Excel Dashboards

Excel Dashboards Training

Excel Dashboards are reports that allow senior management or directors to get high-level overview of the business or organisation.

Excel Dashboard

Excel is an excellent tool to make powerful dashboards that can provide analysis, insight and alert managers in timely manner.

You will learn how to explore and analyse your data by creating an interactive dashboard in Excel using pivot tables and Visual Basic for Applications. You can create a dynamic template to generate reports for Directors, Senior Management or customers and to better understand your own data. You will learn how to import external data, design a template using pivot tables, and add slicers, macros, and action buttons to make the template more interactive. I will also shares some basic principles of visual design to guide you in developing an easy-to-use and visually appealing report.

Topics include:

  • Defining your requirements
  • Preparing Your Data
  • Setting up data
  • Adding reference tables
  • Designing Your Visual Layout
  • Creating hierarchy in the layout
  • Choosing colour and typography
  • Designing the Report
  • Importing data
  • Inserting slicers
  • Recording a macro
  • Advanced slicers
  • Editing VBA code
  • Improving the user experience