Reporting
Creating reports can sometimes cause numerous challenges: what to include in the report, how to handle a vast amount of information, how to automate the report, and whether the report will convey information to the manager correctly. Creating effective reports is a matter of practice, and through these trainings, you will learn how to shape reports in a simple, visual, and effective way. The Reporting training group is intended for both analysts who create various types of reports and managers who use reports for decision-making.
Reports for managers
- Types of reports
- Rules for successful report creation
- Standardization of report sections
- Writing messages in reports
- Visualization
- Highlighting key elements
- Decision making based on reports
- Action plan
Creating advanced charts in Excel
- Types of charts in reports
- Line chart
- Column chart
- Bar chart
- Stacked column
- Waterfall
- XY scatter
- Chart automation
Creating reports in Excel
- Creating a set of reports
- Table and its automation
- Examples of good and bad reports in Excel
- Combining charts in the final report
- Standardizing report sections
- Linking Excel reports with PowerPoint
Dashboard
- Dashboard architecture
- Types of dashboards
- Tabular and non-tabular data
- Interactive controls in the dashboard
- Creating a dashboard using pivot tables
- The role of slicers in the dashboard
- Interactive charts