
Explore the interactive Excel dashboards course structure, watch video demonstrations, use starting and completed files per lesson, and complete the seven end-of-section Excel exercises.
Clean your data before analysis to ensure accurate pivot tables and charts. Fix blank rows, duplicates, spacing, and inconsistent case from multiple sources to prepare a reliable dataset.
Apply text functions to standardize column data by fixing case with proper, removing spaces with trim, and clean non printing characters, then use a helper column and paste special values.
Learn how to convert numbers stored as text back to numbers in Excel by recognizing left-aligned text, apostrophe prefixes, and using convert to number, paste special multiply, or general formatting.
Clean the dataset by removing blank rows and duplicates, apply correct formatting, standardize column c for proper case, clear formatting, and format as a table named order_details for analysis.
Learn to use index and match to retrieve sales or profit by segment, overcoming VLOOKUP drawbacks, and apply a data validation dropdown to streamline analysis for dashboards.
Learn how to use Excel's large and small functions to pull the top or bottom values from a range, including the second and third largest or smallest values.
Explore how the choose function selects results by index and combines it with large and small to return top or bottom values in sales, test scores, and lists.
Learn to extract unique values in Excel using the unique function or advanced filter, and apply this to table data versus data outside of a table for dashboards.
Build Excel dashboards by using a data validation dropdown, lookup functions, min/max, and second highest/third smallest analyses; then create a unique office list, count planning departments, and sumifs for Paris.
Build and analyze large data sets by creating pivot tables and pivot charts from a clean data table, enabling dashboard-style insights with fields like country and product.
Explore value field settings in pivot tables to summarize data by sum, average, min, max, and count. Add another values field to view multiple summaries and adjust the accounting format.
Learn to use pivot tables to summarize data and show values as percentages, running totals, and rankings. Build focused pivot tables and pivot charts for clear dashboards.
Format pivot charts by hiding field buttons, removing legends, adding axis titles and data labels, and applying a font and palette; filter top three segments by percentage of grand total.
Add interactivity to dashboards with slicers and timelines to filter pivot tables by country, month, segments, and dates. Control report connections, adjust slicer layouts, and customize visuals across worksheets.
Create a pivot table and pie pivot chart from a clean data set, show sales as a percentage of grand total, and link a ship date timeline and subcategory slicer.
Create dynamic chart titles that update with slicer selections and build a macro to clear filters, using pivot tables, slicers, and text join to display gross sales by country.
Learn to build a dynamic map chart in Excel that plots country bubbles sized by gross sales, switchable by product, with max/min highlights and data-driven labels.
Learn how an option button form control lets users select a single year (2019, 2020, 2021) and update the dashboard with target and sales figures.
Build a dynamic Excel dashboard with a list box form control linked to a cell, using an index formula so the title and sales update for the selected product.
Learn to implement a scroll bar form control in Excel to navigate a product list, linking a cell to an index formula, with dynamic headings and error handling.
Clean and prep the data set for analysis by removing blank rows and duplicates, and formatting currency and dates. Convert to a named table (sales_data) to enable one-click dashboard updates.
Plan a wireframe design for a dashboard in Excel by outlining data, KPIs, and layout, then decide on formulas, charts, and icons to guide placement of tables and charts.
Set up year combo box to drive dashboard, configure input range and cell link, pull unique years with the unique function, paste values, and display the year with index.
Create a dynamic stacked column chart that updates with data and the year from the combo box, using an xy scatter marker for the totals and a dynamic title.
Create a dynamic donut chart of average discounts by segment for the interactive Excel dashboards course, featuring a center icon, data labels, adjustable hole, legend, and a dynamic title.
Create a dynamic sparkline grid showing gross sales by country, month, and year with a 12-month trend, updating via the selection combo box and rendering sparklines for trend visualization.
Create dynamic dashboard titles in Excel by building text with quotes and the ampersand to join a year selected from the combo box, ensuring titles update across sections.
Assemble a sales analysis dashboard by configuring a combo box, linking headline stats, and displaying sales tables with a field map chart, with formatted alignment.
Assemble the discount charts, align headings and borders, and place the donut icon to complete the dashboard, then refine with sparklines, format painter, and color-coded tabs.
Design and update a human resources dashboard in Excel for Microworld Technologies, linking header statistics to data and driving visuals with slicers, timelines, and charts.
Build a headline dashboard from HR data by calculating total staff, total salaries, average salary, and tenure over 15 years, with custom formatting to show M and K.
Create a dynamic gender breakdown infographic in Excel dashboards by calculating female and male counts and percentages, then build a bar chart with overlaid icons that move with the data.
Learn to create and configure Excel form control option buttons, link them to a cell, and drive a dynamic chart using an index formula to display manager or non manager.
Create and format a dynamic donut chart showing the count of employees by job rating using a pivot table and pivot chart, with an icon in the center.
Learn to build a top three absentees section on a dashboard by using large to find top sick-day counts and xlookup to fetch staff names.
Practice building your own interactive Excel dashboard from scratch using a 10,000-record sales dataset, clean data, format as a table, and apply formulas, pivot tables, charts, and slicers.
**Includes exercises and two, follow-along Dashboard Projects**
Have you ever looked at an interactive dashboard in Excel and thought “I wish I could create something like that!”. Well, now you can. We’ve drawn on our years of expertise as a Microsoft Excel training provider and have put together the ultimate Excel dashboards course.
We’ll teach you how to create dashboards that look amazing, that are fully interactive so you (or anyone else!) can change the data they are seeing, and that can be updated with new data in a couple of clicks.
If you need to analyze and present data in Excel, then this course will show you step-by-step how to create jaw-dropping Excel dashboards that leave people wondering how you became that good in Excel!
In this advanced Excel course, we look at how to create stunning, interactive dashboards in Excel.
Once we’ve taught you all the techniques you need to create your dashboards we end the course with two, super projects:
Creating a fully interactive Sales Dashboard from scratch
Creating a fully interactive HR Dashboard from scratch
In this course you will learn:
About Dashboard architecture and inspiration
How to prepare data for analysis (cleaning data)
Useful formulas for creating dashboards in Excel
How to create and edit Pivot Tables in Excel
How to create Pivot Charts from Pivot Tables
Advanced chart techniques in Excel
How to add interactive elements (form controls) into your dashboards
How to create a Sales Dashboard from scratch
How to create an HR Dashboard from scratch
This course includes:
9+ hours of video tutorials
70+ individual video lectures
Exercise files to practice what you learned
Certificate of completion
This course was recorded using Excel 365. It's also relevant to those using other, recent versions of Microsoft Excel including Excel 2019, 2016, and 2013.
Here’s what our students are saying…
"The instructor has a nice way of teaching - I really need this skill for my job. I am pretty sure I can learn it! Very happy with the instruction style so far."
- Irma
"I liked her teaching, once trained skipped over simple items and didn't waste our time with repeating it. Dashboard courses I have taken two already and I always pick up new things - here spark lines. Thank You"
- Duane
"Clear, concise, easy to follow. It is 'early days' for the rating, but I have no doubt I'll enjoy the remainder of the course. Best of all, I'm learning things that I can use at work tomorrow, and it will save me LOTS of time."
- Robert