MS EXCEL - Intermediate Data Analysis & dashboards

MS EXCEL - Intermediate Data Analysis & dashboards

Introduction

Day One – Intermediate Microsoft Excel

Participants will develop the ability to apply intermediate Microsoft Excel features and functions to improve the quality, efficiency and productivity of their day-to-day work.

This one-day, hands-on programme provides structured guidance from an experienced trainer, enabling participants to learn practical Excel techniques efficiently rather than relying on time-consuming trial-and-error methods. Through practical exercises and guided applications, participants will build confidence in using Excel to manage, analyse and present data more effectively.

Upon completion of Day One, participants will have established a strong foundation to progress to Day Two – Dashboard Storytelling with KPIs for Corporate Data.

Day Two – Dashboard Storytelling with KPIs for Corporate Data

Participants will gain practical, hands-on experience in transforming corporate data into dynamic and interactive dashboards that provide meaningful business insights.

Using a sample business database, participants will learn how to organise, analyse and visualise data, develop relevant Key Performance Indicators (KPIs), and create interactive dashboards that communicate information clearly and effectively.

The programme encourages participants to apply their own creativity and presentation style, enabling them to develop dashboards that are not only visually engaging but also useful for business performance monitoring and decision-making.

Outcome

At the end of this programme, participants will be able to:

- Understand key Microsoft Excel features, functions, data analysis techniques, KPIs and the principles of effective dashboard design.
- Apply intermediate Excel functions and tools to organise, analyse and present data, and create dynamic and interactive dashboards.
- Analyse corporate databases using Excel techniques and KPIs to identify trends, patterns, variances and key business insights.
- Evaluate data and dashboard outputs to determine the relevance, accuracy and effectiveness of information for business performance monitoring.
- Demonstrate the ability to develop and present a professional, interactive dashboard that communicates key business information clearly and supports effective decision-making.

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No	Topic	Topic Description
1	Introductions	Ice Breaker Objectives of Program Agenda Administrative matters
2	Creating & Customising Workbooks, Formatting Data	Create & customizing an excel workbook Linking Tabs Formatting data & Tables Conditional Formatting Managing Rules Formulas Converting text to numbers Templates & practical uses and etc Exercise On Workbooks, Worksheets & Tables
3	Analysing data In The Table	Filtering data, Custom Auto filter Sorting data Logical functions IF, AND , OR Sumif, Countif, Nested ifs, Average A, Grouping, subtotals Sparklines Pivot Tables Vlookup, Hlookup-simple & advanced Range Names Hands on training of Module 2
4	Other Features Of EXCEL	Printing & Formatting Header & Footers Grouping Tabs Hyperlinks in the workbooks Save an Excel workbook in earlier versions of Excel Worksheet & workbook protection Hands on training of Module 3
5	Creating & Modifying Charts	Creating various charts Formatting charts Modifying charts & adding elements Additional Data series Changing Chart types Using Quick Analysis Tools Hands on practice of Module 4
6	Preparation Of Workbook For Dashboard	Pivot table Charts Hands on practice of Module 5
7	Creating The Dashboard	Linking dashboard information to workings Presenting Data using Dashboard Hands on practice of Module 6 Re-cap & Q&A of entire training
8	Bonus Module: Tips & Tricks in EXCEL	Additional tips to speed up your work Hands on practice of Module 7

Expert

Sonia Ram CA(M), FCMA, CGMA, AAIA

Sonia Ram, is a Fellow Member of the Chartered Institute of Management Accountants (since 2004) and a member of the Malaysian Institute of Accountants (since 2005). She is a seasoned finance professional with extensive industry and training experience. She began her career in finance as an auditor, building a strong foundation in financial controls and compliance. From 1996 to 2002, she served as a lecturer at a local college, delivering courses in Accounting and Statistics to diploma and undergraduate students across multiple disciplines. Sonia has held managerial roles for more than a decade, within several multinational corporations in the electronics manufacturing sector. Her responsibilities spanned Corporate Reporting, Costing, Budgeting and Forecasting, as well as Performance Improvement initiatives. She also played a key role in leading MRP system migration projects and establishing W-Desk frameworks for SOX compliance, including conducting in-house training programmes to support implementation. She is a Certified Microsoft Office Specialist in Excel, with strong hands-on expertise in the MS Office suite. She remains committed to continuous professional development, keeping abreast of evolving industry standards and practices. Currently, she provides training and consultancy services to multinational clients across manufacturing, trading, retail, and logistics sectors, specialising in Finance, Accounting, Accounting Standards, and Microsoft Excel. She is also an HRDF Accredited Trainer, having obtained her certification in February 2024.