Description

Type

Course
Methodology

Online

Start date

Different dates available

Create stunning and fully interactive data visualizations in Excel 2013. Excel 2013 Dashboard Design will show you how to turn your organization’s data into a powerful and interactive dashboard. By learning these easy-to-implement, advanced techniques, you can impress and empower the decision-makers in your organization, making you an irreplaceable asset.Excel 2013 Dashboard Design begins by creating a vision for the dashboard with the help of stakeholders, and then moves on to gathering the data and building each element of the dashboard. The course ends with comparing distribution strategies appropriate for every size and type of organization.The first section, Outputs and Inputs, covers the strategic aspects of planning your finished product and bringing in all of the necessary data from your database or Excel workbook. We then explore PowerPivot, a powerful bridge between your raw data and Excel. PivotTables will help us slice our data in a flexible manner, and Charts give us at-a-glance comprehension of important metrics and trends. Stylizing and Interactivity enhance the user experience and present the information in a manageable format. Publication can be problematic without proper planning, but we’ll cover the most effective ways to distribute your dashboard to any type or size of audience.Excel 2013 Dashboard Design will guide you through your entire project, start to finish, covering every part of the process in depth. Since you’ll not only learn how to do each task, but also why it would be beneficial for you, you’ll be able to easily translate your learning into your own dashboard design project.About the Author
.
Tony Kau is a Tableau Desktop 8 Qualified Associate, and he is putting its power to use in his role as a reporting analyst for a Fortune 500 company. His analytical background spans a decade, during which he has used a variety of business intelligence software, though none were better than Tableau

Facilities

Online

Start date

Different dates availableEnrolment now open

About this course

Course objectives

Master the dashboard planning and design process by incorporating feedback from your audience, setting yourself up for success
Import data from your SQL or Access Database, or another spreadsheet, so that you can utilize all the relevant data in your dashboard
Implement PowerPivot as a flexible aggregation point for all your data, creating a bridge between Excel and your data sources
Utilize PivotTables to aggregate, slice, and present data exactly how your audience needs to see it
Deploy PivotCharts to effectively illustrate trends and metrics to your audience
Stylize and enhance your dashboard with conditional formatting and SparkLines to quickly communicate KPIs to your stakeholders
Add interactive features that put your audience in control of the data that they see, allowing them to drill down and focus on what is important to them
Quickly create a sleek and powerful dashboard using the new Power View feature
Explore the publishing options for your dashboard and deploy it using the most effective medium for your audience

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This centre's achievements

2021

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Subjects

MS Excel
Excel Sheet
Planning Process
Planning
Project
Radio
Design
Database training
SQL
Database
Server
Access
Excel

Course programme

Dashboard Outputs and Inputs 5 lectures 16:59 Beginning with the End in Mind Discover available features and limitations in Excel early in the planning process to create the best dashboard for your audience.

Explore Excel's features; get a good grasp on what is available and what is difficult to implement
Define your audience's desired outputs and interactive features, as well as data inputs
Mockup your dashboard and get approval from your end users before building the dashboard

Empowering your Audience Single-dimension dashboards might work in a pinch, but the best dashboards put the control in the hands of the end user.

Explore Excel's interactivity features.
Work with PivotTables, slicers, and timelines
Check out form controls, including checkboxes, radio buttons, and selectable lists

Connecting to MS Access Your data is stored in Access, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and then get data from Access; locate your database file and choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Connecting to MS SQL Server Your data is stored in SQL Server, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and go to Get Data From Other Sources and then to SQL Server, locate your database server; now choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Using data in your Excel Sheet Your data is stored in an Excel Worksheet, but you need to aggregate it in Excel for your dashboard. Create a PivotTable in Excel.

Select the columns of data on your data sheet
Click on Insert and then on PivotTable and choose New Worksheet
Test the PivotTable

Dashboard Outputs and Inputs. 5 lectures 16:59 Beginning with the End in Mind Discover available features and limitations in Excel early in the planning process to create the best dashboard for your audience.

