Overview
Professionals in the built environment rely on timely, accurate data to make informed decisions across complex projects. From tracking budgets and materials to coordinating teams and timelines, the ability to deliver the right information to the right people at the right moment is essential for maintaining efficiency, compliance, and client satisfaction. As data continues to grow in volume and importance, turning that data into clear, actionable insights becomes both more challenging and more critical.
While many in the built environment use Excel for basic tasks like calculations and formatting, its true value lies in its ability to transform raw data into visual intelligence. To stay competitive, individuals need to go beyond spreadsheets and unlock tools that reveal patterns, risks, and opportunities at a glance. This course is designed to help you do just that, empowering the to create dynamic dashboards and visual reports that support smarter, faster decision-making across your projects and teams Why Should an Individual Attend?
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Transform Raw Data into Insightful Charts. Learn how to convert complex datasets into clear, impactful charts that highlight trends, patterns, and performance metrics at a glance.
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Master Pivot Tables for Dynamic Analysis. Gain the ability to summarize, filter, and drill down into data using Pivot Tables—essential for uncovering actionable insights across departments and projects.
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Build Forecasts Based on Realistic Assumptions. Develop forecasting models that reflect probable scenarios, helping you anticipate future outcomes and make informed decisions.
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Create Dashboards That Reflect Business Pulse. Design dashboards that encapsulate both current status and projected trends, offering real-time visibility into critical business areas.
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Pinpoint Areas of Concern Instantly. Use visual tools to highlight anomalies, bottlenecks, or risks—enabling faster intervention and smarter resource allocation.
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Consolidate Key Metrics on a Single Screen. Present vital information, such as financials, project progress, WIP, and debtor days, in one cohesive view for efficient management oversight.
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Support Strategic Decisions on Working Capital. Visualize investment in working capital through numbers and graphics, helping leadership assess financial health and sustainability with clarity.
Outcomes
At the end of this course, delegates will be able to:
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Create Visual Data Representations. Develop and present Pie Charts, Bar Charts, Pivot Charts, and Slicers to communicate insights clearly and effectively.
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Analyze Performance by Category and Manager. Use user-defined parameters to evaluate performance metrics across categories and individuals, enabling targeted decision-making.
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Apply Advanced Lookup Functions. Gain proficiency in VLOOKUP, HLOOKUP, and XLOOKUP to retrieve and cross-reference data efficiently within large datasets.
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Forecast Data with Confidence. Use tools like data tables, trendlines, Goal Seek, Scenario Manager, and OFFSET to model future outcomes based on realistic assumptions.
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Implement 3D Referencing Across. Worksheets Learn how to reference data across multiple sheets to consolidate and analyze information from different project phases or departments.
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Develop Basic Macros for Automation. Create simple macros to automate repetitive tasks, improving productivity and reducing manual errors.
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Build Interactive Dashboards. Combine all elements into a cohesive dashboard that reflects real-time business performance and highlights critical areas of concern.
Program Outline
Creating Advanced Formulas
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Using Range Names in Formulas
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Using Specialised Functions
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Using 3D referencing
Forecasting Data
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Data Tables
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Goal Seek
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Scenario setting and the offset function
Applying Conditional Logic
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Use Lookup Functions (VLOOKUP, HLOOKUP, Index, Match XLOOKUP)
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Combining Functions (nesting formulas- the easy way)
Visualising Data with Basic Charts
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Creating Charts (Pie, Bar, Line, combination charts)
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Modifying and Formatting Charts
Advanced Charting Techniques
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Using Advanced Chart Features
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Creating Sparklines
Analysing Data with PivotTables, Slicers, and Pivot Charts
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Creating a PivotTable
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Analysing PivotTable Data
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Presenting Data with Pivot Charts
Automating Workbook Functionality
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Setting up your system to enable macros
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Creating and using macros
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Working with Forms and Controls
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Applying Data Validation
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Using the VBA Editor
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Creating, editing and debugging macros
Who Should Attend?
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Engineers
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Architects
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Project / Construction Managers
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Quantity Surveyors
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Construction Health & Safety
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Executives / Senior Management
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Middle Management
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