The secrets to generate the most automated Excel Dashboards
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The secrets to generate the most automated Excel Dashboards

Learn all the functionalities, shortcuts, formulas, interfaces and interactions between objects to generate dashboards
New
5.0 (2 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
23 students enrolled
Created by Daniele Protti
Last updated 9/2017
English
English [Auto-generated]
Current price: $10 Original price: $180 Discount: 94% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 16 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Create their own Excel Dashboards
  • Create Excel reports with charts and formulas
  • Create automated reports in Excel
  • Created automated reports and applications with Excel functions and VBA
View Curriculum
Requirements
  • Basic knowledge of Windows or OSX for MAC
  • Basic knowledge of Microsoft Excel
Description

In this course the students will learn how to create automated Excel dashboards. In details:

  • how to connect form commands or ActiveX to values in cells and ranges
  • how to generate automated charts which will be updated just modifying a single value in one or a few cells
  • how to create dynamic images, which will be updated by changing some values in cells
  • how to use Excel functions and formulas to create tables and data sources and summary reports
  • how to use combined lookup and reference formulas to retrieve joined values between different tables
  • how to create variable charts with data series generated dynamically

The course is conducted through examples.

These examples covers Excel dashboards in the most popular business areas, in details:

  • Dashboard testing activities
  • Interactive Dashboard in Excel using Hyperlinks
  • Interactive Sales Chart
  • several KPI dashboards
  • Make Dynamic Dashboards using Pivot Tables & Slicers
  • Customer Service Dashboard
  • Project Management Dashboard / Project Status Report
  • Financial Dashboard

During the course and especially at the end some example will be done implementing Visual Basic for Applications (VBA). The programming language to create macros and functions to expand the functionalites of Excel.



 

Who is the target audience?
  • High school or university students
  • Financial controller
  • Project Managers
  • Sales managers or employees
  • Business analysts
  • Project controllers
  • Risk analysts
  • Bank clarks
Compare to Other Excel Dashboard Courses
Curriculum For This Course
173 Lectures
15:45:02
+
Introduction
6 Lectures 31:36



What you need to know before starting
03:00

What is a Dashboard
06:57

Summary of useful Lookup & Reference Formulas
09:33
+
User Acceptance Tests Dashboard
27 Lectures 03:00:31
Overview of the case study
06:27

Preparation of the data (part I)
10:54

Preparation of data (Part II)
04:47

Format the tables of data (Part I)
04:46

Format the tables of data (Part II)
05:16

Format the tables of data (Part III)
10:56

Format the tables of data and set formulas (Part IV)
07:59

Prepare the calculation worksheet (Part I)
14:54

Prepare the calculation worksheet (Part III)
02:09

Prepare the calculation worksheet (Part IV)
06:29

Prepare the calculation worksheet (Part V)
06:09

Prepare the calculation worksheet (Part VI)
01:46

Use conditional formatting to highlight the date of today in a table

Prepare the calculation worksheet (Part VII)
01:27

Generate the charts for the Dashboard (Part I)
01:29

Generate the charts for the Dashboard (Part II)
11:04

Make the chart be updated dynamically
11:55

Prepare the ticket table
04:29


Prepare the formulas for the ticket figures
06:18

Define formulas for totals and references
06:18

Define formulas for daily figures
12:45

Customize the dashboard (Part I)
07:49

Customize the dashboard (Part II)
02:25

Customize the dashboard (Part III)
09:26

Customize the dashboard (Part IV)
04:14

Customize the dashboard (Part V)
03:21

Re-elaborate some formulas for the calculation worksheet
11:30
+
Interactive Dashboard in Excel using Hyperlinks
5 Lectures 19:40
Overview of the case study
02:15

Preparation of data
06:28

Preparation of the dashboard (Part I)
03:22

Preparation of the dashboard (Part II)
01:33

Preparation of the dashboard (Part III)
06:02
+
Dashboard with Interactive Sales Chart
6 Lectures 36:25
Overview of the case study
05:33

Preparation of data
02:08

Prepare the calculation worksheet (Part I)
10:31

Prepare the calculation worksheet (Part II)
04:45

Prepare the dashboard (Part I)
07:41

Prepare the dashboard (Part II)
05:47
+
Complex KPI Excel Dashboard
21 Lectures 01:39:31
Overview of the case study
05:59

