Excel – Presenting Data with Dashboards

Learning Method: Instructor-led Classroom Learning Duration: 0.5 day

*Click here to view all Upcoming Excel Dashboards Classes


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 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.

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
  • Visualize data by creating basic charts
  • Create trendline charts
  • Use PivotTables, PivotCharts, and slicers to create a dashboard

Course Outline:

Activity 1: Handling Raw Data

  • Convert data to table
  • Use specialized functions

Activity 2: Analyzing Data with PivotTables

  • Create and analyze data with PivotTables

Activity 3: Visualizing Data with PivotCharts

  • Create PivotCharts
  • Modify and format charts
  • Create dual-axis charts and trendlines

Activity 4: Create dashboards

  • Create dashboards
  • Add Period slicers
  • Add text slicers
  • Manage slicer connections
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