Excel Dashboards & Reports For Dummies

Take Excel to the Next Level with this Guide to Advanced Dashboards and Reporting
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  • Lectures 27
  • Length 8 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 4/2014 English

Course Description

Take Excel to the next level with this guide to advanced dashboards and reporting

This Video Training Course, bundled with the eBook Excel Dashboards & Reports For Dummies is your ticket to advanced analysis with Excel! Find out how to use this powerful tool for business intelligence and explore the details of data trending and relationships, creating data visualizations, and more. Part tech reference and part analytics guide, this resource will help you create high-impact reports and dashboards today!

  • Make the move to dashboards — create effective dashboards, make great reports, and build super models
  • Build the basics — dive into PivotTables, Excel charts, conditional formatting, and dynamic labeling
  • Get advanced — dig into the powerful components of Excel, including those that show trending, display performance, group data, and more
  • Share your work — use external data for dashboards and reports and share your work with the world
  • Go further — take things up a notch with more extensive chart design principles and safeguards to follow before distributing dashboards
  • Advanced reporting — make interactive interfaces and use macros to super-charge your reporting

Visit our websites For Dummies and Wiley

What are the requirements?

  • All Internet browsers, including Internet Explorer, Safari, Chrome, and Firefox

What am I going to get from this course?

  • Helps you move beyond reporting data with simple tables, rows, and columns to designing high-impact reports, dashboards, and visuals
  • Walks you through a wide array of technical and analytical concepts to give you the background you need to select the right tool for interpreting and displaying data
  • Covers how to build a chart, work with pivot tables, group and bucket your data, represent trends, create What-If analyses, and increase the value of your reports
  • Analyze large amounts of data and report their data in a meaningful way
  • Get better visibility into data from different perspectives
  • Quickly slice data into various views on the fly
  • Automate redundant reporting and analyses
  • Create eye-catching visualizations
  • Create impressive dashboards and What-If analyses

What is the target audience?

  • Intermediate to Advanced Excel users

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Dashboard modeling Fundamentals
07:37
A successful reporting mechanism requires more than slapping data onto a spreadsheet. This video shows you the concepts and techniques that help you build effective reporting models.
04:49
Take a look at how lookup formulas can effectively turn your reporting models into interactive reports.
Section 2: Building Basic Dashboard Components
07:57
The tips found here will ultimately help you create visually appealing tables that make the data within them easier to consume and comprehend.
05:41
Gain an understanding of how to use the Excel Sparkline feature to add visualizations to your reports.
10:17
Gain some insight into the custom number formatting that gives you much more control over the look and feel of the data in your dashboards.
03:13
Get fancy with visualizations in your number formatting by leveraging the tips found in this video.
04:29
Discover how conditional formatting can enhance your reports by adding a visual layer to your data.
06:21
PivotTables allow you to analyze large amounts of data with just a few clicks of the mouse. In this video, you'll see examples of how you can customize various aspects of your PivotTables.
05:53
Gain an understanding of the various types of analyses that can be applied to pivot tables with the Show Data As options.
Section 3: Charting Tips and Tricks
02:56
In this video you find a quick tip to that shows you how to add a nested set of labels to your charts.
03:27
When you have to display impossible amounts of data, consider using a directional trend. This videos illustrates how a directional trend uses simple analysis to imply a relative direction of performance.
04:09
This video shows a technique for using the built-in grouping and aggregating features of PivotTables to create a frequency distribution report.
05:43
Uncover the secret to using a dummy series to add an extra layer of analysis, highlighting the top values in a chart.
02:18
Take a look a these steps for building a Thermometer Chart as an effective way to show progress toward a goal.
08:11
The bullet graph, a type of column/bar graph developed by visualization expert Stephen Few, can replace some dashboard gauges and meters. Bullet graphs can clearly display of multiple layers of information without taking up too much dashboard space. Creating a bullet graph in Excel involves quite a few steps, but it isn’t necessarily difficult.
Section 4: Advanced Reporting Techniques
05:06
Discover how Excel macros can help your audience by providing them with pre-programmed functionality. This saves time and effort and also benefits users who don’t know how to take the actions that the macros automate.
02:00
See how you can create intuitive dashboard navigation for your audience by employing a few simple macros.
08:29
This video demonstrates the use of Check Box controls to add an interactive menu to your dashboards.
06:34
This video demonstrates the use of Option Buttons controls to add an interactive toggle menu to your dashboards.
05:49
Gain an understanding of PivotTable slicers and discover the benefits of employing them with PivotTable reports.
05:26
Uncover a secret technique that uses PivotTable slicers to create a slick-looking navigation menu.
Section 5: Working with the Outside World
03:24
This videos illustrates how to import Microsoft Access into your reporting model as refreshable data that can be integrated with other data.
03:19
In the spirit of collaboration, Excel 2013 vastly improves connectivity to transactional databases such as SQL Server; creating a connected table or PivotTable from SQL Server data is as easy as ever.
05:15
Before distributing any Excel-based work, consider using Excel protection capabilities to protect your file . Although not completely hacker-proof, these features help you avoid accidental corruption and protect sensitive information.
03:41
When you publish your Excel dashboards or reports to OneDrive, you can view and edit your workbooks from any browser, providing a platform where two or more people can edit, and collaborate on, the same Excel file. Using OneDrive, you can offer up web-based interactive reports and dashboards that can be sorted and filtered.
Section 6: Ten Jobs For Excel Gurus
11 pages

