Creating a Dashboard with Excel

Part of the "Business Intelligence with Excel" Series

Overview

Dashboards and Reports are a critical tool in your communication armoury. A well-designed and meaningful dashboard offers a CEO, shareholder or Project Manager a valuable insight into the Key Performance Indicators (KPI’s) upon which a business or project is measured and enables them to determine the future direction of the business or project.

Although there are many tools that can be used to create a dashboard, Excel is commonly used due to it’s power, it’s flexibility and the fact that most people have it installed on their computer or mobile device. There’s no “create a dashboard” command in Excel. Creating a dashboard involves using a combination of tools that are built-in to Excel.

Preview Video

Why you should attend

Excel dashboard skills are in high demand! Business Intelligence (BI) and the use of dashboards as a display tool is a hot topic right now and consequently being able to create them is a must have skill for the serious Excel user.

Topics covered

  • Working with data sources
  • Using Pivot Tables to create summaries
  • Displaying the “Top X”
  • Creating a rolling 30-day summary
  • Visual communication using charts
  • Using infographics in your dashboard
  • Using formulas to create KPI summaries
  • Adding user interaction to your dashboard

Who should attend / Level

This webinar is for any user of Excel who wants to learn how to create Excel dashboards. You should have an intermediate level of Excel knowledge.

The training will be delivered using Excel 2016 for Windows. However, much of the functionality is available in Excel 2013 and 2010 and 2016 for Mac.