Advanced Dashboard Reporting with MS Excel - Octara.com

After a huge success in 2011
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: register@octara.com, info@octara.com
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
Course Agenda
Day - 1 Day - 2
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
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
(Per Nominee)
Save PKR 4000
The
Course material, Octara certificate, lunch,
refreshments & business networking
IN PERSON
A dynamic, lively and
enlightening program with
worlds’s leading expert in
Service Partnerships and
Customer Focus
5Easy Ways to Register
021-34534261
021-34520092
021-34520708
Octara Private Limited
2/E-37, Block-6,
P.E.C.H.S., Karachi.
register@octara.com
www.octara.com
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.
proven path to Service Transformation for
Sustainable Competitive Advantage
21 April 2012, Sheraton Hotel & Towers, Karachi
All participants will receive a
complimentary copy of Ron’s
highly acclaimed book
UP YOUR SERVICE ®
INSIGHTS
Watch Ron Kaufman
speaking live at:
youtube.com/ronkaufman
Octara presents
2 highly acclaimed International Courses
Logistics Partner
Strategic Partners
Mpower (UK) Ltd.
Partner
Course I
Creating ROI on HR Initiatives
21 March 2012, Sheraton Hotel & Towers, Karachi
Course II|
Managing the Training Function
22 March 2012, Sheraton Hotel & Towers, Karachi