Microsoft Excel Dashboard

Who Should Do This Course?

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.

About The 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, 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

Each student will receive

  • Dashboard Training Videos
  • 3 Months FREE email support for queries

Duration: 1 day

Time: 10:00 am - 5:00pm


Ramzan Rajani (Microsoft office specialist & Microsoft certified trainer)

Module 1: Visualization Best Practices
  • Overview of Excel Dashboards and what can be done
  • Designing Dashboards – the considerations
  • Tips for Building Excel Dashboards
Module 2: Excel Charting Principles and Advice
  • Overview of different chart types
  • Editing and formatting your charts
Module 3: Advanced Charting
  • Creating and customizing Charts
  • Using specialist charts for your Excel Dashboards
  • How to select the Right Charts for your Data
Module 4: Excel Pivot Tables
  • Creating dynamic Pivot tables
  • Auto refreshing pivot
  • Grouping in Pivot
Module 5: Creating your Excel Dashboards
  • Dashboard Do’s and Don’ts
  • Data Layout Creating Dynamic Dashboards
  • Creating a Thermometer Chart
  • Using Alerts to draw attention to dashboards with Conditional Formatting
Module 6: Creating Interactive Components for Dashboard
  • Adding a scroll bar to a data window
  • Adding option buttons to a chart
  • Using a combo box drop-down
  • Using a list box control
  • Using the Check Box Control
Module 7: Working with your Data
  • Understanding Data Quality issues
  • Merging and Consolidating Data
Module 8: Analyzing Data
  • Using the dashboards with Excel Pivot Tables
  • Dashboarding with Microsoft Access information
Module 9: Bullet-proofing your Dashboards
  • Protect dashboards by locking cells
  • Password Protection
  • Restricting incorrect data entry with data validations
  • Protecting your data from copying
Module 10: Workshop
  • This last session will be used to build some relevant Dashboards in a group of 2.