HRDF Claimable

(SBL Scheme)

Creating Dashboards
with Excel Masterclass:
Data Visualisaঞon for Business Reporঞng
5th – 6th December 2018 | Kuala Lumpur
10th – 11th December 2018 | Kuching
13th – 14th December 2018 | Penang
Your Expert Trainer MUST BRING!
Biography of Alvin Yong, MSc, FCCA, UK
Laptop with
Excel installed
Alvin Yong Alvin Yong is a UK-registered Fellow Chartered and Certified Accountant (FCCA).
He obtained his Master of Science in Professional Accountancy (Merit) in 2017
Founder and CEO
from the University of London.
Olygen
Alvin started his career with KPMG Singapore as an auditor in 1999, where he was involved in
the audit, due diligence and tax of multinational corporations in various industries, including
shipping and logistics, industrial manufacturing, medical and healthcare, construction
consultancy and investment holdings.
Methodologies:
Clear explanation of theories With strong business acumen, Alvin went on to co-found several companies and has been an
coupled with hands-on entrepreneur for more than 12 years. His companies have served clients across the globe, from
exercises for a firm grasp of US, Europe, Middle East, Africa, Asia to Australia. His current passion is data literacy training
Excel Dashboards through: as well as innovation and growth consultancy. Alvin enjoys helping his clients understand the
stories that their data tells about their business, thus enabling them to make informed, data-
• Practical Examples driven decisions.
• Case Studies
• Short Exercises
• Group Discussions Testimonials
CEO, Felda Prodata Systems: “Alvin is a very people person. Sound knowledge in his area of expertise.
Software Used: He carried out the programme well.”

The course is demonstrated VP of Finance - APAC, Middle East & Africa, FIS Global: “Alvin was well prepared, knowledgeable and
using Microsoft Excel 2016, easy to follow. Level of detail was where it needed to be and the documentation was very thorough.
but participants can use
The course went quickly which was always a good sign.”
Excel 2010 or 2013 if they
prefer. Financial Controller, BeMobile Ltd: “Exceeded my expectations! I realised how dynamic Excel can be.
Understanding the basic formulas is just so important for creating dynamic and interactive dash-
boards.”

Manager, Global Credit Policy and Portfolio Risk, Standard Chartered Bank: “Fantastic trainer in terms
of knowledge and skills. Extremely friendly, helpful and patient.”

AVP, Investor Solutions, i2M Ventures: “Alvin is very knowledgeable in this field. I would recommend
this training to others.”

Manager, CIMB Bank: “Very experienced and good trainer.”

Learning & Development Specialist, Micron Semiconductor: “Good understanding and knowledge of
the subject. Attentive and responsive to participants’ queries. Presented the subject very clearly.”

Manager - Human Capital, PNG Air Services: “The training would be quite intense for someone who
has very basic knowledge in Excel. Otherwise, Alvin made it easy for us to understand and took time
to assist those that needed help. I have learnt a lot these last two days.”

Regional Component Planner, Komatsu Australia: “Very informative. Gave an excellent count of how-
to’s.”

E: [email protected] T: +65 6631 9763 W: www.olygen.com

 Creating Dashboards with Excel Masterclass:
Data Visualisaঞon for Business Reporঞng
5–6 December (Kuala Lumpur) | 10–11 December (Kuching) | 13–14 December (Penang)

Workshop Overview

There is valuable information hidden in the sea of data. A picture is worth a thousand words - use Excel dashboard to present
information visually and beautifully within a single page that allows users to understand what is going on and make business
decisions. Excel dashboard reports allow managers to have high-level overview of the business and help them make decisions. Excel
is an excellent tool to make powerful dashboards that can provide analysis, insights and alert managers in a timely manner.

