Best Types of Charts for Excel Dashboards

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Understand what Chart Types work best for Dashboards

This course focuses on the creation of various appropriate types of charts in dashboards developed with Excel, Power BI and Tableau.

It will show how such dashboards, be it for business or community intelligence is an increasingly important information management tool, that uses data visualization technology to analyse and display essential information visually in a practical and useful way.

Such dashboards manage information by tracking data points that are important to your organization. These dashboards give one a consolidated view of all relevant data from across the organization that display valuable insights into the whole operation.

Thus, knowledge and application of different chart types are needed to display key metrics to assess performance measures and generate actionable insights.

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Course Objectives

• Explain dashboard origins, purpose and benefits
• Understand the rationale for data analysis and reporting
• Know the anatomy of an Excel chart
• Correlate the similarities between data visualization and charts in Excel platform
• Differentiate the various types of charts [Major portion]
• Select the best Excel chart for dashboarding
• Construct a Excel dashboard that meets data analytical needs
• Analyse Excel dashboards to move into data visualization

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Course Outline

• Dashboard origins, purpose and benefits
• Rationale for data analysis and reporting
• The anatomy of an Excel chart, (Demonstrate and Hands On – [DHO])
• Data visualization in Excel and its relationship with Excel charts [DHO]
• Various types of Excel charts and its appropriate selection [DHO]
• Design, Develop and Deliver a dashboard with as many relevant Excel charts as possible [DHO]

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Methodology

Facilitation [virtual via zoom], Video appreciation and discussion, and Reflection [Individual or in Groups]

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For Your Delight

• A Certificate of Attendance will be given subject to 90% attendance.

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Trainer

Daniel Kam has at least 20 years of corporate leadership experience under his belt around Business Development, Sales and Marketing, General Management and Organization Development work including 7 years of senior management role as a Director of Asian market in the most recent corporate job. He brings relevant experience, wisdom and practical insights in his soft-skills based programs such as leadership, high performance team work, personal development as well as business development and management. He brings relevant experience, wisdom and practical insights into his exciting courses.

He holds a degree in Business Administration with specialization in Marketing. He is a certified professional trainer, qualified ACTA facilitator as well as an executive coach. He is also certified as a trainer for Brian Tracy range of sales leadership courses.

A passionate trainer with great empathic considerations, Daniel is able to relate well with diverse groups of multi-cultural and multi-generational learners. An engaging facilitator, Daniel encourages active participation from learners of his workshops and courses, ensuring effective internalization and subsequent application of new learned knowledge.

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Subsidy

Currently Not Applicable

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Special Request

If the dates listed are not suitable for you and you have a group interested in the same course, you can contact us to arrange a date of your choice, subject to our trainer availability.

Evening classes or to be conducted in Mandarin are also available on request. Contact us for arrangements.

Group discounts are also available. Request a quote from us.

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