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Excel Interactive Dashboards and Data Analysis

Name: Excel Interactive Dashboards and Data Analysis
Rating: 4.5 (7051 reviews)

Learn to create power data analysis and interactive dashboards in minutes with no coding, using Excel PivotTables

Created byIan Littlejohn

Last updated 5/2025

English

What you'll learn

Enjoy CLEAR and CONCISE step by step lessons from a best selling Udemy instructor in FULL HD 1080 P
Discover the most POWERFUL tool in Excel to transform your Data into Insight and intelligence
LIFETIME access to course materials and practice activities
Learn POWERFUL data analysis techniques using comparison, trend, contribution, ranking, frequency, variance and pareto analysis
In this course you will learn how to create Sales, Human Resource and Finance interactive dashboards
Learn BEST PRACTICES for dashboard development, table and graph design
Learn powerful methods to easily GROUP and FILTER your data with a few clicks of the mouse

Course content

13 sections • 71 lectures • 3h 54m total length

Introduction to the Course1:24
This video introduces the course content.
About the Course1:23
Please download the Training Data Sets0:04

Introduction to Starting with Pivot Tables0:38
Introduction to the Starting with Pivot Tables section.
Structuring Data Correctly3:58
In this lesson you will learn how to structure your data correctly for analysis with Pivot Tables.
Creating Pivot Tables8:29
In this lesson we cover the basics of creating Pivot Tables.
Working with Multiple Dimensions5:00
Working with Multiple Measures3:48
In this lesson you will learn how to use multiple measures in your pivot tables.
Practical Activity - Introduction to Pivot Tables0:28
Practical activity for Pivot Tables
Completed Practical Activity - Pivot Tables6:51

Introduction to Filtering and Grouping Data with Pivot Tables0:47
Introduction to the Filtering and Grouping section.
Filtering Data with Excel Slicers4:33
In this lesson we show how to easily filter your Pivot Table data using Excel slicers.
Completed Practical Activity - Using Slicers4:12
Practical Activity - Using Slicers to Filter Data0:27
Practical Activity to practice using Slicers to filter the data.
Filtering Data with Slicers from more than One Table4:11
In this lesson you will learn how to easily filter more than one table using a Slicer.
Different Methods of Aggregation7:40
In this lesson you will learn how to apply the Count, Average, Sum, Min and Max methods of aggregation.
Practical Activity - Method of Aggregation0:16
Practical activity to experiment with different methods of agregation
Completed Practical Activity - Methods of Aggregation3:27
Grouping Data in Pivot Tables3:31
Learn how to create custom groupings of data using Pivot Tables.
Review of the Pivot Table Design5:25
In this lesson you will learn how to style and design the Pivot Table.

Introduction to Trend and Time Analysis1:04
Introduction to the Trends and Time analysis section.
Trend and Time Analysis using Date Groups3:31
In this lesson you will learn how to use the Grouping function with the Date field to create Year, Quarter and Month calculations.
Practical Activity - Trend Analysis0:21
In this practical activity you will practice creating trend Pivot Tables
Completed Practical Activity - Trend Analysis4:44
Trend Time Analysis with Fields6:05
In this lesson you will learn how to create fields such as Year, Month, Day, Week Day and Month Name and add these fields to your Pivot Table.
Trend and Time Analysis with Graphs3:49
Learn to use graphs to visualize trends in time data. In this lesson we show how to create a line chart to visualize trend data.
Trend Lines4:17
In this lesson we add the trend analysis graph into the dashboard.

Introduction to Asking Questions of your Data0:59
Introduction to the Asking Questions of our data section. In this section you will learn to easily filter and ask questions of your data.
Filtering Text Data3:21
The first lecture looks at how to filter your text data within the Pivot Table.
Filtering Values2:02
In this lesson you will learn how to filter pivot tables using values.
Top 10 Analysis5:33
In this lesson you will learn how to do Top 10 / Bottom 10 Analysis and also how to do Top 20% and Bottom 20% analysis
Practical Activity - Ask questions of your data0:29
Practical activity to filter data in Pivot Tables
Completed Practical Activity - Asking questions3:20
Filtering Date Data4:16
In this lesson we review how to easily filter your data with different date options.

Introduction to Percentage Calculations0:34
Introduction to the contribution analysis section. In this section we will learn how to easily create percentage contribution analysis calculations and pie graphs
Percentage Calculations4:22
In this lesson we show how to use the percentage of grand total, percentage of column and percentage of row calculations.
Pie Graphs5:45
In this lesson you will learn how to create pie graphs.

