Corporate
Events
CE
EVENT CODE: DEP-23
EXCEL DASHBOARDING AND POWER BI
13 and 14 December, 2023
Online + Live Streaming
INTRODUCTION:
This course is highly interactive from the very beginning to the very end. At every stage
delegates will be in no doubt as to the reason for everything we are doing as well as
appreciating the ways in which they can apply their new knowledge and skils when
they return to work. The course begins by ensuring all delegates are aware of and can
apply the most important and fundamental concepts and techniques using both
Microsoft Excel and Microsoft Power BI for the desktop.
Delegates will appreciate this course most of all if they come to it not only with Excel
2016 or Office 365 fully installed but also with the mindset that is ready to contribute to all
discussions and being ready to illustrate their discussions with examples and
suggestions of their own.
Before the course begins, delegates will be provided with detailed instructions on setting
up Excel and downloading and installing power BI and anything else that is appropriate at
the time.
Not only is this cause interactive it is intensive and even though it is only 2 days long,
there is still a great deal we can achieve.
WHO SHOULD ATTEND:
FINANCIAL ACCOUNTANTS
MANAGEMENT ACCOUNTANTS
CORPORATE FINANCIERS
INVESTMENT BANKERS
FINANCIAL CONTROLLERS
SALES AND MARKETING STAFF
AUDITORS
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FINANCE STAFF
COMMERCIAL BANKERS
BUSINESS ANALYSISTS
FINANCIAL ANALYSTS
STATISTICIANS
PRODUCTION MANAGERS
PROFESSORS AND OTHER TEACHERS
Register Now:training@corevents.org
Featuring Your Course Trainer
Mr. Duncan Williamson
Duncan Williamson is an author, trainer and business consultant specialising in
Financial and Management Accounting with a sustained record of success established
in the Educational, Financial and Commercial marketplaces. Duncan Williamson
specialises in Financial Analysis and Management Accounting; and he is an
Accounting and Management Consultant with significant experience with a sustained
record of success established in the Educational, Financial and Commercial
marketplaces.
Duncan is an inspirational presenter whose excellent communication skills have been
demonstrated across several countries and cultures assisting students, trainees and
colleagues to achieve their full potential. Duncan’s international experience includes
projects and consultancies carried out in the Middle East, Africa, Central Asia, South Asia, the Caucasus, the Balkans,
Central Europe and Denmark. Duncan combines his extensive academic and training experience with significant
manufacturing and commercial work. In addition to working as a teacher and trainer,
Duncan has experience of working in a wide variety of settings, ranging from working as a management accountant in
process industries in the UK to product cost consulting in several industries in Eastern Europe and the oil and gas
industry in the Middle East. Duncan has worked in and around a number of oil and gas based companies over the last
five years or so. He combines strong analytical, problem solving and decision making skills with a passion for customer
care and quality that mark his consultancy work as exceptional. Duncan has published widely over the years and his
publications listing includes an online series published by www.bookboon.com entitled Excel Solutions for Accountants
(in preparation); a Self Paced Study Text for non accounting managers entitled The Bookkeeping and Accounting
Coach, published by Hodder and Stoughton; textbook on Cost and Management Accounting published by Prentice
Hall, ebooks on a variety of accounting topics, numerous articles in various magazines and journals, contributions to
major websites and he maintains his own web site.
Duncan is a widely experience trainer and a fully qualified teacher and has trained and taught worldwide. In the last
few years, Duncan has presented seminars on topics that include Financial Reporting under International Financial
Reporting Standards, both UK and US Financial Reporting Standards. In addition, he has led seminars on Oil and Gas
financial reporting in the Middle East, Management Accounting and Strategic Management; Financial Controllership
and Financial Reporting, Budgeting and Forecasting. Given his spreadsheet modelling background, Duncan also leads
seminars with an emphasis on the use of Spreadsheet software in accounting and management.
Some of the Duncan's clients include:
Oman Oil Corporation
SABIC
Nigerian Oil Corporation
Bank Simpanan Nasional Malaysia
Kasikornbank Thailand
British Airways
The BruneiEconomic Development Board
Arab Potash Company plc Jordan
Mazars Italy
Dubai Ministry of Finance
EasyJet
Olamagri Singapore
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Saudi Aramco
Kuwait Petroleum Corporation
Amazon.com
Eastern Bank Ltd Bangladesh
Maldives AirportCompany
Abu Dhabi National Oil Company (ADNOC)
Mark and Spencer
Electricity Generating Authority of Thailand
UNN Brunei
Petrozim Line Pvt Ltd Zimbabwe
JAS Group
Register Now:training@corevents.org
Course Content
Day 1
MODULE 1: Reviewing Excel and Pivot Tables
High quality dashboards rely on a number of ideas and
skills being used. In this first four modules, we will review
the following key skills that everyone needs to understand
and apply in order to create and use effective dashbords.
