Course Outline - Microsoft Teams for End Users

    Dashboards and Data Visualisation in Excel

    Course Duration: One Day

    Target Audience:

    Aimed at experienced Excel users who need to create and manipulate complex data and convert into professional, concise, and visual dashboards.

    Course Objectives:

    To allow the attendee to learn the required functionality to create engaging and visual summary sheets and dashboards using Microsoft Excel.

    Course Outline:

    Course Introduction

    What is Data Visualisation?

    • How can we use Data Visualisation in Excel?
    • What is a Dashboard?

    Model Design and Dashboard Best Practice

    • Efficient Data Model Design
    • Designing Dashboards
    • Tips and Tricks

    Conditional Formatting

    • Using Predefined Data Scales
    • Using Data Bars
    • Using Icon Sets
    • Adding New Rules
    • Editing Existing Rules
    • Conditional Formatting
    • Conditional Formatting with Other Functions
    • Creating Sparklines

    Multiple Sheets and Files

    • Review Multiple Sheets
    • Grouping Sheets
    • Linking Sheets
    • Protection

    Advanced Charts

    • Review of Creating a Chart
    • Advanced Chart Options
    • Advanced Formatting
    • Adding Trendlines
    • User Defined Charts
    • Choosing the correct chart for your data

    Excel Database Features

    • Advanced Filtering and Sorting
    • Database and Lookup Functions
    • Creating and Updating a Table
    • Changing the Table Structure
    • Using Grouping Options
    • Pivot Table Options
    • Switching Sub-Totals On or Off
    • Creating Calculated Items
    • Showing and Hiding Columns

    Data Validation

    • Limiting Entries into a Cell
    • Creating a Dropdown List
    • Data Validation and Other Functions
    • Adding and Managing a Watch Window

    Discussion and Question Time

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