Two Days Exclusive Professional Development Workshop on Advanced Excel-Automated Dashboard Reporting
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1 Two Days Exclusive Professional Development Workshop on Advanced Excel-Automated Dashboard Reporting Training Date: December 02 & 03, 2016, Time: 9:30 am to 5:30 pm Training Schedule Venue: Mind Mapper Training Room Last Date of Registration: November 27, 2016 BDT 8,000/- (Excluding VAT) Fees Discount Policy: 15% for 5 and above group attendees Microsoft Excel is the most essential and powerful application of Microsoft Office package. It is widely used to prepare various types of analytical interactive reports for the top management who are at the planning stage. Sometimes you may struggle and kill huge times to prepare the reports to fulfill your management s requirements. Training Overview Who can attend This professional workshop will help you through various functions, tools, tips and tricks to boost up your Excel productivity and you will learn how to map and handle big data that will work for you and generate the interactive reports describing the core information professionally. You will also learn how to produce information into a logical framework, summarize it into a meaningful format, and then display the summary into easy-to-read tables and graphs. Then you will be able to build up various types of data model to analyze business more critically using various tools, objects and controls. Regular Excel users, data analyzers, management reporters, project managers, decision makers, financial modelers and the professionals who are engaged to prepare periodical reports from various data sources. Training Objectives You can prepare any kind of report very easily within short time if you have sound knowledge in data mapping, various formula building techniques, direct and indirect linking, data connection, data consolidation and summarization, visual presentation, use of object & controls, dashboard techniques, Business Intelligence (BI) tools, techniques to handle millions of data and Excel s amazing productive tricks. These wonderful features will definitely enhance your productivity and make your life easy. Thinking about the above necessities, this professional workshop schedule has been designed so that you can learn the techniques to prepare various types of interactive reports from different types of data sources. This workshop will also cover What-If Analysis and PowerPivot (Business Intelligence) for critical analysis.
2 Learning Methodology Hand working with trainer s predesigned working data Completely practical, interactive and participative Training booklet that will be interactively connected with working data Problem solving and Brainstorming Open discussion (Q & A session) Introduction of Dashboard Report in MS Excel What is Dashboard report in Excel and how to develop? Essential rules should be maintained to develop dashboard in Excel Summary report interaction using various parameters What to do and what not to do for developing Dashboard report A Prezi presentation on Dashboard Reporting Cell Reference (Absolute Vs Relative) What is relative & absolute cell reference? Different types of use of references (A4, $A4, A$4, $A$4) Managing cell reference with complex formula in easy rule Training Contents Data Matching & Lookups Call your desired value matching a cell value form a defined range VLOOKUP & HLOOKUP function Complex uses of VLOOKUP/HLOOKUP MATCH & INDEX function Combination of MATCH and INDEX function Make your data source dynamic Naming in Excel Defining names professionally Using name in a formula Data Summarization and Aggregation from Large Data Data summarizing using multiple parameters and conditions Basic & advanced SUMPRODUCT function COUNTIFS, SUMIFS and AVERAGEIFS functions Data summarizing using INDIRECT linking Essential Functions for Data Organizing Extracting the required portion (left/right/middle) of a cell value Removing unwanted extra spaces Making a function as a variable Replace the existing text with new text using functions Use counting functions for query Join a text with a formatted number or date. Logical Function & Formula Nesting IF() condition with operators Using IF() with formula
