Excel Dashboard Tutorial

From Basic to Advanced
Learn to create 4 types of dashboards from scratch with 100+ techniques

What’s covered in the Excel Dashboard Course

Excel Dashboard New ImageStars_Resize4.5 (982 ratings) 1,136 students enrolled

Intermediate Skills

Able to implement techniques in your presentation
  • Importing Data from the Internet
  • Converting Line Item into a Currency Table
  • Calculation of Currency using INDEX and MATCH
  • AverageIF for calculating Country Wise Salary
  • Dynamic Dropdown
  • List longitude and latitude with plotting data on dashboard
  • Using REPT Function based on the percentage calculation
  • Advanced INDEX and MATCH with multiple references

Advanced Skills

Ninja-level Skills
  • Preparing the base by removing duplicate for Dashboard
  • Implementation of OFFSET for dynamic data
  • Using macro to update pivot table based on the Job Type
  • Preparing data for Spiderweb chart and change the graph setting
  • Use of Array functions like MAXIF and MINIF with single and multiple parameters
  • Creating Name Range using shortcut and many more
  • Extract data from multiple sheet using OFFSET, INDIRECT and CELL
  • Button-controlled charts and spark lines

Excel Dashboard Tutorials – Basic to Advanced

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Free Lessons

What’s covered in the Excel Dashboard course?

  •  Dashboard fundamentals (Optional): Design tips, Data formats, Formatting, Data cleaning, Sparklines, Spider, waterfall and bubble charts, List- controlled graphs, pivot tables and dynamic functions. Skip this section if you’re already an intermedia user
  •  Learn to create 4 types of dashboards from scratch with 100+ techniques
    • ✓ Single sheet tracker controlled by list field across multiple sheets
    • ✓ Pivot table dashboard using interlinked pivots, slicers and button-controlled charts
    • ✓ Map chart dashboard using Advanced Excel functions
    • ✓ Dynamic Dashboards using Excel Macros

Excel Dashboards are a powerful tool to communicate and summarize complex Excel data. As a professional, you may have access to tons of data. But, the important aspect of decision making is drawing actionable and relevant conclusions.

If you give your boss an Excel file with customer call data 10,000 rows and 300 columns, your boss won’t be able to take a decision from this raw data.You will still need to summarize this with key variables as levers so the dashboard operator can quickly draw patterns and derive conclusions.

I don’t want to make you shine for your Boss. I want you to become the BOSS. This MS Office Training will give you career-building skills that you can use to become better in making chart reports and more efficient at your job.

Learner testimonials

  • Very High Quality Course. Good prepared content. The trainer edited the training very well. The course is compacted and no waste time.
    I give it 4.5 stars. I will give 5 stars if: Trainer can provide the templates during the course for download ( advanced practical templates beyond the course is even better).
    Update – they added new templates

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    Gordon Jin
    Business Manager for eCommerce
  • The material is easy to understand and the speaker doesn’t add anything more than is necessary to explain the module. The course assumes a basic understanding of charting and doesn’t get blogged down in the basics. There is just enough information to refresh my understanding of charts and there is enough information presented to fill some of gaps I have in understanding chart

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    Michael Diamond
    Audit Professional
  • Because I use spreadsheets daily, I’m often using the Shift+down arrow to highlight and then manipulate data. Of course, this takes FOREVER! As I am advancing in my role at work, it is very important for me to learn more advanced Excel skills. I chose this video b/c it was short and condensed. I could literally watch it on my breaks at work and then use it right away.

    barbara
    Barbara Jones
    Finance Professional
learn excel online for free

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Course Curriculum

Single sheet tracker - 35 mins

  • MRTS Sales Dashboard Question
  • MRTS Sales Dashboard Solution 01
  • MRTS Sales Dashboard Solution 02
  • MRTS Sales Dashboard Solution 03
  • MRTS Sales Dashboard Solution 04
  • MRTS Sales Dashboard Solution 05
  • MRTS Sales Dashboard Solution 06
  • Power Generation Tracker Question
  • Power Generation Tracker Solution
  • Download Practice Files for SIngle Sheet Tracker

Dashboard fundamentals - 160 mins

  • Introduction to Dashboard – Why, When and How
  • Design Tips and Ideal Data Formats
  • Drawing Excel Charts
  • Building Up and Down Indicators on Charts
  • Formatting cells and tables in Excel
  • Trend Sparkline with variations
  • Bar Sparkline an Win and Loss Sparkline
  • Pie chart and formatting tips
  • Two-axis charts
  • Thermometer chart
  • Stacked Chart
  • Spider chart
  • Bubble chart
  • Bullet chart
  • Showing forecasting with line charts
  • Waterfall – New Charts in 2016
  • Format Specific Period, Data Point, Marker, XY, Positive and Negative
  • Conditional Formatting in Graphs
  • Histogram Chart
  • VLOOKUP and HLOOKUP
  • MATCH and CHOOSE
  • INDEX Function
  • Indirect Function
  • Pivot tables basics
  • Pivot charts basics
  • Form Control with example
  • Check box controlled graph
  • List controlled graph
  • Chart with interactive legend
  • Graph using Macro
  • Overview of Dashboard
  • Identifying of Unique items for a dashboard
  • How to make lists in a dashboard
  • Building dashboard basic layout and formatting tips
  • Linking values in dashboard
  • Using Dynamic functions
  • Calculating values based on criteria
  • Download Practice FIles

Pivot Table Dashboard - 58 mins

  • Introduction to Dashboard Course
  • Introduction to 1st Dashboard
  • Understanding the data
  • Text Function
  • Dynamic data Create Table
  • Naming the dynamic data and the using it in function
  • Preparing 1st Pivot and updating data
  • Classic view and Filling blank with zero in Pivot
  • Create Chart for comparison from the Pivot
  • Create Trend line from the Pivot
  • Creating Pie Chart from Slab Report from Pivot
  • Preparing Framework for DashBoard
  • Inserting Slicer using Chart
  • Customize Slicer Setting

Map chart dashboard using Advanced Excel functions - 117 mins

  • Brief on 2nd Dashboards
  • Importing Data from the Internet
  • Converting Line Item into a Currency Table
  • Calculation of Currency using INDEX and MATCH
  • Creating Slabs using Vlookup True Parameter
  • Creating Qtrs based on Financial or Calendar Selection
  • Preparing the base by removing duplicate for Dashboard
  • AverageIF for calculating Country Wise Salary
  • Substituting ERROR with zero using IFERROR
  • Introduction to Function INDIRECT Part 1 and 2
  • Using Function INDIRECT to Retrieve AverageIF from relevant sheet
  • Using Function CountIf with INDIRECT to calculate No OF Emp
  • Calculating Contribution Country wise No Of Emp
  • Using NameRange to simplify calculation
  • Using NameRange with formula in 2nd Dashboard
  • Introduction to Offset Function
  • Offset Function in Excel
  • Using Offset Function in Dashboard
  • Use of MINIF in Dashboard
  • Use of MAXIF in Dashboard
  • Using Average to get Designation Wise Experience result
  • Using MAXIF with multiple conditions
  • Using MINIF with multiple conditions
  • Dynamic Dropdown List
  • longitude and latitude with plotti a g data on dashboard
  • Using REPT Function based on the percentage calculation
  • Activation of Developer Tab and creating Scroll Bar
  • Inserting Trend chart based on data
  • Advance INDEX and MATCH with multiple references
  • Inserting Spark Line
  • Insert World Map into the chart
  • Plotting Data on Map Chart
  • Controlling Map Preview from dropdown
  • Summarising 2nd Dashboard

Dynamic Dashboards using Excel Macros - 52 mins

  • Brief understanding on Dynamic Dashboards using Excel Macros
  • Implementation of OFFSET for dynamic data
  • Creating Trend Chart from 2 Pivot Table
  • Modifying the Chart Settings for better view
  • Using Macro recording for Trend Chart 01
  • Using macro to update pivot based on the Job Type
  • Triggering macro with any change in sheets
  • Creating Name Range using shortcut
  • Use of MAXIF and MINIF with single and multiple parameters
  • Create chart to represent multiple parameters effectively 01
  • Create chart to represent multiple parameters effectively 02
  • Preparing data for Spiderweb chart and change the graph setting
  • Using macro to Hide and Unhide working sheets
  • Inserting Trendline and formatting for better view
  • Conclusion of all 3 dashboard

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    Frequently Ask Questions

    What do you get in the Excel Dashboard?

    – An accelerated, Practical approached Advanced Excel Dashboard Tutorials to teach you the skill needed to compete in the competitive work environment. (111+ video tutorials)
    – All Advanced tutorials case studies related to videos.
    – Access to all video tutorials 24 x 7 – learn excel online from anywhere.
    – A 30-day money-back guarantee (we want you to be 100% satisfied with our Excel Dashboard tutorials)
    – You will also get support for doubt and assistance to implement your learning in real-life challenges.

    How do I enroll for the Excel Dashboard online?

    You can enroll for this course online by just a click on Enroll Now button Payments can be made using any of the following options and receipts of the same will be issued to the candidate automatically via email.
    – Visa/Master Card credit and debit card
    – PayPal

    How much time required to complete Excel Dashboard Training?

    This is a self-paced, lean Training program with videos from basics to advanced tutorials. Watch the preview of videos tutorials to get a flavor the program’s uniqueness and relevance. Online courses may not be your first preference. But I promise this – After watching 3 videos, this courses will give a tough fight to your usual classroom training. We think someone with intermediate background can complete the course in 2-3 weeks

    What if I’m unhappy with my Excel Dashboard course? Do I get a refund?

    We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund. To know more please go through our Refund Policy.

    How can you say that my speed will improve?

    Simple – Our feedback form from each corporate clients give us a rating between 4.8 to 5 (5 being the highest). We will empower you with tips and tricks based on real issues faced by 1000s of students we teach. We created these advanced tutorials after so many years of research and hundreds of hours of training.