Course Length:  1.0 day

Course Description

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.

Target Student:

The ideal student is comfortable navigating in Excel and is familiar with using mathematical and lookup formulas and functions. Students should have created standard charts and graphs in Excel, and should be somewhat familiar with Pivot Tables and Pivot Charts.

The materials learned in this course will apply to anyone who works with large volumes of data and needs to display the data in a meaningful and easy to understand report that can be updated and drilled down to gain specific insight.


This is an advanced level class. Students should have taken the listed classes or have equivalent knowledge:

Excel Level 1

Excel Level 2 

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

Get and Clean Data

Mock-up an Excel Dashboard

Creating Dashboards

Sharing a Dashboard


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