SOLUTIONS & MODELING SERIES…

Advance Charting Essentials for Dashboard Reporting

with MS Excel 2010 (25-26 Feb, 2013)

PSMB

Claimable

Course Introduction Do you want to convert your data into visual charts to add meaning behind

the numbers, but not sure how to? Are you exhausted from re-drawing charts whenever there is new data?

There is so much valuable information hidden in the sea of data. Pictures are worth a thousand words – communicate key data insights using charts. Make sure vital information is available to key people in your organisation, and it will make you a valuable asset to your organization.

You’ll learn how to create charts quickly. Use advanced excel functions to create easy yet effective data chart reports. Incorporate what-if analysis features and buttons to allow for interactive analysis. After attending this training, you will be an indispensable expert in data chart reports!

Expected Outcome At the conclusion of this course, you would have acquired enough knowledge to: Use Excel to create

powerful charts Understand, prepare &

analyze data using appropriate chart types

Creatively integrate excel functions to create dynamic charts

Learn useful tips and tricks to build charts efficiently

Learn the 7 smart reporting templates to prepare effective management reports

Atech People

Development

Centre (002006571-P)

308 Jalan Ipoh,

51200 Kuala Lumpur

Tel: 016 221 6961

Fax: 03-2381 1189

Email: atechpdc@gmail.com

Familiarize with The Different Parts of an Excel Chart

Learn the distinct parts of the chart and how to navigate around it

with ease

Different Chart Types for different purposes

Learn different chart types and get classy with conditional

formatting – choose the appropriate type and format to display your

data in the most meaningful way.

Customise & Combination Charts

Learn to customise the chart type, format, make suitable changes

to styles and design and build it to re-use for future charts to

maximize efficiency

Creative uses of Charts

Learn to transform standard charts into powerful cluster & stack

chart, bridge/waterfall trends, ‘conditional format’ chart, histogram,

Pareto, gauge chart and more

Miniature charts

Learn to create Sparkline charts and data bars to visualize and

summarize trends alongside data, showing an easy-to-understand

snapshot of your business

Charting Techniques & Tricks

Learn smart tricks & techniques that will make your charting work

simple, fun and productive

Data Modeling, Interactive charts and Macro

Learn to use formulas to create dynamic data models complete

with chart displays that changes perspectives with a simple button

click. Users are now in control to analyze relevant data, getting

vital information to make better business decisions

Course Content

Methodology

Lecture

Group Discussion

Hands On

Exercise

Who Should Attend

Managers

Supervisors who need to

prepare graphical reports

Course Materials

Will be provided

Duration

2 days (9am-5pm)

Location

PJX (Next to AmCorp Mall)

and Taman Jaya Putra LRT

station), PJ

Laptop

Participants to bring their

own laptop

Pre-Requisite

Must have at least

Intermediate Excel

Knowledge

Software Version

MS Excel 2010

Course Fees

• Standard Fee: RM1,800

Member Fee*: RM1,500

Group Discount Fee*

RM1,500 (Minimum 3 pax)

* Valid only with payment

received on or before training

day, otherwise standard fee will

be applied.

Advance Charting Essentials for Dashboard Reporting Page 2

TRAINER : Vera Ng Yu-Lu (B. Business, CPA(Aust), MBA (Marketing)

Vera started her professional career as an Auditor at a leading accountancy firm.

Before moving into training, she spent many years honing her financial,

management and technical skills working in various roles from Finance & HR

Management to Business & Process Improvement Management, covering a regional scope.

Being a trainer, she offers quick and effective ways of learning and practical application of

technology to work. Her easy going, practical and creative ways makes learning enjoyable for

the participants. Specialising in Smart Technology with the aim to increase Personal

Effectiveness, she helped participants leverage on Microsoft Applications to effectively and

efficiently support their management in better decision making.

Endorsed by:

Bryan Ng

Supported by:

Introduction: Get to know thy chart •What are the different parts found in a chart?

•Learn to manage each part effectively; formatting & customizing charts

•Smart techniques to overcome data problems like time, spaces, different data series

•Leverage on design to get the most impact out of your charts

•The Do’s and Don’ts when creating charts – avoid common chart making mistakes

Chart Types: A different chart for a different purpose •Understand different chart types

•Choose a suitable chart type to display your data in the most meaningful way

•Revisit common charts – add trendlines to clarify data insights

•Learn advance charts like Scatter, Doughnut, Stock, Area, Bubble, Radar

Creative Charting: Turn standard charts into catchy reports •Learn to creatively transform standard charts into meaning reports like cluster &

stack chart, bridge/waterfall chart, ‘conditional format’ chart, pareto, histogram,

gauge chart, etc

Interactive Charts: Be in control of what you want to analyze •Learn to control a series using spinners, scroll bar, etc

•Leverage on formulas & excel features to plot the chart by selecting a specific date

range with a simple button click, enabling user to quickly switch perspectives

Data Modeling and Macro recording with Charts:

a step closer to dashboard reporting •Model 1: Interactive management report with different periods

o Learn to build chart that allows dynamic changes by selecting from a drop

down list

o Build in interaction for user to switch between different periods

o Use Macro recording to automate transition to different chart formats to ensure

data clarity

•Model 2: Interactive production report with different data sets

o Integrate data extraction with a click of button, dynamically changing data table

o Change charts to suitable types, easily with click, using macro recording