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Dashboard Reporting in Microsoft Excel (Tips & Tricks)
Rating: 4.7 out of 5(532 ratings)
15,444 students

Dashboard Reporting in Microsoft Excel (Tips & Tricks)

Actionable Excel Tips (Templates Included) You Can Use Right Now to Create Eye-Catching Microsoft Excel Dashboards
Last updated 3/2026
English

What you'll learn

  • Dashboard Reporting in Excel - Tips & Tricks
  • Build Pivot Table-based dashboards for easy interactivity
  • Create impressive, non-standard Excel charts using smart techniques
  • How to add interactivity to your Excel reports - No VBA required
  • Clever use of Excel core functionality for responsive spreadsheets
  • Impress management with reports that make the decision-making process faster

Course content

22 sections26 lectures6h 30m total length
  • READ ME: Important Notes for New Students2:18
  • Excel Dashboards in Under 15 Minutes! Awesome Secret Tips & Tricks17:29
  • Dashboard Trick with XLOOKUP Function (Two Way Lookup) & DropDown Menu2:05

    Dashboard Trick with XLOOKUP Function (Two Way Lookup) & DropDown Menu in Microsoft Excel

Requirements

  • A computer or laptop with Windows (some techniques might not work on Mac)
  • You are able to write basic formulas and are familiar with the Excel spreadsheet environment
  • Demonstration is done with Excel 2016 but the techniques work with any version of Excel - unless stated in the individual videos

Description

The dashboard in your car is one of the key tools you use to monitor how it’s running, so it’s appropriate that the business world has borrowed the term and applied it to a series of graphs and key information that fits onto one page.

A dashboard view of your business’s performance, if done well, provides an at-a-glance view that helps you quickly monitor the key indicators of performance.


Dashboard reporting is a process used to represent key performance indicators and relevant business data in a visual and interactive way. Business users can create their own dashboard reports that enable them to derive actionable insights while saving costs and time. An Excel Dashboard can be an amazing tool when it comes to tracking KPIs, comparing data points, and getting data-backed views that can help management make decisions.


How to approach an Excel dashboard project from idea to delivery

How to add interactivity to your Excel reports - No VBA required

Impress management with reports that make the decision-making process faster

Clever use of Excel core functionality for responsive spreadsheets

Learn how to create a professional KPI dashboard from scratch

Create impressive, non-standard Excel charts using smart techniques

Build Pivot Table-based dashboards for easy interactivity

Use powerful visual techniques so your content has more effect



What you learn

This course teaches you to create well-designed Excel dashboards so you and your colleagues can see trends and make quick decisions informed by data.

This Microsoft Excel Dashboard course comes with templates, tools and checklists that can be applied directly to your Excel reports.

  • Excel dashboard & Report templates

  • Checklists and design guidelines

  • Excel workbook to follow along


Who this course is for:

  • Business Analysts
  • Financial Analysts
  • Data analysts
  • Business Professionals who use Excel to create dashboards and reports
  • You'd like to learn how to create interactive reports