Microsoft Partner
Microsoft Excel Dashboards

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(1)

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

Course Location: This Microsoft Excel Dashboards training course is delivered at our training centre in London situated close to Liverpool Street station, training can also be delivered at your offices. Tailored course content can be customised to meet your specific requirements, with scheduled dates to suit you.


MOS Excel Specialist / Expert Exam Costs ( optional )


All Vouchers now include a Retake Voucher
Option 1 - Voucher & Retake

Option 2 - Voucher, Retake and Gmetrix ( Test Prep )

Option 3 - Exam Pack includes - Voucher, Retake, Gmetrix and Exam study manual

Discount 4 for 3 on MOS Exam Packs


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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
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    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 Protection

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