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SUCCESS

Certification

Charts with Excel Seminar

Charts with Excel Workshop

Excel Templates

HI-CHART Templates '12

HI-CHART Templates '10

HI-CHART Templates '08

HI-CHART Templates '07 

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Three-day Workshop

Creating Sophisticated Business Charts with Excel

Overcome the constraints of working with standard Excel functions and gain complete freedom in designing your own charts for reports and presentations.

WORKSHOP CONTENT

We offer a three-day workshop that builds on the seminar “Creating Sophisticated Business Charts with Excel.” This workshop is explicitly designed for experienced Excel users who already have practical experience working with the SUCCESS Rules of Design and who would now like to take this to the next step. Attendance of the three-day seminar “Creating Sophisticated Business Charts with Excel” is a prerequisite for participating in this workshop.
Solutions for creating sophisticated charts, exhibits, and report pages are worked out during this workshop using practical examples that go beyond the material presented in the seminar. The exchange of experience among participants plays an important role here. The greater the interaction between participants and the less prepared material that is actually presented, then the more, new knowledge is gained by participants by learning from each other.
Therefore, individual problems and solutions are welcome, as they will then be discussed and developed further – to the extent possible during the workshop. Please let us know at least ten days prior to the start of the workshop what topics you would like to discuss so that we may prepare more in a more targeted manner.
We will conduct this seminar for five or more persons.

SPEAKER

Holger Gerths, Dipl-Ing., is the 'inventor' of our Excel Tricks and advises many companies on Excel charts and other software issues.

PROGRAM, DAY 1

9:00 a.m. Start

+ Welcome, organizational details, introduction, seminar overview

9:15 a.m. Multi Charts

The term multi charts (multi charts, small multiples) refers to visualizations of several, usually similar charts, which are often arranged in rows and columns. This enables a good comparison of results in different countries or products, for example.

+ Getting to know the various approaches for multi charts

+ Using chart templates

+ Using the COPY function of the Chart-Me Add-in

10:45 a.m. Exercise

Participants work independently on creating a multi chart.

11:45 a.m. Discussion of the exercise

12:00 p.m. Combination charts (Part 1)

The term Combination charts refers to the visualization of several, usually different charts, which are arranged either in rows or columns next to one another. This enables, for example, a good comparison of different measures, such as absolute and percentage values or quantities and values.

+ Placing arrows and lines over several charts

+ Utilizing one hundred percent of the chart area

1:30 p.m. Combination charts (Part 2)

+ Avoiding camera errors in small charts

+ Showing and hiding individual charts in the grid

+ Designing the header and footer differently in even and uneven numbered pages

+ Visualizing different scaling properly

2:45 p.m. Exercise

Participants work independently on creating a combination chart.

4:00 p.m. Table chart

Bar charts, which need to be aligned in a table, can be created using the REPT function without Excel charts.

+ Using the Repeat function for bars in tables

+ Using user-defined numerical formats

+ Using the correct text size for bars

+ Formatting numbers as part of texts

  Integrating conditional number formats

+ Positioning the label flush with cell borders

4:30 p.m. Exercise

5:30 p.m. End of Day 1

PROGRAM, DAY 2

9:00 a.m. Start

+ Summary of Day 1

+ Questions and Answers

9:15 a.m. Special functions

Use some lesser-known Excel functions for elegant solutions to frequently occurring tasks involved in the creation of business charts.

+ Sorting with RANK and VLOOKUP

+ Finding data with MIT VLOOKUP

+ Eliminating double input values in rankings with ROW

+ Automatic sorting of texts with RANK, MID and CODE

+ Filtering out duplicates with COUNTIF

+ Aggregating values with SUMIF

+ Referencing areas of variable size with OFFSET

+ Understanding array formulas

10:45 a.m. Exercise

These participants work independently on the main aspects of the special functions using a sorted bar chart.

1:45 p.m. Exhibits (Part 1)

Creating a sophisticated exhibit in the workshop using practical examples.

+ Placing several charts together

+ Making differences in scaling visible

+ Using the zoom function

+ Structuring data areas

2:45 p.m. Exhibits (Part 2)

Conceiving and creating a report page.

+ Setting up a grid using the SIZE-function

+ Placing the message title, and footnote precisely

+ Inclusion of the names of the template worksheets in the computational logic

+ Getting data from a data input sheet

+ Enforcing uniform scaling in different sized charts

+ Configure dimensions in pixels and centimeters

4:00 p.m. Exercise

Participants work independently on creating a report page.

5:30 p.m. End of Day 2

PROGRAM, DAY 3

9:00 a.m. Start

+ Summary of Day 2

+ Questions and Answers

9:15 a.m. New Charts 1 (High-Definition Charts)

If sophisticated chart templates are to be created, the correct positioning in the X-direction is also important in column and bar charts. Here we present a method to create column and bar charts in which a chart is created using very many (1000, for example) categories and a formula is used to control each column position and width precisely.

 + Specifying the control parameters for precise positioning

 + Setting up an X-grid using the MATCH and OFFST functions

 + Creating data areas

 + Inserting a chart with 1000 categories

10:45 a.m. Exercise

Participants work independently on creating a new chart.

12:00 p.m. New Charts 2

+ Drawing frames with scatter charts

+ Placing labels correctly

+ Creating bars from columns using the new ROTATE function

1:30 p.m. Exercise

Participants continue the exercise of creating frames in a New Chart.

2:45 p.m. Drafting multi-language templates

3:00 p.m. Creating animated charts for movies

3:30 p.m. Creating three-dimensional charts to visualize large differences in scaling

4:15 p.m. Exercise

Participants create a three-dimensional chart independently.