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IT專才培訓 - 技術與學術兼備

Office - Excel

Certificate in Building Dashboard using Excel 365

Make Actionable Decison using Dashboard

課程簡介

Dashboard 可以協助各部門的管理人士對部門表現一目了然。透過數據資料表及各種圖像了解公司的業績趨勢,市場份額和各種 KPI 數據 ，從而作出有數據支持的商業決策 。課程會運用 Excel 365 最新的工具及技巧,協助學員建立美觀而實用的資料儀錶板。

課程目標

Power Query

Used to connect to different data sources and perform the transformation

Xlookup

Used to consolidate different tables together

Pivot Table

Used to build different types of interactive data table

Pivot Chart

Used to build different types of interactive charts

Power Pivot

Used to create the data model by building the relationships between data tables

Charts

Know how to use the 16 types of charts in Excel

Shape, Icon, Images and Sparkline

Used to enhance the appearance of the dashboard

Dashboard

Used all the tools learnt to build the interactive dashboard

Video Images
Demo Video -
Creating a Pivot Table for business data

課程相關資料

  • 課程對象針對企業客戶而設
  • 上課模式面授上課或者即時網上教學
  • 上課安排客戶可到本校上課或要求導師上門授課
  • 上課收費每班最多20人，每班收費$9,800
  • 課程時數6小時
  • 使用軟件Excel 365
  • 入學要求學習人士需懂得如何運用 Excel 基本功能，方能事半功倍。
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課程內容

  • Understanding the characteristics of a dashboard
  • Use Power Query to import and transform data
  • Connecting to different data sources
  • Appending data from multiple sources into one data table
  • Merging data from multiple sources into one data table
  • Common data transformations - Choose Columns and Data Types
  • Common data transformations - Keep Rows and Remove Rows
  • Common data transformations - Unpivot Columns and Pivot Columns
  • Common data transformations - Fill Series and Remove Empty
  • Common data transformations - Group By and Replace Values
  • Create new fields using Add Column
  • Understanding the underlying M code

  • Explain how to apply the PivotTable for data analysis
  • Explain how to join tables using Xlookup
  • Build different types of report using the Filters, Rows, Columns and Values quadrants
  • Apply Values Field Settings to control the summarization methods
  • Apply Values Field Settings to control the value presentation format
  • Build the Pivot Charts to visualize the data
  • Apply the Slicers and Timeline to filter data
  • Use the calculated fields to generate new fields in the data set
  • Group and ungroup the data to have different summarization angles
  • Format the Pivot table as a report
  • Build the simple dashboard using PivotTable and PivotCharts

  • Understand the concept of Data Model
  • Use PowerPivot for combining data tables to form Data Model
  • Install the COM add-in to enable PowerPivot menu
  • Load the data using Power Query into the PowerPivot
  • Build the relationships using Diagram View
  • Create the different types of PivotTables and PivotCharts using data model
  • Introduce the concepts of Calculated Columns and Measures
  • Discuss the DAX functions and the concepts of filter context
  • Create the KPI icons for the Measures
  • Adding the Date table for enabling the Time Intelligence functions
  • Apply Year to Date and Year by Year functions to build the visuals

  • Create and format the Column Chart and Bar Chart
  • Create and format the Line and Area Chart
  • Create and format the Pie, Doughnut and TreeMap Chart
  • Create and format the XY and Bubble Chart
  • Create and format the Sunburst and Histogram chart
  • Create and format the Radar and Waterfall chart
  • Create and format the Box and Whisker and Funnel chart
  • Create and format the Filled Map and Combo Chart
  • Use the Conditional Formatting for highlight and segmentation
  • Use the Shapes, Icons, Images and Sparkline to enhance the dashboard
  • Build the final dashboard using the PowerPivot, PivotTables and PivotCharts

Instructor

Dannis Mok

who has rich experience in business web and apps system development and have over 20 years of teaching experience. He has great passion in learning and teaching new technologies and his teaching style is clear to point and can explain complex technologies in simple terms. He has delivered various workshops and classes for different corporate, government departments and local universities and is the principal lecturer for NCC Education and University of Greenwich. Besides BSc degree in IT, he also got a MBA, MSc in IT and MSc in Telecommunication degree.

CompTIA Data Plus
相關專業認證
  • Microsoft MCSE, MCDBA
  • Microsoft Certified System Developer
  • Microsoft Office Specialist Master
  • Cisco CCNA,CCDA,CCNP,CCDP
  • Sun Microsystems – Certified Java Programmer
  • Oracle – Certified Database Professional
  • Linux - LPI Level 1 & 2
  • CompTIA Data+
  • Microsoft Certified: Power BI Data Analyst Associate
  • Python Institute: Certified Associate Python Programmer
相關教學經驗
  • 為積金局 (MPF) IT 員工提供 Android 及 iPhone 視像培訓課程
  • 為香港教育局提供 Android 培訓課程予中學電腦科導師
  • 為香港教育大學 IT 員工提供 Cordova 跨平台流動程式開發課程
  • 為房屋署員工 IT 員工提供 HTML5 跨平台流動程式開發課程
  • 為房屋署員工 IT 員工提供 Android 及 iPhone 平台流動程式開發課程
  • 為香格里拉大酒店IT 員工提供 Android 流動程式開發課程
  • 為勞工處提供 HTML5 遊戲培訓課程及電子商店培訓課程
  • 為中國銀行IT 員工提供 Android 及 iPhone 流動程式開發課程
  • 為香港郵政IT 員工提供 Angular 8 程式開發課程
  • 為 VTC 職業訓練局提供各種各類 IT 培訓課程
  • 為醫管局員工 IT 員工提供跨平台流動程式開發課程

企業客戶

Dannis Mok

導師曾教授以下客戶 - 辦公室軟件或者相關課程

Our Clients

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