Contact: 514-605-7112 / info@lecfomasque.com

anglais

Modélisation

Excel – Dashboarding (level 1)

Please note that this training course will be delivered online.

 

GENERAL INFORMATION

  • 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.

    • Master the steps required to build an effective dashboard
    • Master the art of advanced pivot tables
    • Master the art of dynamic charts
    • 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

    Sophie Marchand, M.Sc., CPA, CGA, MVP, holds a M.Sc. in corporate finance and the accounting accreditation CPA, CGA. Moreover, she is the sole Excel MVP in the Province of Québec and one of the two Data Platform MVP in Québec. She received the MVP designation from Microsoft. MVP stands for « Most Valuable Professional ». She has many years of experience as a corporate finance professional and she specializes in financial modeling and in business intelligence. She acts as a consultant, a trainer as well as a speaker.

  • 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 the training course, the learner will get a certificate of completion. This certificate will include the accreditation number of the trainer from Emploi-Québec, the name of the learner, the name of the training course, the date, the number of continuous training hours as well as the name and signature of the trainer. This certificate meets the standards for continuous training requirements of Québec-based professional orders.

  • Coming soon.

  •  

    In-class sessions

    No refund if cancelled within 2 weeks or less before the training session date. Otherwise, credit will be issued.

     

    In-house sessions

    Once arrangements are made and the booking is confirmed, 25% of the training cost will be claimed for any cancellation.

Power BI Desktop via Store

Power BI (Level 1)

 

GENERAL INFORMATION

  • This training course is for the professionals who have a lot of data to analyze and who are looking for a self-service BI solution (Business Intelligence). More specifically, it is for the professionals who must, without needing the help of the IT department:

    • Import data from difference sources
    • Clean and merge data
    • Explore data with visualizations
    • Build and share easy-to-update dashboards
    • Have an online access to the dashboards via web, phones and/or tablets
    • Learn to use Power BI Desktop to import, clean, merge and improve imported data and build reports with a variety of data visualizations
    • Learn to use Power BI Service in order to publish and share reports that were built with Power BI Desktop
    • Discover Power BI Desktop
      • Discover the query editor (import and clean data from different sources)
      • Discover the Data section (explore data tables)
      • Discover the Relationships section (build relationships between tables)
      • Discover the Report section (build data visualizations)
    • Build queries
      • Import data
      • Clean, transform and improve data
      • Merge data from different sources
      • Use basic M code
    • Data visualization
      • Use the most popular options of the fields pane
      • Use the most popular options of the visualization pane
      • Discover the filter, sort, drill down, drill across functionalities and more
    • Power BI Service overview
  • This training course offers approximately 6 hours of content.

  • This training course is offered in English.

  • The targeted learners are the professionals who have a lot of data to analyze and who are looking for a self-service BI solution (Business Intelligence).

  • Sophie Marchand

    Sophie Marchand, M.Sc., CPA, CGA, MVP, holds a M.Sc. in corporate finance and the accounting accreditation CPA, CGA. Moreover, she is the sole Excel MVP in the Province of Québec and one of the two Data Platform MVP in Québec. She received the MVP designation from Microsoft. MVP stands for « Most Valuable Professional ». She has many years of experience as a corporate finance professional and she specializes in financial modeling and in business intelligence. She acts as a consultant, a trainer as well as a speaker.

  • This training course is aim at professionals who:

    • Have very good computer skills
    • Master pivot tables in Excel
    • Understand how a database works
    • Understand how a query works
  • Each learner must have access to a portable computer equipped with Power BI Desktop. You can find the free version of Power BI Desktop here: http://www.microsoft.com/en-us/download/details.aspx?id=45331.

  • Course registration includes:

    • PDF document with step by step instructions to build the course report
    • Data sources for the course report
    • .pbix file with the solution
    • Bonuses
  • At the end of the training course, the learner will get a certificate of completion. This certificate will include the accreditation number of the trainer from Emploi-Québec, the name of the learner, the name of the training course, the date, the number of continuous training hours as well as the name and signature of the trainer. This certificate meets the standards for continuous training requirements of Québec-based professional orders.

  • Coming soon.

  •  

    In-class sessions

    No refund if cancelled within 2 weeks or less before the training session date. Otherwise, credit will be issued.

     

    In-house sessions

    Once arrangements are made and the booking is confirmed, 25% of the training cost will be claimed for any cancellation.

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