Course Detail(IT075v : Advanced Charting & Visual for Management Reporting (Live Webinar))
Not Available

UTAP Funding

IT075v : Advanced Charting & Visual for Management Reporting (Live Webinar)

7.00 CPE Hours (Category 5)
Live Webinar

Please be informed that in view of the current COVID-19 situation, ISCA will change the format of Jun - Dec 2020 sessions into Live Webinar. A detailed set of instructions on the Live Webinar will also be sent to you closer to date.


Programme Objective
At the end of the course, attendees should be able to:
 
▪ Use Excel to create powerful charts
▪ Understand, prepare & analyze data using appropriate chart types
▪ Creatively integrate excel functions to create dynamic charts
▪ Learn useful tips and tricks to build charts efficiently

Programme Outline

Introduction: Get to know the chart

  • Smart techniques to overcome data problems like time, spaces, different data series
  • Leverage on design to get the most impact out of your charts
  • The Do's and Don'ts when creating charts - avoid common chart making mistakes

Creative Charting: Turn standard charts into dynamic reports

  • Learn to creatively transform standard charts into meaning reports like cluster & stack chart, bridge/waterfall chart, 'conditional format' chart, pareto, histogram, gauge chart, etc

Interactive Charts: Be in control of what you want to analyze

  • Learn to control a series using spinners, scroll bar, etc
  • Leverage on formulas & excel features to plot the chart by selecting a specific date range with a simple button click, enabling user to quickly switch perspectives

Interactive Charts: Interactive KPI Scorecard

  • Learn to build Company Scorecard with one click interactive button allowing rolling 12 months data presentation

 
Training Methodology

  • Lecture
  • Group Discussion
  • Hands On Exercise


Closing Date for Registration
1 week before programme or until full enrolment.
 

Intended For

Accountants and finance professional who have to prepare monthly / weekly dashboards and KPI reports.

Competency Mapping

Category 5 = 7.00 Hours

Schedule & Fees
Date & Time

02 Jun 2025 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 328.09
For Non-Members: $ 394.58

Programme Facilitator(s)

Terry Wong

Venue

Online Classroom in or outside of
Singapore
Date & Time

03 Nov 2025 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 393.49
For Non-Members: $ 473.06

Programme Facilitator(s)

Terry Wong

Venue

Online Classroom in or outside of
Singapore

Testimonial


Practical and useful

Past Participant


The program has greatly helped me to improve on the excel charting and presentation

Past Participant


Helped me in presenting my monthly report to the stakeholder using different types of chart/graph

Past Participant


Trainer is excellent enough to present the whole lesson. Thank you Sir Bryan.

Past Participant

Funding

1] NTUC Union Training Assistance Programme (UTAP)

NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 1 July 2020 to 31 December 2025.

*Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This excludes material fees, registration fees, misc. fees etc.

This course is approved for UTAP support for intakes conducted between 08 February 2024 – 31 March 2025.

As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

  • Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
  • Course by training provider must be supported under UTAP and training must commence within the supported period and;
  • Unfunded course fee must not be fully sponsored by company or other types of funding
  • Unfunded course fee must be S$20.00 and above, and;
  • Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
  • UTAP application must be made within 6 months after course ends.

For more information on UTAP Funding and to submit for UTAP claims, please visit https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme. Terms and conditions apply.

Programme Facilitator(s)


Terry Wong
 
Mr. Terry Wong (ACCA) is an experienced trainer and heavy user of MS Excel. He started his career in IBM’s Shared Service Center as an Accounting Analyst where he is required to be involved in many process improvement projects and initiatives, including leveraging on creative Excel to build templates, streamline processes and automate reports and tools. Subsequently, he became an Accounting System Analyst in IBM where his role is involved in system technical support.  This gave him a platform to provide numerous in-house training, to more than 300 accountants across finance and accounting department. His training received great feedback and was invited to provide training to non-accounting department and also to offices outside the region such as emerging market in Far East countries.

Being the technical support that understand both the technical knowledge and with the proper finance professional qualification, Terry was able to quickly understand and help his audience to brainstorm, provide smart and practical insights in dealing and solving many real-life work challenges using MS Excel.  

His strong analytical skill, capability to quickly research coupled with detail process driven nature makes him a competent trainer in helping participants to come out with creative ideas in solving work problems. He is frequently engaged to conduct small group coaching in guiding internal advanced MS Excel users to further streamline and enhance the reports and work processes through MS Excel.  

 

Please be informed that in view of the current COVID-19 situation, ISCA will change the format of Jun - Dec 2020 sessions into Live Webinar. A detailed set of instructions on the Live Webinar will also be sent to you closer to date.


Programme Objective
At the end of the course, attendees should be able to:
 
▪ Use Excel to create powerful charts
▪ Understand, prepare & analyze data using appropriate chart types
▪ Creatively integrate excel functions to create dynamic charts
▪ Learn useful tips and tricks to build charts efficiently

Programme Outline

Introduction: Get to know the chart

  • Smart techniques to overcome data problems like time, spaces, different data series
  • Leverage on design to get the most impact out of your charts
  • The Do's and Don'ts when creating charts - avoid common chart making mistakes

Creative Charting: Turn standard charts into dynamic reports

  • Learn to creatively transform standard charts into meaning reports like cluster & stack chart, bridge/waterfall chart, 'conditional format' chart, pareto, histogram, gauge chart, etc

Interactive Charts: Be in control of what you want to analyze

  • Learn to control a series using spinners, scroll bar, etc
  • Leverage on formulas & excel features to plot the chart by selecting a specific date range with a simple button click, enabling user to quickly switch perspectives

Interactive Charts: Interactive KPI Scorecard

  • Learn to build Company Scorecard with one click interactive button allowing rolling 12 months data presentation

 
Training Methodology

  • Lecture
  • Group Discussion
  • Hands On Exercise


Closing Date for Registration
1 week before programme or until full enrolment.
 

Intended For

Accountants and finance professional who have to prepare monthly / weekly dashboards and KPI reports.

Competency Mapping

Category 5 = 7.00 Hours

Programme Facilitator(s)

Terry Wong
 
Mr. Terry Wong (ACCA) is an experienced trainer and heavy user of MS Excel. He started his career in IBM’s Shared Service Center as an Accounting Analyst where he is required to be involved in many process improvement projects and initiatives, including leveraging on creative Excel to build templates, streamline processes and automate reports and tools. Subsequently, he became an Accounting System Analyst in IBM where his role is involved in system technical support.  This gave him a platform to provide numerous in-house training, to more than 300 accountants across finance and accounting department. His training received great feedback and was invited to provide training to non-accounting department and also to offices outside the region such as emerging market in Far East countries.

Being the technical support that understand both the technical knowledge and with the proper finance professional qualification, Terry was able to quickly understand and help his audience to brainstorm, provide smart and practical insights in dealing and solving many real-life work challenges using MS Excel.  

His strong analytical skill, capability to quickly research coupled with detail process driven nature makes him a competent trainer in helping participants to come out with creative ideas in solving work problems. He is frequently engaged to conduct small group coaching in guiding internal advanced MS Excel users to further streamline and enhance the reports and work processes through MS Excel.  

 

Upcoming Schedule

Date & Time

02 Jun 2025 (9:00 AM - 5:00 PM)
Fee (inclusive of GST)


SGD pricing -

For Members: $ 328.09
For Non-Members: $ 394.58


Programme Facilitator(s)

Terry Wong

Venue

Online Classroom in or outside of
Singapore


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