Creating Interactive Dashboards in Excel

Course Length: 12hrs (2 Days)

This course will provide you advanced training on creating dashboards. The ability to analyze massive amounts of data, extract actionable intelligence from it, and present that information to decision makers is the cornerstone of driving a successful organization that is able to compete at a high level.

Learning Objectives:
Upon successful completion of this course, you will be able to:
- Create a dashboard from start to finish
- Automate workbook functionality
- Apply conditional logic
- Visualize data by using basic charts
- Implement advanced charting techniques
- Analyze data by using pivot tables, slicers, and pivot charts

Target Student:
This course is designed for students who already have foundational knowledge and skills in Excel and who wish to begin taking advantage of some of the higher-level functionality in Excel to summarize table data by using functions, charts, and pivot tables and display those elements in a dashboard format.

Course Outline:
Section 1: Dashboard Design Principles

Defining a Dashboard
First Steps - Things to Consider Before Creating a Dashboard
Dashboard Design Principles
Using Layout & Placement to Draw Focus
Dashboard Wire Frame
Formatting Numbers Effectively
Using Titles & Labels Effectively
Consistency is Key!
Colour – Best Practice
Keyboard Shortcuts

Section 2: Dashboard Formula Toolbox
Excel Formulas You’ll Need
Working with Excel Tables
Named Ranges
IF
IFERROR
COUNT, COUNTA, COUNTIF
SUMIF(s) & AVERAGEIF(s)
CHOOSE
VLOOKUP
INDEX
MATCH

Section 3: Data Validation
Using Data Validation to Create Drop-down Lists
Generating Unique Lists
Creating Multi-Level Drop-down Lists

Section 4: Conditional Formatting
The Basics
Conditional Formatting and Drop-down Lists
Conditional Formatting and Checkboxes
Tips for Using Conditional Formatting with Dashboards

Section 5: Linking
Linking to Single Cells
Linking Multiple Cells
Using the Camera Tool
Creating Linked Images Based on User Selection

Section 6: Charts
Creating a Chart
Working with Chart Elements
Changing the Chart Type
Adding Data Labels
Charting a Non-contiguous Range
Switching Row and Column Orientation
Creating Combination Charts
Linking Data Labels
Editing the Chart Axis and Gridlines
Adding and Editing Axis Labels
Adding Graphics to a Chart
Converting a Chart to a Picture
Creating Sparklines

Section 7: Pivot Tables, Slicers, and Pivot Charts
Creating and Modifying a Pivot Table
Grouping & Sorting Pivot Table Data
Set Number Formatting
Changing Summary Calculations
Adding Multiple Subtotal Calculations
Prevent Column Widths from Changing on Update
Supressing Subtotals
Creating Pivot Charts
Adding & Formatting Slicers

Section 8: Creating Interactive Dashboard Components
Introduction to Form Controls
Combo Box – Select from a Drop-down
Checkbox – Check/Uncheck Options
Spin Button – Move Up & Down
Option Buttons – Choose One Option
List Box – Select from a List of Options
Creating Navigation Buttons

Section 9: Putting It All Together
Creating a Dashboard from Start to Finish
Adjusting Slicer Report Connections
Hiding Gridlines, Columns, Rows, and Headings
Hiding Ribbons and Sheet Tabs
Automatically Refreshing your Pivot Table on Updates
Securing your Dashboard