Creating Management Dashboards in Microsoft Excel

Today, Microsoft Excel has become extremely power tool for any data warrior. Whether you work in Sales, Marketing, Customer Service, Logistics, Accounts, Manufacturing, Finance or Administration, everyone must become an expert at using Microsoft Excel.

It is not sufficient to know Tables & Formulas in Excel. You must also know how to make sense of the data that you have.

Successful analysis of data, and presentation of data are vital skills for any office worker. Simple techniques to analyze data are to use Pivot Tables, Normal Data Ranges, and Tables.

Further, there are advanced data analysis tools within Excel – like the Scenario Manager, Goal Seek, Solver, Conditional Formatting, Slicers etc. that make the job of data analysis much easier.

However, it is not sufficient to merely analyze the data. It is important for you to also present the data using the latest and best in-built techniques within Excel. Most of the people who come for Excel Dashboard Training, or the Data Analysis Training With Excel are not aware of these features.

Microsoft Excel Dashboard Training

Microsoft Excel Dashboard Training

When you create an Excel Report, which allows for the Report to become interactive, allows the management to play with the data, change the parameters, and see the data change, the graphs update dynamically, then such a report is called a Dashboard.

DIFFERENCE BETWEEN REPORTS AND DASHBOARDS

The key different between a Report and a Dashboard is that a Report can be static, long, and without any interactivity.

In contrast, a Dashboard is a dynamic report, Short, Fits a page usually, and allows the users to change several parameters on the fly to compare the data from the past year, quarter, and play what if dynamically.

Dynamic Checkbox Dashboard With Microsoft Excel

Dynamic Dashboard With Microsoft Excel – Learn to Do It Yourself!

Intellisoft Systems in Singapore conducts Public and Customized Classes for Creating Dashboards With Microsoft Excel. Many companies have opted for Corporate Training, where the content can be customized to suit your audience and participants, plus their level of expertise with Microsoft Excel.

For the dashboard training, the Excel version is not that important. You can use Microsoft Excel 2010, 2013 or Microsoft Excel 2016 for the Excel Dashboard Training.

Plus, the Dashboard training can be conducted in your country. Simply contact Intellisoft at +65-6296-2995 for the training details.

Cheers,
Intellisoft Systems Team, GoldenMile Complex, #06-05,
Singapore 199588

Recommended Training: Advanced Excel 2013Excel Dashboards MasterClassData Interpretation & AnalysisCustomized Corporate Training

Learn Excel VBA in Singapore

Excel VBA training at Intellisoft Singapore

Microsoft Excel is an extremely useful tool for any business analyst, finance executive, or power user. It helps to automate huge number of  calculations, with ease, and improves productivity.

Each Microsoft Excel version, be it Excel 2016 or Excel 2010, comes with a feature to Record Macros in Excel. This important feature provides us with with a technique to record a complex set of steps in Excel, and then run them over and over again, with a single click – it can save hours of work for a busy analyst.

To take the power of Excel Macros further, you can learn to edit the macros, and write your own macros, by hand. Excel provide you with this functionality, through the use of Visual Basic for Application or VBA in short. This is an extension of the Visual Basic Programming language, but customized for use with Microsoft Excel.

Most people are intimidated by programming, but Excel VBA programming is much simpler, and is easier to learn and apply.

Using VBA, you can Create Macros that do simple tasks, manipulate recorded properties and methods, and even do file operations like opening a CSV file, reading its contents, loading the data into a Excel file, append it to a database, adding sheets, creating pivot tables on the fly,  and much more.

Our 3 Day Excel VBA workshop in Singapore, is a very practical and useful training in Excel VBA. It guides perfect newbies into programming, using VBA and they begin to write simple to complex macros and VBA programs in a short period of time.

Most participants are delighted by this training. Here’s some recent feedback from the VBA Macro Training held in Singapore in 2016-2017:

* Good pace, very interactive, good examples that seemed applicable, class size is not too big, appropriate breaks, comfortable atmosphere with humor, and extra examples given.

* Enjoyed the training very much. I can efficiently apply it in my work in future.

* The coding part was fun, and learnt how VBA does wonders. It introduced Excel in a new dimension!

* The training will help me automate certain procedures and create creative solutions easily in Excel, using VBA.

* Examples we used were very interesting and relevant

The GREATEST STRENGTH of the VBA EXCEL Training is that it is Easy Enough for People with NO Programming Background.

Excel VBA Training Schedule

You can find more information about Excel 2016 VBA (Macro) and Excel 2013 VBA (Macro) schedules, or call us at +65 6296-2995 for Self Sponsored or Corporate Training on Excel VBA.

To Register online for the next Excel VBA Macro class, visit our Online Registration section.

Recommended Training: Excel 2016 VBA (Macro)Excel 2013 VBA (Macro)

Top 3 Features of Microsoft Excel You Must Know

top_excel_features_in_interviews

Microsoft Excel is heavily used in Banking, Sales, Finance, Marketing, Customer Service… you name it, it is used by people at operations level, supervisory level and management level for data entry, data analysis, tracking and reporting data.

No wonder in job interviews, Excel features heavily for such job roles.

The Top 3 features often asked in the Job Interviews are regarding Pivot Tables, VLookup Functions and Macros.

Do you know Pivot Tables in Excel?

Pivot tables are used to summarize multiple data rows in one or multiple sheets, and create a summary report. It is a fantastic tools that makes it much easier to view the data at a high level – by category, by division, by department, by area and by country etc… based on your data.

It is best if you master pivot tables, and its nuances, its options, its hidden features and become an expert at using Pivot tables.

Here are some articles I wrote about using Pivot Tables in Excel, and its advanced options of getting pivot data in summary sheets within Excel.

But you may want to attend the Advanced Excel classroom training, and even avail government grants, SkillsFuture, SDF funding etc. to get subsidized fees.

Do you know how to use the Vlookup Function in Excel?

Vlookup and Hlookup are 2 of the Lookup functions within Excel. They help to lookup prices of parts, employee names etc. from tables where you know the part number, employee number, IC number etc.

It is like looking up the meaning of a word in a dictionary. These are extremely powerful functions, and you must know them well.

Do note that there are couple of variations of the Lookup functions – Exact Match or Range Lookup (Approximate match). You must know what to use, and when to use which option.

Knowledge of VLookup is a  must for most industries using Excel, like the Banking & Finance industry.

Again, at Intellisoft, we cover the Lookup Functions in the Advanced Excel and the Excel Dashboard MasterClass, where you learn how to create Management Reports and Dashboards using Microsoft Excel.

Do you know how to write Macros in Excel?

To save time in doing repeated steps, Microsoft introduced the Visual Basic for Applications programming language. IT is popularly called as VBA Macro programming. With VBA programming, you can extend Excel to create routines that can do the basic, mundane steps, quickly, and correctly, so you can spend more time with the more important stuff.

Excel macros are used in creating specific user forms, creating conditional logic, creating work flow within a n organization.

The end user can simple execute multiple steps without knowing how to do the intermediate steps, simply by clicking a button, which in turn can run a complex macro. It is so simple, and magical to use and execute macros within Excel.

You could use it to generate a profit and loss statement, a balance-sheet, a leave approval form, a cash flow statement, pivots and charts automatically, without doing multiple steps.

Read more about VBA Macro Programming here. And you can attend our 3 day VBA Macro programming training in Singapore.

Conclusion:

These are the most important and most used features of Microsoft Excel. Master these, and you will be very popular in your company, and you will improve your job prospects significantly by learning these 3 most important things in Excel.

Cheers,
Vinai Prakash,
Founder & Principal Trainer, Intellisoft Systems

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