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Description

Build an S&OP/IBP dashboards using only Excel
Build Dashboards & Business Apps without writing a single line of code, all you need is Excel.
In a world first we have designed a training course that helps the average Excel user create an Excel dashboard
and
an iPhone app without having to write a single line of code.
When we build the dashboards we only use tools that come standard with Excel – like Pivot Tables, Pivot Charts, Icons and Sparklines (and don't worry there isn't any visual basic or even a single macro in our solution).
And here's the best bit … Claris FileMaker (an Apple subsidiary) has released a free database for iOS called "FileMaker Go".  It works natively (i.e. online
or off-line
) on iPhones and iPads.
The program you download from the resource section will automatically convert a simple spreadsheet into a sophisticated Business App that works with FileMaker Go. Therefore you will be able to distribute your own apps to as many people and iOS devices as you like.
More advanced users can even host an online version which will work with most browsers including Android.  The advanced version can  integrate with everything from SQL to SAP and Claris has just released Claris Connect, which can connect your  app to API's via a simple workflow.  These advanced (multi-user) techniques are beyond the scope of this training course however advanced users, BI specialists, data analysts, data scientists, programmers and app developers may still want to take this course to refine core skills in multidimensional modelling and analysis.
However, this training course is squarely aimed at the typical Excel user who wants a simple method for building their own Dashboards and Business Apps.
Sign up today to start creating your own Dashboards and iPhone apps without learning a single line of code.
Who this course is for:
This course is designed for Excel users; Managers, executives, all types of business people, office workers, scientists, engineers, doctors, teachers, students ... basically anyone who "thinks for a living" (i.e. Knowledge Workers) and knows how to use Excel.
Advanced users and developers may like to take this course to give them a foundational grounding on Dashboards and Business Intelligence before they embark on the technical aspects of deploying a larger scale Information Dashboard.

What you'll learn

Create great looking Excel Dashboards from scratch and transform them into iPhone and iPad Apps without writing a single line of code.

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-A FREE preview of the entire course curriculum, kept short for busy people.
1
1.1-DIY Dashboards for Excel and iPhones: An overview of the whole course
2-Building your first Excel Dashboard
7
2.1-Your First Excel Dashboard: Data
2.2-Your First Pivot Table
2.3-Your First Pivot Chart
2.4-Your First Excel Dashboard: Slicers
2.5-Your First Excel Dashboard: Formatting
2.6-Your First Excel Dashboard in Action
2.7-Your First Excel Dashboard: Quiz
3-The One Page Report - A more sophisticated Excel Dashboard
10
3.1-The One Page Report: Creating multiple pivot tables
3.2-The One Page Report: Calculating Dimensions and Elements
3.3-The One Page Report: The Time Dimension
3.4-The One Page Report: Summary Calculations and the GetPivotData function
3.5-The One Page Report: Sparklines
3.6-The One Page Report: Calculated KPIs (Key Performance Indicators)
3.7-The One Page Report: Chart and Slicers
3.8-The One Page Report: Formatting
3.9-The One Page Report: Testing and error capture
3.10-The One Page Report in Action
4-Supply and demand dashboard, great for Sales & Operations Planning
7
4.1-Unlocked dashboard file attached
4.2-Overview of the supply and demand dashboard
4.3-Raw data for supply and demand / S&OP dashoard
4.4-Start building the dashboard - the main pivot table.
4.5-Create multidimensional calculations (AKA GetPivotData calcs)
4.6-The S&OP Chart
4.7-Dashboard slicers and formatting
5-One Business App
9
5.1-One Business App: Overview & demo of this section of the training course.
5.2-One Business App: Setting up a Key Performance Indicator Table
5.3-One Business App: Adding Dimensions and Elements to the KPI Table
5.4-One Business App: Creating KPI Aggregations
5.5-One Business App: Creating a KPI Hierarchy
5.6-One Business App: Navigation
5.7-One Business App: Multi-level Navigation
5.8-One Business App: Importing final KPIs into the app.
5.9-One Business App: Conclusion
6-Deep Dive
3
6.1-The Business Intelligence Roadmap
6.2-Using FileMaker as a Business Intelligence Tool
6.3-Working with Tableau and FileMaker