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Advanced Excel with MIS Reporting and Dashboard

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Course offered by Kundan Singh

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Brief summary of an advanced Excel course for MIS analysts/Data analyst.

 

1. Advanced Data Analysis Techniques

   - Complex formulas and nested functions

   - Array formulas and dynamic arrays

   - Power Query for data transformation

   - Data modeling with Power Pivot

 

2. Advanced PivotTables and PivotCharts

   - Creating relationships between tables

   - Calculated fields and items

   - Slicers and timelines for interactivity

   - Advanced PivotChart customization

 

3. Data Visualization Techniques

   - Conditional formatting for data bars, color scales, and icon sets

   - Sparklines for trend visualization

   - Custom number formats

   - Advanced charting techniques (combination charts, waterfall charts, etc.)

 

4. Dashboard Design Principles

   - Layout and information hierarchy

   - Color theory and accessibility considerations

   - Designing for different screen sizes and devices

   - Best practices for data storytelling

 

5. Interactive Dashboard Elements

   - Form controls (buttons, checkboxes, dropdown lists)

   - Scroll bars for navigating large datasets

   - Hyperlinks for navigation between sheets or external sources

   - Camera tool for dynamic visuals

 

6. Advanced Formulas for Dashboard Functionality

   - INDIRECT, OFFSET, and INDEX-MATCH for dynamic ranges

   - CHOOSE and SWITCH for conditional logic

   - GETPIVOTDATA for extracting specific PivotTable data

   - Text functions for manipulating and concatenating strings

 

7. VBA and Macros for Enhanced Interactivity

   - Recording and editing macros

   - Writing custom VBA code

   - Creating userforms for data input and parameter selection

   - Error handling and debugging techniques

 

8. Data Connections and Real-time Updates

   - Connecting to external data sources (databases, web services)

   - Power Query for automated data refresh

   - Using structured references with Tables

   - Implementing dynamic named ranges

 

9. Advanced Charts and Custom Visualizations

   - Creating and customizing combo charts

   - Building dynamic chart titles and labels

   - Developing custom charts using shapes and formulas

   - Implementing scrolling charts for time-series data

 

10. Performance Optimization

    - Efficient formula writing and calculation options

    - Optimizing PivotTables and data models

    - Managing file size and memory usage

    - Troubleshooting and resolving performance issues

 

11. Collaboration and Sharing

    - Protecting worksheets and workbooks

    - Creating and managing Excel templates

    - Collaborating with others using shared workbooks

    - Publishing dashboards to SharePoint or Power BI

 

12. Case Studies and Best Practices

    - Real-world examples of effective MIS dashboards

    - Common pitfalls and how to avoid them

    - Strategies for gathering requirements and user feedback

    - Maintaining and updating dashboards over time

 

This course would provide MIS/Data analysts with advanced Excel skills specifically tailored for creating sophisticated, interactive dashboards. It covers data analysis, visualization techniques, dashboard design principles, and advanced Excel features to create powerful reporting tools.

About the Trainer

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Kundan Singh

Bachelor of Engineering (B.E.) from Gujarat Technological University in 2019

4 Years of Experience

Motivated and detail-oriented data analyst with a strong educational background in data science. Proficient in statistical analysis, data visualization, and programming languages by using tools and softwares such as Advanced Excel, PowerBI, Tableu, Python and SQL. Solid understanding of data manipulation and data cleaning techniques. Skilled in extracting insights from complex datasets and presenting findings in a clear and concise manner.

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