Description

Your manager must have management tools to monitor his activity. It's up to you to develop them and monitor them. This 'Special Assistants: dashboard and budget monitoring' training allows you to master the necessary skills: construction of tables, knowledge of advanced Excel functions, formatting of information.

Who is this training for ?

For whom ?

Assistant, secretary, executive assistant, any collaborator, mastering the basics of Excel.

Prerequisites

None.

Training objectives

Build a budget monitoring table or a dashboard adapted to the management needs of your manager.

Implement an impactful dashboard in Excel.

Organize and make the data reliable, highlight the figures.

Training program

• Prepare the dashboard or budget monitoring
  • - Contribute to the development of your department's budget.
  • - Locate the role and purpose of the dashboard in relation to the department's activity.
  • - Define type indicators: performance, management, lighting.
  • - Analyze the objectives of your department (Ask your manager the right questions) to create a dashboard structure adapted to operational staff.
  • - Be proactive.
• Gain efficiency by using advanced Excel functions
  • - Collect data useful for creating the table.
  • - Manage data updating and secure data entry.
  • - Use advanced formulas and functions 'Excel to extract targeted information.
  • - Use basic pivot table functions to make data analysis easier.
• Illustrate the numbers in a powerful way
  • - Format the table to make it easier to read and guide the eye to the important points.
  • - Automatically highlight alerts to flag discrepancies and enable analysis.
  • - Choose and create a graph based on the objective.
  • - Use PowerPoint to illustrate and highlight an analysis.