Previously Excel Consulting

Nexacu Excel Specialist

Excel Analysis and Dashboards Training

Learn to use Excel tools to build effective actionable dashboards.

Excel’s ability to integrate and visualize 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 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. Read our full course outline here.

Brisbane

Sydney

Parramatta

Melbourne

Canberra

Adelaide

Perth

Upcoming Courses:
Brisbane
Date
Course
City
Status
Fri 21-Feb-20
Analysis & Dashboards
Brisbane
Confirmed
Fri 1-May-20
Analysis & Dashboards
Brisbane
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Brisbane
Scheduled
Sydney
Date
Course
City
Status
Fri 21-Feb-20
Analysis & Dashboards
Sydney
Confirmed
Fri 1-May-20
Analysis & Dashboards
Sydney
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Sydney
Scheduled
Parramatta
Date
Course
City
Status
Mon 10-Feb-20
Analysis & Dashboards
Parramatta
Scheduled
Thu 19-Mar-20
Analysis & Dashboards
Parramatta
Scheduled
Fri 1-May-20
Analysis & Dashboards
Parramatta
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Parramatta
Scheduled
Melbourne
Date
Course
City
Status
Fri 21-Feb-20
Analysis & Dashboards
Melbourne
Few Seats
Fri 1-May-20
Analysis & Dashboards
Melbourne
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Melbourne
Scheduled
Canberra
Date
Course
City
Status
Mon 10-Feb-20
Analysis & Dashboards
Canberra
Confirmed
Thu 19-Mar-20
Analysis & Dashboards
Canberra
Scheduled
Fri 1-May-20
Analysis & Dashboards
Canberra
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Canberra
Scheduled
Adelaide
Date
Course
City
Status
Thu 19-Mar-20
Analysis & Dashboards
Adelaide
Confirmed
Fri 1-May-20
Analysis & Dashboards
Adelaide
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Adelaide
Scheduled
Perth
Date
Course
City
Status
Mon 10-Feb-20
Analysis & Dashboards
Perth
Confirmed
Thu 19-Mar-20
Analysis & Dashboards
Perth
Confirmed
Fri 1-May-20
Analysis & Dashboards
Perth
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Perth
Scheduled
Scheduled
Taking enrollments.
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Excel Analysis and Dashboards 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
Level 10, 333 Adelaide St, Brisbane QLD 4000
microsoft_gold

Excel Analysis and Dashboards 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
Level 3, 37 Pitt Street, Sydney NSW 2000
microsoft_gold

Excel Analysis and Dashboards 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
Level 3, 90 Phillip Street, Parramatta NSW 2150
microsoft_gold

Excel Analysis and Dashboards 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
Level 3, 466 Little Lonsdale St, Melbourne VIC 3000
microsoft_gold

Excel Analysis and Dashboards 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
Ethos House, Level 1, 28 Ainslie Place, Canberra ACT 2601
microsoft_gold

Excel Analysis and Dashboards 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
Level 3, 97 Pirie Street, Adelaide SA 5000
microsoft_gold

Excel Analysis and Dashboards 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
Level 1, 140 St Georges Tce, Perth WA 6000
microsoft_gold

Excel Specialist Course Outlines

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Course Rating
Microsoft Excel Specialist Training Courses

4.68 5 Microsoft Excel Specialist Training Courses
4.68 out of 5
688 Student Reviews

What do I need to know to attend?

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.

Excel Analysis and Dashboards Learning Outcomes

  • 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 and Charts within a data model
  • Extend Pivot Table and Chart technical skills and features
  • Use a from web data forlive share price connection
  • Manipulate data sources using query editor

Excel Analysis and Dashboards Course Content

  • 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 Rows
  • 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
  • Creating a Drop Down List
  • Using Formulas as Validation Criteria
  • Circling Invalid Data
  • Removing Invalid Circles
  • Using 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
  • Using 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
  • Pivot 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
  • PivotCharts
  • 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
  • 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.

Why choose Nexacu?

Valued by Individuals

 

4.8/5
Over 18419 Reviews
Excellent Course well presented by Steven. Excited to expand the horizons another step to power BI heaven -Power BI Advanced Brisbane
Terry - Power BI Advanced, .
Great content, Steve kept things going as slower users tend to slow things down but parked questions well and kept things going. Well explained -Power BI Advanced Brisbane
Matthew - Power BI Advanced, .
Great Course, Thanks Steven -Power BI Advanced Brisbane
Savindren - Power BI Advanced, .
Good presentation and hand on the task. -Power BI Advanced Brisbane
Yuejing - Power BI Advanced, .
Well presented and informative. -Power BI Advanced Brisbane
Brent - Power BI Advanced, .
Good training. -Power BI Advanced Brisbane
Shergeoh - Power BI Advanced, .
It was a good course, good speed and trainer explained tasked very well. Exercises were good and training material very helpful. -Excel Advanced Sydney
Stephanie - Excel Advanced, .
Very knowledgeable trainer and was able to adapt to circumstance that could be beneficial and understood by the group -Excel Advanced Sydney
Danielle - Excel Advanced, .
Good content, and explained in a calm and efficient manner -Excel Advanced Sydney
SonyParimi - Excel Advanced, .
Great documentation and files for the training sessions. Rajashree is really good at keeping the class on track and is quick to identify issues when a user is having problems. -Excel Advanced Sydney
Libby - Excel Advanced, .
Very useful and speed of session was good. Good mix of exercises. More detail on macros would be great. -Excel Advanced Sydney
Jessica - Excel Advanced, .
Michael was fantastic he really made this course informative and enjoyable. I got a lot out of this course. -Office365 Beginner Parramatta
Renee - Office365 Beginner, .
Instructor didn't take a linear path through the workbook, but did manage to cover all area, it was good to see pragmatic approach to student learning -Power BI Advanced Sydney
Stuart - Power BI Advanced, .
Very well explained. -Office365 Beginner Parramatta
Felicity - Office365 Beginner, .
Thoroughly enjoyable. John moved quickly through examples, but not too quick for people to get lost. Very happy that the group was very capable. -Excel Advanced Melbourne
Matthew - Excel Advanced, .
Thank you John for the very informative and interesting course! I learn a lot of useful tricks on how to improve my excel skills on a day to day basis. -Excel Advanced Melbourne
Maria - Excel Advanced, .
Great course -Office365 Beginner Parramatta
Courtney - Office365 Beginner, .
John was really good, going through the content clearly and in a way for us novices to understand the steps involved in different processes. -Excel Advanced Melbourne
Benji - Excel Advanced, .
Helpful and interactive, but intensive -Excel Advanced Melbourne
Oussama - Excel Advanced, .
Nice presentation Covered interested topics -Excel Advanced Melbourne
gunjan - Excel Advanced, .

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