Data Analysis and Dashboarding with Microsoft Excel

COURSE OVERVIEW

Excel reporting is often time-consuming and repetitive, requiring employees to spend significant hours compiling data, updating formulas, and revising charts on a weekly or monthly basis. Despite these efforts, many reports lack clarity and are underutilised for decision-making. This highlights the need for a more efficient and structured approach to data analysis and reporting. Data Analysis and Dashboard Reporting in Microsoft Excel provides a powerful solution to transform raw data into meaningful insights through structured analysis and effective visualisation. Well-designed dashboards enable organisations to present key performance indicators (KPIs), metrics, and critical data points in a clear and concise manner. This allows management to quickly assess the performance of a company, department, or specific process, and make informed decisions with confidence. Dashboards can also be customised to meet the specific needs of different functions, making them a versatile management tool. By simplifying complex datasets into visually engaging reports, dashboards eliminate the need to manually review large volumes of data. This enables users to quickly interpret information, identify trends, and respond effectively in time-sensitive situations.

In this 2-day interactive workshop, participants will learn how to structure and synthesise data into a logical framework, apply advanced Excel functions, and develop dynamic dashboards that are both insightful and user-friendly. The programme covers key techniques including data validation, conditional formatting, dynamic charts, pivot tables, and interactive dashboard controls. Participants will also explore effective visual design principles to create professional dashboards that enhance communication and support better business decision-making.

LEARNING OUTCOMES

Upon completion of this 2 days’ workshop, participants will be able to: –
√  Understand the fundamental principles of data analysis and dashboard reporting.

√   Structure, synthesise, and summarise data into a logical and meaningful framework.

√   Apply appropriate techniques to present data clearly using tables, charts, and dashboards.

√   Determine when to use charts versus tables for effective communication of information.

√   Use Excel functions and formulas to analyse and process data efficiently.

√   Apply data validation and controls to improve data accuracy and usability.

√   Utilise advanced functions such as OFFSET and MATCH for dynamic data analysis.

√   Create charts, pivot tables, and pivot charts to summarise and visualise data.

√   Design dynamic and interactive dashboards using form controls, slicers, and conditional formatting.

√   Apply visual design principles and formatting techniques to enhance reports and presentations.

√  Communicate insights effectively through clear, concise, and visually engaging dashboards.

√   Improve efficiency in reporting by developing automated and user-friendly Excel dashboards.

WHO SHOULD ATTEND?

This programme is suitable for managers, executives, analysts, engineers, and administrative personnel who are involved in data analysis, reporting, or dashboard preparation and wish to enhance their Excel skills beyond basic functions.

PRE-REQUISITES

Participants should have a basic to intermediate level of proficiency in Microsoft Excel, including familiarity with worksheets, data entry, and basic formulas such as SUM and AVERAGE. Some experience in handling data or preparing reports in the workplace will be beneficial.

COURSE BENEFITS

Participants will gain practical skills to analyse data efficiently and create professional dashboards using Microsoft Excel. The programme enhances reporting accuracy, improves data visualisation, and enables participants to present insights clearly, supporting better decision-making and increased workplace productivity.

TRAINING METHODOLOGY

The programme adopts a hands-on, instructor-led approach combining demonstrations, guided exercises, and practical case-based activities. Participants will work on real-life datasets to build dynamic dashboards and apply advanced Excel functions in a structured and interactive learning environment.

TRAINING PREPARATION      

Participants are required to have a laptop or computer with Microsoft Excel (2016 version or later) pre-installed, along with a stable internet connection to ensure smooth participation. A functional camera, microphone, and speakers are also required for this online session conducted via Zoom to support interaction and hands-on activities. 

DURATION

Full 2 days training (9:00 am – 5:00 pm)

HRD CORP REGISTERED PROGRAM ID NOS
10001210941

PUBLIC PROGRAM COURSE FEE

Single Registration – RM 1,250.00 nett per participant

Group Registration – RM 950.00 nett per participant

(For 4 participants or more from the same organisation)

(The fee covers training materials, supplementary notes, a detailed training report with assessment and a Certificate of Completion)

IN-HOUSE TRAINING ENQUIRY

For more information regarding our In-House/ Public Program courses, please email us your inquiry at sales@progresslink.com.my
or to speak to our Sales Consultant at + 604- 297 6881 or 011-1289 6881.

For public program schedules, please visit our website: www.progresslink.com.my

Register with us today! Training fees are eligible for claims under the HRD Corp Claimable Courses scheme.

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or

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