Microsoft Excel - Creating Dynamic Dashboards
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Are you interested in how Excel can be used to present data in a functional, visually attractive, and user-friendly ways? This tightly focused course will show you how to create dynamic dashboards to present complex data using a variety of techniques. A basic knowledge of Excel is required.
You will start by learning how to prepare the data, then jump into building the dashboard. Throughout the course, you will be working to create a dashboard that provides a summary of a person's health information. Erin will teach you how to optimize Excel data for use in dashboards, create visual dashboard components, and add interactivity to customize them for each user. This video tutorial also covers how to create a distribution histogram, use a waffle chart to show progress, and add actions to buttons.
Finally, you will learn how to generate dashboards as outputs, produce them as PDFs, and utilize them within PowerPoint or share via OneDrive. Once you have completed the course, you'll be able to create your own custom dynamic dashboards in Excel with ease. Working files are included, allowing you to follow along with the author throughout the lessons.
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Certificate of completion.
|Section 1: Course Introduction|
Important - Download These First - Working Files
About This SeriesPreview
What You Will LearnPreview
How To Access Your Working FilesPreview
|Section 2: Deciding On Dashboards|
Deciding On DashboardsPreview
Reports, Dashboards And Scorecards
Pondering The Plan
Selecting Measures And Metrics
|Section 3: Preparing The Data|
Preparing The Data
Data Modeling Basics
Structuring The Workbook
Connecting To Data - Part 1
Connecting To Data - Part 2
Simplifying Data With Named Ranges
Leveraging The Efficiency Of Tables
Harnessing The Power Of Pivot Tables
Managing Connected Data
Simplifying With Custom Number Formats
|Section 4: Building Dashboards|
Dashboard Design Rules
Managing Branding With Custom Themes
Creating The Navigation Bar - Part 1
Creating The Navigation Bar - Part 2
Creating The Navigation Bar - Part 3
What Is In A Word?
Building Out Worksheets And Navigation
Summarizing Data Using Groups
Configuring Show Values As For Pivot Tables
Assigning Categories Using Nested If
Identifying Top Ten Values
Finding The Last Value In A Series
|Section 5: Getting Visual|
Customizing Display With Text-Based Elements
Alerting With Conditional Formatting
Chart And Sparkline Review
Creating Sparklines For Dashboards
Creating Charts For Dashboards
Using A Waffle Chart To Show Progress
Using The Excel Camera
Creating A Distribution Histogram
Hitting The Mark With Bullet Graphs
|Section 6: Adding Interactivity|
Displaying The Developer Tab
Understanding Interactive Dashboard Controls
Adding Actions To Buttons
Creating Custom Content With Combo Boxes
Simplifying With Check Boxes
Facilitating Filtering With Slicers And Timelines
Finalizing By Color-Coding, Hiding And Protecting Worksheets
|Section 7: Generating Dashboards As Output|
Generating Dashboards As Output
Producing Dashboards As PDF
Presenting Dashboards With Powerpoint
Sharing Dashboards Via OneDrive
|Section 8: Conclusion|
What You Now Know
Infinite Skills is a Canadian based company who offer a huge and ever growing range of high quality eLearning solutions that teach using studio quality narrated videos backed-up with practical hands-on examples and comprehensive working files. All courses are created by trained educators and experts in video based education.
The emphasis is on teaching real life skills that are essential for progressing in today's commercial environment.