spend too much time trying to find key information?

Do you need reporting solutions to enable you to explore your daily or

weekly activity?

Do you need a standard set of KPIs to manage your department?

Do you need to be able to rapidly identify how well your department is

adhering to its goals?

Do you need to be able to rapidly create reports using ready-made

templates that fit exactly your needs?

Are you dedicating too many resources to creating and distributing

department reports?

Do you need to share different information with different

teams/constituencies/executives?

If you answered Yes to most of the questions then you will get what you need

through the course.

For more information please contact cshahin12@gmail.com