🏢 企業培訓 · Excel Dashboard 365

Certificate in Building Dashboard using Excel 365
Make Actionable Decison using Dashboard

✨ Make Actionable Decison using Dashboard

Dashboard 可以協助各部門的管理人士對部門表現一目了然。透過數據資料表及各種圖像了解公司的業績趨勢,市場份額和各種 KPI 數據，從而作出有數據支持的商業決策。課程會運用 Excel 365 最新的工具及技巧,協助學員建立美觀而實用的資料儀錶板。

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課程時數（小時）

每班最多人數

$9,800

每班收費

20+

導師教學年資

★★★★★

課程簡介

掌握 Certificate in Building Dashboard using Excel 365 的實戰應用

Make Actionable Decison using Dashboard

Learning Objectives

課程目標

透過實作掌握企業工作所需的核心技能。

✓

Power Query

Used to connect to different data sources and perform the transformation

✓

Xlookup

Used to consolidate different tables together

✓

Pivot Table

Used to build different types of interactive data table

✓

Pivot Chart

Used to build different types of interactive charts

✓

Power Pivot

Used to create the data model by building the relationships between data tables

✓

Charts

Know how to use the 16 types of charts in Excel

✓

Shape, Icon, Images and Sparkline

Used to enhance the appearance of the dashboard

✓

Dashboard

Used all the tools learnt to build the interactive dashboard

Understanding the characteristics of a dashboard
Use Power Query to import and transform data
Connecting to different data sources
Appending data from multiple sources into one data table
Merging data from multiple sources into one data table
Common data transformations - Choose Columns and Data Types
Common data transformations - Keep Rows and Remove Rows
Common data transformations - Unpivot Columns and Pivot Columns
Common data transformations - Fill Series and Remove Empty
Common data transformations - Group By and Replace Values
Create new fields using Add Column
Understanding the underlying M code

Explain how to apply the PivotTable for data analysis
Explain how to join tables using Xlookup
Build different types of report using the Filters, Rows, Columns and Values quadrants
Apply Values Field Settings to control the summarization methods
Apply Values Field Settings to control the value presentation format
Build the Pivot Charts to visualize the data
Apply the Slicers and Timeline to filter data
Use the calculated fields to generate new fields in the data set
Group and ungroup the data to have different summarization angles
Format the Pivot table as a report
Build the simple dashboard using PivotTable and PivotCharts

Understand the concept of Data Model
Use PowerPivot for combining data tables to form Data Model
Install the COM add-in to enable PowerPivot menu
Load the data using Power Query into the PowerPivot
Build the relationships using Diagram View
Create the different types of PivotTables and PivotCharts using data model
Introduce the concepts of Calculated Columns and Measures
Discuss the DAX functions and the concepts of filter context
Create the KPI icons for the Measures
Adding the Date table for enabling the Time Intelligence functions
Apply Year to Date and Year by Year functions to build the visuals

Create and format the Column Chart and Bar Chart
Create and format the Line and Area Chart
Create and format the Pie, Doughnut and TreeMap Chart
Create and format the XY and Bubble Chart
Create and format the Sunburst and Histogram chart
Create and format the Radar and Waterfall chart
Create and format the Box and Whisker and Funnel chart
Create and format the Filled Map and Combo Chart
Use the Conditional Formatting for highlight and segmentation
Use the Shapes, Icons, Images and Sparkline to enhance the dashboard
Build the final dashboard using the PowerPivot, PivotTables and PivotCharts

Dannis Mok

Principal Lecturer · NCC Education / University of Greenwich

Dannis has rich experience in business web and apps system development and over 20 years of teaching experience. He has delivered workshops for corporate clients, government departments and local universities.

企業客戶

導師曾教授以下客戶 - 辦公室軟件或者相關課程

Prince Hotel 香港太子酒店
Marco Polo Hong Kong Hotel 馬哥孛羅香港酒店
Kerry Warehouse 嘉里貨倉
Labor Department 勞工處
Baguio Green Group 碧瑤綠色集團
香港耆康老人福利會
Education Bureau 教育局
Hong Kong Institute of Education 香港教育大學
Hong Kong Housing Authority 香港房屋委員會
Hong Kong ICAC 香港廉政公署
Hang Seng Bank 恒生銀行
Civil Aivation Department 民航處
Darty Asia
UA Finance 亞洲聯合財務有限公司
基督教香港信義會
NCSI Hong Kong Ltd
香港善道會
恆生銀行
聯合國兒童基金會
City University of Hong Kong 香港城市大學
香港明愛
救世軍
City Facilities Management Holdings Ltd
HACEO 香港飛機工程
JLL 仲量聯行
Hong Kong VTC 職業訓練局
Hong Kong IVE 香港專業教育學院
Adidas Hong Kong
Polyplastics
Apex Logistics
Defond 德豐
JAS Worldwide
VTech Hong Kong 偉易達香港
VTech Hong Kong 偉易達香港
YWCA 女青年會
東華三院
iRobot Hong Kong
Bureau Veritas
Boardway 百老滙
StarLite Holdings (星光集團)
Puma Hong Kong
Marriott International 萬豪國際
WheeLock會德豐
香港立信德豪會計師事務所 (BDO)
Kering Group
中華電力有限公司
Wilko Worldwide Limited
華懋集團
機電工程署
無國界醫生
Unilever Hong Kong 聯合利華
獅王 (Lion Corporation)
菱電商事株式会社
Merck & Co 默克藥廠
九龍木球會
香港航空發動機維修服務有限公司
維他奶國際集團
Toyota 豐田汽車
adidas Hong Kong
連續五年 (2017,2018,2019,2020,2021) 為VTC 職業訓練局的員工作培訓
連續八年為勞工處YES的會員作”辦公室軟件”培訓
浸會大學
西門子 Siemens
Fujitsu Hong Kong
Luxasia
Miele
Pacific Coffee
PersolKelly
Schmoll Group
Johnson & Johnson
周大福集團
Tory Burch
南洋商業銀行
新鴻基
迪士尼樂園
一田百貨

Our Clients

與各大企業機構同行

我們曾為多間銀行、政府部門及大學提供培訓服務。

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Certificate in Building Dashboard using Excel 365Make Actionable Decison using Dashboard

課程簡介

掌握 Certificate in Building Dashboard using Excel 365 的實戰應用

課程目標

Power Query

Xlookup

Pivot Table

Pivot Chart

Power Pivot

Charts

Shape, Icon, Images and Sparkline

Dashboard

Dannis Mok

相關專業認證

企業客戶

與各大企業機構同行

相關課程 Related Courses

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Certificate in Building Dashboard using Excel 365
Make Actionable Decison using Dashboard