TRAINING FINANCIAL MODELING FOR DATA ANALYSIS & DASHBOARD REPORTING

Training Pemodelan Finansial Untuk Analisis Data Dan Dashboard Reporting

Training Pengenalan Financial Modeling For Data Analysis & Dashboard Reporting

Prerequisites

The course material includes extensive use of Excel and participants will gain the maximum benefit from this course if they are already competent spreadsheets users. It is designed for users who do use (or will use) Excel on a regular basis, and are comfortable with using its tools and functions.

At minimum, it is assumed that participants will know how to:
* Navigate confidently in Excel
* Create and use formulas
* Link between workbooks
* Build a basic chart

Software Used

Each delegate must have their own laptop or workstation with their preferred version of Excel installed. The course is demonstrated using Microsoft Excel 2016, but students can use any version of Excel they prefer although it is highly recommended they use Excel 2010 or later.  Course materials contain instructions for all versions, including Excel for Mac. PCs are used during this course, so Apple Pay Macintosh users will be catered for.

Course Materials

Each participant receives a revised edition of Using Excel for Business Analysis by your course presenter, Danielle Stein Fairhurst. Delegates are provided with over 50 Excel templates and examples with step-by-step instructions for case studies.

Who should attend?

This course is aimed at managers and other professionals who need to create dashboards and other reports in order to analyse interpret and present information.  It is expected that students should have had some exposure to business, finance and reporting principles. This course builds on students existing knowledge of Excel tools and functions and incorporates these into complex and dynamic reports and dashboards.

Learning Objectives

This course is very hands-on and practical.  Each participant will be expected to create their own reports, charts and models utilising the tools and techniques covered during the course.

By the end of the course, participants will:
1. Understand the principles of data analysis
2. Learn to synthesise and summarise information into a logical framework.
3. Consider when to use a chart or a table
4. Know how to use visual effects to improve their reports and presentations
5. Explore how to summarise, present and communicate data clearly and concisely
6. Learn the principles of good dashboard design and presenting data graphically
7. Discover the tools to analyse data & build reports using your existing Excel tools and skills (and perhaps a few you didnt know you had!)

Course Content

Day One – Using Excel for Data Analysis and Analytical Tools

Data Analysis Tools

Tool selection

* Evaluation of Excel vs. other BI alternatives, including Power Pivot in terms of speed, usability and cost

Whats new in Office 2013 and 2016

* Technical differences between versions. Considerations when building data models for users of different versions.

Shortcuts

* Speed up your data manipulation in Excel with the use of shortcuts

Tables & PivotTables

* Analysing data more quickly and efficiently using structured reference table and summarise using PivotTables

Power Pivot

* Demonstration of the Microsoft add-in to Excel, PowerPivot

Using Excel as a Data Analysis Tool

Essential Excel tools & functions

* Overview of must-know tools and functions for data analysis such as LOOKUPS, logical and aggregation functions

Creating a robust formula
* Nest functions together to create succinct and robust formulas

Working with text

* Using text and concatenation functions to string numbers and text together to show in a dashboard or chart.

Cleaning your data
* Tools and tricks to clean data before using it to build a report or dashboard

Day Two – Data Presentation and Reporting

Charting in Excel

Working with charts in Excel 2013/16

* Overview of new charting features of Excel

Creating a Combo or Bubble chart

* Show correlations by charting on different axes and chart types or bubble charts

Waterfall charts

* Comparison of different methods of waterfall charts, create your own template for future use.

Charting with dynamic ranges
* Explore various methods for dealing with varying data ranges in chart data sources

Chart and Table Design
Tables vs. Charts/Graphs
* Deciding the best method for visual display

Visual Design

* Design principles for effective graphic data presentation

Which chart?

* Choosing the correct chart to use to display different data and messages from your findings

Charting dos and donts
* Tips and tricks for a quicker chart build and was to making charts more robust and automated

Dashboard Reporting
What is a dashboard?
* History and definition of dashboard reports

Purpose and benefits of Dashboards
* Why dashboards are so popular

Common mistakes when building a Dashboard

* Critique of poorly built dashboards

Creating a Dashboard in Excel
* Using provided data, create your own dashboard in Excel

Dashboard Design

Principles of dashboard design best practice

* Dashboard layout, colour choice and display principles

Selecting the correct chart to display data

* Getting your message across most effectively by choosing the correct medium of display

Adding icons and images to dashboards

* Quick and easy ways to add automated colour and icons to your reports

Effective use of colour and logos
* Ways to make an impact with colour

Making dashboards dynamic

* Save time by using clever formulas which automatically update information on the dashboard

Practical exercise:  Using your own data, or examples provided, create a dynamic dashboard template incorporating the tools and techniques discussed during the course.

Metode :

Kelas interaktif (ceramah dan studi kasus), metode penyelenggaraan dapat dilakukan melalui training online, training zoom ataupun training tatap muka

Jadwal Informasi Training Tahun 2024 :

16 -17 Januari 2024
13 – 14 Februari 2024
5 – 6 Maret 2024
24 – 25 April 2024
21 – 22 Mei 2024
11 – 12 Juni 2024
16 – 17 Juli 2024
20 – 21 Agustus 2024
17 – 18 September 2024
8 – 9 Oktober 2024
12 – 13 November 2024
17 – 18 Desember 2024

Jadwal training diatas dapat berubah sewaktu-waktu. Untuk memastikan jadwal pelatihan fix running di tahun ini silahkan konfirmasi jadwal dan lokasinya melalui whatsapp marketing kami

LOKASI DAN INVESTASI

Lokasi Pelatihan Info Training Indonesia:

• Yogyakarta, Hotel Dafam Fortuna Grande Malioboro (6.000.000 IDR / participant)
• Jakarta, Hotel Amaris Kemang (6.500.000 IDR / participant)
• Bandung, Hotel Neo Dipatiukur(6.500.000 IDR / participant)
• Bali, Hotel Ibis Kuta (7.500.000 IDR / participant)
• Lombok, Hotel Jayakarta (7.500.000 IDR / participant)

LOKASI DAN INVESTASI

Investasi Pelatihan tahun 2024 ini :

Investasi pelatihan selama tiga hari tersebut menyesuaikan dengan jumlah peserta (on call). *Please feel free to contact us.

Apabila perusahaan membutuhkan paket in house training, anggaran investasi pelatihan dapat menyesuaikan dengan anggaran perusahaan.

Fasilitas Pelatihan :

• Airport pickup service (Gratis Antar jemput Hotel/Bandara Khusus Bali dan Bandung)
• Akomodasi Peserta ke tempat pelatihan .
• Module / Handout Softcopy ataupun Hardcopy
• Flashdisk atau Link Download Material
• Sertifikat dan dokumentasi
• Bag or bagpackers (Tas Training)
• Training Kit (Blocknote, ATK, etc)
• 2x Coffee Break & 1 Lunch, Dinner
• Souvenir Exclusive

Jadwal Pelatihan masih dapat berubah, mohon untuk tidak booking transportasi dan akomodasi sebelum mendapat konfirmasi dari Marketing kami. Segala kerugian yang disebabkan oleh miskomunikasi jadwal tidak mendapatkan kompensasi apapun dari kami.