Explore Excel's features; get a good grasp on what is available and what is difficult to implement
Define your audience's desired outputs and interactive features, as well as data inputs
Mockup your dashboard and get approval from your end users before building the dashboard

Empowering your Audience Single-dimension dashboards might work in a pinch, but the best dashboards put the control in the hands of the end user.

Explore Excel's interactivity features.
Work with PivotTables, slicers, and timelines
Check out form controls, including checkboxes, radio buttons, and selectable lists

Connecting to MS Access Your data is stored in Access, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and then get data from Access; locate your database file and choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Connecting to MS SQL Server Your data is stored in SQL Server, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and go to Get Data From Other Sources and then to SQL Server, locate your database server; now choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Using data in your Excel Sheet Your data is stored in an Excel Worksheet, but you need to aggregate it in Excel for your dashboard. Create a PivotTable in Excel.

Select the columns of data on your data sheet
Click on Insert and then on PivotTable and choose New Worksheet
Test the PivotTable

Beginning with the End in Mind Discover available features and limitations in Excel early in the planning process to create the best dashboard for your audience.

Explore Excel's features; get a good grasp on what is available and what is difficult to implement
Define your audience's desired outputs and interactive features, as well as data inputs
Mockup your dashboard and get approval from your end users before building the dashboard

Beginning with the End in Mind Discover available features and limitations in Excel early in the planning process to create the best dashboard for your audience.

Explore Excel's features; get a good grasp on what is available and what is difficult to implement
Define your audience's desired outputs and interactive features, as well as data inputs
Mockup your dashboard and get approval from your end users before building the dashboard

Beginning with the End in Mind Discover available features and limitations in Excel early in the planning process to create the best dashboard for your audience.

Explore Excel's features; get a good grasp on what is available and what is difficult to implement
Define your audience's desired outputs and interactive features, as well as data inputs
Mockup your dashboard and get approval from your end users before building the dashboard

Beginning with the End in Mind Discover available features and limitations in Excel early in the planning process to create the best dashboard for your audience.

Explore Excel's features; get a good grasp on what is available and what is difficult to implement
Define your audience's desired outputs and interactive features, as well as data inputs
Mockup your dashboard and get approval from your end users before building the dashboard

Discover available features and limitations in Excel early in the planning process to create the best dashboard for your audience.

Explore Excel's features; get a good grasp on what is available and what is difficult to implement
Define your audience's desired outputs and interactive features, as well as data inputs
Mockup your dashboard and get approval from your end users before building the dashboard

Discover available features and limitations in Excel early in the planning process to create the best dashboard for your audience.

Explore Excel's features; get a good grasp on what is available and what is difficult to implement
Define your audience's desired outputs and interactive features, as well as data inputs
Mockup your dashboard and get approval from your end users before building the dashboard

Empowering your Audience Single-dimension dashboards might work in a pinch, but the best dashboards put the control in the hands of the end user.

Explore Excel's interactivity features.
Work with PivotTables, slicers, and timelines
Check out form controls, including checkboxes, radio buttons, and selectable lists

Empowering your Audience Single-dimension dashboards might work in a pinch, but the best dashboards put the control in the hands of the end user.

Explore Excel's interactivity features.
Work with PivotTables, slicers, and timelines
Check out form controls, including checkboxes, radio buttons, and selectable lists

Empowering your Audience Single-dimension dashboards might work in a pinch, but the best dashboards put the control in the hands of the end user.

Explore Excel's interactivity features.
Work with PivotTables, slicers, and timelines
Check out form controls, including checkboxes, radio buttons, and selectable lists

Empowering your Audience Single-dimension dashboards might work in a pinch, but the best dashboards put the control in the hands of the end user.

Explore Excel's interactivity features.
Work with PivotTables, slicers, and timelines
Check out form controls, including checkboxes, radio buttons, and selectable lists

Single-dimension dashboards might work in a pinch, but the best dashboards put the control in the hands of the end user.

