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Microsoft Excel Dashboard

Training Course


The capability exists within Microsoft Excel to construct sophisticated dashboards that integrate seamlessly with data based in Microsoft Excel or in other external data sources. Using a combination of the Excel worksheet, drawing shapes, pictures, ActiveX controls, cells and charts, and sophisticated dashboards can be constructed in minimal time providing a cost effective way of a business to view its important data. Many companies are turning to constructing dashboards in Excel due to the lower cost, lower development time and because of Excel’s exceptional abilities.

Who should attend?

People with little or no experience of creating Excel Dashboards. Understanding and using Excel on a regular basis is essential. Ideally delegates have attended an Advanced Excel course or have the equivalent experience

Microsoft Office Excel is one of the best applications on the market for dashboard reporting, a technique that many Excel users may not be familiar with or know how to implement.

Essentially, a dashboard report is a way to visually present critical data in summary form so that you can make quick and effective decisions, in much the same way that a car dashboard works.

Some Excel users may not know what a powerful tool Excel can be for dashboard reporting. It’s not often that you find Excel dashboard reports like those shown in this article.



Getting in the Dashboard State of Mind

  • Defining Dashboards and Reports

  • Dashboard Design Principles


Building a Super Model

  • Data Modeling Best Practices

  • Excel Functions That Really Deliver

  • Using Smart Tables That Expand with Data


Dressing Up Your Data Tables

  • Table Design Principles

  • Getting Fancy with Custom Number Formatting


Understanding Sparklines

  • Customizing Sparklines

  • Auto-updating sparkline ranges


Formatting Your Way to Visualizations

  • Enhancing Reports with Conditional Formatting

  • Using Symbols to Enhance Reporting


Creating Top and Bottom Displays

  • Using Histograms to Track Relationships and Frequency

  • Emphasizing Top Values in Charts

  • Pivotal Pivot Table


The Four Areas of a Pivot Table

  • Creating Your First Pivot Table

  • Customizing Your Pivot Table Reports

  • Creating Useful Pivot-Driven Views


Charts That Show Trending

  • Using chart types appropriate for trending

  • Comparative Trending

  • Emphasizing Periods of Time

  • Other Trending Techniques


Showing Performance with Variances

  • Showing Performance against Organizational Trends

  • Using a Thermometer-Style Chart

  • Using a Bullet Graph


Interactivity with Pivot Slicers

  • Understanding Slicers

  • Creating a Standard Slicer

  • Formatting Slicers

  • Creating a Timeline Slicer

  • Using Slicers as Form Controls



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