This three-day masterclass teaches participants how to create Excel dashboards to convey business information to management. The class covers advanced charting techniques, dashboard design principles, working with data, and hands-on exercises to build sample dashboards. Attendees will learn how to transform data into visually appealing dashboards using Excel macros, formulas, pivot tables, and conditional formatting. The course is aimed at managers, analysts and other professionals seeking to improve their Excel and reporting skills.

1. Learn the Best Tricks to Transform Data into Information, and Become an Excel Guru
INTRODUCTION TO EXCEL AND DASHBOARDS FOR
SENIORS AND JUNIORS MASTERCLASS
SOFTWARE
This Masterclass is run in a specialist training venue with workstations
provided. The course is demonstrated using Microsoft Excel 2013, but
students can use older versions if they prefer. Delegates may also
bring their own laptops.
Benefits of Attending
 Exposure to best-in-class dashboard techniques, design
ideas & practical tips
 Tips & ideas on using Excel better
 USB stick with Example workbooks, PDF guides & videos
 Access to selected videos & material
 Networking opportunities with fellow professionals and the
course facilitator
 Email support for your Excel questions for three months by
What do you get?
By attending this workshop, you will receive:
 Use of workstations, lunch and refreshments
 Access to selected videos and material
 Exposure to best-in-class dashboard techniques, design
ideas & practical tips
 Tips and ideas on using Excel better
 USB stick with Example workbooks, PDF guides & videos
 Access to selected videos and material
 Networking opportunities with fellow professionals and
facilitator
Intelligent Commerce t/a Envision International, 364 Pretoria Avenue, Ferns Office Park, Randburg
Tel: +2711 326 1474 Fax: +2711 326 0387, Email: anthony@envision-int.co.za Website: www.envision-int.co.za
WHO SHOULD ATTEND?
Managers
Systems and Reporting Analysts
Business Analysts
Data Analysts
Secretaries
Office Administrators
PA’s
Records Officers
Project Coordinators
Office Managers/HR officers
Business Analysts
Data Analysts
MIS Reporting Analysts
Business Intelligence Professionals
Officers in ; Sales, Finance, Marketing or
Customer Service
Date: 20th – 22nd July 2016, Manhattan Hotel, Pretoria South Africa
What should you have?
Suggested Skill Level
To benefit the most from this workshop, you need to
have intermediate level working knowledge of MS
Excel.
Understanding of basic business terminology and
reporting situations.
Hosted and brought to you by
Envision International, the
Leading Accredited Training
Provider
CENTRAL SUPPLIER DATABASE FOR
GOVERNMENT (South Africa)
CSD Supplier No.: MAAA0051198
CSD Security Code: 3ea20eca-147e-4c1a-
8858-c0e4b3a0a827
SETA Accreditation
No. 3812

2. Facilitator Dawn Williams
Dawn started her career in the
secretarial and administrative industry in
1979 and has worked in various
administrative positions at large
corporations within South Africa including the supervision of a
call centre with 30 agents.
In 2006, Dawn together with a colleague took over the
management of the Institute for Certified Administrative
Professionals (ICAP) in order to uplift the Secretarial and
Administrative industry through continuous learning ICAP gave
Dawn the opportunity to: Facilitate the pre-examination
workshop for the Certified Administrative Professional (CAP)
examination and administer the examinations of behalf of the
International Association for Administrative Professionals (IAAP)
in South Africa from 2006-2012 ; Partner with Dictum Publishers
from 2006-2011 for the PA of the Year Award and facilitate the
round table workshops at the annual PA Summit ; Speak on
various topics as guest speaker at conferences and workshops.
In 2013, Dawn started Reach New Levels in order to encourage
Administrative Professionals throughout Africa (and the rest of
the world) to further themselves through continuous learning
and to encourage them to start moving up 'the ladder' and to
REACH NEW LEVELS! She facilitates master classes in Zimbabwe,
Tanzania, Botswana, Namibia and Singapore.
Topics include; all aspects of communication, managing your
career, records management, global business protocol,
customer service, networking and others skills affecting the
career of those in the secretarial and administrative industry.
Dawn completed the Certified Administrative Professional
(CAP) programme and the Organisational Management (OM)
specialty exam from the International Association of
Administrative Professionals (IAAP), Microsoft international
certifications (MOS) and is a Master Instructor for Microsoft
Office.
She was a founding member of the IAAP Johannesburg
Chapter At Large and served on the Community of Expert
Practitioners (CEP) at Services Seta (Sector for Education and
Training Authority) in South Africa for the Secretarial and
Administrative industry. Dawn has also written many articles on
the secretarial / administrative industry for various publications.
Master Class Overview
Excel Dashboards are used to convey vital
business information to senior management, partners and
customers. In our two day Masterclass, learn how to create
stunning, world-class Excel dashboards. Along the way, you
will learn how to use various advanced features in Excel so
that you can save time and look good in front of your bosses
and colleagues.