Introduction to Calculations0:52
Percentage of Calculation1:57
In this lesson you will learn how to use the Show Value As - Percentage of calculation.
Difference from Calculation2:46
Financial Example4:48
Practical Activity - Pivot Table Calculations0:27
In this practical activity you will use the Show Value As calculations to create a series of Pivot Table calculations.
Completed Practical Activity - Calculations5:41

Requirements

You should know how to work with spreadsheets with Excel 2013 or 2016
You will require Excel 2013 or 2016

Description

Interactive dashboards and reports enable multiple users to interact with data in real-time, allowing for deeper exploration and analysis. You are able to filter and sort the data according to your needs and then visualize it through interactive charts and graphs, allowing you to go deeper and gain a more comprehensive understanding of what your data is showing you.

Excel PivotTables are a great tool for creating interactive dashboards that allow you to explore your data dynamically. By combining PivotTables with charts, slicers and other interactive elements, you can quickly create interactive dashboards and generate reports that allow you to make good data driven decisions.

COURSE CONTENT AND OUTCOMES

How to structure your data for dashboards and data analysis
Create PivotTables to easily summarize and aggregate your data
Use Excel slicers to filter tables and graphs
Create interactive dashboards combining Key Metrics, Trend Graphs, Top 10 analysis, comparisons, Pie graphs and more
Understand how to easily create time / trend analysis using a few clicks of the mouse
Filter and create Top 10 analysis
Learn how to use comparison, trend, ranking, contribution, variance, frequency and pareto analysis
Create a Sales, Human Resource and Finance dashboard
Use Conditional Formatting to highlight key data and trends

This course will teach you the best practices and principles for dashboard design and creating graphs.

Comparison Analysis
Trend Analysis
Ranking Analysis
Contribution Analysis
Variance Analysis
Pareto Analysis

ABOUT THE TRAINER

I am a Udemy Instructor Partner with more than 20 years' experience in training & management consulting. I specialise in training business users to learn powerful methods and techniques to transform data into useful information and intelligence as well as learning strong data analysis methodology using Microsoft Excel, Microsoft Power BI, Looker Studio (formerly Google Data Studio), Amazon QuickSight and ChatGPT.

WHAT STUDENTS ARE SAYING

Perfect course for me! Got an overview over all important features of dashboard building with excel. I am contented.
Great course, concise and clear. Created some useful and effective dashboards from this, and by using pivot tables much easier and quicker than coding. Received all I needed from this course.
I am grateful to have had the opportunity to attend this course! Microsoft Excel is one of the applications I spend most of my working time with. I enjoyed working in parallel with the presentation because it made it easier to practice, correct my actions where necessary and actively participate in the learning process. Congratulations on creating and delivering a robust piece. I look forward to doing more of your training next year! :)

DATA ANALYSIS COURSES ROADMAP

The tech industry is constantly evolving, there have been significant investments in the field of AI, machine learning and big data and this means there is a growing demand for data analysts. With the right skills and a proactive approach, a data analyst can reach unprecedented heights! I currently offer the following 14 courses on Udemy covering a wide variety of tools and skills that will empower you to confidently explore the dynamic realm of data analysis, gain valuable skills in data interpretation and drive intelligent, data driven decisions.

Microsoft Excel

Introduction to Analyzing Data with Excel Pivot Tables
Complete Introduction to Excel Power Pivot
Complete Introduction to Excel Power Query
Excel Interactive Dashboards and Data Analysis
Complete Introduction to Business Data Analysis
Tables and Formulas with Excel

Microsoft Power BI

Complete Introduction to Microsoft Power BI
Complete Introduction to Power BI Query Editor
Power BI Master Class-Data Models and DAX Formulas
Power BI Master Class - Dashboards and Power BI Service

Google

Complete Introduction to Google Sheets Pivot Tables
Complete Introduction to Looker Studio (formerly Google Data Studio)

Amazon QuickSight

Complete Introduction to Amazon QuickSight

ChatGPT

Introduction to Analyzing Data with ChatGPT

Who this course is for:

Excel users who want to learn reporting, data analysis and dashboards
Excel users who want to learn the power of Pivot Tables and Pivot Charts

Excel Interactive Dashboards and Data Analysis

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 3min

Starting with Pivot Tables7 lectures • 29min

Filtering and Grouping Data with Pivot Tables10 lectures • 34min

Creating the Interactive Dashboard3 lectures • 10min

Trend and Time Analysis7 lectures • 24min

Asking Questions of your Data7 lectures • 20min

Creating a Sales Dashboard4 lectures • 14min

Contribution Analysis3 lectures • 11min

Calculations6 lectures • 17min

Conditional Formatting8 lectures • 30min

Requirements

Description

Who this course is for: