Microsoft Excel Dashboards

Course

Online

£ 245 + VAT

Description

  • Type

    Course

  • Methodology

    Online

This course covers 2007, 2010, 2013 and 2016 versions DURATION This is a one-day training course structured into 7 modules 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. TARGET AUDIENCE 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. 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.

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Subjects

  • MS Excel
  • Microsoft excel training
  • Microsoft Excel
  • Excel

Course programme

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

Microsoft Excel Dashboards

£ 245 + VAT