TRAINING FINANCIAL MODELING FOR DATA ANALYSIS & DASHBOARD REPORTING

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TRAINING MANAJEMEN KEUANGAN training Analisis Data Keuangan di jakarta

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Discover  how  to  tame  your data and make it work for you!  Learn to
synthesise  and  summarise  information into a logical framework. Gain
key  concepts  in  reporting  and data visualisation best practice for
presenting   data   graphically  using  tables,  charts,  reports  and
presentations.

Workshop Leader
Danielle Stein Fairhurst, Sydney – Australia

Financial Modelling Specialist & Presenter
Danielle Stein Fairhurst

She  is  the  Principal  of Plum Solutions, a Sydney-based consultancy
specializing  in  financial modelling and analysis.  She is the author
of  Using  Excel  for  Business  Analysis:  a  Fundamental Approach to
Financial  Modelling,  revised  edition  published by Wiley Finance in
2015.   With  many years’ experience as a financial analyst, she helps
her clients create meaningful financial models in the form of business
cases,  pricing  models  and  management  reports.   She  has hands-on
experience  in  a  number  of  industry  sectors,  including telecoms,
information systems, manufacturing and financial services.

Prerequisites
The  course  material includes extensive use of Excel and participants
will  gain  the  maximum  benefit from this course if they are already
competent  spreadsheets users. It is designed for users who do use (or
will use) Excel on a regular basis, and are comfortable with using its
tools and functions.

At minimum, it is assumed that participants will know how to:
* Navigate confidently in Excel
* Create and use formulas
* Link between workbooks
* Build a basic chart

Software Used
Each  delegate  must  have  their own laptop or workstation with their
preferred version of Excel installed. The course is demonstrated using
Microsoft  Excel  2016, but students can use any version of Excel they
prefer  although  it  is  highly  recommended  they  use Excel 2010 or
later.   Course  materials  contain  instructions  for  all  versions,
including  Excel  for  Mac.  PCs are used during this course, so Apple
Macintosh users will be catered for.

Course Materials
Each  participant  receives  a  revised  edition  of  Using  Excel for
Business  Analysis by your course presenter, Danielle Stein Fairhurst.
Delegates  are provided with over 50 Excel templates and examples with
step-by-step instructions for case studies.

Methodology
Many of us struggle to make sense of all the data that is available in
this  information  age.   With such a deluge of reports and statistics
which  dont mean anything or cant be made sense of, its no wonder that
data  is often misinterpreted or not communicated at all.  This course
will  help  you  understand how to tame your data and make it work for
you!   Learn  how  to synthesise information into a logical framework,
summarise  it  into  a meaningful format, and then display the summary
into  easy-to-read  tables  and graphs.  Covering dashboard reporting,
balanced  scorecards, visual design of charts and tables, we will also
discuss the new charting and analysis features of Excel 2013 and 2016.

Who should attend?
This  course  is aimed at managers and other professionals who need to
create  dashboards and other reports in order to analyse interpret and
present  information.   It  is  expected that students should have had
some  exposure  to  business,  finance  and reporting principles. This
course  builds  on  students  existing  knowledge  of  Excel tools and
functions  and incorporates these into complex and dynamic reports and
dashboards.

Learning Objectives
This  course is very hands-on and practical.  Each participant will be
expected  to create their own reports, charts and models utilising the
tools and techniques covered during the course.

By the end of the course, participants will:
1. Understand the principles of data analysis
2. Learn  to  synthesise  and  summarise  information  into a logical
framework.
3. Consider when to use a chart or a table
4. Know  how  to  use  visual  effects  to  improve their reports and
presentations
5. Explore how to summarise, present and communicate data clearly and
concisely
6. Learn  the principles of good dashboard design and presenting data
graphically
7. Discover  the  tools  to  analyse  data & build reports using your
existing  Excel tools and skills (and perhaps a few you didnt know
you had!)

Course Content

Day 1 – Using Excel for Data Analysis and Analytical Tools
Data Analysis Tools

Tool selection
* Evaluation  of  Excel  vs.  other BI alternatives, including Power
Pivot in terms of speed, usability and cost

Whats new in Office 2013 and 2016
* Technical   differences   between  versions.  Considerations  when
building data models for users of different versions.

Shortcuts
* Speed up your data manipulation in Excel with the use of shortcuts

Tables & PivotTables
* Analysing  data  more  quickly  and  efficiently  using structured
reference table and summarise using PivotTables

Power Pivot
* Demonstration of the Microsoft add-in to Excel, PowerPivot

Using Excel as a Data Analysis Tool
Essential Excel tools & functions
* Overview  of  must-know tools and functions for data analysis such
as LOOKUPS, logical and aggregation functions

Creating a robust formula
* Nest functions together to create succinct and robust formulas

Working with text
* Using  text and concatenation functions to string numbers and text
together to show in a dashboard or chart.

Cleaning your data
* Tools  and  tricks to clean data before using it to build a report
or dashboard

Day 2 – Data Presentation and Reporting

Charting in Excel
Working with charts in Excel 2013/16
* Overview of new charting features of Excel

Creating a Combo or Bubble chart
* Show correlations by charting on different axes and chart types or
bubble charts

Waterfall charts
* Comparison  of  different methods of waterfall charts, create your
own template for future use.

Charting with dynamic ranges
* Explore  various  methods  for dealing with varying data ranges in
chart data sources

Chart and Table Design
Tables vs. Charts/Graphs
* Deciding the best method for visual display

Visual Design
* Design principles for effective graphic data presentation

Which chart?
* Choosing  the  correct  chart to use to display different data and
messages from your findings

Charting dos and donts
* Tips and tricks for a quicker chart build and was to making charts
more robust and automated

Dashboard Reporting
What is a dashboard?
* History and definition of dashboard reports

Purpose and benefits of Dashboards
* Why dashboards are so popular

Common mistakes when building a Dashboard
* Critique of poorly built dashboards

Creating a Dashboard in Excel
* Using provided data, create your own dashboard in Excel

Dashboard Design
Principles of dashboard design best practice
* Dashboard layout, colour choice and display principles

Selecting the correct chart to display data
* Getting  your  message  across  most  effectively  by choosing the
correct medium of display

Adding icons and images to dashboards
* Quick  and  easy  ways  to  add automated colour and icons to your
reports

Effective use of colour and logos
* Ways to make an impact with colour

Making dashboards dynamic
* Save  time  by  using  clever  formulas which automatically update
information on the dashboard

Practical exercise:  Using your own data, or examples provided, create
a  dynamic  dashboard  template incorporating the tools and techniques
discussed during the course.