Excel Analysis and Dashboards Training
Learn to use Excel tools to build effective actionable dashboards.
Learn to use Excel tools to build effective actionable dashboards.
4.66
All courses available in-class or remotely.
To attend remotely, select "Remote Online" as your location on book now.
Excel’s ability to integrate and visualise data is the focus of this day long course, using the latest features in Excel. Work through multiple exercises to learn to master the tools of data modelling, analysis and building visuals for effective Dashboards.
Participants will 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.
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 and 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. Read our full course outline here.
By the end of this course, participants will be able to:
This course is suitable for users with advanced Excel skills who want to explore Excel’s full capabilities. Attendance in other courses is not required. PC users must have the Power Pivot add-in enabled; this course is not recommended for Mac users.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
Financial ModellingLearn to build financial models in line with best practice. Work through case studies, led by our instructors.
Excel Macros/VBA 2 DayLearn to build solutions to automate tasks. Record macros, write procedures, work with functions and more.
Excel Specialist Digital Credential
Data Modelling
Starting a dataset in Excel
Multiple Tables
Data Modelling
Get & 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 Row
Adding a Data Column
Transforming Data
Editing Query Steps
Merging Queries
Working With Merged Queries
Saving and Sharing Queries
The Advanced Editor
Power 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
Great 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
Data 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
Using Formulas as Validation Criteria
Circling Invalid Data
Removing Invalid Circles
Conditional Formatting & Sparklines
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
What is a Sparkline?
Types of Sparklines
Showing Sparklines only
Specifying a Date Axis
Hidden Data and Sparklines
Sparklines and Targets
PivotTables & PivotCharts
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
Inserting a PivotChart
Defining the PivotChart Structure
Changing the PivotChart Type
Using the PivotChart Filter Field Buttons
Moving Pivot Charts to Chart Sheets
Slicers in Reports
What are Slicers?
Creating Slicers
Using a Slicer on Multiple Pivot Tables
Renaming Pivot Tables
Timeline Slicer
Trending 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
Other Report Charts
Top and Bottom Charts
How to show Top or Bottom in Data Labels
Waterfall Charts
Histograms
Creating Histograms using Formulas
Creating Histograms using Pivot Tables
Creating Histograms using Excel’s Statistical Charts
Charting Performance Against a Target
Performance against Targets
Creating Thermometer Chart
Bullet Graph
Defining 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?
Dashboard Design Principles
Thirteen common mistakes in dashboard design
Making an Interface
Using Macros with Dashboards
Recording a Macro
Navigation using Macros
Macros to Change Chart types
Macros and Pivots
Pulling it all together – 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.
Which Excel Specialist course is right for me?
Choose Financial Modelling if you need to build structured Excel models, forecasts, budgets or business cases. Choose Analysis & Dashboards if you want to analyse data, use Power Query and present complex information clearly. Choose Excel VBA if you want to automate repetitive Excel tasks, create macros and build more efficient spreadsheet solutions.
Who should attend Excel Specialist training?
Excel Specialist training is suitable for analysts, finance professionals, managers, reporting teams, administrators and business users who already use Excel and want to develop more advanced skills. These courses are useful for people working with dashboards, financial models, reports, data preparation, macros, VBA or business process automation.
Are Excel Specialist courses suitable for beginners?
Excel Specialist courses are generally designed for users who already understand the fundamentals of Excel. If you are new to Excel, it may be better to start with a general Excel course before progressing to specialist topics such as financial modelling, dashboards, Power Query, macros or VBA.
What will I learn in the Financial Modelling course?
The Financial Modelling course teaches users how to build structured Excel models in line with best practice. It is suited to professionals who need to create forecasts, budgets, scenarios, business cases or financial analysis tools.
What will I learn in the Analysis & Dashboards course?
The Analysis & Dashboards course focuses on analysing data and presenting large or complex information clearly. It introduces tools such as Power Query and helps users create more effective Excel reports and dashboards for workplace decision-making.
What will I learn in the Excel VBA course?
The Excel VBA course is designed for users who want to automate tasks in Excel. Training covers macros, VBA procedures and practical automation techniques that can reduce repetitive manual work and improve spreadsheet efficiency.
Can I attend Excel Specialist training online?
Yes. Excel Specialist courses can be attended in class or live online via Remote Online. Remote students can join the classroom through video conferencing, ask questions, participate in discussions and share their screen with the trainer when they need help. To attend remotely, select Remote Online as your location when booking.
Which Excel Specialist courses are available if I am working from home?
All public Excel Specialist courses can be delivered remotely. Book your course as normal and select Remote Online as your location. You will receive login details and course instructions before your training session.
Where is Excel Specialist training held?
Nexacu delivers Excel Specialist training in major Australian locations including Melbourne, Sydney, Brisbane, Perth, Adelaide, Parramatta and Canberra, as well as live online via Remote Online. Workplace training may also be available for organisations across Australia.
How many students are typically in an Excel Specialist training course?
Class sizes vary by session, but Excel Specialist classes typically have 4 to 6 students and are capped at 10 students. This helps maintain training quality and gives participants time to ask questions, complete exercises and engage with the trainer.
Can Excel Specialist training help with workplace reporting?
Yes. Excel Specialist training can help users improve workplace reporting by developing skills in dashboards, data analysis, Power Query, financial modelling, macros, VBA and automation. These skills are useful for creating clearer reports, reducing manual work and improving Excel-based business processes.
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View Dates Financial ModellingLearn to build financial models in line with best practice. Work through case studies, led by our instructors.
Excel Macros/VBA 2 DayLearn to build solutions to automate tasks. Record macros, write procedures, work with functions and more.
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