Microsoft Excel Dashboards Training Course

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Microsoft Excel Dashboards training course

Excel Dashboards Training Course Overview

Our Microsoft Excel Dashboards training course examines the key Excel skills of data analysis and charting.

We then consider the best methods to present complex information, KPI’s and metrics that provide meaningful insight to managers and business leaders.

Microsoft Excel Dashboards training course

Excel Dashboards Five Key Topics

  1. Planning an effective dashboard
  2. Analysing data using Pivot Tables and Formulas
  3. Visualising data using Charts and Sparklines
  4. Combining text, tables and graphics on an Excel worksheet
  5. Creating interactive dashboards
Microsoft Excel Dashboards training course

Training Course Details

Course Duration : 1 day
Course Availability : Monday – Saturday
Course Types : Group booking, 1-2-1 sessions, Bespoke & Public Courses
Course Availability : Monday – Saturday

Microsoft Excel Dashboards training course

Microsoft Excel Dashboards Training Course Details

Course Location : Our Excel Dashboards training course can be delivered at your offices, Mouse venue or online.

Class Size : Individual or Group.

Course Format : Classroom style or online (Teams or Zoom)

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

Tailored Courses : We offer a free consultancy service to help tailor the course to meet your requirements.

Next Public Course : Due to COVID, public classroom courses are suspended until March 2021.

Centre and Services

Comfortable & modern facilities
Unlimited access to our online training manuals
Complimentary lunch
Courses delivered by Certified Trainers
Microsoft & CPD courses available

On Completion of Excel Dashboards

  • 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

Excel Dashboards Course Outline

  • Data Preparation
  • Dashboard layout
  • Best Practice
  • Design Principles
  • Effective use of colour
  • Pivot Tables and fields           
  • Pivot Charts               
  • Slicers             
  • Refreshing Pivot Table based Dashboards
  • Formulas and functions required for analysis                       
  • Interacting with Form Controls                                 
  • Updating Formula Based Dashboards                       
  • Creating Charts
  • Creating user-defined chart types
  • Combining different chart types in one chart
  • Creating custom markers
  • Using Sparklines
  • Target vs Actual charts
  • Bubble charts
  • Drop down lists
  • Form controls
  • Linking charts to Form controls
  • Slicers for Formulas and Pivot Tables
  • Conditional formatting to highlight data
  • Traffic lights and heatmaps
  • Using Linked Pictures and the Camera Tool
  • Using Text Boxes with dynamic text
  • Calculating a trend
  • Inserting trendlines on charts
  • Creating scenarios
  • Options for choosing different scenarios
  • Using consistent scaling
  • Moving and scaling graphic objects
  • Distributing Dashboards
  • Hiding worksheets and ranges
  • Security and Protection
Microsoft Excel Dashboards training course
Microsoft Excel Dashboards training course
Microsoft Excel Dashboards training course
Excel Dashboards Hints and Tips