Professional Training

Prerequisites

Participants should have completed the Intermediate Excel course or have at least a clear understanding of Excel with the ability to use and understand data using functions and formulas. A basic understanding of PowerPoint is also needed.

Who should attend

This course is ideal for professionals who work with data and want to present it clearly and effectively. It is designed for accountants, managers, analysts and business professionals who already have an intermediate knowledge of Excel and a basic understanding of PowerPoint. Anyone responsible for creating reports, dashboards or presentations will benefit by learning how to turn raw data into meaningful visuals that support better decision-making. This course is an ideal foundation for our courses in Power BI.

Learning Outcomes

Having completed training attendees will be able to:

Analyse and interpret business data effectively using Excel.
Create professional dashboards with pivot tables, slicers and conditional formatting.
Design clear and visually appealing charts, including combo and dynamic charts.
Apply best practices to declutter and present data for decision-making.
Integrate Excel data seamlessly into PowerPoint presentations.
Build engaging PowerPoint reports with templates, animations and narratives.
Present data-driven insights through impactful visual storytelling.

MS Excel Key points

Tables
Pivot Tables & Charts
Changing Values
Adding Data
Report Filter Pages
Changing Layout
Slicers
Report Connections
Advanced Conditional Formatting using formulas and restricting certain rules
FlashFill
Sparklines
Advanced Copy and Paste
Camera

Selecting & Enhancing charts

3D Column Chart (changing column shape)
Line Chart (changing bounds, dash type)
Adding Images to Pie Chart
Target Line Chart
Sunburst
Histogram
Dynamic Formatted Chart
Secondary Axis
Info Chart with Icons
3D Map
Combo Chart

PowerPoint - Key features

Creating slide templates using MasterSlide
Adding background & Images
Transitions & Animation
Sections & Zoom Page
Timing, Narrative & Recording
Adding data from Excel (charts, tables etc.)
Embedding, Copy & Paste, Links
Animation of Charts
Animation Advance (trigger)
Tools

Dashboards

Highlight-Cell rules
Top/Bottom rules
Data Bars
Colour Scales
Understanding data
Deciding on data to include in Dashboard
Decluttering Tables & Data
Conditional Formatting
Creating KPI
Adding new data to a dashboard
Creating a dashboard from scratch

Discussion points

Do’s & Don’ts
Presentation Styles, Engaging the audience, ‘telling the story’
Tools (Notes etc)
Q & A