Excel Hours

Management reports are commonly found in most organizations. They are called different names in different organizations. Some of the common names used are

• Key Performance Indicator (KPI) report
• Business Dashboard
• Daily, Weekly or Monthly Snapshot
• Business Performance / Deck Report

These management reports provide Senior Managers with a quick overview of the business performance in just a few minutes. But preparing the reports can take up a lot of time, as long as a few hours. The whole process is very manual if these managers and executives only know the common functions and formulas of Excel. Unknown to these executives and managers, as much as 90% of their report preparation time can be saved if they know how to combine formulas and functions in Excel together. If properly setup, they can even do away with calculations and the coloring of cells. All they have to do is to change the date in the report and Excel will take care of the rest. This means an error free report, caused by manual calculation and formatting.

WORKSHOP OBJECTIVES

Through the course, participants will learn how to create interactive and maintenance free reports for their companies without using macros. They will also learn more advanced formula and functions which can be used to increase their productivity in their Excel reports.

WORKSHOP OUTLINE

• Create a chart with 2 x-axis

• Customize your bar charts with pictures

• Using your corporate colors within Excel

• Set up an interactive title for your chart

• Create an user interactive chart

• Making use of Pivot Table and Charts in your report

• Naming concepts / Using Tables

FORMULAS AND FUNCTIONS COVERED IN THE COURSE

CHOOSE	FORM CONTROLS	PIVOT TABLE
COUNTIF / COUNTIFS	INDEX	RANGE NAME
CUSTOMISE TEMPLATE	INDIRECT	SUMIF / SUMIFS
DATA VALIDATION	MATCH	SUMPRODUCT
DROPDOWN BOX	PIVOT CHART	VLOOKUP       and more…

WHO SHOULD ATTEND

Managers and Executives who are required to prepare Reports for Management

PRE-REQUISITE

Before you sign up for the course, it is important to you read this. The course is not for everyone. Do not attend the course if you do not have at least 2 years of experience working with Excel. And to make sure that you are able to benefit from the course, please answer the following questions:

a.     Do you know how to create a VLOOKUP formula?

b.     Do you know how to combine formulas?

c.      Do you know how to create Pivot Table?

Course 1:  Hidden Mysteries in Data Analysis with Microsoft Excel