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Microsoft Excel Dashboard & Data Analysis Masterclass (2026)
Rating: 4.4 out of 5(64 ratings)
2,376 students
Created bySkills On Demand
Last updated 4/2026
English

What you'll learn

  • Learn how to organize and analyze marketing and sales data in Excel to uncover business insights and growth trends.
  • Build interactive Excel dashboards to track KPIs like revenue, profit, leads, sales funnel, and campaign ROI.
  • Use Excel formulas like XLOOKUP, IF, SUMIFS, DATE, and TEXT to analyze business performance accurately.
  • Master PivotTables, PivotCharts, and slicers to explore and summarize business data quickly.
  • Create visually engaging KPI dashboards to track revenue, profit, growth trends, and marketing ROI.
  • Learn dashboard layout, formatting, and color design techniques for professional business reporting.
  • Combine and clean multi-source data using Excel tools to build reliable reporting systems.
  • Handle real business case studies and build a portfolio-ready Marketing and Sales Dashboard project in Excel.
  • Build a job-ready Excel portfolio project: a complete Marketing & Sales Dashboard from scratch step by step.
  • Automate business reporting in Excel to save time with reusable dashboard templates and dynamic formulas.

Course content

2 sections • 12 lectures • 1h 59m total length

  • Introduction to Excel Actual Sales VS Target Sales Dashboard Course0:45

    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

    1. Prepare your data: Clean and format your data as an Excel Table.

    2. Create the first Pivot Table: Insert a Pivot Table and Pivot Chart to visualize one set of data.

    3. Add more PivotTables: Create additional Pivot Tables and charts for other variables you want to track.

    4. Assemble the dashboard: Arrange your charts and tables on a new dashboard sheet.

    5. Add interactive controls: Insert Slicers and Timelines to enable dynamic filtering.

    6. Connect controls: Connect the Slicers to your data and Pivot Tables.

    7. Enhance and refine: Use Conditional Formatting to highlight key data, adjust chart designs, and remove unnecessary gridlines to create a clean and professional look.

  • Host Introduction0:05
  • Download Practice files used in this course from this video dropdown0:05

Requirements

  • Basic Excel knowledge is helpful but not required as all dashboard steps are taught from scratch.
  • You will need Excel 2016 or later, Excel 365 recommended for best dashboard features.
  • No prior analytics or business intelligence experience needed to follow the lessons.
  • A basic understanding of business data like sales, revenue, or leads will be useful.
  • A genuine interest in marketing analytics or sales reporting will help you succeed.
  • Willingness to learn step by step and practice with real datasets included in the course.
  • Access to a laptop or desktop computer to build Excel dashboards effectively.
  • Motivation to apply Excel skills to real business dashboard projects.

Description

Advance your career in data analysis, business reporting, and marketing analytics with our Excel Dashboard Masterclass. This hands‑on course teaches you how to transform raw business data into actionable insights using dynamic dashboards, KPI visualization, and advanced Excel techniques. Whether you’re a beginner or a professional, you’ll learn step‑by‑step how to collect, clean, analyze, and visualize data to make smarter business decisions.

Throughout the course, you’ll build a complete end‑to‑end Sales & Marketing Dashboard based on real business scenarios. You’ll master essential Excel skills including formulas, pivot tables, charts, and Power Query, while learning to calculate and track critical KPIs such as Revenue, Profit, Leads, Conversion Rate, CPC, CTR, CAC, ROAS, Sales Targets, and Customer Retention. You’ll also gain expertise in lead funnel analysis, campaign performance tracking, sales forecasting, and customer insights—all within Excel.

Designed for professionals, students, and entrepreneurs, this practical training is easy to follow yet powerful in outcome. Even without a technical background, you’ll confidently build interactive dashboards that showcase business intelligence, improve decision‑making, and boost career growth

- What You Will Learn

  • Data preparation and cleaning using Power Query

  • KPI measurement and business logic using Excel formulas

  • Dashboard layout design for professional reporting

  • Building interactive dashboards with slicers and drill-downs

  • Marketing funnel analysis and sales performance tracking

  • Data storytelling using charts and insight summaries

  • Automation for refreshing reports with new data

Who This Course Is For : This course is perfect for:
- Business Analysts
- Marketing & Sales Professionals
- Excel Professionals
- Students & Job Seekers
- Freelancers & Consultants
- Team Leaders who present reports
- Anyone who wants to upgrade career with Excel

If you want job-ready Excel skills, the ability to analyze business data and create dashboards that impress teams and clients, this course will give you a strong competitive edge.

Take action now. Turn your Excel skills into a career advantage.
Enroll today and start building dashboards like a pro!

Who this course is for:

  • Sales professionals who want to track performance, revenue trends, and targets with dashboards.
  • Marketing professionals who want to measure campaign performance, leads, and conversions in Excel.
  • Business analysts who want to upgrade their Excel reporting and dashboard skills.
  • Data enthusiasts who want to learn practical marketing and sales analytics in Excel.
  • Students and job seekers who want to add dashboard projects to their resume or portfolio.
  • Freelancers who want to deliver dashboard reporting services to business clients.
  • Entrepreneurs who want to monitor business KPI trends and improve decision-making.
  • Team leaders who want to automate reports and present insights more clearly in meetings.

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