Excel – Dashboarding (level 1)

This training course is an introduction to Excel dashboarding. Your company decided to implement a dashboard in Excel, but where to start? What will you include in your dashboard? How will you structure and show your data? How will you feed your dashboard? Those are the type of questions you will be facing and those are the type of questions we will be answering.

• Designing an action plan and a framework for the implementation of a new dashboard
• Create advanced pivot tables, which will serve as calculation engines for dashboard graphics
• Create a dashboard with graphs based on a set of data in Excel

• Introduction to dashboarding
  • What is business intelligence?
  • What is a dashboard?
  • Why build a dashboard?
  • What are the best attributes of a dashboard?
  • What is a key performance indicator (KPI)?
  • What are the steps to build a dashboard?
  • Why choose Excel for your dashboard?
• Pivot tables
  • How to build an efficient pivot table?
  • How to benefit form the inner functionalities of a pivot table?
  • How to optimize the calculations within a pivot table?
  • How to optimize the presentation of a pivot table?
• Charts
  • How to pick the right chart to share the right message?
  • How to deal with the chart data series?
  • How to optimize the presentation of a chart?
  • How to build dynamic charts?

This training course offers approximately 6 hours of content.

This training course is offered in English.

The targeted learners are the professionals who are already using Excel in their day-to-day work activities and who need to analyze and report data with regular reports and/or dashboards.

Sophie Marchand, M.Sc., CPA, CGA, MVP, holds a master degree in corporate finance and a CPA, CGA accounting designation. She is also an MVP Office Apps and Services (Excel) and an MVP Data Platform (Power BI). The MVP designation stands for "Most Valuable Professional". It is awarded by Microsoft to top solution experts who distinguish themselves not only by their skills but also by their involvement in the community. Only 4 professionals in the world have this double qualification. Ms. Marchand has many years of experience in the business and specializes in Excel and Power BI for finance professionals. After being a consultant for many years, she now devotes herself to training and just love to share her passion and knowledge with other professionals. She also leads the Montreal Modern Excel and Power BI users group. Trainer accredited by the Commission des partenaires du marché du travail.

To find out whether or not you should take this training, we strongly suggest that you take an online quiz. If your score is less than 70%,  we strongly suggest to attend our Excel - Intermediate level training course before attending this training course.

Each learner must have access to a portable computer equipped with MS Excel 2007 or more for Windows, or MS Excel 2011 or more for Mac.

Course registration includes PowerPoint presentations, Excel files with examples and exercises and reference to a web site (in French) where many additional resources are available as well as a public forum (in French).

At the end of this training, when all the lessons and quizzes are completed, the learner will be able to download a certificate of completion. This certificate will include the trainer's Emploi-Québec accreditation number, the participant's name, the title and date of the training, the number of hours of training completed, the number of Continuing Education Units (CEUs), as well as the name and signature of the trainer. This certificate meets the requirements of the continuing education obligations of the Quebec professional orders. For private training (via Teams), the certificate will be sent to the learner by email following the completion of the training.

This training qualifies for 0.6 continuing education units (CEUs).

Le CFO masqué is a member of the Société de formation et d’éducation continue (SOFEDUC), which defines a Continuing Education Unit (CEU) as 10 hours of participation in a structured training activity organized and conducted by an accredited organization, facilitated by qualified instructors and culminating in an evaluation. Only SOFEDUC members in good standing are authorized to use the graphic symbol.

Coming soon.

Public Trainings

No refunds will be issued if the classroom training registration is cancelled within 2 business weeks or less. In all other cases, we can offer you a credit for the amount of your purchase.

Corporate Trainings

Once a date is booked to deliver the training to your office, a cancellation will incur a fee of 25 % of the cost of the training.

Online Trainings

No refunds allowed since you have access to your training material from the moment of payment.