Microsoft Excel Training - Interactive Dashboards

Learn to format numbers in Excel with custom formats to show millions or billions, apply thousand separators, color rules, icons, and text alignment using semicolons.

Master conditional formatting in Excel by applying color scales, data bars, indicators, icon sets, and formula-driven rules, with emphasis on rule order, stop if true, and managing rules.

Explore how to build Excel formulas using absolute and relative references, dollar signs, and implement nested if logic with logical tests for incentives, currency conversions, and percent calculations in dashboards.

Explore data validation in Excel, using list, whole number, text, date, and custom rules to constrain ranges, display error alerts, and guide user input.

Develop pivot tables to summarize data and create reports, using calculated fields and calculated items, grouping by date and number. Build dashboards with slicers, pivot charts, and external data sources.

Learn to use show values as options and group by in pivot tables, computing percentages (grand total, column, parent, total) and grouping date fields by month, quarter, and year.

Explore calculated fields and calculated items in excel dashboards, create incentive fields from profit, and refresh pivot tables to reflect data changes across regions and items.

Explore interactive dashboards in Excel by building pivot tables and pivot charts, using slices to analyze segments, regions, and quarterly sales and profit.

Learn to build interactive dashboards in Excel using slicers, pivot tables, and charts. Connect slicers to multiple pivot tables, customize slicer settings, and format dashboards for clear, dynamic data insights.

Learn to create pivot tables from external sources by importing data from databases, establishing relationships between tables such as customers and orders, and designing data models for dashboards.

Master text functions in Excel, including left, right, and mid to extract text by position, then use upper, lower, proper, find, and substitute for case handling and search.

Learn to split a single Excel column into first name, last name, and location using text functions (left, mid, right, find) with dynamic character handling.

Explore how offset, index, and match in Excel determine row and column positions, perform exact lookups, and return values from two-dimensional data sets.

Learn to create an Excel step chart that shows values remaining constant until a change, by converting a line chart and structuring data around dates of change for clear dashboards.

Create a bump chart in Excel by ranking monthly product sales with the rank function, customize line chart markers with images or logos, and add data labels for clear ranking.

Learn to build an Excel progress chart with a donut chart to visualize target progress, add and format data series, adjust colors and transparency, and annotate with a text box.

Learn to create and read a waterfall chart in Excel 2016, showing running totals and the impact of positive and negative changes on a starting balance to a final total.

Learn how to assign names to cells and ranges in Excel, use the name box and name manager, and apply named ranges in VLOOKUP across sheets.

Learn to create form controls in Excel, including a combo box and other form controls via the developer tab, set input ranges, and apply conditional formatting to highlight data.