Excel is everywhere. Companies in all types of industries hire Excel analysts to help provide insights and manage data. Knowing how wrangle data and create presentations in Excel will give you an advantage in the marketplace. These ten jobs are just some of hundreds of jobs available in the marketplace that require Excel skills.

Section 7: eBook Excel Dashboards and Reporting For Dummies, 2nd Edition
339 pages

Create dynamic dashboards and put your data on display with For Dummies

No matter what business you’re in, reports have become a staple of the workplace, but what good is a report if no reads it, or even worse, understands it? This all new edition of Excel Dashboards & Reports For Dummies is here to help you make meaning of all your data and turn it into clear and actionable visualizations. Fully updated for the latest business intelligence and spreadsheet tools in Excel 2013, this book shows you how to analyze large amounts of data, quickly slice data into various views on the fly, automate redundant reporting, create eye-catching visualizations, and more.

  • Helps you move beyond reporting data with simple tables, rows, and columns to designing high-impact reports, dashboards, and visuals
  • Walks you through a wide array of technical and analytical concepts to give you the background you need to select the right tool for interpreting and displaying data
  • Covers how to build a chart, work with pivot tables, group and bucket your data, represent trends, create What-If analyses, and increase the value of your reports

Excel Dashboards & Reports For Dummies, 2nd Edition is the business analysis tool you need to transform your raw data into a powerful and effective presentation that is accessible to everyone.

After reading this book, the reader will be able to:

  • Analyze large amounts of data and report their data in a meaningful way
    • Get better visibility into data from different perspectives
    • Quickly slice data into various views on the fly
    • Automate redundant reporting and analyses
    • Create eye-catching visualizations
    • Create impressive dashboards and What-If analyses
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    Instructor Biography

    Founded in 1807, John Wiley & Sons, Inc. has been a valued source of information and understanding for more than 200 years, helping people around the world meet their needs and fulfill their aspirations. Wiley and its acquired companies have published the works of more than 450 Nobel laureates in all categories: Literature, Economics, Physiology or Medicine, Physics, Chemistry, and Peace.

    Wiley is a global provider of content and content-enabled workflow solutions in areas of scientific, technical, medical, and scholarly research; professional development; and education. Our core businesses produce scientific, technical, medical, and scholarly journals, reference works, books, database services, and advertising; professional books, subscription products, certification and training services and online applications; and education content and services including integrated online teaching and learning resources for undergraduate and graduate students and lifelong learners. Wiley's global headquarters are located in Hoboken, New Jersey, with operations in the U.S., Europe, Asia, Canada, and Australia. The Company is listed on the New York Stock Exchange under the symbols JWa and JWb.

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