Interactive Excel Dashboard Reporting 2007

COURSE INTRODUCTION Management reports are commonly found in most organisations. They are called different names in different organisations. Some of the common names used are 1. 2. 3. 4. 5. Key Performance Indicator (KPI) report Business Dashboard Balanced Scorecard Daily, Weekly or Monthly Snapshot Business Performance 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 colouring 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. COURSE 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. COURSE OUTLINE 1. Create a chart with 2 x-axis 2. Customise your bar charts with pictures 3. Using your corporate colours within Excel 4. Set up an interactive title for your chart 5. Create a Pareto Chart 6. Create an user interactive chart 7. Making use of Pivot Table and Charts in your report 8. Allow user to select

FORMULAS AND FUNCTIONS COVERED IN THE COURSE 1. Offset formula 2. Match formula 3. Countif 4. Sumproduct 5. Sumif 6. Index 7. Vlookup 8. Choose 9. Pivot Table 10. Pivot Chart 11. Range Name 12. Customise Excel colour template 13. Data Validation 14. Dropdown box

2007-11 everydayExcel. All Rights Reserved. Co. Reg. No.:200715953K 10 Anson Road #26-02A International Plaza S(079903) Tel : (65) 96 300 917 Fax : 6795 7250 email : jason.khoo@synergyworks.com.sg Page 1 of 3

COURSE DURATION 2 days

WHO SHOULD ATTEND Managers and executives who are required to prepare reports for management. CLASS SIZE The course is conducted with a class of no more than 20 participants.

DETAILS ON THE COURSE Dates : 14 & 15 Apr 2011 28 & 29 July 2011 13 & 14 Oct 2011 Time Venue : : 9 am to 5 pm everydayExcel Business Lab Training Room 10 Anson Road #26-02A International Plaza Singapore 079903 S$600 Nett

Price

Computers and Course materials will be provided by eveydayExcel. OUR TRAINERS eveydayExcel trainers are all experts in spreadsheets and databases. They are specially handpicked by the Master Trainer, Jason Khoo, based on their experiences in training and the business knowledge they possess. Jason has worked in local companies and foreign MNCs supporting the marketers in their analysis of marketing plans and providing quality information for decision making. He was also a financial counsel for a Fortune 500 companys business unit which generated a total revenue of more than S$100 million per annum.

everydayExcel has helped many companies save thousands of dollars by providing simple
and yet powerful business solutions through the use of Microsoft Excel. Examples of such solutions include budget planning and forecasting, customer segmentation program, personalized email broadcast to targeted customers, and sales lead generation program (mini CRM), etc.

2007-11 everydayExcel. All Rights Reserved. Co. Reg. No.:200715953K 10 Anson Road #26-02A International Plaza S(079903) Tel : (65) 96 300 917 Fax : 6795 7250 email : jason.khoo@synergyworks.com.sg Page 2 of 3

Interactive Excel Dashboard Reporting

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We hereby confirm that the attendance of the personnel listed above and will make the full payment even in the event that the above personnel(s) do not turn up for the course. Name: Designation Please make cheque payable to eveydayExcel Business Lab Pte Ltd and send it to the following address:

eveydayExcel Business Lab Pte Ltd

10 Anson Road #26-02A International Plaza Singapore 079903 Attn: Finance Department

2007-11 everydayExcel. All Rights Reserved. Co. Reg. No.:200715953K 10 Anson Road #26-02A International Plaza S(079903) Tel : (65) 96 300 917 Fax : 6795 7250 email : jason.khoo@synergyworks.com.sg Page 3 of 3