Training for Excel Dashboards from Activia

Microsoft Excel Dashboards

A 1-Day Training Course

Course Content

Excel Dashboards provide insight, analysis and even alerts. They are interactive and dynamic, and have a wide range of applications, providing help with project management, customer service, KPI management, forecasting and so on.

They usually fit on one page, displaying key trends, comparisons and data in small graphs or tables. This makes them easy to read and digest the information.  They are also often interactive, which allows the user to filter data and switch views themselves.

Course Aims

This advanced one-day training course teaches delegates how to create interactive Excel dashboards, that update with the click of the Refresh button, or with a simple copy and paste of your new data into your spreadsheet.

Who Should Attend

Anyone with an advanced knowledge of Excel who wants to learn how to create dashboards which will enhance their spreadsheets with easily understood and interactive data displays.

Course Outline
This course is a 1-day training course structured into 7 modules.
Module 1
Introduction to Dashboards
Topics covered
  • Overview of how dashboards are so useful
  • Module 2
    Inserting Graphics for a Dashboard
    Topics covered
  • Inserting a Simple Chart
  • Using Sparklines with Dashboards
  • Using Tables to Dynamically Link Charts & Lists
  • Linking Charts Across Worksheets
  • Module 3
    Specialist Functions and Formulas
    Topics covered
  • The OFFSET Function
  • Nested IF Statements Using the AND and OR Operators
  • VLOOKUPs
  • The MATCH Function
  • Module 4
    Dashboard Navigation
    Topics covered
  • Creating Bespoke Navigation Bars
  • Creating Dashboard Links
  • Using Named Objects
  • Module 5
    Preparing your Workbook's Layout and Structure
    Topics covered
  • Organising Data in Data Tables using IFs
  • Using Table Formulas to Make Dynamic Charts
  • Using More Table Formulas with Conditional Formatting
  • Using OFFSETs, VLOOKUPs and Name Range Lists
  • Module 6
    Using Excel Objects for Specialist Dashboard Views
    Topics covered
  • Adding a Data Bar into your Dashboard
  • Creating a Window Chart
  • Creating an Advanced Comparison Chart
  • Creating a Timeline Chart
  • Module 7
    Using Macros and VBA with Dashboards
    Topics covered
  • Looking at Macros and the Visual Basic Interface
  • Configuring Controls using Macros
  • Ironing out Minor Issues in your Dashboard with VBA
  • The Select Case



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