Business Charting & Dashboards in Excel & Power BI (morning session)

Create beautiful, striking and insightful business charts & dashboards with this one-day masterclass. Use powerful Excel features like slicers, maps, forecasting, formulas, and tables to enhance your regular business charts. Understand the process for making executive dashboards to tell a complete story in one picture. 

In this one-day masterclass, you will learn how to make complex, interactive and intuitive business charts & dashboards.

  • Aimed at: Intermediate to Advanced users 
  • Software used: Excel 2016 / Excel 365 
  • Type of class: Lab + hands-on. Delegates are expected to bring their computers and follow along.  
  • Material: Soft copies of workbooks, datasets and supporting PDFs will be provided after the masterclass 
  • Preparation materials: Free 2-hour video crash course will be provided to beginner-level users. They need to complete this before attending the masterclass. 

A brief agenda:

  • Quick introduction to modern Excel charting.
  • Morning session: 5 common types of business charts and how to create them:
    • Budget vs. Actual charts: Compare planned amounts, values with actual.  
    • Then vs. Now charts: Understand how things have changed between two points in time. 
    • Communicating trends: Use sparklines, conditional formatting to elegantly show the trends 
    • Interactive maps: Create geographical maps to show what is going on 
    • Forecasting: Look at historical patterns and make time-series forecasting.