Microsoft Excel Dashboards Training Course Outline

Audience: This course examines the key Excel skills of data analysis and charting and then considers the best methods to present complex information and provide meaningful insight.

Course Duration: 1 day

Course Availability: Monday – Saturday

Course Types: Group bookings, public courses, 1-2-1 sessions, bespoke tailored courses and office migrations.

Course Location: This Microsoft Excel Dashboards training course can be delivered either at our London training venue or at your offices. 

Tailored Course Content: Course content can be customised to meet your specific requirements, with scheduled dates to suit you.

At Course Completion

After completing this course, students will be able to:

  • Plan an effective dashboard layout
  • Analyse data using Pivot Tables
  • Analyse data using Excel formulas
  • Appreciate Dashboard Charting techniques
  • Visually present data using traffic lights and slicers
  • Include trendlines
  • Incorporate scenarios to show different outcomes
  • Create an interactive dashboard
  • Use consistent scaling for dashboard elements
  • Distribute a secure dashboard

Course Outline

Module 1: Creating a Dashboard

  • Dashboard layout
  • Best Practice
  • Effective use of colour

Module 2: Analysing data using Pivot Tables

  • Building a Pivot Table
  • Pivot Table totals
  • Pivot Table fields
  • External data sources

Module 3: Analysing data using Formulas

  • Lookup functions: VLOOKUP, INDEX, OFFSET
  • Decision-making functions: IF, CHOOSE
  • Aggregation functions: SUMIFS, COUNTIFS

Module 4: Dashboard Charting techniques

  • Creating Charts
  • Creating user-defined chart types
  • Changing the default chart type
  • Combining different chart types in one chart
  • Creating custom markers
  • Creating miniature charts suitable for dashboards
  • Using Sparklines
  • Target vs Actual charts
  • Bubble charts
 

Module 5: Visually presenting data

  • Conditional formatting to highlight data
  • Traffic lights
  • Using the Camera
  • Using text boxes
  • Using Slicers

Module 6: Trends

  • Calculating a trend
  • Inserting trendlines on charts

Module 7: Scenarios

  • Creating scenarios
  • Options for choosing different scenarios

Module 8: Interactive Dashboards

  • Drop down lists
  • Form controls
  • Linking charts to Form controls

Module 9: Bringing it all together

  • Using consistent scaling
  • Moving and scaling graphic objects

Module 10: Distributing your Dashboard

  • Hiding worksheets and ranges
  • Security and Protectio
, Microsoft Excel Dashboards Training Course Outline
, Microsoft Excel Dashboards Training Course Outline