Excel: Dashboards

You already know how to get Excel to perform simple calculations and how to modify your workbooks and worksheets to make them easier to read, interpret, and present to others. To gain a truly competitive edge, you need to be able to extract actionable organizational intelligence from your raw data, and present it in a visual format that enables decision makers to view key trends and conclusions at a glance.

This course will help start you down the road to creating advanced workbooks and worksheets that you can use to create 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.

Course Objectives: Upon successful completion of this course, you wil be able to create dashboards in Excel 2016. You will:

  • Create range names and advanced formulas
  • Automate workbook functionality
  • Apply conditional logic
  • Visualize data by creating basic charts
  • Create trendline and sparkline charts
  • Use PivotTables, PivotCharts and slicers to create a dashboard

Prerequisites: To ensure your success, we recommend you have experience using Excel with data and familiarity with basic concepts of data analysis such as working with tables, filtering, sorting, using formulas and performing calculations.

Course Outline: Lesson 1: Using Names in Formulas and Functions

  • Examine dashboards
  • Use Range Names in Formulas
  • Use Specialized Functions

Lesson 2: Automating Workbook Functionality

  • Apply Data Validation
  • Work with Forms and Controls

Lesson 3: Applying Conditional Logic

  • Use Lookup Functions
  • Combine Functions

Lesson 4: Visualizing Data with Basic Charts

  • Create Charts
  • Modify and Format Charts

Lesson 5: Using Advanced Charting Techniques

  • Create Dual-Axis Charts and Trendlines
  • Create Sparklines 

Lesson 6: Analyzing Data with PivotTables, PivotCharts and Slicers

  • Create a PivotTable
  • Analyze PivotTable Data 
  • Present Data with PivotCharts
  • Filter Data by Using Slicers
Length of Class: 
One Day
Instructor-led or Online: 
Instructor-Led