3 Bullet-Proof Your Automated Reports and Workbook Create your Workbook password protected Validate and Dump Your Dashboard s Raw Data Protect your workbook so that it can be used by anyone with a limited use of Excel Locking and protecting cells/area Restriction for incorrect data entry/import with data validations Creating error validation messages Describe Your Data Using PivotTable, PivotChart and Slicers Data mapping to prepare a PivotTable Prepare your fist dynamic PivotTable Understanding PivotTable Field List Row Labels, column labels, values area, report filter Examples of various types of PivotTable in different angles Various types of report layout-report in compact form, report in tabular form Changing PivotTable data source Make your PivotTable s data source dynamic Inserting a dynamic calculated field and calculated item Containing customized data format that will not be changed on refresh Applying conditional formatting to a PivotTable that will not be changed on refresh Sorting and filtering techniques in PivotTable data Filling empty cells with zero (0) Dashboard Techniques Using PivotTable Create dynamic PivotTable and fixed the area Containing customized column width that will not be changed on refresh Creating and linking PivotChart with an existing PivotTable Creating and linking slicer with an existing PivotTable & PivotChart Interact your PivotTable dynamically using slicers PowerPivot Use the Most Powerful Feature in Excel (BI Tool) What is PowerPivot? Activation PowerPivot in MS Excel-2010, 2013 and 2016 Clear concept about Excel table Building relationships among the tables Developing Data Model from different data sources Creating report using PowerPivot linking with Excel Creating report using PowerPivot linking with other external sources (from Access/SQL Server) Inserting a calculated column using Data Analysis Expression (DAX) Techniques to use fields and slicers from PowerPivot Field List
4 Make Your Report Interactive Using Objects & Form Controls Get introduced with Form Controls Inserting and Controlling Form Controls Use Button, Check Box, Option Button, List Box, Combo Box Where will you use form controls? Tabular and graphical data interaction using form controls Dynamic Graphical Presentation Data visualization using Sparklines Choosing the perfect chart for your data Creating various types of Charts-Column, Bar, Pie, Line etc. Customize your chart s labels, axes and background Use multiple charts type for different series within a chart Link your chart with calculated data table and objects Decorate Your Report Using Advanced Automated Conditional Formatting Multiple Conditional Formatting-manage rule Using Data Bars and icons for great presentation Changing Data Bars and Icons parameter Formula based Conditional Formatting Macro & VBA: Automate Your Excel Action or Report and Save Time Overview of macro in Excel step by step Building macro without having any programming knowledge Macro settings and security Trust center and trust center settings Automation techniques using macro Creating macro to generate report using criteria Carefulness of macros! Exclusive Project Session To Develop a Real Live Interactive Dashboard Report Problem Solving Session Share your Excel problem The facilitator will share some critical real cases Brainstorming and open discussion
5 Md. Nazmul Muneer Excel Automation Expert & Professional Trainer Md. Nazmul Muneer is one of the key contributors in the Accounts & Finance department of Beximco Pharmaceuticals Ltd. with 8 years job experience and has previous work experience in Energypac Power Generation Ltd. Mr. Muneer also works as a freelance Excel automation consultant and trainer. In the last few years he has conducted various professional Excel training programs in many national and multinational corporate houses and universities, and he is a regular Excel trainer of some leading professional training institutes. More than 1,500 participants have been educated in Excel from his effective training. Trainer s Profile He has also been providing consultation and technical services to different companies in the UK and USA on Excel Automation and developed more than 30 projects, helping them to create new processes, reports and streamlines those are already in live environment. He is expertise in developing automated formula based Excel dashboard, macro enabled & VBA based Excel application, strategic business model, various problem solving calculators, What-if Analysis model, data analysis dashboard using Business Intelligence (BI) tools, KPI automation etc. Registration Contact Refund Policy Mr. Muneer has obtained educational experience in two different disciplines. He is a post graduate in Accounting and has a Diploma in Professional Software Engineering. These have enabled him to acquire vast IT knowledge on developing Database Software, Advanced Excel with VBA, Access with programming, VB, SQL server, Crystal report, IBM AS/400 as well as various accounting packages. Mind Mapper Bangladesh Road- 13, House- 210, 2 nd Floor, Mohakhali DOHS, Dhaka. Mobile: , sales@mindmapperbd.com Web: If a participant withdraws from the training, then it must be notified before 2 days before the training date for 100% refund. Otherwise no refund will be provided.
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