Excel dashboards will automatically update with a click of refresh button, or with a copy and paste mechanism of new data into the new spreadsheet. They provide insights analysis and even alerts. Their dynamic and interactive nature makes them have a wide range of applications like project management, KPI management, customer service, etc. excel dashboards are easy to read and understand as they fit all information on one page including trends, comparisons, graphs and so on. The participants of this course will be able to create and use professional excel dashboards.
The course is based on a participatory, active learning approach, with an emphasis on critical reflection and peer-to-peer learning. The course instructor will provide individualised feedback where appropriate. Participants will do the required readings, prepare interim and final assignments and participate in group discussions.
This course, upon request can be tailored to a specific sector like M&E, Finance, or Healthcare among others to suit the specific needs of the participants.
Participants who successfully complete the course will receive Certificate of Participation.
OBJECTIVES
By the end of the course, the participant should be able to:
- Generate professional excel dashboards
- Update new data into spreadsheets
- Create, understand and interpret pivot tables and pivot charts
- Do conditional formatting using functions, formulas and macros
- Make visualizations charts.
DURATION
5 Days
WHO SHOULD ATTEND?
The partakers of this course can be anyone with advanced knowledge of excel and wants to learn how to generate excel dashboards which will enhance their spreadsheets. They include:
- Data analysts,
- M&e officers,
- Accountants,
- Finance professionals,
- Project managers,
- And anyone working with data visualization and reporting.
COURSE OUTLINE
Module 1: Advanced Excel Essentials for Dashboards
- Overview of Excel Dashboards: Use, value, and real-world examples
- Data structure and preparation for dashboarding
- Working with structured references and Excel Tables
- Advanced data cleaning with Power Query
- Using Named Ranges and Dynamic Named Ranges
- Important functions recap: INDEX, MATCH, OFFSET, INDIRECT, IFERROR
Module 2: Advanced Data Analysis Techniques
- Creating dynamic datasets with formulas
- Using array formulas and dynamic arrays (FILTER, SORT, UNIQUE)
- PivotTables for summarizing and analyzing data
- Advanced PivotTable features (slicers, timelines, grouping)
- Using Power Pivot and Data Models
- Relationships between datasets and the Data Model
Module 3: Building Interactive Dashboards
- Dashboard design principles and best practices
- Creating and customizing charts: Column, Line, Combo, Bar, Pie, Waterfall, etc.
- Advanced charting techniques:
- Bullet charts
- Thermometer charts
- Sparklines
- Linking charts and tables with dynamic controls
- Introduction to Excel Forms & Controls (dropdowns, scroll bars, option buttons)
Module 4: Automation and Interactivity
- Creating interactive dashboards using:
- Slicers
- Timelines
- Checkboxes
- Conditional formatting for visual impact
- Automating dashboards with VBA (basic scripts)
- Creating reusable templates and automation tips
- Troubleshooting and error handling in dashboards
Module 5: Final Dashboard Project and Case Studies
- Real-life dashboard case study (Finance, HR, M&E, Sales, etc.)
- Participants work on individual/group dashboard projects
- Dashboard critique and optimization
- Final presentations and feedback
- Wrap-up and practical takeaways
- Training Features
- Hands-on practice with real datasets
- Customized Excel templates provided
- Post-training support and resources
GENERAL NOTES
- The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.
- The participants should be reasonably proficient in English as all facilitation and course materials will be offered in English.
- Upon successful completion of this training, participants will be issued with a certificate.
- The training will be held at Kincaid Training Centre. The course fee covers the course tuition, training materials, two break refreshments and lunch.
- All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.
- Accommodation and airport pickup are arranged upon request. For reservations contact the Training coordinator at Email: training@kincaiddevelopmentcenter.org or Tel: +254 724592901
- This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our Kincaid Training Centre or at a convenient location.
For further inquiries, please contact us on Tel: +254 724592901 or send mail to training@kincaiddevelopmentcenter.org
Payments are due upon registration. Payment should be sent to our Bank account before commencement of training and proof of payment sent to training@kincaiddevelopmentcenter.org