Excel Dashboards are a powerful tool to communicate and summarize complex Excel data. They can be created to summarize important information and are excellent for sharing a “snapshot" view among teams.
In this mini-course I’m going to teach you a handful of the most powerful techniques so you can get some fast results. I’ve taught this course in various forms and the feedback has been incredible. Here are just a few:
"10 minutes in and I feel like I can save hours" - Alex
"I consider myself quite good at Excel, but your mastery of it leaves me in the ashes. The dashboard presentation was dazzling." - Ben
"Wow! I am so excited to try this myself! Thank you so much for sharing your skills." - Lyn
Very dense information that in just one hour you represented what I have spent days reading books about this subject. - Khalid
"I've been using Excel for over 10 years and I'd like to take the time to say thank you. That was definitely one of the best courses I've ever taken.
It was incredibly informative, insightful and taught me a few tips and tricks that will surely aid me in producing automated dashboards. Thank you for sharing the course materials.
Nothing short of excellent! " - Amanta
You too can master the creation of Interactive Excel Dashboards and learn to build Dashboard Reports from the ground up.
Impressive Content that Will Provide Insight, Analysis and Alerts Dashboards are fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more.
Excel Dashboard students should have access to the PC version of Excel 2010 or later. Students should also be familiar with putting together any type of report in Excel to be able to apply the time saving and visualization techniques taught here. Students should be able to build and apply basic formulas in Excel. Pivot Table and Chart knowledge is helpful, but expertise is not necessary to take this course.
Contents and Overview This course includes 9 lectures and just over 1 hour of content in order to give students a working knowledge of utilizing Excel to create interactive Excel Dashboards to communicate their data.
Included are the Excel Dashboard workbook and PowerPoint presentation from the course which contain notes on where you can find more resources. You can use the workbook to practice what you learn and as a quick reference guide later on.
The course covers advanced features of Excel Dashboards, such as display and visualization principles for clear dashboard creation, using interactive controls to keep the report informative and relevant. Analyzing and automating information for a fully functional and complete dashboard.
Upon completion, students will have a variety of techniques and examples that can be applied to their own datasets, among a host of other tips that can be used in day to day Excel work.
What to expect, benefits of learning how to create Excel Dashboards, what this course will cover.
A good design can be the difference between a useful report and a useless report. Design is one of the most important factors for a successful Dashboard. In this lecture I'll let you in on a Dashboard Dirty Secret and I'll tell you what Excel skills you need to build interactive Excel Dashboards.
In this lecture I'm going to cover what data sources you can use for your Dashboard reports and the best way to format your data so your dashboards are quick to build and even quicker to update.
The next three lectures are where we get stuck into Excel. No more theory. It's fast paced and it's best if you just watch these lectures one after another first time so you can understand the process from start to finish. Then you can replicate the steps for practice afterwards.
In this lecture we start building the charts and learn some formatting tips to get them into shape quickly.
In this lecture we finish off the main part of the dashboard with Sparklines and in-cell charts.
A static Dashboard is great, but an interactive Dashboard is what will really get you noticed because it provides more value to the reader, and gives them the ability to analyse the data from different views.
Since your dashboards are going to be interactive it's helpful for the reader to know what filters have been applied to the report. In this lecture I show you how to build a dynamic title that updates as your reader chooses different filters in the Slicer.
Before we rush on let's review what we've learnt so far and remember the key points.
If your reports take hours, days or even weeks to update, you are going to save so much time with the technique I share in this lecture.
This lecture includes links to download the supporting files and resources for this course.
Mynda Treacy is a qualified accountant and has been working with Excel since 1995, and sharing her knowledge on her Excel blog since 2010.
In 2014 she was awarded Microsoft Excel MVP for her contribution to the Excel community.
She also teaches several highly acclaimed Excel courses at her website, My Online Training Hub, including an Excel Dashboard Course and Excel Expert course .
Her courses incorporate real business scenarios drawn from her accounting background and work experience in multi-national companies in London.
Her teaching style is to the point with practical examples and files you can download for reference later on.
She doesn't waffle on just to make the course long. She'd rather get you up to speed quickly because she knows that what you really want is to know how to do this stuff, not spend hours watching videos.