Mô tả

Creating an impressive, interactive Microsoft Excel Dashboard from scratch is not easy!

I used to stare at my empty sheet and wonder where do I even start?

You need a structured process in place to go from idea to outcome in a smooth way.

You'll find out all about it in the course. We setup two fully functioning dashboards from scratch.

This course doesn't just teach you a set of functions and features, but how you can use them together to create impressive reports.

It teaches you how to approach a new Dashboard project and how to structure your work so maintaining the dashboard becomes very easy not just for yourself but for anyone else.

Note: Course recently updated to include the OFFICE 365 & OFFICE 2021 version of the KPI dashboard. You can download that version if you have Office 365 and see how you can use FILTER, SEQUENCE, XLOOKUP and other newer Excel functions to create the dashboard

What students are saying

"This course provides a lot of great tips which you can immediately apply to your spreadsheets, no matter what standard of user you are. I have been working in excel for a number of years and I am amazed at the number of simple tips I have learnt in such a short time. Fantastic." -- Carl Postians

"I learned something new and very useful in the first 10 minutes...awesome!" -- Nancy Bowens


What you learn

This course teaches you to create well-designed Excel dashboards so you and your colleagues can see trends and make quick decisions informed by data.

This Microsoft Excel Dashboard course comes with templates, tools and checklists that can be applied directly to your Excel reports.   

  • Excel dashboard & Report templates   

  • Checklists and design guidelines   

  • Excel workbook to follow along

What differentiates this course from the other Microsoft Excel Dashboard courses?

It includes:

  1. The entire process from idea to delivery - every single step without skipping key points.

  2. Tried-and-trusted techniques that are not only applicable to Excel dashboards but any Excel report.

  3. Includes Excel templates, tools and checklists that you can use for your own Excel reports.

  4. Relevant and up-to-date with industry needs right now, as it’s based on feedback and suggestions from finance professionals. 

  5. Lots of ideas and inspiration to help you come up with own report design

Complex topics are taught in a simple way by an instructor with 17 years of experience.

The course is designed to have an even balance between talking head and screen-cast.

Content is clearly organised so more advanced learners can jump in at any point and follow along with the relevant project file.

Bạn sẽ học được gì

How to approach an Excel dashboard project from idea to delivery

How to add interactivity to your Excel reports - No VBA required

Impress management with reports that make the decision-making process faster

Clever use of Excel core functionality for responsive spreadsheets

Learn how to create a professional KPI dashboard from scratch

Create impressive, non-standard Excel charts using smart techniques

Build Pivot Table-based dashboards for easy interactivity

Use powerful visual techniques so your content has more effect

Yêu cầu

  • A computer or laptop with Windows (some techniques might not work on Mac)
  • You are able to write basic formulas and are familiar with the Excel spreadsheet environment
  • Demonstration is done with Excel 2016 but the techniques work with any version of Excel - unless stated in the individual videos

Nội dung khoá học

18 sections

A Foundation in Dashboards

6 lectures
Introduction to Excel Dashboard Course
05:38
Get the Most from the Course
03:08
Download Course Files Here (Excel Dashboards & Practice Files)
01:02
Course Outline for Quick Reference
00:15
A Dashboard Primer
02:23
New Excel Dashboard Project? This is Your Checklist
04:29

Dashboards - Before You Start

5 lectures
First Steps for your Excel Dashboard Project
03:19
Create a Mockup (Wireframe) in Excel
00:43
Useful Excel Keyboard Shortcuts
11:29
4 Time-Saving Tips for Excel
08:47
Proper Spreadsheet Architecture & Workflow
02:35

Report Design Principles

6 lectures
Layout - Best Practice for Excel Dashboard Design
03:48
Color - Best Practice for Excel Dashboard Design
03:20
A Color Scheme that fits with your Excel Report
04:31
10 Concrete Design Tips for Better Excel Reports
06:04
Bonus: Setting a Default Theme for New Workbooks in Excel
05:41
Quiz: Excel Report Design - Test Your Knowledge
3 questions

Dashboard Source Data & Formats

5 lectures
Where is Your Source Data?
01:43
Source: Excel Spreadsheet
06:24
Source: Microsoft Access
04:41
Source: Text / Data / CSV File
06:51
Source: Excel Add-ins
02:16

Dashboard Formula Toolbox

15 lectures
Excel Formulas You'll Need for Impressive Dashboards
02:07
Index Match for Complex Lookups - Basics
11:25
Index Match for Complex Lookups - Advanced
10:13
Index for Dynamic Drop-down List Selection
08:36
Realistic Case: Index for Dependent Drop-down Lists in Excel
07:02
SUMIFS, COUNTIFS, AVERAGEIFS to Handle Multiple Criteria
11:01
LARGE and SMALL for Sorting Excel Data
02:45
ROW(S), COLUMN(S) for Indexing
06:32
ROW as Unique Identifier for Lookups
07:12
CHOOSE for Flexibility
09:21
Excel Text Function for Formatting
14:56
Excel N Function for Tracking
03:44
GetPivotData: Extract data Efficiently from Pivot Tables
11:29
INDIRECT for Flexible References in Excel
11:41
Choose & Excel Name Manager for Flexible Ranges (Alternative to Indirect)
06:09

