INTRODUCTION

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. 

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.

COURSE OUTLINE

Introduction to dashboards

Inserting graphics for a dashboard

·      Inserting a chart

·      Sparklines with dashboards

·      Tables to dynamically link charts and links

·      Linking charts across worksheets

Functions and formulas

·      The offset function

·      Nested IF statements using the AND and OR operators

·      VLOOKUPs

·      The MATCH function

Dashboard Navigation

·      Generating Bespoke navigation bars

·      Dashboard links

·      Using named objects

Workbooks layout and structure

·      Organizing data in tables using IFS

·      Table formulas to make dynamic charts and with conditional formatting

·      OFFSTES, VLOOKUPS and name range list

Using excel objects for specialist dashboard views

·      Adding a data bar into your dashboard

·      Creating a window chart

·      Generating an advanced comparison chart and timeline chart

Using macros and VBA with dashboards

·      Introduction to Macros and the visual basic interface

·      Configuring controls using macros

·      Ironing out minor issues in your dashboards using VBA

·      The select case

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