Excel: Creating High Impact Business Reports
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
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