Our Excel Analysis and Dashboards course requires you to get your hands dirty. We work through multiple exercises so you can learn to master the tools of data modelling, analysis and building visuals for effective Dashboards. We complete the course by working through a Case Study pulling all the aspects we teach on the day together.

  • Business Case Study – We start with raw sales data for a Comedy Roadshow. We model the data using PowerPivot, creating relationships and the necessary calculations to build our interactive Dashboard for assessing Sales performance and profitability across various cities.

analytics-5

Power Pivot

analytics-6

Pivot Charts

pie-chart-1

Interactive Dashboards

clipboard-1

Queries and Data Connections


SydneyMelbourneBrisbaneAdelaidePerthParramattaCanberra

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Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 10, 333 Adelaide St, Brisbane CBD

 

Course Outlines
PDFData Analysis & Dashboards

Upcoming Dates
Wed 19-Sep-18 Analysis & Dashboards Sydney Course has been scheduled to run but has not been confirmed.
Fri 12-Oct-18 Analysis & Dashboards Sydney Course has been scheduled to run but has not been confirmed.
Tue 13-Nov-18 Analysis & Dashboards Sydney Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

Create interactive visualisations with the latest features of Excel 2016 including Get and Transform, Power Pivot and more. Learn how to use a range of tools to create and build powerful Excel Analysis and Dashboards.

BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 10, 333 Adelaide St, Brisbane CBD

 

Course Outlines
PDFData Analysis & Dashboards

Upcoming Dates
Thu 13-Sep-18 Analysis & Dashboards Melbourne Course confirmed to run. Limited number of seats available.
Fri 12-Oct-18 Analysis & Dashboards Melbourne Course has been scheduled to run but has not been confirmed.
Wed 17-Oct-18 Analysis & Dashboards Melbourne Course has been scheduled to run but has not been confirmed.
Tue 13-Nov-18 Analysis & Dashboards Melbourne Course has been scheduled to run but has not been confirmed.
Thu 06-Dec-18 Analysis & Dashboards Melbourne Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

Create interactive visualisations with the latest features of Excel 2016 including Power Pivot, Get and Transform and more.

BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 10, 333 Adelaide St, Brisbane CBD

 

Course Outlines
PDFData Analysis & Dashboards

Upcoming Dates
Fri 14-Sep-18 Analysis & Dashboards Brisbane Course has been scheduled to run but has not been confirmed.
Fri 12-Oct-18 Analysis & Dashboards Brisbane Course has been scheduled to run but has not been confirmed.
Tue 13-Nov-18 Analysis & Dashboards Brisbane Course has been scheduled to run but has not been confirmed.
Thu 06-Dec-18 Analysis & Dashboards Brisbane Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

Create interactive visualisations with the latest features of Excel 2016 including Power Pivot, Get and Transform and more.

BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 10, 333 Adelaide St, Brisbane CBD

 

Course Outlines
PDFData Analysis & Dashboards

Upcoming Dates
Fri 12-Oct-18 Analysis & Dashboards Adelaide Course has been scheduled to run but has not been confirmed.
Tue 13-Nov-18 Analysis & Dashboards Adelaide Course has been scheduled to run but has not been confirmed.
Thu 06-Dec-18 Analysis & Dashboards Adelaide Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

Create interactive visualisations with the latest features of Excel 2016 including Power Pivot, Get and Transform and more.

BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 10, 333 Adelaide St, Brisbane CBD

 

Course Outlines
PDFData Analysis & Dashboards

Upcoming Dates
Wed 19-Sep-18 Analysis & Dashboards Perth Course has been scheduled to run but has not been confirmed.
Fri 12-Oct-18 Analysis & Dashboards Perth Course has been scheduled to run but has not been confirmed.
Tue 13-Nov-18 Analysis & Dashboards Perth Course has been scheduled to run but has not been confirmed.
Thu 06-Dec-18 Analysis & Dashboards Perth Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

Create interactive visualisations with the latest features of Excel 2016 including Power Pivot, Get and Transform and more.
BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 10, 333 Adelaide St, Brisbane CBD

 

