Essentials of Building Excel Dashboards

Name: Essentials of Building Excel Dashboards
Rating: 4.5 (10 reviews)

Learn All About Creating Excel Dashboards

Created byExcel Insights

Last updated 5/2025

English

English [Auto],

What you'll learn

Learn the process of creating a dashboard worksheet
How to summarize spreadsheet data
Learn to set up a supporting workbook
How to manage and filter data
Learn to streamline charts for dashboards and create sparklines
How to create and manage cell links using PivotTable data in a formula
Learn about extending your dashboard with hidden rows

Course content

4 sections • 14 lectures • 1h 2m total length

Welcome1:02
Learn to create Excel dashboards that summarize performance with interactive, dynamic reports for project management, customer service, and financial forecasting.
Introduction1:46
Learn to create and evaluate dashboards in Excel using real-world examples, pivot tables, and conditional formatting, with Microsoft 365 cloud updates and a straightforward approach.

Managing Data with Excel Tables5:31
Create and manage data with Excel tables to power dashboards. Define headers, rename tables, enable total and banded rows, and use pivot tables to summarize monthly sales data.
PivotTables and PivotCharts5:52
Create pivot tables from an Excel table and turn them into pivot charts to summarize sales by year and category, using the fields pane for rows, columns, values, and filters.
Filter Excel table and PivotTable data7:00
Learn to filter and sort data in Excel dashboards using pivot table filters, top ten filters, and value filters to focus on quarters, months, and categories like olive oil.
Conditional formats9:19
Learn how to use conditional formats in Excel dashboards to compare values against goals, apply color formats and icon sets, and highlight KPIs with rules and formulas.
Streamline charts for dashboards4:31
Learn to streamline charts for Excel dashboards by resizing, removing chart titles, adjusting font sizes, and using Excel tables to auto-update time-based sales data with a line chart.
Using Sparklines4:17
Create sparklines in Excel to summarize monthly sales within a single cell, using line, column, and win-loss sparklines to compare actuals to goals and save dashboard space.

Create and manage cell links6:22
Create and manage cell links across worksheets and workbooks, edit and update external links, break links when needed, and add hyperlinks to web pages for Excel dashboards.
Link cell contents to a shape6:13
Link a data cell to a shape to display dynamic dashboard values without updating formulas, then format, align, and group shapes to show daily average sales for gift baskets.
Use PivotTable data in formula5:08
Link pivot table cells in a dashboard and use get pivot data with a data validation list to dynamically display category revenue, such as gift basket and olive oil.
Extend dashboard with hidden rows2:40
Learn to extend excel dashboards by hiding and showing detail rows with outline controls, using color-coded status (yellow, green, red) to summarize category sales while conserving space.
Hiding gridlines1:58
Master Excel dashboard design by adjusting zoom, hiding or showing detail, and turning gridlines off to create a plain background for the dashboard.

Requirements

Microsoft Excel to follow along

Description

In this course you will learn the basics of creating Excel dashboards. This course takes you through all you need to know to make beautiful Excel dashboards from start to finish. You will learn how to create dashboards in Excel.

Dashboards in Microsoft Excel provides a powerful tool for summarizing and evaluating the performance of your business or organization. Mastering those skills you need to create effective dashboards will let you work quickly and make great decisions.

An Excel Dashboard provides insight, analysis and alerts. They're fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more.

This comprehensive Excel Dashboard Course will teach you the simple techniques you can apply in Excel to make amazing dashboards that will set your skill level apart from the crowd.

Learn how to build Excel Dashboard reports from the ground up. By applying the simple techniques, you will have the skills to be able to create reports that save loads of time.

A dashboard is a visual representation of key metrics that allow you to quickly view and analyze your data in one place. Dashboards not only provide consolidated data views, but a self-service business intelligence opportunity, where users are able to filter the data to display just what’s important to them. In the past, Excel reporting often required you to generate multiple reports for different people or departments depending on their needs.

Who this course is for:

Business Professionals who use Excel
Data analysts
Anyone wanting to learn to create Excel dashboards and reports

Essentials of Building Excel Dashboards

What you'll learn

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Course content

Introduction2 lectures • 3min

Setup6 lectures • 37min

Dashboard Worksheet5 lectures • 22min

Conclusion1 lecture • 1min

Requirements

Description

Who this course is for: