Excel Dashboard Essentials : My First Interactive Dashboard

Name: Excel Dashboard Essentials : My First Interactive Dashboard
Rating: 4.5 (23 reviews)

Become an intermediate or advanced Excel user and create your first interactive dashboard in less than 6 hours.

Created byKisha Taylor

Last updated 4/2026

English

What you'll learn

Essential Excel skills taking them from Ground “Zero to Hero” (from Basic to Advanced skills in Excel)
Skills focused on Job-readiness.
Formatting tables, conditional formulas (eg. Sumif), sorting
Introduction to Pivot tables and pivot charts
Advanced functions : VLookup, Index & Match
Transformations : Split Column, Concatenate & Filter, text manipulation, date transformations
Other Data Cleaning : Removal of duplicate rows
Combining multiple worksheets
Recording a macro
More Pivot tables
Interactive Dashboard creation

Course content

5 sections • 38 lectures • 5h 27m total length

Introduction3:07
Works with Excel 2010 & 2013

Checklist for Basic Excel Skills:
1. Opening new and existing workbook
2. Workbook versus worksheet
3. Familiarity with menu tabs & Ribbons
4. Format cells
5. set-up simple table - Font color, size,style - Borders
6. Basic calculations
7. Basic Formulas - use of pre-defined formulas eg. Sumif,countif
8. Basic conditional formatting
9. Basic Visualizations - Bar charts, Pie charts Bonus
10. Intro to Pivot Tables

Checklist for Intermediate Excel Skills:
1. VLookup function
2. Index & Match functions
3 Split column
4. Concatenate
5. Filter
6. Text Manipulation (Date transformation)
7. Removal of duplicates
8. Combining sheets

Checklist for Intermediate Advanced Excel Skills:
1. Recording a Macro
2. Saving a Macro
3. Data Validation
4. Creating an interactive Dashboard
- Using Pivot tables & charts
- Icons/symbols to reflect differences between years
- using toggle feature technique to change between performance metrics
- Visualizations : Maps, Bar charts, Line Charts

Basic Excel Skills - Introduction/Overview2:31
Overview of topics to be covered in this section.
Opening Excel and worksheet1:16
For complete beginner's to Excel :
- Opening Excel application
- Opening a workbook
In my first workbook13:08
For complete Beginner's : Navigating in an Excel workbook
- Introduction to Main menu tabs and Ribbons
- Navigating across cells in a worksheet
- creating a table, entering values (text and numeric)
Formatted table with formulas14:06
For complete Beginner's to Excel.
- Formatting tables
- Sum formula, using the sum formula icon etc.
Conditional formatting3:29
Conditional Formatting
Conditional formulas- Sumif- Part 1 of 311:19
Covers mainly Conditional Formulas eg. Sumif etc.
Conditional formulas -Sumif- Part 2 of 311:21
Covers more on Conditional Formulas
Sorting2:18
Sorting rows by values in a particular column
Conditional formulas -Sumif -Part 3 of 34:57
Covers more on Conditional Formulas
Visualizations - How to create them14:12
Visualizations such as Bar charts, Pie charts, Line charts
Introduction to Pivot Tables16:50
Introduction to Pivot tables.

Learning objectives:
- What is a Pivot table
- How to create a Pivot table
- Examples of Pivot table creation
More Visualizations using pivot charts13:27
Learning Objectives
- creation of Pivot charts

VLookup12:14
Learning Objective:
-How to use the VLookup function
- Limitations of VLookup function
- Conditions which need to be satisfied before using VLookup function
Index and Match function10:42
Learning Objective:
-How to use Index and Match function
-Comparison with VLookup function
Split Column, Concatenate & Filter functions7:03
Learning Objectives:
-Splitting a column
-Use of the concatenate function
-Use of the filter function
Intro Text manipulation - Year and Month - Part 1 of 31:58
Learning Objectives:
- Overview of topics to be covered in Introduction to Text manipulation (Date transformation)
1. Text Manipulation (eg. with dates)
Functions such as:
- Len
- Left
- Right
- Mid

2. Duplicate Removal
3. Merging multiple workbooks
4. Merging multiple worksheets within a workbook

Dataset used: sales_data_sample
Source: https://www.kaggle.com/kyanyoga/sample-sales-data
Date Transformation - Year and Month - Part 2 of 314:30
Text Manipulation (eg. with dates)
Functions such as :
-Mid
-Find
-IsText
Date Transformation - Day - Part 3 of 312:08
More Text Manipulation (eg. with dates)
(Part 3 of 3)
Functions such as :
-Mid
-Find
-IsText
Removal of Duplicate rows6:15
Learning Objective:
How to removal of duplicate rows
Combining Multiple Worksheets11:02
Topics covered include:
- Merging multiple workbooks
- Merging multiple worksheets within a workbook

