Microsoft Excel - Creating Dynamic Dashboards

Learn how to create functional, attractive dashboards to present your data in more useful ways.
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  • Lectures 54
  • Contents Video: 5 hours
    Other: 0 mins
  • Skill Level Intermediate Level
  • 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 11/2014 English

Course Description

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.

What are the requirements?

  • A fundamental understanding of Excel and its basic operations
  • a working version of Microsoft Excel

What am I going to get from this course?

  • configure data to work well with reporting dashboards
  • create effective, functional dynamic dashboards to display Excel data

What is the target audience?

  • Regular Microsoft Excel users looking to add another skill

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: Course Introduction
Important - Download These First - Working Files
Article
About This Series
Preview
03:06
What You Will Learn
Preview
03:43
How To Access Your Working Files
Preview
02:45
Section 2: Deciding On Dashboards
Deciding On Dashboards
Preview
08:04
Reports, Dashboards And Scorecards
06:42
Pondering The Plan
03:20
Selecting Measures And Metrics
08:36
Section 3: Preparing The Data
Preparing The Data
03:06
Data Modeling Basics
04:27
Structuring The Workbook
05:05
Connecting To Data - Part 1
04:36
Connecting To Data - Part 2
08:34
Simplifying Data With Named Ranges
06:55
Leveraging The Efficiency Of Tables
07:54
Harnessing The Power Of Pivot Tables
10:13
Managing Connected Data
05:29
Simplifying With Custom Number Formats
10:22
Section 4: Building Dashboards
Building Dashboards
02:48
Dashboard Design Rules
07:05
Managing Branding With Custom Themes
07:31
Creating The Navigation Bar - Part 1
06:55
Creating The Navigation Bar - Part 2
06:57
Creating The Navigation Bar - Part 3
05:07
What Is In A Word?
08:00
Building Out Worksheets And Navigation
01:57
Summarizing Data Using Groups
02:24
Configuring Show Values As For Pivot Tables
04:52
Assigning Categories Using Nested If
04:02
Identifying Top Ten Values
03:36
Finding The Last Value In A Series
06:19
Section 5: Getting Visual
Getting Visual
05:02
Customizing Display With Text-Based Elements
05:46
Alerting With Conditional Formatting
05:16
Chart And Sparkline Review
08:08
Creating Sparklines For Dashboards
04:05
Creating Charts For Dashboards
07:25
Using A Waffle Chart To Show Progress
06:53
Using The Excel Camera
03:39
Creating A Distribution Histogram
08:36
Hitting The Mark With Bullet Graphs
05:09
Section 6: Adding Interactivity
Adding Interactivity
03:26
Displaying The Developer Tab
01:34
Understanding Interactive Dashboard Controls
06:35
Adding Actions To Buttons
08:02
Creating Custom Content With Combo Boxes
07:44
Simplifying With Check Boxes
05:16
Facilitating Filtering With Slicers And Timelines
09:35
Finalizing By Color-Coding, Hiding And Protecting Worksheets
05:33
Section 7: Generating Dashboards As Output
Generating Dashboards As Output
02:30
Producing Dashboards As PDF
04:27
Presenting Dashboards With Powerpoint
02:59
Sharing Dashboards Via OneDrive
05:03
Section 8: Conclusion
What You Now Know
05:56

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Instructor Biography

Infinite Skills, High Quality Training

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.

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