
Build a dynamic Microsoft Excel dashboard with live commentary and drill-down capabilities to explore SLA breaches and incident details. Includes a complete dashboard example, data mapping, and course support.
Draft and align a dynamic Excel dashboard by sketching the layout with shapes, grouping elements, and arranging charts to show ticket totals, SLA, top drivers, and priorities for quick analysis.
Learn how to name and arrange sections in an Excel dashboard by creating labeled text boxes for sections A through E, aligning charts, slices, and a background image.
Learn to group multiple shapes as a single unit and align them precisely using top, center, and horizontal spacing commands, while managing gaps and duplicating grouped sections.
Create a dynamic database table in excel that grows as data is added, with headers, pasted raw data, and filters and formatting.
Build an SLA in Excel using an if formula to mark tickets as met or breached, convert results to percentage, and highlight rows for quick dashboard insights.
Learn to extract the created and resolved year from date fields using the year formula, enabling year-based calculations for payment tables and dashboard display.
Use the IF(SEARCH) formula to detect ticket drivers in a summary column, standardize terms like Mac Pack and JD Edwards, and flag all else as other for an Excel dashboard.
Learn to apply conditional formats and hyperlinks in a database table, color-code priorities (critical, high, urgent), handle no-blanks and SLA alerts, and freeze headers for a clean, navigable view.
Insert an icon, format it white, and link it back to the dashboard to enable quick navigation from the database.
Learn how to perform incremental updates to a database by importing weekly data, building service line reports, and preserving table integrity with paste values and conditional formatting.
Build a dynamic Excel dashboard by creating pivot tables, naming ranges, and formatting data across quarters and months to reveal volumes.
Create a pivot-table driven dashboard that shows volumes by quarter or month, with responsive font sizing and clear labels for one year and beyond.
Learn to build and customize pivot tables in Excel to display monthly and quarterly SLA percentages, using row-total percentages and YTD calculations for a dynamic dashboard.
Build and format a top five ticket drivers by quarter using an Excel pivot table linked to the database, with year-quarter fields for a clear dashboard view.
Identify major incidents by priority and impact, and build an Excel pivot table dashboard to track their service degradation, impact on customers, and resolution measures using filters, colors, and formatting.
Enable automated commentary in dashboards by analyzing pivot tables to highlight the top ticket driver, its share of total tickets, and the top five drivers to tell a data-driven story.
Build a pivot table to analyze incident volume by problem tickets and ticket drivers, compute percentages, filter blanks, and generate narrative commentary for dashboards.
Build a pivot table in Excel to average the number of tickets per month, then format the result as a whole number and label it 'average tickets'.
Build a dynamic Excel dashboard to forecast current month ticket volumes using historical data, pivot tables, and formulas, then compare with previous months and track progress.
Design section a of the Excel dashboard to present volumes YTD, monthly average, and YTD SLA average using clean white visuals, headers, and strategically placed shapes and text boxes.
Build sections B2–B6 of the Excel dashboard by configuring SLA YTD, quarter, and month averages, and visualizing top ticket drivers and ticket priority with pivot tables and charts.
Enhance your beautiful and dynamic Excel dashboard by adding a background picture, layering shapes, and formatting to reveal clear visuals, then automate pivot refresh with a macro-enabled workflow.
This course will take you Step-by-Step through Planning, Designing and Building a Highly Attractive Application Support Incidents & Requests Excel Dashboard that will impress your managers and colleagues. You’ll learn how to design beyond the ordinary look and feel of traditional Microsoft Excel dashboards and will learn cool techniques using my Design and Data Visualization Methodology.
The skills you learn will enable you to create new and exciting dashboards on your own using simple Excel formulas, pivot tables, dynamic tables, shapes and pictures to pull off some really cool data visualization tricks.
You do not have to have any Microsoft Excel or dashboard development experience for this course because we will be doing everything step-by-step.
This course will be easy to follow and will include the completed Excel Dashboard, Design Guide and Sample Data Excel Worksheets.