Form Controls for Interactive Excel Dashboards

8 lectures
Introduction to Form Controls - Active X vs. Form Controls
02:08
Combo Box - Select From a Drop Down List in Excel
05:11
Check Box - Check / Uncheck Option in Excel
05:18
Spin Button - Move Up & Down Lists in Excel
02:22
Option Button - Choose One Option Only
05:01
List Box - Select From a List of Options in Excel
03:38
Scroll Bar - Scroll Through Excel Graphs & Tables
06:17
Bonus: Dependent Combo Boxes (2nd list automatically resets)
11:59

Advanced Excel Chart Techniques

8 lectures
Chart Overview & When to Use Which Excel Graph
02:26
Excel Chart Basics (for those who need to get familiar with basic features)
00:10
Add Total Values to Stacked Excel Column Charts
04:57
Better Charts: Add Dynamic Series Labels Inside Excel Charts
08:33
Excel Chart Secret: Error Bars for Additional Control
12:27
Pro Excel Chart Technique: Changing Chart Ranges
12:00
Info-graphics in Excel: Non-standard but Impressive Bar Chart
15:44
Dynamic Excel Map Chart with Drop-down
17:20

*** KPI Excel Dashboard ***

7 lectures
Excel KPI Dashboard Overview
06:13
BONUS: IF YOU HAVE OFFICE 365 or OFFICE 2021
00:36
Dashboard Wireframe in Excel
02:44
Spreadsheet Setup
09:37
Setup of Raw Data Sheet
09:49
Setup of Excel Calculation Sheet
06:33
Download Dashboard till here & practice along - Draft01
00:12

KPI Dashboard - Scrolling Table & Bars

7 lectures
Setup a Combo Box to Ease Selection
12:30
Complex Lookup with Index & Match in Excel
13:58
Scrolling Data Table in Excel
13:26
Conditionally-Formatted Data Bars
12:01
Arrows for Deviations in Excel
09:21
Formatting of Scrolling Data Table
06:27
Download Excel Dashboard till here & practice along - Draft02
00:12

KPI Dashboard - Dynamic Headers

3 lectures
Conditional Comments in Header
03:31
Adding Shapes & Text boxes in Excel
08:02
Download Excel Dashboard till here & practice along - Draft03
00:14

KPI Dashboard - Top/Bottom KPI Based on Selection

6 lectures
Show Top 6 Matches with Unique Identifier
16:23
List Box to Select KPI for Top 6 Matches
10:02
Option Button to Toggle Between Top OR Bottom 6
07:14
Actual to Budget Comparison - Sorted Bars with Error Bar Technique
11:00
Finalize Top / Bottom Report on Dashboard
10:35
Download Dashboard till here & practice along - Draft04
00:18

KPI Dashboard - Scrolling Line Chart with Check Boxes

7 lectures
Complex Excel Lookup to Prepare data for Scrolling Chart
10:00
Scroll-able Line Chart
05:25
Trick to Avoid Crashing Lines in an Excel Line Chart
06:26
Check Box to Control Series Visibility in Excel (Hide or Show)
04:08
Excel Line Series Tweaks for Better Readability
10:19
Finalize Profit Comparison Section on Dashboard
03:29
Download Dashboard till here & practice along - Draft05
00:18

KPI Dashboard - Final Touches

3 lectures
Restrict Excel Dashboard Area and Format for Printing
04:21
Excel Dashboard Protection, Hyperlinks and Final Touches
08:26
Download Excel Dashboard till here - Final
00:11

*** Regional (Pivot / Slicer) Excel Dashboard ***

6 lectures
More Interactivity - Pivot Slicers as Buttons (also without Pivot Tables)
11:25
Column Chart Controlled by Excel Slicer Buttons
07:22
Pivot Slicer Custom Sorting & Design
05:03
Check to Ensure Single Pivot Slicer Button is Selected
02:33
Dynamic Excel Comments with Pivot Slicer Selection
13:17
Download Excel Regional Dashboard till here - Draft02
00:15

Regional Dashboard - Advanced Excel Pivot Table Techniques

6 lectures
Variances in Excel Pivot Tables
09:04
Conditional Formatting in Excel Pivot Tables
04:45
Pivot Table as Part of Excel Dashboard Report
03:11
Pivot Charts in Excel Dashboards
04:37
Automatically Refresh Excel Pivot Table with Simple VBA Code
05:40
Download Regional Dashboard till here - Draft03
00:18

Regional Dashboard - Impressive Charts Using Shapes

3 lectures
Info Charts: Adding Shapes to (Pivot) Charts
05:02
Info Charts: Overcoming Pivot Chart Limitations in Excel
09:19
Download Regional Dashboard till here - Draft04
00:14

Regional Dashboard - Secrets for Impressive Reports

4 lectures
Excel Camera for Improved Design
08:42
Advanced Excel Camera - Lookups on Pictures
07:35
Dashboard Complete - Final Touches
07:08
Download the final version of the Slicer/Regional Dashboard
00:10

What you Learnt

2 lectures
Final Words
01:26
SPECIAL BONUS: Discover Exciting Offers!
00:54

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