Explore Excel's interactivity features.
Work with PivotTables, slicers, and timelines
Check out form controls, including checkboxes, radio buttons, and selectable lists

Single-dimension dashboards might work in a pinch, but the best dashboards put the control in the hands of the end user.

Explore Excel's interactivity features.
Work with PivotTables, slicers, and timelines
Check out form controls, including checkboxes, radio buttons, and selectable lists

Connecting to MS Access Your data is stored in Access, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and then get data from Access; locate your database file and choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Connecting to MS Access Your data is stored in Access, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and then get data from Access; locate your database file and choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Connecting to MS Access Your data is stored in Access, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and then get data from Access; locate your database file and choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Connecting to MS Access Your data is stored in Access, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and then get data from Access; locate your database file and choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Your data is stored in Access, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and then get data from Access; locate your database file and choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Your data is stored in Access, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and then get data from Access; locate your database file and choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Connecting to MS SQL Server Your data is stored in SQL Server, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and go to Get Data From Other Sources and then to SQL Server, locate your database server; now choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Connecting to MS SQL Server Your data is stored in SQL Server, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and go to Get Data From Other Sources and then to SQL Server, locate your database server; now choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Connecting to MS SQL Server Your data is stored in SQL Server, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and go to Get Data From Other Sources and then to SQL Server, locate your database server; now choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Connecting to MS SQL Server Your data is stored in SQL Server, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and go to Get Data From Other Sources and then to SQL Server, locate your database server; now choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Your data is stored in SQL Server, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and go to Get Data From Other Sources and then to SQL Server, locate your database server; now choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Your data is stored in SQL Server, but you need to pull it into Excel for your dashboard. Create this connection in Excel.

Create a query or view that selects the minimum amount of data to pull into Excel
Select data and go to Get Data From Other Sources and then to SQL Server, locate your database server; now choose the tables, views, and queries you need to work with
Create the connection by inserting a PivotTable, and test it out

Using data in your Excel Sheet Your data is stored in an Excel Worksheet, but you need to aggregate it in Excel for your dashboard. Create a PivotTable in Excel.

Select the columns of data on your data sheet
Click on Insert and then on PivotTable and choose New Worksheet
Test the PivotTable

Using data in your Excel Sheet Your data is stored in an Excel Worksheet, but you need to aggregate it in Excel for your dashboard. Create a PivotTable in Excel.

Select the columns of data on your data sheet
Click on Insert and then on PivotTable and choose New Worksheet
Test the PivotTable

Using data in your Excel Sheet Your data is stored in an Excel Worksheet, but you need to aggregate it in Excel for your dashboard. Create a PivotTable in Excel.

Select the columns of data on your data sheet
Click on Insert and then on PivotTable and choose New Worksheet
Test the PivotTable

Using data in your Excel Sheet Your data is stored in an Excel Worksheet, but you need to aggregate it in Excel for your dashboard. Create a PivotTable in Excel.

Select the columns of data on your data sheet
Click on Insert and then on PivotTable and choose New Worksheet
Test the PivotTable

Your data is stored in an Excel Worksheet, but you need to aggregate it in Excel for your dashboard. Create a PivotTable in Excel...

Additional information

Master the dashboard planning and design process by incorporating feedback from your audience, setting yourself up for success Import data from your SQL or Access Database, or another spreadsheet, so that you can utilize all the relevant data in your dashboard Implement PowerPivot as a flexible aggregation point for all your data, creating a bridge between Excel and your data sources Utilize PivotTables to aggregate, slice, and present data exactly how your audience needs to see it Deploy PivotCharts to effectively illustrate trends and metrics to your audience Stylize and enhance your dashboard with conditional formatting and SparkLines to quickly communicate KPIs to your stakeholders Add interactive features that put your audience in control of the data that they see, allowing them to drill down and focus on what is important to them Quickly create a sleek and powerful dashboard using the new Power View feature Explore the publishing options for your dashboard and deploy it using the most effective medium for your audience

See related categories

Excel 2013 Dashboard Design

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