Advanced Excel Dashboards Course

Overview

Introduction

This course teaches participant on how to create interactive Excel dashboards that update with the click of the Refresh button, or with a simple copy and paste of your new data into your spreadsheet. Excel Dashboards provide insight, analysis and even alerts. They are interactive and dynamic, and have a wide range of applications, providing help with project management, customer service, KPI management, forecasting and so on. They usually fit on one page, displaying key trends, comparisons and data in small graphs or tables. This makes them easy to read and digest the information

Duration

5 days

Who should attend?

Anyone with an advanced knowledge of Excel who wants to learn how to create dashboards which will enhance their spreadsheets with easily understood and interactive data displays.

Course content

MODULE 1:  Introduction to Dashboards

MODULE 2:  Inserting Graphics for a Dashboard

• Inserting a Chart
• Sparkline’s with Dashboards
• Tables to Dynamically Link Charts & Lists
• Linking Charts Across Worksheets

MODULE 3: Functions and Formulas

• The OFFSET Function
• Nested IF Statements Using the AND and OR Operators
• VLOOKUPs
• The MATCH Function

MODULE 4:  Dashboard Navigation

• Creating Bespoke Navigation Bars
• Creating Dashboard Links
• Using Named Objects

MODULE 5: Workbook’s Layout and Structure

• Organizing Data in Data Tables using IFs
• Table Formulas to Make Dynamic Charts
• Table Formulas with Conditional Formatting
• OFFSETs, VLOOKUPs and Name Range Lists

MODULE 6:  Using Excel Objects for Specialist Dashboard Views

• Adding a Data Bar into your Dashboard
• Creating a Window Chart
• Creating an Advanced Comparison Chart
• Creating a Timeline Chart

MODULE 7: Using Macros and VBA with Dashboards

• Macros and the Visual Basic Interface
• Configuring Controls using Macros
• Ironing out Minor Issues in your Dashboard with VBA
• The Select Case

What you will learn

Course Objective:

• Creating Professional Dashboards
• Pivot Tables and Pivot Charts, Conditional Formatting, Functions, Formulas and Macros
• Create visualizations charts