Without being in the finance department, you may be required to follow up on projects from an accounting point of view: performance, return on investment, sales and revenue breakdown, invoice management, budget follow-up, etc. This Excel training shows you how to set up your dashboards to facilitate follow-ups, limit errors and make informed decisions.
Objectives
To provide the knowledge and skills required to use the various features of Excel to create dashboards without VBA programming.
Is it for you ?
Managers and employees
Prerequisite
Intermediate knowledge of MS Excel. Experience with dynamic pivot tables (Course CH166).
Content
Visualizing results
Examples of dashboards: information systems, project management, budget preparation and monitoring, etc.
Construction of the dashboard signage page: choice of indicators and visuals.
Functions :
- INDIRECT
- REPT
- ISERROR
- OFFSET
- VLOOKUP
Visuals and graphics :
- Thermometer
- Gantt charts
- Gauges
- etc.
Dashboards
Advanced pivot tables
- GETPIVOTDATA
- PivotTable Wizard
- Etc.
Advanced macro commands with control buttons
Notes
At the end of this training, yoiu will have a real exemple of dashboard for a company.
💡 Useful information
Our training sessions are offered in Montreal or Quebec City, in person or in virtual format. Dates and locations are provided when you select your session below. If you have any questions regarding registration, schedules, the language of instruction, or cancellation policies, please consult our FAQ .
Trainers
Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
Request a quote