Designing Dashboards in Excel

Name: Designing Dashboards in Excel
Rating: 4.4 (30 reviews)

Learn how to design professional dashboards fast using the Excel features and tricks used by top gurus.

Created byNooruddin Surani, Ambreen Reimoo

Last updated 11/2023

English

What you'll learn

Explore differences between Legacy & Dashboard Reporting
Understand Visual Design Principle to be applied to business Dashboards
Discover how to convert your normal calculations data into Dashboard
Learn the key features of Excel which enable you to create well formed Dashboard Reports
Uncover the secret of making your Excel Dashboard dynamic through Slicers
See how to present KPIs in the most intuitive manner

Course content

3 sections • 15 lectures • 28m total length

Introduction to the Course4:08
This lecture provides an overview of the key concepts and tools in our "Designing Dashboards in Excel" course. At the same time this lecture will introduce you with the techniques we will be using though-out the course. By the end of this session, you'll have a clear understanding of the course objectives and be ready to follow the course to create effective, visually appealing dashboards in Excel.
Understanding Different Types of Dashboard Reports3:37
This lecture introduce you to the diverse range of dashboards utilized by businesses of all sizes to streamline decision-making and track key performance indicators. In this lecture, we'll explore the most popular dashboard categories, such as sales, finance, project management, human resources, marketing, inventory management, customer service, and manufacturing. You'll gain insights into their unique purposes and functions, equipping you with the knowledge to design and customize dashboards that cater to specific industry needs and organizational objectives.
Typical Business Dashboard Components13:08
This lecture is aimed at giving you a clear understanding of the main parts of a business dashboard. We'll cover simple yet important elements like Pivot Tables, Charts, Slicers, Timelines, and more. With easy-to-follow examples, you'll learn how to use these components to create clear and informative dashboards. This practical, hands-on session will help you build the skills you need to turn data into useful insights for your organization.

Introduction To DCD4:21
"Introduction to DCD: Data, Calculations & Dashboard" is an insightful lecture designed to provide a strong foundation in the three essential building blocks of dashboard creation. In this session, we'll explore Data, where you'll learn how to input or connect with external data sources; Calculations, where we'll dive into PivotTables, Formulas, and Functions to generate KPIs and metrics; and finally, the Dashboard, where we'll focus on designing impactful visuals to display the calculated items. By understanding the significance of each component, you'll be well-equipped to create effective, data-driven dashboards that cater to your organization's specific needs.
Connecting to External Data for Dashboard2:34
This lecture offers a concise introduction to incorporating external data sources into your Excel dashboard. In this lecture, we'll provide an overview of various types of external data you can connect to, like SQL Server, Oracle, etc. As an example, we'll walk you through the process of connecting a CSV file to your dashboard, demonstrating how to seamlessly integrate and access data for improved decision-making. By the end of this session, you'll have a solid understanding of the possibilities for extending your dashboard's capabilities through external data connections.
Introduction to Information Design12:47
"Introduction to Information Design" is a lecture focused on the essential principles of effective visual communication within the context of Excel dashboard design. In this session, we'll explore key aspects of information design, such as spacing, distance, fonts, contrast, and colors. By understanding how these elements contribute to clarity, readability, and visual appeal, you'll be well-equipped to create impactful and user-friendly dashboards.
Different Approaches for Creating Calculation Worksheet4:19
"Different Approaches for Creating Calculation Worksheet" is a lecture designed to guide you through various methods for generating key calculations within your Excel dashboard. In this session, we'll primarily focus on the use of PivotTables and Formulas, showcasing their unique capabilities and advantages
Using ChatGPT for creating your dashboard7:00
In this lecture, we will explore how to leverage ChatGPT, a powerful AI language model, to assist you in creating insightful and efficient dashboards. By providing column names from your dataset, you can tap into the potential of ChatGPT to generate relevant KPIs, recommend suitable chart types, and even offer guidance on the overall design and layout of your dashboard.
Creating a full dashboard10:27
In this lecture we are going to create our first complete dashboard.

Budget Dashboard - Part 114:14
In this lecture we are going to build a budget dashboard, this lecture is divided into two parts.
Budget Dashboard - Part 26:48
This is the second and final part of the budget dashboard.
Finance Dashboard6:27
In this lecture we are going to create a Finance Dashboard.
Human Resource Dashboard6:33
This section will show how to create HR dashboard using Excel.
Custom Formatted Charts using Shapes & Images10:49
We will learn in this lecture how we can use images to make our Excel dashboard more visually appealing.
Using Hyperlinks to Create a Dashboard5:51
This section introduces you with the concept of using Hyperlinks in your Excel dashboards.

Requirements

Understanding of basic Excel features

Description

Introducing a practical course for mastering the essentials of "Dashboards using Excel," perfect for those seeking a solid foundation in the subject. This comprehensive course goes beyond standard dashboard creation training by providing participants with access to four professionally designed dashboards tailored to different industries. Explore real-world case studies to understand how various professionals have effectively utilized Excel techniques to solve their challenges.

Throughout this engaging learning experience, you'll acquire hands-on experience and valuable insights from industry professionals who have used Excel to address their unique needs. Our course aims to equip you with the fundamental tools and techniques to create visually appealing and informative dashboards, transforming raw data into actionable insights for informed decision-making.

Enroll now and embark on a learning journey that blends theoretical knowledge and practical applications, providing you with a strong foundation in dashboard creation. This course is ideal for beginners and those looking to enhance their Excel dashboard design skills, offering the confidence to tackle real-world scenarios with ease. Don't miss this opportunity to elevate your understanding of Excel dashboards and unlock new possibilities for personal and professional growth.

The course is distributed in three sections.

* Introduction

* Components for creating a complete dashboard

* Practical hands-on examples of dashboards

During the course only you will learn to create the following dashboards.

* Sales Dashboard

* Budget Dashboard

* Finance Dashboard

* Human Resource Dashboard

We will also share our Faceboook group which have over 22,000 members, where you can share ideas, discuss themes and get answers to your queries.

Who this course is for:

Business Intelligence Professionals
CFOs
Financial Controls
Financial Analysts
Business Analysts
Head of Departments
Business Reporting Professionals

Designing Dashboards in Excel

What you'll learn

Explore related topics

Course content

Introduction to Dashboard Reports3 lectures • 21min

Creating your first Dashboard6 lectures • 41min

Creating Complete Dashboards6 lectures • 51min

Requirements

Description

Who this course is for: