Mastering Microsoft Excel Dashboard Reporting

Elevate Your Excel Skills: Data Modeling and Visualization for Impact

In today’s data-driven world, dashboards have become an essential tool for monitoring performance, analyzing trends, and making informed decisions. A well-designed Excel dashboard can provide a clear, one-page report that answers key business questions, such as which regions are performing best or which products deserve more attention. Whether static or interactive, dashboards allow users to dynamically filter and update data views, making them indispensable for tracking KPIs and delivering actionable insights to management.

Dynamic Dashboards for Real-World Decision Making

Do you struggle with pulling and manipulating data from multiple sources? Are you looking for ways to generate meaningful insights and present them visually? This course is tailored for Excel users who want to create impactful dashboards from scratch using a wide array of Excel tools and functions. From learning to use PivotCharts and Slicers to mastering dynamic charts and form controls, this comprehensive course will equip you with the skills to build dashboards that not only visualize data but also transform it into strategic, data-driven decisions.

• Learners are required to bring a Windows laptop equipped with Microsoft Excel 2016 or 365.
• NOT for beginners who only know some basic Excel functions and do not use PivotTable before
• Learners must have some knowledge of create and use PivotTable
• Highly recommended learners to attend the “Mastering Pivot Table for Microsoft Excel: Advanced Features & Skills” course before signing up this course

Upon completion of this course, learners will be able to:

• Apply best practices for designing and building professional Excel dashboards.
• Utilize Excel features and tools, such as PivotCharts, Slicers, and Timelines, to create interactive dashboards.
• Build dynamic charts using drop-down lists, combined with functions like IF, MATCH, and OFFSET.
• Integrate advanced Excel form controls, including checkboxes, option buttons, combo boxes, and scroll bars.
• Create summary reference tables using advanced functions like IF, COUNTIF, SUMIF, and AVERAGEIF for enhanced data insights.

Important Prerequisite:

In order to benefit from this course, participants MUST know all the following features:

1. Create and format chart

2. Create, format and filter PivotTable

3. Create and format PivotChart

Who Should Attend

• Experienced Microsoft Excel Users: Individuals proficient in Excel (versions 365/2016/2019/2021) who frequently use it for data analysis and reporting.
• Professionals Across Industries: Accountants, finance professionals, human resources, business managers, sales analysts, data analysts, stock or forex traders, and business owners seeking to visualize key data and KPIs effectively.
• Advanced Excel Enthusiasts: Users with knowledge of PivotTables, PivotCharts, and complex nested functions who want to enhance their dashboard design and interactivity skills.

Note: This workshop is only for Windows version Microsoft Excel users. Learners are required to bring a laptop equipped with Microsoft Excel 2016/ 2019/ 365 version.

She is extremely helpful with clear instructions, and the programme is well-paced and comfortable, especially the tips on slicers, sparklines, and PivotTables.

-Phua Boon Guan, SPF (2023)

The workshop was well-planned and designed. Well-versed in the subject taught. One of the most useful course I have attended; my teammates and I will try to sign up for similar courses conducted by Ms Valene. She is an excellent trainer, She is patient, explains concepts well and paces the class well. Excellent facilitator. Ministry of Trade and Industry

Trainer’s teaching is excellent. The workshop is very good, practical examples and exercises. One of the best Excel courses I’ve ever attended thus far. The trainer is very knowledgeable and have very good rapport with the group. Health Promotion Board

Perfect pace. I have learnt a lot – Everything is useful. Enjoyed your lessons, Valene. Thank you. Learnt an in depth with regards to excel as my works uses a lot of excel. Overall is good. Trainer is very knowledgeable and experience. Ministry of Law

Valene Ang: Microsoft Excel Expert and Dashboard Specialist

Valene Ang is a highly regarded Microsoft Certified Trainer and Master Instructor of Microsoft Office Specialist (MOS) with over 20 years of corporate training and consultancy experience. Specializing in business data analysis and dynamic report solutions, Valene has honed her expertise in creating customized Microsoft Office training programs that address real-world challenges in data visualization and reporting.

Valene has conducted numerous workshops in Singapore and Malaysia, training executives, managers, and directors across medium-sized organizations, government offices, and multinational companies. Her esteemed clientele includes prominent organizations such as PSA International, NEA, IRAS, PUB, CPF Board, and Republic Polytechnic. Known for her practical, hands-on teaching style, Valene equips her participants with the skills to transform Excel data into actionable insights through effective dashboards and reports.

Her focus on delivering tailored solutions and fostering skill enhancement ensures that learners leave her sessions with confidence and tools to excel in their professional roles.