XLK.
Consulting
Standardize
Harmonize
- definitions
- calculations
Clarify understanding
at different levels
Discuss and
agree definitions
Derive standard
calculations based on
availability of data
Quality
People
Capabilities
& Needs
Intermediate Training
(Frequent Users)
Data modeling
principles
Pivot Tables
Useful formulas
Charting Do's
and Don'ts
Advanced Training
(Power Users)
Depending on needs,
e.g.
Dynamic labeling
Advanced formulas
(array formulas, 3-dimensional formulas,...)
OTJ coaching based on
concrete reporting projects
Streamline
(Automate)
Minimize manual
- processes
- calculations
- reports
Identify manual
reporting steps
Create streamlined
standard reports
Implement dynamic
links and formulas
Automate standard
charts
Minimize mistakes
with manual steps
Show
(Visualize)
Improve
meaning of
reports and
charts for
- trends
- variances
- structures
- etc.
Introduce new
Improve/change
existing
Standardize
formats
Link to standard
reports
Study
Analyze
current
reporting
Reports
Content
Layout
Recipients
Wants
Real Needs
Contributors
Capabilities
Workload
Data Sources
System
Capabilities
Data
Quality
Timing
Data
Availability
(Input)
Deadlines
(Output)
Challenges
Quality
Bottlenecks
XLTraining
(Customized)
Basic Training
(not offered)
Simplify
Prioritize
- KPIs
- other indicators
Clarify importance
at different levels
Discuss and
agree priorities
Distinguish KPIs
from less important
indicators