Description

As a management controller, chief accountant, or operational manager, you are regularly required to design dashboards and monitor key performance indicators. Your objectives are to assess the economic and financial performance of your department or the company, and to effectively manage your team's activities.

Who is this training for ?

For whom ?

• Managers, executives, management controllers, accounting managers, operational or functional managers, project managers and department managers.

Prerequisites

• None.

Training objectives

Build dashboards using an Agile approach Apply core principles of Business Intelligence and Data Visualization Identify and select relevant performance indicators Strengthen performance analysis for better decision-making Set clear goals and achieve them through effective dashboard use

Training program

• Identify business dashboards
  • Identify the company's objectives
  • Define the notion of economic and financial performance
  • Present the different types of dashboards
  • Self-diagnosis of your situation
• Choose the relevant indicators to produce the desired information
  • Present the main categories of indicators
  • Relate the indicators to the key success factors (FCS)
  • Select and determine the key indicators
• Manage the dashboard project in Agile mode
  • Dashboard and Agility
  • Needs and requirements
  • Analyze and formalize the need
  • Estimate and prioritize the need
  • Plan and monitor product deliveries
  • Guarantee the quality of the dashboard
• Building the dashboard in Excel from A to Z
  • Prepare your dashboard project
  • Define the dashboard project
  • Import data
  • Create report pages
  • Organize dashboard home
  • Share dashboard
• Integrate the principles of Business Intelligence and Data Visualization
  • Prepare data with Power Query
  • Create a data model with Power Pivot
  • Explore Power BI Desktop
  • Prepare to publish data in the cloud
  • Get started with Data visualization
• Set and achieve goals with the dashboard
  • Define your objectives
  • Harmonize the different levels of objectives
  • Classify the objectives in order of priority
  • Distinguish what is urgent from what's important
  • Divide goals into tasks
  • Set goals to work for you