Course Length: 1-day
Course Overview
Learn to use tools that are available in Excel to create an interactive and dynamic Excel Dashboard. Build an environment that will allow users to go to a single page to gain insight and analysis through graphs and tables. Use Excel tools to display key performance indicators, data trends and comparisons on one screen.
Examine methods that make it easy for reports to be updated quickly (often at the click of just one button!). Learn to load, organize, and display data in a fully interactive, dynamic, and easy-to-read format.
Prerequisites
This is an advanced-level class. Students should have taken the listed classes or have equivalent knowledge:
Course Outline
What is a Dashboard?
Understanding the Excel Toolbox
- Functions
- Charts and Graphs
- Pivot Tables
- Form Controls
- Macros
- Additional Tools
Setting Up the Dashboard Files
- Rename and worksheets that hold raw data and analysis of that data
- Create queries for data
- Organize data appropriately
Get and Clean Data
- Create mock-up visualizations of your dashboards
- Modify the appearance of the spreadsheet
- Filter data in tables and pivot tables
- Add textboxes and images to personalized dashboards
- Share dashboards in Outlook, Teams, and SharePoint