Excel: Creating High Impact Business Reports
Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac. In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials. He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics. Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.
The training will focus on 3 areas - creating summary reports using Pivot Tables; creating eye-catching charts and presenting geographic-based data.
In the pivot tables section, you'll learn how to create a basic pivot table, display numbers as a percentage (no formulas, arithmetic or programming required!), and make the pivot table eye-catching appealing to read and then group the data (by month or numeric range).
In the visual communication (charts/graphs) section, you'll learn how to enhance and customize a standard chart ("from drab to fab") as well as how to create infographic-style charts using nothing but Excel.
The final part of the training will focus on Excel's Power Map tool (2013 and 2016 only) which lets you plot geographic (country, region, state etc) data on an interactive 3-D globe or custom map.
No matter what business you are in, a report is a critical tool in your communication armory. As with any communication tool, a presentation is everything. Get it right and it offers the reader (typically a CEO, shareholder or Project Manager) a valuable insight into the Key Performance Indicators (KPI’s) upon which a business or project is measured. Get it wrong and you'll end up with something that nobody understands and nobody wants to read.
- Charts: Style and design tips and tricks to tell your story / convince your audience
- Charts: Creating powerful infographics using built-in Excel functionality
- Pivot tables: Fundamentals
- Pivot tables: Percentages in 5 clicks without formulas
- Pivot tables: Fonts, number formatting, and layout options
- Pivot tables: Grouping data based on a month or numeric range
- PowerMap: An Excel adding that lets you display and analyze geographic data as a visual map (2013 & 2016 only)
Course Level - Basic/Fundamental
In this training session, you'll learn not only how to turn raw data into meaningful information but also how to present that data in a visually attractive way. This training will provide you with a solid foundation that you can use to build your own reports.