Excel – Dashboards

Learning Method: Instructor-led Classroom Learning Duration: 1.0 day


Overview:

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. After all, the world runs on data more than ever before and that’s a trend not likely to change, or even slow down, any time soon. But with so much data available and being created on a nearly constant basis, the ability to make sense of that data becomes more critical and challenging with every passing day. You already know how to get Microsoft® Office Excel® to perform simple calculations and how to modify your workbooks and worksheets to make them easier to read, interpret, and present to others. But Excel can do so much more. To gain a truly competitive edge, you need to be able 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. And that’s exactly what this course aims to help you do.

This course builds upon the foundational knowledge presented in the Microsoft® Office Excel® 2016: Part 1 (Desktop/Office 365™) or Microsoft® Office Excel® 2019: Part 1 courses and will help start you down the road to creating advanced workbooks and worksheets that you can use to create dashboards. The ability to analyze massive amounts of data, extract actionable intelligence from it, and present that information to decision-makers is the cornerstone of driving a successful organization that can compete at a high level.

This course presents information and skills that are appropriate for users of either the Office 2016 or Office 2019 desktop applications. However, the instructional environment for the delivery of this course utilizes Office 2016.

Who Should Attend:

This course is designed for students who already have foundational knowledge and skills in Excel and who wish to begin taking advantage of some of the higher-level functionality in Excel to summarize table data by using functions, charts, and PivotTables, and display those elements in a dashboard format.

At Course Completion:

Upon successful completion of this course, students will be able to:

  • Create range names and advanced formulas
  • Automate workbook functionality
  • Apply conditional logic
  • Visualize data by creating basic charts
  • Create trendline and sparkline charts
  • Use PivotTables, PivotCharts, and slicers to create a dashboard

Course Outline:

Lesson 1: Using Names in Formulas and Functions

  • Examine dashboards
  • Use range names in formulas
  • Use specialized functions

Lesson 2: Automating Workbook Functionality

  • Apply data validation
  • Work with forms and controls

Lesson 3: Applying Conditional Logic

  • Use lookup functions
  • Combine functions

Lesson 4: Visualizing Data with Basic Charts

  • Create charts
  • Modify and format charts

Lesson 5: Using Advanced Charting Techniques

  • Create dual-axis charts and trendlines
  • Create sparklines

Lesson 6: Analyzing Data with PivotTables, PivotCharts, and Slicers

  • Create a PivotTable
  • Analyze PivotTable data
  • Present data with PivotCharts
  • Filter data by using slicers
Site Loader