This is a unique and practical hands-on master class
designed to improve the reporting and presentation of key
performance and financial information in reports, including
dashboards. It also, appeals to those in finance or
management who need to increase the effectiveness and
accuracy of the reports they generate and reduce the
amount of effort required to generate them.
Tel: +27 (0) 11 326 1474 Fax: +27 (0) 11 326 0387, Cell: +27 (0) 73 937 1898, Email: anthony@envision-int.co.za
Website: www.envision-int.co.za
INTRODUCTION TO EXCEL AND
DASHBOARDS FOR SENIORS AND JUNIORS
MASTERCLASS
Date: 20th – 22nd July 2016, Manhattan Hotel, Pretoria
South Africa
About Envision Training Your Host
Envision International is a leading accredited training
provider producing and disseminating strategic business
intelligence that educates people and benefits corporate
growth and profits. Founded in 2005, Envision International
delivers compelling business intelligence via conferences,
corporate sponsorship and exhibitions, professional training,
Documentation Training, Event Management, Executive
Coaching and Summits. Envision International prides itself as
Africa’s premier strategic business information provider; as
such, we support all initiatives that promote Africa’s
Economic Development.
Envision International is a Black Economic Empowerment
company, committed to an integrated Affirmative Action
Policy. This has been the core of our employment strategy
and continues to support our focus and commitment to
developing and empowering previously unemployed
persons from resource strapped backgrounds.
MISSION:
To become the strategic business intelligence provider of
choice for everyone everywhere.
VISION:
To empower people with compelling intelligence and to
create a new standard of excellence in everything we do.
VALUES:
Envision International is committed to the following values to
guide our behaviors, interests and decisions:

3. DAY ONE:
Registration: 08:00hrs – 08:30hrs
Module Topic 1-4: 09:00hrs – 11:30hrs
Lunch: 12:30hrs – 13:30hrs
Continuation: 13:30hrs – 16:00hrs
Creating charts
 Creating a chart sheet & Embedded chart
 Working with embedded charts
 Repositioning Charts
 Useful keyboard shortcuts for editing charts
 Understanding the chart modes of operation
and chart drag and drop
Understanding Management Dashboards
 What is a dashboard?
 Principles of great dashboard design
Advanced Power Charting Techniques
 Thermometer Chart
 Doughnut Chart & Pareto Chart
 Versatile management dashboards
Excel Charting Principles and Advice
 Overview of different chart types
 Editing and formatting your charts
16:00hrs End of Day One
DAY Two:
Registration: 08:00hrs – 08:30hrs
Module Topic 5 - 9: 09:00hrs – 11:30hrs
Lunch: 12:30hrs – 13:30hrs
Continuation: 13:30hrs – 16:00hrs
Dashboard Macros
 Simple and Complex Macros
 Dynamic Dashboards using Macros
Excel formulas for analysis & dashboards
 Structural references & Tables
 Summing & finding data based on conditions
 Using lookups to drive dashboards
Creating your Excel Dashboards
 Dashboards Do’s and Don’ts
 Merging and Consolidating Data Using Shapes
to make Charts more attractive
 Data Layout Creating Dynamic Dashboards
 Using Alerts to draw attention to dashboards
Working with your Data
 Understanding Data Quality issues
 Gathering data from different sources
 Linking Data
 Merging and Consolidating Data
 Excel Hints and Tips when working with data
Applying conditional formatting and Sparkline’s for
dashboards Building our first dashboard – Hands on
exercise
 Defining goals
 Preparing a sketch & Designing the data sheet
 Building the calculations she et
 Setting up the dashboard
16:00hrs End of Day Two
DAY Three:
Registration: 08:00hrs – 08:30hrs
Module Topic 10-14: 09:00hrs – 11:30hrs
Lunch: 12:30hrs – 13:30hrs
Continuation: 13:30hrs – 16:00hrs
Analyzing Data
 Using dashboards with Excel Pivot Tables
 Using external data sources such as The
Web
 Dashboarding with Microsoft Access
information.
Practical Dashboard Creation: Hands-on Dashboard
Creation
 Creating a Sales Dashboard
 Creating a Services Dashboard
 Creating an HR Dashboard
More Dashboarding
 Creating KPI Dashboards
 Project Management
 Dashboards Publishing Excel Dashboards
to the Web
Tips to improve your Excel dashboard
 Go to the point, solve a business need
 Don’t use formulas
 Abuse Pivot Tables
 Use named ranges
 Use as many sheets as you need, or more
 Use autoshapes as placeholders
 Get rid of junk
 Implement some level of interaction
 Document your work
 Bonus tip: there is always something
missing…
Advanced charting techniques
 Budget vs. Actual comparison charts
 Secondary axis & combination charts
 Waterfall chart
 Highlighting chart data as needed
 Dynamic & interactive charts
16:00hrs End of Day Three
Tel: +27 (0) 11 326 1474 Fax: +27 (0) 11 326 0387, Cell: +27 (0) 73 937 1898, Email: anthony@envision-int.co.za
Website: www.envision-int.co.za
COURSE OUTLINE
Date: 20th – 22nd July 2016, Manhattan Hotel, Pretoria South Africa

4. REGISTRATION FORM: ANTHONY
Introduction to Excel and Dashboards Masterclass
TO IMMEDIATELY BOOK A PLACE AT THIS EVENT CONTACT US ON:
Tel: +27 11 326 1474, Fax: +27 11 326 0387, Cell: +27 (0) 73 937 1898, Email: anthony@envision-int.co.za
AUTHORISATION AND COMPANY DETAILS
The signatory must be authorised to sign on behalf of the stated company.
