Dynamic Reporting, Template, Dashboard and More with MS Excel 2013

Introduction

This training program builds upon advanced level knowledge and skills of Microsoft Excel 2013 sets you on the road to creating dashboard, template, Macros as well as discover the power of nesting functions. Reduce work load and reporting errors by creating and modifying macros is our main objective because smart worker is always better than hard worker.

METHODOLOGY
In this training we will describe theoretical information via Microsoft PowerPoint presentation. Exercise files is available for practicing which helps you to understand the topics as well as build your confidence for further implementation.

TRAINING OUTCOME
Upon successfully completion of this training, participants will be able to create dynamic reports, templates and dashboard along with modifying macros.

ASSURANCE
Our training program assure you to implement the knowledge that we transfer to you. We strictly follow KSA process.
K – Knowledge, S – Skill, A – Ability

PRE-REQUISITES
To ensure your success, you will need to have a comfort level with the basic skills, working with data, functions and formulas. To meet this prerequisite, you can take our basic level training of Microsoft Excel 2013.

Methodology

The programme will be delivered using formal lectures combined with practical and interactive case studies and exercises. There will be a great emphasis on gaining practical experiences.

Contents of Training:

DAY ONE - TRAINING TOPICS

Getting Started
Exploring MS Excel
Cells referencing and addressing
Moving or coping a worksheet
Text wrapping in Excel
Excel key board shortcut
Data modeling concept

Excel Operations
Formatting stands for
Advanced conditional formatting
Advanced data formatting
Advanced date formatting
Remove duplicates
Text to column
Data validation
Importing data from text
Importing data from access

Creating and Pivoting PivotTables
Introducing PivotTables
Formatting data for use in a PivotTable
Creating a PivotTable
Creating a Recommended PivotTable
Pivoting a PivotTable
Configuring a PivotTable
Connecting to an external data source
Consolidating data from multiple sources
Managing PivotTables

Summarizing PivotTable Data
Managing subtotals and grand totals
Changing the data field summary operation
Summarizing more than one data field
Creating a calculated field
Grouping PivotTable fields
Using PivotTable data in a formula
Drilling down to the underlying data

Slicer and Timeline
Basic Description
What are Slicers?
Slicer Features
Using Slicers
Formatting Slicers
Create a Standalone Slicer
Format Slicer
Share a Slicer
Use Slicer From Another Pivot Table
Disconnect or Delete a Slicer
Pivot Table Timeline
Customize a Timeline

Excel Chart or Graphs
MS Excel charts stands for
Select data for a chart
Create an Excel Chart
Excel Chart Elements
Ignoring error or blank cells in chart
Plotting secondary axis in chart
To switch row / column data in chart
Modifying and Customizing Charts

DAY TWO - TRAINING TOPICS

Excel Functions and Formulas
Trim Function
Concatenate Function
Left, Right and Mid Function
Len and Search Function
If, Iferror Function
And, Or Function
Date and Time Function
Edate and Eomonth function
Datedif Function
Hlookup and Vlookup function
Offset and Match function
Sumif, Countif, Averageif function
Sumifs, Countifs and Averageifs function

Playing With VBA
Excel VBA Editor
Excel VBA Dot Notation
Excel VBA Methods
Excel VBA Range Properties
Adding Buttons
Assigning Macros to a Button
Excel VBA Active Cell
Excel VBA Variables
Variables with Math Operators

Playing With Macros
What is Macro?
Trust Center and Macros
Setting up Excel to Allow Macros
Excel Macro Security Setting
Excel Macro Trust Locations
Trace Developer Tab
Macro Recording
Use Relative Reference Option

Dynamic Reports, Templates and Dashboard
Dynamic name range
Static and dynamic data
Dynamic reports stand for
Exercise – 1: Dynamic report
Exercise – 2: Dynamic report
Exercise – 3: Dynamic report
Dynamic templates stand for
Exercise – 1: Dynamic templates
Exercise – 1: Dynamic templates
Dynamic dashboard stand for
Exercise – 1: Dynamic dashboard
Exercise – 2: Dynamic dashboard

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Contact

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Bdjobs.com Ltd.

19 th floor (East), BDBL Building (Old BSRS)
12 Karwan Bazaar
Dhaka - 1215

This training is intended for a person who has experience working with Microsoft Excel and would like to learn more about creating dynamic reports, dynamic dashboard, dynamic template and Charts which Increase one’s productivity as well as reduce work load and reporting errors by creating and modifying macros.