Course Outlines
PDFData Analysis & Dashboards

Upcoming Dates
Fri 12-Oct-18 Analysis & Dashboards Parramatta Course has been scheduled to run but has not been confirmed.
Thu 08-Nov-18 Analysis & Dashboards Parramatta Course has been scheduled to run but has not been confirmed.
Mon 10-Dec-18 Analysis & Dashboards Parramatta Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

Create interactive visualisations with the latest features of Excel 2016 including Power Pivot, Get and Transform and more.
BOOK NOW

Course Details

  • Price: $440
  • Duration: 1 day
  • Time: 9am – 4pm (approx)
  • Class Size (max): 10
  • Class Size (avg): 5
  • Reference manuals: Provided
  • Training computer: Provided
  • CPD hours: 6 hours
  • Address: Lvl 10, 333 Adelaide St, Brisbane CBD

 

Course Outlines
PDFData Analysis & Dashboards

Upcoming Dates
Mon 08-Oct-18 Analysis & Dashboards Canberra Course has been scheduled to run but has not been confirmed.
  • Scheduled
  • Confirmed
  • Few seats
  • Class full

Course scheduled to run. Taking enrolments.
Course will run. Taking further enrolments.
Course will run. Limited seats available.
Sold out. Try another date.

Create interactive visualisations with the latest features of Excel 2016 including Power Pivot, Get and Transform and more.
Learn how to create and manipulate dashboards that add value
student

Excel’s ability to interrogate and visualize data is on show in this day long course using the latest features in Excel 2016. Create a data model with a range of data sources using Power Pivot and use Get and Transform to connect and manipulate a range of data sources including cloud databases, websites and Facebook. Learn how to fully utilise Excel to create interactive Dashboards, Charting tools and Visualisation techniques.

Pre-requisites for the course?

This Excel Analysis & Dashboards training course is suitable for those who already have an intermediate level knowledge of Excel and who want to use the latest features of Excel to their full capability. Attendance of our other courses is not a pre requisite for this course.

tasks

On completion of this course you should be able to:
  • Connect to cloud databases and websites
  • Create relationships using a Power Pivot data model
  • Effectively analyse data in Excel
  • Create interactive visualisations
  • Review Pivot Tables & Charts within a data model
  • Extend Pivot Table & Chart technical skills & features
  • Use a from web data for live share price connection
  • Manipulate data sources using query editor
Course Details
  • circular-clockCourses will run from 9am – 4pm (approx.)
  • network-1Classes capped at 10 people (average 5 people)
  • One day Excel Data Analysis & Dashboards costs $440
  • book-2Reference Manuals provided
  • maps-and-flags-1Central city locations
Each Student receives
  • book-1Reference Workbooks
  • e-Certificate of attendance
  • customer-service-2Complimentary post course training e-support
  • dart-boardTrained by a Microsoft Certified Expert
  • likeSatisfaction guarantee or repeat FREE within 8mths
Related Courses
InfoExcel Macros/VBA 
InfoFinancial Modelling
InfoPower BI Beginner

Course Content
excel365spec_75Data Modelling
  • Starting a dataset in Excel
  • Multiple Tables
  • Data Modelling

excel365spec_75Get & Transform

  • Understanding Get & Transform
  • Understanding the Navigator Pane
  • Creating a New Query From a File
  • Creating a New Query From the Web
  • Understanding the Query Editor
  • Displaying the Query Editor
  • Managing Data Columns
  • Reducing Data Rows
  • Adding a Data Column
  • Transforming Data
  • Editing Query Steps
  • Merging Queries
  • Working With Merged Queries
  • Saving and Sharing Queries
  • The Advanced Editor

excel365spec_75Power Pivot

  • Understanding Relational Data
  • Common Sense Data Modelling
  • Enabling Power Pivot
  • Connecting to a Data Source
  • Working with The Data Model
  • Working with Data Model Fields
  • Changing A Power Pivot View
  • Creating A Data Model PivotTable
  • Using Related Power Pivot Fields
  • Creating A Calculated Field
  • Creating A Concatenated Field
  • Formatting Data Model Fields
  • Using Calculated Fields
  • Creating A Timeline
  • Adding Slicers

excel365spec_75Great functions for Analysis

  • Understanding Data Lookup Functions
  • Using CHOOSE
  • Using VLOOKUP
  • Using VLOOKUP For Exact Matches
  • Using HLOOKUP
  • Using INDEX
  • Using SUMIF
  • Using SUMIFS
  • Using SUMPRODUCT