A good Excel dashboard is:

• visually appealing for decision makers to understand key information clearly
• highly dynamic, allowing managers to easily dig into your data
• easy to update

Key Takeaways
By the end of the course, participants will:
• Understand Excel dashboard design principles and fundamentals
• Create dynamic interactive charts
• Understand advanced Pivot Tables and Pivot Charts
• Gain visualisation tips and tricks
• Learn how to build stunning and informative Excel dashboards.
• Learn various advanced features in Excel to save time.
• Display key trends, comparisons and data graphically for greater clarity and faster insights
• Learn different chart types to display data in the most meaningful way.
• Learn smart techniques that make charting work fun and productive.
• Create interactive controls that enable users to customise their view

Prerequisites
Participants should be comfortable with basic Excel tools and functions. At a minimum, participants should know how to
navigate confidently in Excel, create and use simple formulas and link between workbooks

Who Should Attend

This workshop is crucial for analysts, managers, reporting professionals, business owners, executives, and anyone responsible
for preparing Excel based dashboards, scorecards or KPI reports. This training is highly recommended for:
• Directors • Accountants • Business Owners
• General Managers • Marketing Managers • Anyone who deals with
• Chief Financial Officers • Sales Managers business, management and
• Finance Managers • HR Managers financial reporting

Customisation: Estimated Time Schedule

The programme will be further customised to fit your priorities through the pre-course 0830 – 0900 Registration
questionnaire (PCQ). 0900 – 1030 First Morning Half
1030 – 1045 Morning Break
Internal Training: 1045 – 1230 Second Morning Half
This programme is available as an internal training. 1230 – 1330 Lunch
Email us to find out more at: [email protected] 1330 – 1500 First Afternoon Half
1500 – 1515 Afternoon Break
1515 – 1700 Second Afternoon Half

E: [email protected] T: +65 6631 9763 W: www.olygen.com

 Creating Dashboards with Excel Masterclass:
Data Visualisaঞon for Business Reporঞng
5–6 December (Kuala Lumpur) | 10–11 December (Kuching) | 13–14 December (Penang)

Programme Agenda
Session 1: INTRODUCTION • Embed AND or OR function in IF for robust logical tests
• Overview of training aim, objectives and agenda • Trap and handle errors produced by other formulas or
functions with IFERROR
Session 2: DASHBOARD DESIGN PRINCIPLES • Use CHOOSE to return a value from an array based on index
• What is a dashboard? number
• Purpose and benefits of dashboards • Aggregate data with single criterion using SUMIF, COUNTIF,
• Understanding dashboard design principles AVERAGEIF
• Layout, colour and display • Tabulating information using multiple criteria with SUMIFS,
• Common mistakes when building dashboards COUNTIFS, AVERAGEIFS
• Lookup and retrieve data from a specifi c column in table
Session 3: PREPARING DASHBOARD DATA using VLOOKUP
• Understanding your data • Use MATCH to find the relative numeric position of an item
• Organising data in a range
• Tools and tricks to clean data before using it to build a report • Use INDEX to extract a value from a table (or range)
or dashboard • INDEX and MATCH - powerful combo that has more
flexibility and speed
Session 4: DATA VISUALISATION – PICKING THE RIGHT DISPLAY • Why INDEX MATCH is better than VLOOKUP
• The anatomy of an Excel chart • Using ROW(S) and COLUMN(S) for indexing
• Choosing the right data visualisation to communicate • Rank and sort your data using RANK, LARGE and SMALL
information effectively • Use ‘database functions’ DSUM, DCOUNT and DAVERAGE to
• Displaying trends with charts filter information in a list or database based on set criteria
• When to use a secondary axis • Using TEXT and CONCATENATE to string numbers and text
• Combining two chart types together to show in a dashboard or chart.
• Formatting tricks
• Adding icons and images to dashboards Session 9: BUILDING INTERACTIVE CHARTS AND DASHBOARDS
CONTROLS
Session 5: USING SPARKLINES & CONDITIONAL FORMATTING • Using form controls: Button, Combo Box, Check Box, Spin
• Creating sparklines – line, column and win/loss Button, List Box, Option Button, Scroll Bar, Label and Group
• Sparkline formatting and options Box
• Sparkline tips and tricks • Set up dynamic data validation list
• Applying conditional formatting • Creating dynamic named range with OFFSET and COUNTA
• Data bars, colour scales and icon sets • Creating dynamic named range with INDEX
• Conditional formatting options • Using the INDIRECT function
• Using symbols to enhance reporting
Session 10: BUILDING DYNAMIC CHARTS
Session 6: ADVANCED CHARTING TECHNIQUES • Selecting data with a combo box (or data validation list) for
• In-cell charts dynamic Excel charting
• Step charts • Using a check box to show or hide data or trend lines
• Actual vs budget (target) charts – Floating Markers • Scrolling a dynamic excel chart through time
• Band chart - show performance against target range • Using helper columns to manipulate your data
• Conditional colours in column chart • Linked textbox for dynamic chart titles
• Frequency distribution • Tricks to avoid crashing lines in line chart
• Panel charts • Linking legends to cell contents
• Speedometers
• Bullet graphs Session 11: PUTTING IT TOGETHER
• Waterfall chart • Creating your dashboard
• Pyramid chart and funnel chart
Throughout the workshop, participants will work through
Session 7: NAMED RANGES AND EXCEL TABLE practical exercises to enhance their knowledge of the tools
• Naming cells and ranges available to build Excel dashboards
• Creating Excel tables
• Applying table names
• Using structured references in formula
• Refreshing tables with new data