Recording a Macro - Part 1 of 211:34
Learning objective:
How to record a Macro
Macro Recording - Part 2 of 2 -Saving File1:24
Learning objective:
How to save (file) after recording a Macro
.xlsx (file format when recording Macro)
.xlsm (file format of saved file after recording Macro)
Data Validation - Part 1 of 21:42
Learning Objective:
How to perform Data Validation in Excel using the "Data Validation" feature.
Data Validation - Part 2 of 213:39
Learning Objective:
- How to perform data validation in Excel using Excel's "Data Validation" feature -Continued (part 2 of 2)

Dashboard creation - Introductory Video2:19
Learners will have an overview of the Dashboard that they will create and its interactive features.
Creating a table_Diff_Year_On_Year14:14
Creating a table with columns for difference between current and previous years.
Creating the Bar charts10:41
Creating the bar charts in the Dashboard
Pivot Tables -Performance by State - Part 1 of 214:54
Creating the pivot tables to be used to generate the Map chart reflecting Performance by State
Pivot Tables -Performance by State - Part 2 of 23:46
Creating Map chart visualization (reflecting Performance by State) from previously created pivot tables to be used to generate the Map chart.
Pivot Tables - Line Chart8:26
Creation of Pivot tables for Line chart
Line Chart creation4:46
Creation of the Line chart in the Dashboard
Combining all visualizations into the Dashboard15:01
Combining all visualizations into a separate Dashboard
Creating chart toggle buttons7:06
Creating chart toggle buttons on Map chart and Line chart on Dashboard
Fixing Slicer connections7:24
Fixing Slicer connections
Finishing Touches on Dashboard9:42
Adding minor finishing touches to Dashboard
Minor Formatting Fixes4:44
Effecting minor formatting fixes
Refreshing Data on a Dashboard7:48
Learning how to refresh the data on the Dashboard

Requirements

No prerequisites, jump in even if you have never ever used Excel before.
Expected to have basic working knowledge of how to use a computer.

Description

This course will help to prepare you to land your next job or promotion. Whether completely new to Excel, in need of a refresher or just looking to skill up to an advanced Excel user, THIS COURSE IS FOR YOU. You will feel so confident on completion that you will be excited to show off your newly acquired skills. This follow-along demo style will enable you to both grasp concepts while you try them out yourself, saving you tons of time.

You will learn to create your first DASHBOARD with lots of great tips & tricks along the way. Become da boss at Excel and feel GREAT !!

The course is deliberately structured into three main sections :

1) The BEGINNER

2) for those looking to become INTERMEDIATE Excel users and

3) those who want to upskill to an ADVANCED Excel user.

Simply go to the section that matches your level and skill goal. We got you covered.

We encourage students to not just watch the video but to actually work along with me. You will find that I go at a steady pace and I explain in detail so you understand and are not just going through the motions. The idea is to be able to immediately apply what you have learnt in this course on your job. IMMEDIATELY !! Or to crush that interview.

Actual Student Reviews:

“I found this lesson to be very user-friendly & comprehensive & I'll definitely be transferring the knowledge gained…” Monique Hamilton

“So far it is great. Her instructions are very easy to follow.”Carol Levy

“Without a doubt, the instruction is clear and engaging!” Alvin Schwapp

Who this course is for:

Complete Beginners in Excel, those needing a refresher and those wanting to expand their skills to the advanced Excel user level.
Anyone looking to to upskill in data analysis using Excel.
Excel users who want to create INTERACTIVE DASHBOARDS in Excel, taking their Excel skills to the next level.
Anyone looking to get a job promotion by demonstrating advanced Analysis skills in Excel.

Excel Dashboard Essentials : My First Interactive Dashboard

What you'll learn

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Course content

Course Introduction1 lecture • 3min

Basic Excel Skills12 lectures • 1hr 49min

Intermediate Excel Skills8 lectures • 1hr 16min

Advanced Excel Skills4 lectures • 28min

Dashboard creation - Advanced Excel Skills13 lectures • 1hr 51min

Requirements

Description

Who this course is for: