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.
Duration
2 days
Schedule
9h to 16h
Regular fee
$965
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$870
Objectives of the training
To provide the knowledge and skills required to use the various features of Excel to create dashboards without VBA programming.Targeted audience
Managers and employeesPrerequisite
Intermediate knowledge of MS Excel. Experience with dynamic pivot tables (Course CH166).Trainers
Course architecture
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
Training Notes
At the end of this training, yoiu will have a real exemple of dashboard for a company.
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 quoteDuration
2 days
Schedule
9h to 16h
Regular fee
$965
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$870
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