Session 8: AUTOMATING DASHBOARDS WITH FUNCTIONS

• Learn to nest functions together to create robust formulas
• Use IF, Nested IFs and IFS (Excel 2016) for logical test with
single or multiple conditions

E: [email protected] T: +65 6631 9763 W: www.olygen.com

REGISTRATION Contact: Alvin Yong
OLYGEN SDN BHD | TEL: +65 6631 9763 Email: [email protected]
Creating Dashboards with Excel Masterclass REGULAR RATE

Kuala Lumpur • 5-6 December 2018 RM 3,999

Kuching • 10-11 December 2018 RM 3,999

Penang • 13-14 December 2018 RM 3,999

*Fees include course documentation, luncheon and refreshments. Delegates are responsible for their own accommodation.

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TERMS & CONDITIONS

Payment Terms: Payment is required within 7 days of invoice date. Olygen reserves the right to refuse admission IF payment is not received before
the event date. Transfer: Transfer is allowed upon written notification. Cancellation: Registration carries a 50% cancellation liability, notwithstanding,
full fee is payable when cancellation is less than two (2) weeks before the event. Cancellation has to be done in writing. If Olygen decides to cancel or
postpone this event, it is not responsible for covering airfare, hotel, or other travel costs incurred by clients. The fee will not be refunded, but credited
to a future event. No Show: No show does not constitute transfer or cancellation and the full fee is payable. Changes: Olygen reserves the right to
change event dates, venue, speakers, or omit event features, or merge the event with another event, as it deems necessary without penalty, refunds
or alternative offers. Tax: Registration fees exclude tax. For clients outside Malaysia, the sum payable is as the listed fees, exclusive of tax. To this
sum shall be added any other local tax or withholding tax from client’s country of origin, if any. Marketing: Olygen may use your company’s logo or
business name or otherwise refer to your company in our website, any marketing, promotional or advertising material as a client of our services.
Governing law: This Agreement shall be governed and construed in accordance with the law of Malaysia and the parties submit to the exclusive
jurisdiction of the Malaysian Courts in Malaysia. Indemnity: Should for any reason outside the control of Olygen, the event be cancelled due to an
act of terrorism, extreme weather conditions or industrial action, Olygen shall endeavour to reschedule but the client hereby indemnifies and holds
Olygen harmless from and against any and all costs, damages and expenses, including attorney’s fees, which are incurred by the client.