Excel as a BI Tool: Creating High Impact Business Reports

On-Demand Schedule Sun, September 26, 2021 - Sun, October 03, 2021
Duration 90 Mins
Level Basic & Intermediate & Advanced
Webinar ID IQW19J1029

  • 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 month or numeric range
  • PowerMap: An Excel add-in that lets you display and analyse geographic data as a visual map (2013 & 2016 only)

Overview of the webinar

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!), make the pivot table eye-catchingly 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.

Who should attend?

This training is categorised as intermediate-to-advanced. It is aimed at existing users of Excel who need to learn how to create visually impactful Excel reports. 

The training will be delivered using the latest version of 2016 for Windows although for users of earlier versions, some of the functionality is available in Excel 2010 and much of the functionality is available in Excel 2013. IMPORTANT: PowerMap is not available in Excel 2010.

  • Accountants
  • CPAs
  • CEO's / CFO's / CTO's
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel

Why should you attend?

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. 

Faculty - Mr.Mike Thomas

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.

100% MONEY BACK GUARANTEED

Refund / Cancellation policy
For group or any booking support, contact: