Learn Data Analysis in Excel & Build Interactive Dashboards

Name: Learn Data Analysis in Excel & Build Interactive Dashboards
Rating: 4.4 (65 reviews)

Learn Pivot Tables, KPIs, and Interactive Dashboards for Business Reporting in Excel. Build an interactive Dashboard

Created bySkills On Demand

Last updated 11/2025

English

What you'll learn

Learn how to clean, organize, and analyze raw business data in Excel to uncover insights and make data-driven decisions confidently.
Build professional Sales & Marketing dashboards in Excel using KPIs, charts, slicers, and visually appealing layouts.
Use powerful Excel functions like VLOOKUP, XLOOKUP, IF, INDEX MATCH, SUMIFS, and TEXT formulas for smart analysis.
Master PivotTables and PivotCharts to summarize large datasets and build dynamic business reports faster.
Learn professional dashboard design principles to create interactive, user-friendly, and visually compelling reports.
Automate reporting tasks using formulas and Excel tools to save time and improve productivity in business reporting.
Work with real-world datasets and build a portfolio dashboard project to showcase your business analytics skills.
Learn how to track KPIs like revenue, sales trends, profit, leads, conversions, and campaign ROI in Excel dashboards.
Transform Excel into a business intelligence tool and become a data-driven professional

Course content

2 sections • 12 lectures • 1h 57m total length

Introduction to Excel Marketing & Sales Dashboard Course0:32
Unlock the full potential of Excel data analysis with this step‑by‑step guide to building interactive dashboards in Excel that help you analyze, visualize, and interpret key trends and patterns. Whether you’re a beginner or an advanced user, this tutorial covers essential techniques like data cleaning, pivot tables, charts, and dynamic dashboards to transform raw data into actionable insights. Learn how to design professional dashboards that highlight KPIs, reveal business opportunities, and simplify decision‑making. Perfect for students, professionals, and business owners, this video will show you how to turn Excel into a powerful data analytics tool. If you want to master Excel dashboards, improve your data visualization skills, and boost your career with data‑driven decision making, this is the ultimate resource you need.
Host Introduction0:05
Download Practice files used in this course from this video dropdown0:05

An overview of dataset, charts and visuals you will add in this dashboard2:07
Mastering Excel dashboards involves
Using Pivot Tables to summarize data and Key Performance Indicators (KPIs) to track progress, creating a visual and interactive way to analyze data. To build a dashboard, start with clean data, format it as a table, then create Pivot Tables and Pivot Charts for different metrics. Add interactivity with Slicers and Timelines, and use features like Conditional Formatting to visually highlight key information.
Key components for mastery
Data Preparation: Start with a clean dataset and format it as an Excel Table for easier management. Tools like Power Query can help transform raw data into a usable format.
PivotTables and Charts: Use Pivot Tables to slice and dice data and Pivot Charts to create dynamic visualizations. You can generate multiple tables and charts for different variables and place them together on a single dashboard.
Key Performance Indicators (KPIs): Define the KPIs relevant to your business goals to guide your analysis. Use Pivot Tables to calculate KPIs and charts to visualize them, often highlighting them with large numbers or shapes for immediate impact.
Interactivity: Add Slicers and Timelines to allow users to filter the dashboard without changing the raw data, making reports interactive. You can also incorporate other form controls like drop-down menus.
Visual Design: Organize your dashboard for clarity. Avoid clutter, use a consistent color scheme, and apply Conditional Formatting to make critical data points stand out.

This Course demonstrates how to create a dynamic dashboard with pivot tables and charts
Step-by-step guide
Prepare your data: Clean and format your data as an Excel Table.
Create the first Pivot Table: Insert a Pivot Table and Pivot Chart to visualize one set of data.
Add more PivotTables: Create additional Pivot Tables and charts for other variables you want to track.
Assemble the dashboard: Arrange your charts and tables on a new dashboard sheet.
Add interactive controls: Insert Slicers and Timelines to enable dynamic filtering.
Connect controls: Connect the Slicers to your data and Pivot Tables.
Enhance and refine: Use Conditional Formatting to highlight key data, adjust chart designs, and remove unnecessary gridlines to create a clean and professional look.
Convert the data to a table, create first set of pivot tables & reference tables12:40
Create first set of visuals using the pivot tables and reference tables15:39
Add more pivot tables and reference tables to the dashboard, change data format17:24
Add more visuals & charts to the dashboard, using style and design elements - 119:17
Add more visuals & charts to the dashboard, using style and design elements - 28:44
Add more visuals & charts to the dashboard, using style and design elements - 315:07
Add more visuals & charts to the dashboard, using style and design elements - 49:46
Add slicers, create relationships between tables and ensure dashboard is working16:17

Requirements

No technical background? No problem!. This course has been created to support learners at all skill levels—from beginners to professionals.
Basic familiarity with Microsoft Excel (optional but helpful)
Excel 2016 or later (Excel 365 recommended)
Willingness to learn and apply new concepts
Interest in data analysis, dashboards, or business reporting
Desire to build professional-level Excel dashboards step by step
All practice datasets and templates are included inside the course!

Description

Are you ready to transform raw data into powerful business insights using Excel? Do you want to build professional dashboards that leaders love, clients pay for, and employers value? If yes, then this is the course for you.

This Excel Marketing & Sales Dashboard Masterclass teaches you step by step how to build interactive and automated dashboards used in real businesses for decision-making. Designed for beginners to advanced learners, this course goes beyond formulas and teaches you how to think like a data analyst and design dashboard systems that tell a story.

In this course, you will use real business data to build a Marketing and Sales Performance Dashboard, tracking KPIs such as Revenue, Leads, Conversion Rate, Customer Acquisition Cost (CAC), Return on Ad Spend (ROAS), Click-Through Rate (CTR), Lead Funnel, and Sales Growth. You will learn how to clean data, structure datasets, build visual reports, and present insights clearly.

Through this practical training, you will:

- Learn Data Analysis in Excel using business examples
- Build Marketing & Sales Dashboards from scratch
- Track KPIs using Interactive Excel Charts
- Create formulas to measure business performance
- Use Power Query for data automation
- Master dashboard storytelling and business insights
- Design dashboards using professional visuals and layouts
- Download practice datasets and dashboard templates

This course is ideal for:

- Business Analysts
- Marketing Analysts
- Sales Professionals
- Excel Users & Data Enthusiasts
- Freelancers & Consultants
- Students preparing for analytics careers
- Entrepreneurs who want business insights from data

No coding is required. You only need basic Excel knowledge and a growth mindset. By the end of this course, you will have job-ready dashboard skills and confidently build dashboards for any business domain.

- Turn your Excel skills into a career advantage.
- Master dashboards that make an impact.
- Let your data speak with clarity and power.

Enroll now and start building dashboards like a pro!

Who this course is for:

If you want to stand out, impress stakeholders, and tell clear business stories using data, this course is for YOU.
Students & Fresh Graduates - Build a job-ready portfolio with dashboard projects
Business Professionals - Automate reports and present insights like a pro
Sales & Marketing Analysts - Track KPIs, conversion, leads, and ROI
Excel Users - Upgrade from basic spreadsheets to dynamic dashboards
Data Enthusiasts - Gain practical data analysis and reporting skills
Freelancers & Consultants - Deliver premium dashboard projects for clients
Career Switchers - Step confidently into Business/Data Analyst roles

Learn Data Analysis in Excel & Build Interactive Dashboards

What you'll learn

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Course content

Introduction3 lectures • 1min

Step by Step Guide to Excel Marketing & Sales Dashboard Training9 lectures • 1hr 57min

Requirements

Description

Who this course is for: