Data Visualisation with Excel and PowerPoint

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This course is designed for people who present technical or financial information using a combination of MS Excel and MS PowerPoint. It will cover a wide range of tools and techniques such as quick features in Excel, charts, conditional formatting, pivot table/charts and dashboards. It will challenge the way we present information and seek to create new insights into how we can get our audience to understand and interpret information more effectively.
The course is aimed at Intermediate users of Excel and PowerPoint who want to take a systematic approach to Data Visualisation and help identify areas for further study and practice.
This course is an ideal foundation for our advanced courses in Dashboard Reporting, PowerPivot and PowerBI.
Learning Outcomes :
Having completed training attendees will be able to:
• Identify and use specific chart and table styles to enhance the way they communicate information
• Systematically assess how their style of presenting data meet the needs of their audience
• Create a simple dashboard in MS Excel
• Manipulate data using PivotTables
• Use conditional formatting to display trends
• Utilise the features of PowerPoint to present information accurately, briefly and clearly
Selecting & Enhancing charts:
Selecting the appropriate chart
Optimising the axis
Displaying a secondary axis
How to create smart looking charts
Using Effective Titles
Useful Short-cuts:
Flash Fill
Quick Analysis
Copy and Paste
Using Sparklines
Using conditional formatting:
Highlight-Cell rules
Top/Bottom rules
Data Bars
Colour Scales
Icon Sets
Manually adding your rules
Tables and Pivot Tables:
Designing and formatting tables
Filtering Data
Using Slicers
Pivot Tables
Pivot Charts
Guidelines for Dashboard Design
Using KPIs
Extracting the key data
Signpost to further development
Introduction to the “Power” features (BI)
• PowerPivot
• PowerMap
• PowerView
What questions does your data answer?
Be clear on the Presentation Perspective
Using Kipling’s W1H to anticipate and prepare for questions
How data is understood in organisations and potential pitfalls
Work on selecting the right visuals
Be skilled in using all of PowerPoint’s Communication Tools
Apply the principles of good design to your slides
Insert and format graphics
Using SmartArt and shapes
Animations and Transitions:
Use appropriate animations to enhance presentations
How to get the best out of the animation pane
Use appealing transitions to create momentum and interest
Presenting the Data:
How to take the stress out of presenting
Persuading the audience
The benefits and drawbacks of using “Presenter View”
Creating a Notes Page
Linking to Excel
“Slidedocs” and their uses
How they will be covered :
Tutor led Interactive workshop, practice exercises. Detailed course manual. The course materials use Excel 2016 screenshots but participants using 2010 or 2013 can also benefit from the course.