Logical Functions & Dynamic Charts in Excel

OVERVIEW

Static charts are fine for printed reports and PDFs, but if you want to immerse a live audience in your numbers, Excel is totally capable of giving you a dynamic, color-coded chart. You can ‘drill into’ the numbers, showing different subsets of the information, and helping people see valuable insights. They key to making this work is a system of logical functions – functions that use changing criteria to give you different charts on-the-fly. With functions like SUMIFS, IFS, AND, OR, and others, you can highlight maximums, minimums, values that fall within ranges – all as you change the focus of your visualization. Doing this live in front of a room can pull those people in, and make them see what you see. In this session, we’ll be building a series of tables and charts that will make your insights absolutely compelling.

WHY SHOULD YOU ATTEND

Many people are spending extra money on subscription products like Tableau and PowerBI, when there are a wealth of tools in Excel to accomplish many of the same things. With the right tools, techniques, and tricks, you can create stunning, dynamic visuals that change live in the room.

LEARNING OBJECTIVES

• Create clear, compelling, color-coded charts in Microsoft Excel
• Understand and utilize SUMIFS, COUNTIFS, and AVERAGEIFS for conditional roll-up functions
• Build hidden tables to color-code visuals on the fly
• Add icons and other graphics to charts to make them more easily understood
• Design dashboard-like environments for easy consumption and understanding
• Use Data Validation to dynamically change the focus of a chart

AREAS COVERED

• Donut and Pie Charts
• Column and Bar Charts
• Waffle Charts
• Line and Area Charts
• IF, AND, and OR Functions
• SUMIFS, AVERAGEIFS, and COUNTIFS Functions
• Data Validation
• Conditional Formatting
• Icon-Based Charting
• Layered Charting
• Chart Settings and Configuration
• Data Design

WHO WILL BENEFITS?

• Sales and Marketing Professionals
• Executives and Managers
• Business Analysts and Consultants
• Communications Professionals
• Finance Professionals

SPEAKER

Neil Malek runs Knack Training, and Orlando, FL area software and professional development training company. He is a Microsoft Certified Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer with 20 years of working with individuals, small businesses, non-profits, and Fortune 500 companies to identify and close skill gaps. He specializes in customized, hands-on, live workshops.

Others Details

03:00 PM EST| 12:00 PM PST