Excel Tables
Appreciating why we need them
Maximising their power
Pivot Tables
Effectively using
o Filter
o Row
o Column
o Value
o Slicers
Charts and Graphs
Best practice visualistions: including linking charts with
Excel Tables
Pivot Tables
MODULE 2: Critical Excel functions
In addition to exploring the most basic functions in
Excel, we will explore and appy the following, among
others
IF … and IF(AND()) … IF(OR()) … IF(AND(OR)))
SUMIFS()
SUMPRODUCT()
VLOOKUP
FREQUENCY()
TRANSPOSE()
IFERROR()
Dynamic Array Functions
o UNIQUE()
o SORT()
o SORTBY()
o RANDARRAY()
o FILTER()
o SEQUENCE()
Flash Fill
Data Types
Forecast Sheet
MODULE 3: Business Intelligence
with Power BI for the Desktop
MODULE 4: More Advanced Business Intelligence
In this module we will use Power BI, Power Query and Power
Pivot as we start to unleash our importing, manipulating,
cleaning and analytical skills. Taking data from a variety of
sources to ensure your data are clean and ready to use. We
will use a variety of techniques in this module including
Manually cleaning, by inspection
Using Power Query to help with data cleaning
Power Query can replace your VLOOKUP functions
By using the following data importing techniques, we will use
Power Query to optimise our data, create basic models,break
down large tables into smaller, more manageable
tables
Importing data from
o A worksheet
o Another Excel file
o A CSV file
o A database
o A web page
Unpivoting data
Manage data types that Excel cometimes cannot manage
Combine tables from within a folder
Split complex columns into multiple columns
Create functions
Create ratio analysis tables
And more
The following Power Pivot/Power BI work cannot be done in
basic or ordinary Excel and yet it is so powerful yet simple to
do!
Power Pivot: Creating data models to create relationships
between Excel and database tables
Power BI can be used as well as and instead of Power Pivot
in this context
MODULE 5: Design Principles
Delegates are encouraged to bring along or provide links to
their own dashboards or dashboards they like or dislike. This
will encourage full and free discussion of the kinds of
elements needed for a successful dashboard.
We will refer to examples and suggestions from
begins
Edward Tufte
Stephen Few
Microsoft
And more
Importing data from
o Excel
o CSV Files
o The Web
o Databases
Basic Visualisations
Tabulation of data
Manipulating data: some basic calculation and measures
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Register Now:training@corevents.org
Course Content
Day 2
Recap of Day 1
MODULE 6: Display Principles
MODULE 9: Automating Your Dashboard
Charts for Time Series/Trending
Smoothing Data
Sparklines
Highlighting Comparisons
Frequency Distribution
Target v Variance Charts
Performance Against Target Range
Win/Loss/Draw Conditional Format
Text Formulas
Dynamic Data Validation List
Panel Charts
MODULE 7: Interactive Controls
Form Controls Introduction
o Check Boxes
o List Boxes
o Option Buttons
o Group Boxes
o Scroll Bar
o Buttons
o Combo Boxes
INDIRECT Function
Dynamic Named Range with OFFSET
Dynamic Named Range with INDEX
Dynamic Ranges for Charts
MODULE 8: Analysing The Data
Pivot Charts
Slicers
Power Pivot
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Linking to various data sources through
o Power Query
o Power Pivot and
o Power BI
Incorporating New Data Automatically
Auto Refresh Pivot Tables
MODULE 10: Putting It All Together
Choosing the appropriate visualisation(s)
o
o
o
o
o
o
o
o
o
o
Column Chart
Line Chart
Pie Chart
Scatter Chart
Step Graphs
Pyramid Chart
Heatmaps
Sunburst chart
Histograms
Box & Whisker Plots
Array Formula Alternative to SUMIFS()
LARGE() and SMALL()
Array and DAVERAGE
Rank Values with Pivot Table
Formatting Quickly
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REGISTRATION FORM
To register, simply email the scan copy of the
signed registration form on training@corevents.org
REGSTRATION DETAILS:
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Job Title: ________________________________
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ORGANIZATION DETAILS:
Company: _______________________
Country: _________________________
Telephone: _______________________ Fax: _______________________
AUTHORIZED BY
Signature & Stamp: ____________________________
Name: _________________________________________
Date: __________________________________________
PAYMENT DETAILS:
Invoice to: ______________________________________________
Invoice Address: ________________________________________
PRICE:
Book Before 09 November 2023 & Pay:
USD 585
Book After 09 November 2023 & Pay:
USD 885
EVENT CODE: DEP-23
DATE: 13 & 14 - December - 2023
Time: 09:30 am - 04:00 pm (UAE Time, GMT+4)
ONLINE COURSE + LIVE STREAM TRAINING SESSION
1.For payment an E-invoice will be sent upon
receiving of the signed registration form.
2.Payment has to be made within 10 working
days upon receiving an invoice.
TERMS & CONDITIONS:
In-House Trainings & Consultation:
If you're looking for Consultation OR if you have a
number of delegates with similar training needs, then
you may wish to consider having an In-House Training
solution delivered locally onsite.
Course can be tailored to specific requirements.
Please contact Niaz Ullah on +92 348 2061670 or
email
niaz@corevents.org to discuss further possibilities.
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Customer Information:
Fees include all the tuition, full course documentation, and course material
of the programme.
An invoice will be sent upon receipt of registration form. Payment must be
received in full prior to the course start.
Disclaimer:
Corevents reserves the right to change or cancel any part of its published
programme due to unforeseen circumstances.
Cancellation policy:
A full refund will be given for cancellation requests received up to
15 working days before the event.
Cancellations must be made in writing (email) and reach this office before
the 15 working day deadline.
Corevents reserves the right to change the time and meeting venue.
Register Now:training@corevents.org