Advanced Dashboard Reporting with MS Excel - Octara.com

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1 Explore differences between Legacy & Dashboard Reporting. 2 Understand ... 5 Uncover the secret of making your Excel Dashboard dynamic. 6 See how to ...
A f t e r

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presents

A two-day comprehensive course on

16 - 17 April 2012, Sheraton Hotel & Towers, Karachi | 19 - 20 April 2012, PC Hotel, Lahore | 9:15 am - 5:00 pm

Course Facilitator:

Nooruddin Surani • • • • • •

Microsoft Certified Trainer Certified Information Security Auditor (CISA) Microsoft Excel 2010 Certified Application Specialist Microsoft Office 2007 Master Program Certified Over 16 years hands on application development experience Chief Operating Officer, Viftech Solutions (Pvt.) Ltd.

Top 6 Learning Outcomes: 1 Explore differences between Legacy & Dashboard Reporting 2 Understand Visual Design Principle to be applied to business Dashboards 3 Discover how to shape up your existing data to be Dashboard compatible 4 Learn the key features of Excel which enable you to create well formed Dashboard Reports 5 Uncover the secret of making your Excel Dashboard dynamic 6 See how to present KPIs in the most intuitive manner Note: Participants are required to bring laptops for hands-on excersises

...Only from Octara!!! For Details & Registration: Tel: +92-21-34534261, +92-21-34536315, +92-21-34520093, Fax: 021-34520708, E-mail: [email protected], [email protected]

www.octara.com

Special Offer: Book 3 seats and Save PKR 12,000

Course Facilitator:

Nooruddin Surani

Nooruddin Surani is an MBA in MIS, a Microsoft Certified Trainer for Office 2007 Master Program, Brainbench Master Certified for Excel 2007 and a Certified Information Systems Auditor (CISA). His vibrant personality combined with a unique blend of content and delivery makes the participants’ experience both educating and entertaining. Surani has been associated with the application of Information Technology for more than 16 years and is actively involved in training and teaching as a visiting faculty with multiple reputable institutes. He is considered amongst the new breed of dynamic “IT Trainers”, and can perfectly blend his experience with his teachings. Surani’s unique experience of working with the corporate sector includes designing & development of software solutions for medium to large sized industries, retail business management, educational, financial and banking institutions. After being engaged in consultancy assignments for leading organizations like Standard Chartered Bank, Al Baraka Bank (formerly Emirates Global Islamic Bank), NGS Solutions (USA) etc., Surani is thoroughly able to inspire and encourage those around him through his unique training style which enables maximum learning & retention in least possible time. Besides being an ardent trainer, Surani also has to his credit several articles published in multiple IT related publications. Currently, he is working as the Chief Operating Officer at Viftech Solutions (Pvt.) Ltd., a software & information technology solution provider. Driven by a mission in life, Surani aims to provide better understanding to his participants enabling them to focus better and achieve the results they seek!

Nooruddin has trained participants from

Here’s what past participants have said about the course Dashboard Reporting is certainly a valuable approach. I’ve improved upon many useful areas of Excel. Muhammad Farooq, CFO – Allied Marketing Excellent course! Despite having good knowledge of using Excel, I’ve learnt a lot of new techniques and formulae. Nausheen Abdul Aziz, Manager Talent Acquisition – NIB Bank I’ve learnt many features of Excel that I had not explored previously. A course well planned and delivered! Farooq Salim, Business Analyst – Engro Corp. A very informative course with superb presentation by the instructor. It surely contributed to my skills and knowledge. Tahir Ahmed Khan, Manager HR – Allied Bank Limited

Course Overview: In today’s knowledge age, information is the lifeblood of any organization. Right information at the right time will enable decision makers to make decisions both timely & effectively. You can present information like a newspaper and dump all the available data into your spreadsheets, but the definite way to do the same is presenting information which leads to correct decision making. This unique two-day workshop is designed to provide you with the knowledge and tools enabling you to create Dashboard Reports to present Operational, Strategic & Financial Data in an effective way. This interactive, participative and practical workshop will equip you with valuable tools readily applicable at your organization.

Learning Objective: This course will focus on the understanding of Dashboard Reporting, its components, design issues that are to be considered while creating a Dashboard Report and the use of Microsoft Excel to develop fully functional Dashboard Reports. This scenario-based course will simulate different real world situations that will be discussed along with their practical working solutions.

Who Should Attend? This course is specially designed for middle to senior level executives with basic to intermediate level expertise in using Microsoft Excel.

