Pemodelan Keuangan untuk Analisis Data & Pelaporan Dashboard
Consider when to use a chart or a table
Explore how to summarise, present and communicate data clearly
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 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.
Jadwal Pelatihan Galeri Training Tahun 2025 :
- Batch 1 : 7 – 8 Januari 2026
- Batch 2 : 11 – 12 Februari 2026
- Batch 3 : 4 – 5 Maret 2026
- Batch 4 : 8 – 9 April 2026
- Batch 5 : 6 – 7 Mei 2026
- Batch 6 : 10 – 11 Juni 2026
- Batch 7 : 8 – 9 Juli 2026
- Batch 8 : 5 – 6 Agustus 2026
- Batch 9 : 9 – 10 September 2026
- Batch 10 : 14 – 15 Oktober 2026
- Batch 11 : 4 – 5 November 2026
- Batch 12 : 2 – 3 Desember 2026
peserta minimum 2 (dua) peserta terpenuhi.
Biaya dan Lokasi training pengenalan coaching, counseling & mentoring terbaru :
Lokasi :
Jakarta : Hotel Amaris Kemang, Amaris Tendean,Trinity Hotel, Ibis Budget.
Bandung : Hotel Santika, Hay Hotel,Ibis Style, Novotel Hotel, Golden Flower Hotel, 1O1 Hotel, Grand Tjokro Hotel, Tune Hotel, Four Point by Sheraton Hotel .
Yogyakarta : Hotel NEO+ Awana, Cordela Hotel,Ibis Style, Boutique Hotel, Cavinton Hotel, Mutiara Hotel, Dafam Malioboro Hotel, Prima Inn Hotel .
Surabaya : Novotel Hotel, Ibis Center Hotel, HARRIS Hotel, Favehotel, Alana Hotel .
Malang : Amaris Hotel, The 1O1 Hotel, Ibis Style Hotel, El Hotel, Whiz Prime Hotel .
Bali : Ibis Kuta, Fontana Hotel, HARRIS Hotel & Conventions .
Lombok : Favehotel, Novotel Lombok, D Praya Hotel .
Catatan : Biaya diatas belum termasuk akomodasi/penginapan.
Investasi training konsep counseling murah :
Investasi pelatihan selama tiga hari tersebut menyesuaikan dengan jumlah peserta (on call). *Please feel free to contact us.
Apabila perusahaan membutuhkan paket in house training, anggaran investasi pelatihan dapat menyesuaikan dengan anggaran perusahaan.
Fasilitas training prinsip mentoring murah :
1. FREE Airport pickup service (Gratis Antar jemput Hotel/Bandara)
2. FREE Akomodasi Peserta ke tempat pelatihan .
3. Module / Handout training pengenalan coaching, counseling & mentoring terupdate .
4. FREE Flashdisk .
5. Sertifikat training coaching, counseling & mentoring terupdate .
6. FREE Bag or bagpackers (Tas Training) .
7. Training Kit (Dokumentasi photo, Blocknote, ATK, etc) training konsep counseling terbaru .
8. 2xCoffe Break & 1 Lunch, Dinner.
9. Souvenir .
