Course Objective

The Chief Audit Executive and Senior Auditor can use Excel for a variety of testing, analysis and reporting purposes. This seminar focuses on the use of Excel to enhance the efficiency of the Chief Audit Executive and Senior Auditor in their reporting and analyzing duties.

Course Content

Designing and Building Reporting Dashboards

Designing:

• Tailor a dashboard to a specific group of users
• Outfit the dashboard with monitoring elements, such as key metrics, trends and status indicators, and value and variance gauges
• Determine what types of interactive grids, graphs and pivot tables are most suited to your business needs (analysis)
• Create the reporting and ad hoc query panels to support decision making (detail)
• Use the dashboard to replace numerous reports.

Building:

• Use pivot tables with slicers
• Create conditional formatting to mark KPI’s in red/yellow/green, and use icon sets to show traffic lights
• Work with Spark lines to indicate trend lines

• Use dynamic labelling to indicate "good,” "poor,” etc. levels
• Show trending, as well as performance vs. target comparisons
• Group and bucket data

Create an interactive interface using sliders, slicers and other tools to drill down into the metrics.

Who should attend?

Please be advised of the event terms and conditions.
Delegates are also requested to review the content and the levels of the courses presented before booking, to ensure they are attending the right course.