Previously Excel Consulting

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.
Brisbane
Sydney
Parramatta
Melbourne
Canberra
Adelaide
Perth
Upcoming Courses:
Brisbane
Date
Course
City
Status
Mon 9-Dec-19
Analysis & Dashboards
Brisbane
Confirmed
Thu 16-Jan-20
Analysis & Dashboards
Brisbane
Scheduled
Fri 21-Feb-20
Analysis & Dashboards
Brisbane
Scheduled
Fri 1-May-20
Analysis & Dashboards
Brisbane
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Brisbane
Scheduled
Sydney
Date
Course
City
Status
Mon 9-Dec-19
Analysis & Dashboards
Sydney
Confirmed
Thu 16-Jan-20
Analysis & Dashboards
Sydney
Scheduled
Mon 20-Jan-20
Analysis & Dashboards
Sydney
Scheduled
Fri 21-Feb-20
Analysis & Dashboards
Sydney
Scheduled
Fri 1-May-20
Analysis & Dashboards
Sydney
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Sydney
Scheduled
Parramatta
Date
Course
City
Status
Fri 13-Dec-19
Analysis & Dashboards
Parramatta
Scheduled
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
Mon 9-Dec-19
Analysis & Dashboards
Melbourne
Scheduled
Thu 16-Jan-20
Analysis & Dashboards
Melbourne
Scheduled
Fri 21-Feb-20
Analysis & Dashboards
Melbourne
Scheduled
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
Scheduled
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
Fri 13-Dec-19
Analysis & Dashboards
Adelaide
Scheduled
Mon 10-Feb-20
Analysis & Dashboards
Adelaide
Scheduled
Thu 19-Mar-20
Analysis & Dashboards
Adelaide
Scheduled
Fri 1-May-20
Analysis & Dashboards
Adelaide
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Adelaide
Scheduled
Perth
Date
Course
City
Status
Fri 13-Dec-19
Analysis & Dashboards
Perth
Scheduled
Mon 10-Feb-20
Analysis & Dashboards
Perth
Scheduled
Thu 19-Mar-20
Analysis & Dashboards
Perth
Scheduled
Fri 1-May-20
Analysis & Dashboards
Perth
Scheduled
Mon 15-Jun-20
Analysis & Dashboards
Perth
Scheduled
Scheduled
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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
Level 1 (Ethos House) 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 CBD, WA, 6000
microsoft_gold

Excel Specialist Course Outlines

  • Analysis & Dashboards
  • Financial Modelling
  • Excel Macros/VBA 2 Day
Other Courses
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  • Microsoft PowerApps Training Courses
  • Microsoft Project Training Courses
  • Microsoft Visio Training Courses
  • Microsoft PowerPoint Training Courses
  • Microsoft Word Training Courses
Course Rating
Microsoft Excel Specialist Training Courses

4.69 5 Microsoft Excel Specialist Training Courses
4.69 out of 5
653 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.

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Very insightful course and Steven made it easy to follow and understand. -Power BI Beginner Brisbane
Rachael - Power BI Beginner, .
Great content for this level. -Power BI Beginner Brisbane
Steven - Power BI Beginner, .
Steven ran a very informative, interactive and entertaining session. He has also demonstrated a deep knowledge of the topics and I cannot wait to try it out in my work environment. -Power BI Beginner Brisbane
Jenny - Power BI Beginner, .
Lots of information! Steven was very engaging and approachable. Well done -Power BI Beginner Brisbane
Keiran - Power BI Beginner, .
Very well presented. I look forward to the Intermediate course that I am already enrolled. Thanks -Power BI Beginner Brisbane
James - Power BI Beginner, .
Thanks Steve, really enjoyed PowerBI beginner, it was really interactive learning which is wonderful -Power BI Beginner Brisbane
Trachelle - Power BI Beginner, .
Great course, feel very comfortable and confident in using Power BI now, can't wait to start with real data -Power BI Beginner Brisbane
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Great introduction course. -Power BI Beginner Brisbane
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Very good and informal -Project Beginner Brisbane
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It was a great training course. The trainer had been really good knowledge and understanding and explains very well. -Project Beginner Brisbane
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The course was informative and gave me a good starting point for learning more about MS Project. -Project Beginner Brisbane
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Thanks Jason for your day today. -Project Beginner Brisbane
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Good Course. Quite informative -Project Beginner Brisbane
Anthony - Project Beginner, .
Good pace, trainer was knowlegeable. -Project Beginner Brisbane
Frances - Project Beginner, .
well done -Power BI Intermediate Adelaide
Rob - Power BI Intermediate, .
Useful session. Some parts moved along quickly and some people fell behind. Good to follow trainer rather than read the steps in the book. -Power BI Intermediate Adelaide
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The instructor did an excellent job. -Power BI Intermediate Adelaide
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Great - Power BI Intermediate Adelaide
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The course was great, Tim our trainer was externally helpful and made sure we/I understood the exercises. Well structured training class. Highly recommend. Well done -Excel Macros/VBA 2 Day Melbourne
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. -Power BI Beginner Sydney
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