Business charts in Excel – level 1
Charts and tables

The first part of the training Business charts in Excel shows how charts and tables can be realised with Excel at the highest quality level in the sense of the IBCS standard. Thanks to special working techniques, reusable templates for tables, charts and entire report pages can be developed according to your own ideas.

Trainer

Markus Wolff

Markus Wolff is Co-Founder and Managing Director of chartisan GmbH, a service provider for data visualization and reporting solutions.

Jörg Knuth

Jörg Knuth works at Ceteris AG, a German BI consulting company. He is responsible for Microsoft BI and software development as well as the contact person for strategic BI consulting.

Objectives

The participants will learn work techniques that can significantly extend the visualisation possibilities of Excel charts. This includes waterfall, needle and multiple diagrams (small multiples).

Prerequisites

Each participant will need a Windows-based computer with a physical mouse and an installation of both MS Excel (Version 2013 or higher) and MS PowerPoint.

Prerequisites for participation in Excel seminar

Attendance fee

The attendance fee for a two-day seminar is EUR 1,890 per person, plus VAT.

Conditions

Training package

Book part 1 and part 2 (3 days in total) at the same time and benefit from the package price EUR 2,490 (instead of EUR 2,880 for individual bookings).

PROGRAM

DAY 1

Principles of the SUCCESS Formula

  • Design user-oriented reports
  • Choose appropriate chart types
  • Provide an overview, avoid distractions
  • Standardize design elements

Dynamically driven chart templates

  • Synchronize scaling across multiple charts
  • Incorporate additional labels and lines
  • Switch colors and highlight chart elements
  • Automate controls for all chart functionality

Waterfall chart

  • Understand formula logic and chart setup
  • Provide functionality for null values and subtotals
  • Improve legibility with labels and connecting lines
  • Add variance indicator for cumulative variances

Pin chart

  • Build pins based on scatter data series
  • Control positioning and scaling with formulas
  • Integrate color switching and labelling
  • Position pins matching adjacent bar charts

DAY 2

Advanced chart templates

  • Build multi-level variance charts
  • Synchronize bar charts, waterfall and pin charts
  • Automate controls for positioning and scaling
  • Dynamically link values and control parameters

Embed report pages in PowerPoint

  • Define page layout accurately in Excel
  • Arrange chart templates in a sensible way
  • Create presentations that update automatically
  • Understand peculiarities of OLE-embedding

Bar charts

  • Transfer chart tricks to bar charts
  • Understanding the features of chart axes
  • Insert labels and highlights
  • Sort values automatically for ranking

Table visualization

  • Standardize row, column, and number formatting
  • Use data bars and symbols for visualization
  • Automate layout with conditional formatting
  • Sort and filter with formulas