Excel: Creating High Impact Business Reports
Please see below for additional instructions and information regarding this program.
No matter what business you are in, a report is a critical tool in your communication armoury. As with any communication tool, presentation is everything. Get it right and it offers the reader (typically a CEO, shareholder or Project Manager) a valuable insight into the Key Performance Indicators (KPI’s) upon which a business or project is measured. Get it wrong and you'll end up with something that nobody understands, and nobody wants to read.
The training will focus on 3 areas - creating summary reports using Pivot Tables; creating eye-catching charts and presenting geographic-based data.
In the pivot tables section, you'll learn how to create a basic pivot table, display numbers as a percentage (no formulas, arithmetic or programming required!), make the pivot table eye-catchingly appealing to read and then group the data (by month or numeric range).
In the visual communication (charts/graphs) section, you'll learn how to enhance and customize a standard chart ("from drab to fab") as well as how to create infographic-style charts using nothing but Excel.
The final part of the training will focus on Excel's Power Map tool (2013 and 2016 only) which lets you plot geographic (country, region, state etc) data on an interactive 3-D globe or custom map.
•Charts: Style and design tips and tricks to tell your story / convince your audience
•Charts: Creating powerful infographics using built-in Excel functionality
•Pivot tables: Fundamentals
•Pivot tables: Percentages in 5 clicks without formulas
•Pivot tables: Fonts, number formatting and layout options
•Pivot tables: Grouping data based on month or numeric range
•PowerMap: An Excel addin that lets you display and analyse geographic data as a visual map (2013 & 2016 only)
Who should attend:
This training is categorised as intermediate-to-advanced. It is aimed at existing users of Excel who need to learn how to create visually impactful Excel reports.
The training will be delivered using the latest version of 2016 for Windows although for users of earlier versions, some of the functionality is available in Excel 2010 and much of the functionality is available in Excel 2013. IMPORTANT: PowerMap is not available in Excel 2010
Chart Report Examples 00:03:26
Standard Chart Examples 00:05:15
Pivot Table Examples 00:34:38
Lookups Examples 01:06:41
3-D Map Examples 01:27:15, 01:29:06
- 3D Map 01:29:44
- Chart 00:03:31
- Column Headings 00:46:06
- Data Labels 01:11:43
- Data Series 00:21:40
- Gap Width 00:21:18
- Name Manager 01:25:47
- Pivot Table 00:04:20, 00:34:38, 01:27:36
- Power Map 01:29:51
- Row Headings 00:44:08
- Standard Charts 00:05:15
- VLOOKUP 01:05:46
3D Map: A new feature of Excel 2016, “Microsoft 3D Maps for Excel is a three-dimensional (3-D) data visualization tool that lets you look at information in new ways. 3D Maps lets you discover insights you might not see in traditional two-dimensional (2-D) tables and charts.” - Microsoft
Chart: In Microsoft Excel, a chart is often called a graph. It is a visual representation of data from a worksheet that can bring more understanding to the data than just looking at the numbers. A chart is a powerful tool that allows you to visually display data in a variety of different chart formats such as Bar, Column, Pie, Line, Area, Doughnut, Scatter, Surface, or Radar charts.
Column Headings : The column heading or column header is the gray-colored row containing the letters (A, B, C, etc.) used to identify each column in the worksheet. The column header is located above row 1 in the worksheet.
Data Labels : To quickly identify a data series in a chart, you can add data labels to the data points of the chart. By default, the data labels are linked to values on the worksheet, and they update automatically when changes are made to these values.
Data Series: A data series is a row or column of numbers that are entered in a worksheet and plotted in your chart, such as a list of quarterly business profits.
Gap Width: Gap Width is a jargony name that simply refers to the size of the spacing or gap in between the columns. Excel's default setting is typically around 150%. Reduce the Gap Width from 150% to 30 to 50% for regular bar charts and from 150% to 5 to 15% for histograms.
Name Manager: The Excel Name Manager is specially designed to manage names: change, filter, or delete existing names as well as create new ones.
Pivot Table: A report creation tool in Excel that enables you to quickly summarize lists of data into summary reports by clicking checkboxes and dragging fields onscreen.
Power Map: Microsoft Power Map for Excel is a three-dimensional (3-D) data visualization tool that lets you look at the information in new ways. ... With Power Map, you can plot geographic and temporal data on a 3-D globe or custom map, show it over time, and create visual tours you can share with other people.
Row Headings: The row heading or row header is the gray-colored column located to the left of column 1 in the worksheet containing the numbers (1, 2, 3, etc.) used to identify each row in the worksheet.
Mike Thomas has worked in the IT training business for 26 years. His expertise and experience covers designing and delivering training courses, creating written training materials (Quick Reference Guides and step-by-step tutorials), recording and editing video-based tutorials and providing support to users. He is a subject matter expert in a range of Microsoft technologies including Microsoft Office, Lync/Skype for Business and SharePoint. He has extensive experience of working with Cloud-based ... View Full Profile
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