16 - 17 April 2012, Sheraton Hotel & Towers, Karachi 19 - 20 April 2012, Pearl Continental Hotel, Lahore

C o u r s e Day - 1 Introduction to Dashboard Reporting Difference between Dashboard Reports, Detailed Reports, Summary Reports & Trends Dashboard Data Quality Designing a Dashboard Understanding the Business Objective (more profits, low employee turnover, more closed sales) Establishing User Requirements (focusing on what is required in relation to the big picture) Principles to follow – while designing a Dashboard Introduction to Visual Design Using Colors, Proximity, Borders & Size for appropriate impact Cell-sized data with Intense Graphics vs. Gauges Introduction to Excel as a Dashboard Designing Tool Excel and its abilities as a Dashboard Tool Customization in Excel Options in Excel Basic Workbook / Worksheet related actions Basic Formatting in Excel Introduction to Formulas & Functions Operators, Arguments & Expressions Understanding Formula Errors BODMAS Evaluating Formulas Cell References Using Name Ranges Creating First Dashboard with Excel’s Basic Functions Math / Statistical Functions: SUM, MAX, MIN, AVERAGE, COUNT, COUNTA, RANK, FREQUENCY, SUBTOTAL Data Crunching with Pivot Table Sorting Data Filtering Data Grouping Data Field Setting Conditional Formatting Basic Charts Cell Sized Charts Shapes, Smart Art, Hyperlinks Building the Data Model Understanding the Data Structure Importing and Exporting Data Text to Column Data Cleansing Strategies Working with Data using Pivot Data Making Data Segments Building a Complete Static Dashboard

A g e n d a Day - 2 Introduction to Dynamic Dashboard Dynamic Dashboard Elements Dynamic Ranges with Tables Working with Multiple Workbooks Consolidation Commonly used Formulas and Functions in Dashboards Logical Functions • IF, AND, OR, NOT, IFERROR Lookup Functions • VLOOKUP, INDEX, MATCH, CHOOSE, INDIRECT, OFFSET Power Functions • SUMIFS, COUNTIFS, SUMPRODUCT Statistical Functions revisited • SMALL, LARGE, AVERAGE, FORECAST, TREND, SUBTOTAL Text, Math and Date Functions • LEFT, RIGHT, MID, MOD, ROUND, FLOOR, CEILING, TODAY, NOW, DATEVALUE, YEAR, MONTH, DAY, EOMONTH Introduction to Form Control Radio Button Check Box Combo Box Scrollbars Data Validation as a Tool Building the Dynamic Data Model Understanding the Data Structure Working using Dynamic Charts Adding Form Controls in Dashboard Form Controls & Function together Completing the Dynamic Dashboard Working with Data using Formulas & Functions Attaching to External Database Printing, Viewing and Custom Views Building a Complete Dynamic Dashboard

Advanced Dashboard Reporting using

Microsoft Excel 16 - 17 April 2012, Sheraton Hotel & Towers, Karachi 19 - 20 April 2012, Pearl Continental Hotel, Lahore

Workshop Investment PKR 24,000/per participant

on 3 or more nominees

Save PKR 4000

IN PERSON

(Per Nominee)

A dynamic, lively and enlightening program with worlds’s leading expert in Service Partnerships and Customer Focus

Course material, Octara certificate, lunch, refreshments & business networking

5

Easy Ways to Register Octara Private Limited 2/E-37, Block-6, P.E.C.H.S., Karachi.

021-34534261 021-34520092

021-34520708

www.octara.com

[email protected]

The proven path to Service Transformation for Sustainable Competitive Advantage

Send your cheque in favor of

“Octara Private Limited” To: Muhammad Imran Anwer Octara Private Limited, 2/E-37, Block-6, P.E.C.H.S., Karachi. Tel : 021-34534261, 021-34536315 Cell : 0321-2670041 Octara Cancellation Policy Our Cancellation Policy is activated as soon as the duly filled signed & stamped Octara Registration Form is received from the client. Cancellations made at least 10 working days prior to the course will be refunded in full. If a booking is cancelled 10 to 7 working days before a course, a Cancellation Fee of 25% of the course fee is payable. For cancellations made within 7 working days, no refunds can be given. Cancellations must be confirmed by letter, fax or email. Substitutions may be made at any time. Notwithstanding the above, delegates may transfer to another course to be run within 6 months. Variance in the course fee will be invoiced or adjusted accordingly.

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Mpower (UK) Ltd.

21 April 2012, Sheraton Hotel & Towers, Karachi

All participants will receive a complimentary copy of Ron’s highly acclaimed book

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