excel365spec_75Data Validation

  • Validation Criteria
  • Input Messages & Error Messages
  • Drop-Down Lists
  • Formulas
  • Customised Validation Criteria
  • Creating A Number Range Validation
  • Testing A Validation
  • Creating an Error Message
  • Creating a Drop Down List
  • Using Formulas as Validation Criteria
  • Circling Invalid Data
  • Removing Invalid Circles

excel365spec_75Using Sparklines to show trends

  • What is a Sparkline?
  • Types of Sparklines
  • Showing Sparklines only
  • Specifying a Date Axis
  • Hidden Data and Sparklines
  • Sparklines and Targets

excel365spec_75Using Conditional formatting

  • Using Conditional Formatting with a Dashboard
  • Top 10 & Custom Formatting
  • Data Bars
  • Show data bars outside the data cell
  • Colour Scales
  • Icon Sets
  • Creating Rules Based Icon Set
  • Removing unnecessary icons
  • Using Symbols in Reporting
  • Using the Camera Tool

excel365spec_75Pivot Tables

  • Structure of Pivot Tables
  • Using Compound Fields
  • Counting in A PivotTable
  • Formatting PivotTable Values
  • Working with Grand Total & Subtotals
  • Finding the Percentage of Total
  • Finding the Difference From
  • Grouping in PivotTable Reports
  • Creating Running Totals
  • Creating Calculated Fields
  • Providing Custom Names
  • Creating Calculated Items
  • PivotTable Options
  • Sorting in a PivotTable
  • Top and Bottom Views
  • Date Grouping Options
  • Hiding or Showing Data Items
  • Conditional Formatting and Sparklines in Pivot Tables
  • Pivot Caches and File Size

excel365spec_75PivotCharts

  • Inserting a PivotChart
  • Defining the PivotChart Structure
  • Changing the PivotChart Type
  • Using the PivotChart Filter Field Buttons
  • Moving Pivot Charts to Chart Sheets
  • Moving Pivot Charts to Chart Sheets

excel365spec_75Slicers in Reports

  • What are Slicers?
  • Creating Slicers
  • Using a Slicer on Multiple Pivot Tables
  • Renaming Pivot Tables
  • Timeline Slicer

excel365spec_75Trending Charts

  • Why do we use Trending Charts?
  • Appropriate Chart Types for Trending
  • Vertical or Y-Axis Scales
  • Chart Titles linking to a Cell
  • Comparative Trending
  • Labelling
  • Using a Secondary Axis
  • Formatting Key Data Points
  • How to display Actuals and Forecasts
  • Averages and Data Smoothing

excel365spec_75Other Report Charts

  • Top and Bottom Charts
  • How to show Top or Bottom in Data Labels
  • Waterfall Charts

excel365spec_75Histograms

  • Creating Histograms using Formulas
  • Creating Histograms using Pivot Tables
  • Creating Histograms using Excel’s Statistical Charts

excel365spec_75Charting performance against a target

  • Performance against Targets
  • Creating Thermometer Chart
  • Bullet Graph

excel365spec_75Defining Dashboards

  • Purpose of a Dashboard
  • Working out what is needed
  • What are the data sources
  • Will the audience need further data to drill-down to?
  • How often will/can the data refresh?
  • Does it need to be maintained?
  • How easy will it be to maintain?

excel365spec_75Dashboard Design Principles

  • Thirteen common mistakes in dashboard design

excel365spec_75Making an Interface

  • Using Macros with Dashboards
  • Recording a Macro
  • Navigation using Macros
  • Macros to Change Chart types
  • Macros and Pivots

excel365spec_75Pulling it all together – Case Study

  • Case Study – We start with raw sales data for a Comedy Roadshow. We model a the data using PowerPivot, creating relationships and the necessary calculations to build our interactive Dashboard for assessing Sales performance and profitability across various cities.

 

student_sat

Average rating:  
 7545 reviews

I enjoyed participating in the Microsoft Project Level 2 Course with Jason. Great teacher and fantastic knowledge of this subject. Well done! - Excel Intermediate Brisbane

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