Creating Dashboards with Microsoft Excel Training Course

Description

Participants are expected to meet the following requirements for the course:

• Knowledgeable in basic Excel
• Managing workbook and worksheets
• Creating Formulas and Using Functions
• Copying and moving data
• Formatting data and cells
• Working with columns and rows
• Familiar with respective data analyzed

Training Objectives

• Plan an effective dashboard layout
• Analyze data using Pivot Tables
• Appreciate dashboard charting techniques
• Visually present data using conditional formatting
• Create an interactive dashboard
• Distribute a secure dashboard

Course Outline

Module 1: Starting an Excel Dashboard

• Considerations when starting an Excel Dashboard
• Dashboard Design Best Practices
• Dashboard Layout
• Ideal Data and Workbook structure

Module 2: Data Structuring using Excel Tables

• Creating Excel Tables
• Using Common Excel Formulas used in Dashboards

Module 3: Connecting external data source

• Using Microsoft Query

Module 4: Analyzing Data using Pivot Tables

• Building Pivot Tables
• Summarizing data in Pivot Tables
• Using Calculated Field and Calculated Items
• Customizing the Pivot Table Design

Module 5: Visually presenting the data

• Conditional formatting to highlight data

Module 6: Dashboard Visualization using Charts

• Creating Charts
• Creating user-defined chart types
• Combining different chart types in one chart
• Customizing the chart design

Module 7: Interactive Dashboard Control

• Using Slicers for Tables, PivotTables and Pivot Charts

Module 8: Consolidating and Distributing the Dashboard

• Moving and Scaling
• Hiding Worksheets
• Security and Protection