Mastering Excel Dashboard Reports

American Management Association

How long?

  • 1 day
  • online

What are the topics?

American Management Association

Disclaimer

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Full disclaimer.

About the course

Easily Monitor Business Performance with Excel

Microsoft® Excel® dashboard reports are a powerful tool that summarize your spreadsheet data to give you a concise overview of critical business metrics. Dashboards provide an excellent and concise way to share a “snapshot" view of key performance indicators (KPIs) among team members and upper-level management.

You can buy expensive software to create dashboards. But, before you do, see what you can do with the tools you already possess in Excel.

This webinar provides you with a step-by-step demonstration of how to convert your raw data into readable charts, diagrams and tables to create useful dashboards from scratch.

With your completed dashboards, you’ll have critical information at your fingertips when you need it. Instead of spending valuable time swimming through data to find answers, you’ll:

  • Get a real-time view of day-to-day changes in any aspect of your business
  • Instantly see the impact of plans as they are put into action
  • Gain long-term planning help with analytical features that enable you to extrapolate data forward in time and make predictions on future performance

Note: It is recommended that attendees possess an advanced knowledge of Microsoft Excel, including using PivotTables, formulas and functions.

What you will cover

This course will teach you simple techniques you can apply in Excel to make powerful dashboards that will set your skill level apart from the crowd.

For 90 minutes, you will see how to build Excel Dashboard reports from the ground up, including:

  • Understanding what a KPI is and what it is not
  • Determining which KPIs will be in your dashboard
  • Creating the KPI dashboard using Form controls
  • Creating a scrolling table with sorting to add to the dashboard
  • Adding conditional formatting to your dashboard
  • Including a PivotTable in your dashboard with drill down capabilities
    • Using data coming from a table and database
    • Creating relationships
    • Exploring a data model in PowerPivot
  • Adding a pivot chart to your dashboard
  • Protecting data and dashboard structure while allowing for interaction

You’ll also hear a variety of critical dashboard do’s and don’ts to ensure that you build the optimum dashboard for at-a-glance analysis and decision making.

How You Will Benefit

After completing this course, you will be able to define key performance indicators and build a dashboard in Excel to monitor them.

Please note: The presenter will be demonstrating these methods and techniques using Excel 2016, but the methods and techniques can also be applied using Excel 2013.

Experts

BJ Wilson

BJ Wilson is a Microsoft Certified Trainer and Excel expert with Osprey Productions. He has been helping people learn Microsoft Office for the past 10 years.

Mastering Excel Dashboard Reports at American Management Association

From  $199

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.