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Excel Workbooks: Building Business Dashboards with SMART DATA Strategies

SS Course: 3000404

Course Overview

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Getting Started with Dashboard & Data Analysis Fundamentals Using Excel Workbooks                                                                  

Scheduled Classes

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What You'll Learn

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  • Understand the basics of the SMARTerBI™ Dashboard & Data Analysis System for Microsoft Excel Workbooks
  • Understand how to build dashboards using the basic capabilities of Microsoft Excel
  • Understand the fundamentals of data analysis concepts and methodologies
  • Understand how to use the Excel Data Table to produce an itemize list of data
  • Understand how to use the Excel Pivot Table to produce a summarize list of data
  • Understand how to use the Excel Pivot Chart to product visualize data
  • Understand the data analysis structure and components of an Excel Workbook

Outline

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Viewing outline for:

Module 01) Exploring Business Dashboards built using Excel

a) Understanding the Dashboard Components

b) Using the Dashboard to answer business questions

c) Reviewing business requirements for a dashboard

Module 02) Getting Started with Data Analysis Structures of the Excel Workbook

a) Data Workbooks

b) Data Worksheets

c) Data Columns

d) Data Rows

e) Data Cells

Module 03) Getting Started with Data Analysis Values of the Excel Workbook

a) Data Values

b) Data Types

c) Data Formats

Module 04) Getting Started with Data Analysis Components of the Excel Workbook

a) Data Range

b) Data Table

c) Pivot Table

d) Pivot Chart

e) Data Filter

f) Data Slicer

Hands-On Lab Outline

After completing this course, students will have performed the following labs:

Exercise 01) How to build a Business Tracking Dashboard to itemize data using the Excel Data Table

a) Review business requirement for business tracking

b) Working with the Excel Data Table

c) Working with the Data Filter

d) Working with the Data Slicer

Exercise 02) How to build a Business Metric Dashboard to summarize data using the Excel Pivot Table

a) Review business requirement for business metrics

b) Working with the Excel Pivot Table

c) Working with the Data Filter

d) Working with the Data Slicer

Exercise 03) How to build a Business Sales Dashboard to visualize data using the Excel Pivot Chart

a) Review business requirement for business trends

b) Working with the Excel Pivot Chart

c) Working with the Data Filter

d) Working with the Data Slicer

Prerequisites

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    Who Should Attend

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    This hands-on, 1-day course is designed for business professionals and individuals interested in learning a SMARTer way to use the basic capabilities of Microsoft Excel to build basic business dashboards and data analysis solutions.

    Next Step Courses

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