高级会计培训-KPI Report & Business Intelligence Dashboard课程梗概|FA/MA必学

2016年12月13日 Seed职业培训


KPI Report & BI Dashboard
weekend 17th & 18th December 2016 Melbourne




Use Chart as Filter

Separate Line Chart

Chart with Time Dimension

Chart with Power Map

Abacus Chart

Funnel Chart

BCG Matrix Chart

Water Fall Chart

Gauge Chart

Panel Bar Chart

Bullet Chart

Professional Bar Chart

Thermometer Chart

Key Modules in this Course

Data visualization theory

- The 4 x 4 model for knowledge content
Channel your audience
what makes a good data visualization
Defining your narrative
Making everything relatable

Understanding your data

Information Hierarchy-The 6 Ws
Explore your data
Convert your data

Visual Display

Position, size, colour, contrast, and shape
The importance of scale
Legends and sources
Data-ink Ratio

KPI Report Components

Case Study: Thermometer charts to compare Budget vs. Actual
Case Study: Multi-axis chart to show sales amount and profit margins ratio
Case Study: Exploded pie chart to show components of  source of Funds
Case Study: Waterfall chart for cash flow model
Case Study: Sparklines for incell charts
Case Study: Arrange scroll bars in valuation model
Case Study: Trendline to show trend of sales
Case Study: Stacked 100% column for 80:20 analysis

Chart tips & tricks

Switch Row/Column
Excel & PPT integration

Interactive chart

Introducing motion
When to go interactive
How to think interactively
Finding the right interactive chart for your report

Charts automation

Create custom charts using macros
过往学员反馈:






收藏 已赞