Preparation of data
05:02

Prepare the calculation worksheet (Part I)
08:33

Prepare the calculation worksheet (Part II)
06:36

Prepare the calculation worksheet (Part III)
03:16

Prepare the calculation worksheet (Part IV)
01:41

Prepare the calculation worksheet (Part V)
05:34

Prepare the dashboard (Part I)
04:36

Prepare the dashboard (Part II)
03:53

Prepare the dashboard (Part III)
02:19

Prepare the dashboard (Part IV)
05:21

Prepare the dashboard (Part V)
07:36

Prepare the dashboard (Part VI)
03:16

Prepare the dashboard (Part VII)
04:42

Prepare the dashboard (Part VIII)
04:13

Prepare the dashboard (Part IX)
04:49

Prepare the dashboard (Part X)
02:32

Prepare the dashboard (Part XI)
04:55

Prepare the dashboard (Part XII)
04:11

Prepare the dashboard (Part XIII)
01:56

Prepare the dashboard (Part XIV)
08:31
+
Make Dynamic Dashboards using Pivot Tables & Slicers
6 Lectures 35:19
What is a slicer
03:06

Overview of the case study and preparation of data
02:35

Prepare the pivot tables
08:03

Prepare the dashboard (insert the pivot charts)
11:03

Prepare the dashboard (insert the slicers)
03:38

Connect the slicers to the pivot tables
06:54
+
Customer Service Dashboard
13 Lectures 01:30:50
Overview of the case study and preparation of data
09:26

Preparation of data (Part II)
10:44

Prepare the calculation worksheet
06:34

Prepare the dashboard (Part I)
02:30

Prepare the calculation worksheet and the dashboard (Part II)
05:45

Prepare the calculation worksheet and the dashboard (Part III)
04:45

Prepare the dashboard (insert and customize charts)
04:43

Prepare the calculation worksheet (call durations)
03:52

Prepare the dashboard (Part IV)
09:55

Prepare the dashboard (Part V)
04:54

Prepare the dashboard (Part VI)
03:35

Prepare the dashboard (Part VII)
11:25

Prepare the dashboard (Part VIII)
12:42
+
KPI Dashboard
2 Lectures 09:32
Overview of the case study and preparation of data
04:42

Prepare the dashboard
04:50
+
Project Management Dashboard / Project Status Report
24 Lectures 02:08:06
Overview of the case study and definition of project management
03:13

Preparation of the Gantt chart (Part I)
05:23

Preparation of the Gantt chart (Part II)
07:06

Mark the date of today on a Gantt chart

Preparation of the Gantt chart (Part III)
02:04

Preparation of the Gantt chart (Part IV - display the project progress)
09:05

Preparation of the Gantt chart (Part V - display the milestones)
04:24

Prepare the dashboard (Part I - the milestone summary)
08:29

Prepare the dashboard (Part II)
04:54

Prepare the dashboard (Part III)
03:37

Prepare the dashboard (Part IV)
04:06

Prepare the resource plan sheet (Part I)
01:42

Prepare the resource plan sheet (Part II) and the burn down chart
08:59

Prepare the resource plan sheet (Part III)
03:37

Prepare the resource plan sheet (Part IV)
04:08

Prepare the resource plan sheet (Part V)
03:00

Prepare the meta data for the resource plan sheet (Part I)
07:35

Prepare the meta data for the resource plan sheet (Part II)
03:28

Prepare the resource plan sheet (Part VI)
07:56

Prepare the risk assessment sheet (Part I)
06:04

Prepare the risk assessment sheet (Part II)
07:21

Finaliye the risk assessment sheet and report figures to the dashboard
04:39

Report risk assessment figures to the dashboard (Part I)
03:45

Report risk assessment figures to the dashboard (Part II)
01:06

Finalize the dashboard with project status information
12:25
+
KPI Dashboard
11 Lectures 41:46
Overview of the case study
00:51

Preparation of data and setup the calculation sheet
02:51

Prepare the calculation worksheet (Part II)
04:49

Prepare the dashboard (Part I)
02:00

Prepare the dashboard (Part II)
06:30

Prepare the dashboard (Part III)
00:58

Prepare the dashboard (Part IV)
01:36

Prepare the calculation worksheet (Part III)
02:18

Prepare the dashboard (Part V)
07:07

Prepare the dashboard (Part VI)
03:42

Prepare the dashboard (Part VII)
09:04
4 More Sections
About the Instructor
Daniele Protti
3.9 Average rating
295 Reviews
9,278 Students
17 Courses
Project Manager and Software Architect

I have 20+ years experience in IT project management, software development and software architecture.

I have led several teams of software developers as project manager, quality manager and as team leader in different companies and different countries in sectors e.g. telecommunication, research & development, travel business, Internet marketing and Internet business, consultancy and services.

I have been responsible to collect the requirements of projects, applications and processes, design the databases and specify the final objects.

During my career I have accumulated a lot of experiences dealing with processes of any kind and the need to define the tools to manage them and collect the information.

Most of my tools have been written in VB, VBA, C++, C#, Java, PHP, Javascript using databases e.g. Informix, Postgres, Oracle and MySql.

I have organized all my experiences in courses which are not only a list of functions and methods but contain also my practical experiences and considerations about how to cope with the different situations and which solutions to suggest.