Objective 

Whether you need to crunch numbers for sales, inventory, information technology, human resources, or other organizational purposes and departments, the ability to get the right information to the right people at the right time can create a powerful competitive advantage. Learn how to create dashboards in Excel that allow you to extract actionable organizational intelligence from your raw data, and present it in a visual format that enables decision makers to view key trends and conclusions at a glance.

Training Class Goal

This class will cover the steps necessary to create an interactive Excel Dashboard, with visual displays that pull from spreadsheet tables of data.

PreRequisites

Understanding of Excel fundamentals including formatting, navigation, basic formulas, basic functions. Students should be comfortable with creating basic charts.

Topics Covered

  • ​​Creating Advanced Formulas
  • ​Use Range Names in Formulas
  • Use Specialized Functions
  • Automating Workbook Functionality
  • Apply Data Validation
  • Work with Forms and Controls
  • Applying Conditional Logic
  • Use Lookup Functions
  • Combine Functions
  • Visualizing Data with Basic Charts
  • Create Charts
  • Modify and Format Charts
  • Advanced Charting Techniques
  • Use Advanced Chart Features
  • Create Sparklines
  • Analyzing Data with PivotTables, Slicers, and PivotCharts
  • Create a PivotTable
  • Analyze PivotTables Data
  • Present Data with PivotCharts
  • Filter Data by using Slicers




Credits



Class Details

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