Microsoft Excel Dashboard

The capability exists within Microsoft Excel to construct sophisticated dashboards that integrate seamlessly with data based in Microsoft Excel or in other external data sources. Using a combination of the Excel worksheet, cells and charts, and sophisticated dashboards can be constructed in minimal time providing a cost effective way of a business to view its important data. Many companies are turning to constructing dashboards in Excel due to the lower cost, lower development time and because of Excel’s exceptional abilities

 

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Microsoft Excel Dashboard

Microsoft Excel Dashboard Training

People with little or no experience of creating Excel Dashboards. Understanding and using Excel on a regular basis is essential. Ideally delegates have attended an Advanced Excel course or have the equivalent experience. The capability exists within Microsoft Excel to construct sophisticated dashboards that integrate seamlessly with data based in Microsoft Excel or in other external data sources. Using a combination of the Excel worksheet, cells and charts, and sophisticated dashboards can be constructed in minimal time providing a cost effective way of a business to view its important data. Many companies are turning to constructing dashboards in Excel due to the lower cost, lower development time and because of Excel's exceptional abilities.

Duration - 2 days

Upon successful completion of this course, students will be able to: Module 1 Visualization Best Practices

  • Overview of Excel Dashboards and what can be done
  • Designing Dashboards – the considerations
  • Tips for Building Excel Dashboards

Module 2 Excel Charting Principles and Advice

  • Overview of different chart types
  • Editing and formatting your charts

Module 3 Advanced Charting

  • Creating and customizing Charts
  • Using specialist charts for your Excel Dashboards
  • How to select the Right Charts for your Data

Module 4 Excel Pivot Tables

  • Creating dynamic Pivot tables
  • Auto refreshing pivot
  • Grouping in Pivot

Module 5 Creating your Excel Dashboards

  • Dashboard Dos and Don'ts
  • Data Layout Creating Dynamic Dashboards
  • Creating a Thermometer Chart
  • Using Alerts to draw attention to dashboards with Conditional Formatting

Module 6 Creating Interactive Components for Dashboard

  • Adding a scroll bar to a data window
  • Adding option buttons to a chart
  • Using a combo box drop-down
  • Using a list box control
  • Using the Check Box Control

Module 7 Working with your Data

  • Understanding Data Quality issues
  • Merging and Consolidating Data

Module 8 Analyzing Data

  • Using the dashboards with Excel Pivot Tables
  • Dash boarding with Microsoft Access information

Module 9 Bullet-proofing your Dashboards

  • Protect dashboards by locking cells
  • Password Protection
  • Restricting incorrect data entry with data validations
  • Protecting your data from copying

Module 10 Workshop

  • This last session will be used to build some relevant Dashboards in a group of 2.

3 Months FREE email support for queries

This course will significantly  benefit

People with little or no experience of creating Excel Dashboards. Understanding and using Excel on a regular basis is essential. Ideally delegates have attended an Advanced Excel course or have the equivalent experience.
  • Module 1  Visualization Best Practices
  • Module 2  Excel Charting Principles and Advice
  • Module 3  Advanced Charting
  • Module 4  Excel Pivot Tables
  • Module 5  Creating your Excel Dashboards
  • Module 6  Creating Interactive Components for Dashboard
  • Module 7  Working with your Data
  • Module 8  Analysing Data
  • Module 9 Bullet-proofing your Dashboards
  • Module 10 Workshop