No matter what business you are in, a dashboard is a critical tool in your communication armory and as with any communication tool, presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, flexibility and the fact that most people have it installed on their computer.
This training focuses on what you need to know to create an interactive professional-looking dashboard using Excel. You'll learn how to make the dashboard maintenance-free when new data becomes available and create the pivot tables needed to drive this dashboard. You will also learn how to create great looking visuals to assist top management in decision making. Join this 90-minute training to discover how you can add interactivity using slicers, automate elements of the dashboard with a macro and protect the cells containing critical formulas.
LEARNING OBJECTIVES
- Understanding dashboards by using Excel to gather and summarize the right data
- Reviewing how to maintain self-updating links to databases, spreadsheets, text files, and other data sources
- How to create dynamic and interactive graphs
KEY BENEFIT
- You will be able to create and customize your own dashboards as soon as you complete this training
AREAS COVERED
- Best practice for setting up data sources
- Using Pivot Tables to summarize data
- Visual communication using charts
- Creating a rolling 30-day summary
- Using formulas to create KPI summaries
- Creating interactive filters with Slicers
- Automating the dashboard with a simple macro
- Using protection to prevent accidental changes
BONUS MATERIALS
- Downloadable sample workbooks and templates you can review before the training
YOU ALSO RECEIVE
- 1.5 continuing education credit hours (as applicable)
- Personal answers tailored to your questions and situation
- Complimentary lifetime updates on this training
- Ability to attend from office, home or mobile device
YOUR AVANT EXPERT
Mike Thomas has over 25 years’ experience designing and delivering face-to-face and virtual training courses. He has authored nearly 200 written and video-based Excel tutorials. He also develops Microsoft Office solutions to automate key business tasks and processes.
TOPIC INFORMATION
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 and preferably know how to create a basic pivot table. The training will be delivered using Excel 2016 for Windows. However, much of the functionality is available in Excel 2013 and 2010.