I acknowledge that I have read and understood all of the Payment Methods, Policies
and Terms & Conditions.
Company:_________________________________________________________________________
Tel:_________________________________________________________________________________
Address:____________________________________________________________________________
VAT # if applicable:_________________________________________________________________
Name: _______________________________Signature_____________________________________
Designation: _______________________________________________________________________
Email: ______________________________________________________________________________
Booking Date: ________________________
Signature: ___________________________________________
Cost Per Delegate
R15, 958.86
Pretoria: 20th – 22nd July 2016
Manhattan Hotel
TERMS AND CONDITIONS
Accepted applications to attend the Envision Int. conference or training
course (“Event”) are in every case subject to these terms and conditions:
Payment Terms – To secure your registration, payment must be made in full
upon receipt of invoice.
Confirmation of Registration – Application for registration will not be
accepted/confirmed before payment is received (and applications may be
treated by ENVISION INT. as having lapsed if payment is not received within 10
(ten) days of invoice).
Right of Admission – ENVISION INT. reserves the right to refuse admission to the
Event where evidence of full payment cannot be produced.
Included in Conference/Course Fee – are lunch, refreshments provided by
ENVISION INT. and such detailed conference/course material as ENVISION INT.
deems appropriate.
Views of Speakers at any Conference or Training Course – are their own and
do not necessarily reflect the views of ENVISION INT., its employees, agents or
contractors.
Delegate Substitutions – may be made at any time without incurring additional
charges (ENVISION INT. to be notified in writing of any such changes).
Delegate Cancellations – must be received by ENVISION INT. in writing and
● cancellations received 15 working days before Event start-date,
entitle the cancelling delegate to a full credit of amounts paid to
date of cancellation which may only be redeemed against the cost
of any future ENVISION INT. Event, within one year from date of such
cancellation;
● any cancellations received less than 15 working days before the
Event start-date, do not entitle the cancelling delegate to any refund
or credit note and the full fee must be paid;
● non-attendance without written cancellation is treated as a
cancellation with no entitlement to any refund or credit.
ENVISION INT. Substitutions and Cancellations
● Speakers and topics are confirmed at the time of publishing of the
programme, but ENVISION INT. reserves the right to substitute, alter or
cancel advertised speakers and/or topics in appropriate
circumstances (and will give notice of such substitutions or alterations
on its web-site and or in writing as soon as possible, having regard to
the circumstances)
● If ENVISION INT. cancels an Event, delegate payments at the date of
cancellation will be credited to a future ENVISION INT. Event (such
credit is available for up to one year from the date of cancellation). If
ENVISION INT. postpones an Event, delegate payments at the
postponement date will be credited towards the rescheduled Event.
If the delegate is unable to attend the rescheduled Event, the
delegate will receive a full credit of amounts paid up to the date of
postponement which may only be redeemed against the cost of any
future ENVISION INT. Event (and such credit will be available for one
year from the date of postponement). No cash refunds whatsoever
are available for cancellations or postponements.
Indemnity – ENVISION INT. is absolved from and indemnified against any loss or
damage as a result of substitution, alteration or cancellation/postponement of
an Event arising from any cause whatsoever, including, without limitation, any
fortuitous event, Act of God, unforeseen occurrence or any other event that
renders performance of the Event impracticable or impossible. A “fortuitous
event” includes, but is not limited to, war, fire, flood, riot, industrial action,
extreme weather or other emergency.
Warranty of Authority – The signatory warrants that he/she has the authority to
sign this Application and agrees to be personally liable to ENVISION INT. for
payments falling due pursuant thereto should such warranty be breached
DELEGATE 1 DETAILS
Name: _____________________________________________________________
Designation: ________________________________________________________
Email: _____________________________________________________________
Cel: _______________________________________________________________
Tel: _______________________________________________________________
DELEGATE 2 DETAILS
Name: _____________________________________________________________
Designation: ________________________________________________________
Email: _____________________________________________________________
Cel: _______________________________________________________________
Tel: _______________________________________________________________
DELEGATE 3 DETAILS
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Designation: ________________________________________________________
Email: _____________________________________________________________
Cel: _______________________________________________________________
Tel: ______________________________________________________________
BANKING DETAILS
Bank: Standard Bank
Account Name: Intelligent Commerce T/A
Envision International
Branch Name: Fourways Crossing
Branch Code: 009953
Account Number: 201344742