Visually Effective Excel Dashboards (updated 11/2022)

Actionable Excel Tips (Templates Included) You Can Use Right Now to Create Eye-Catching Microsoft Excel Dashboards

What you'll learn

How to approach an Excel dashboard project from idea to delivery

How to add interactivity to your Excel reports - No VBA required

Impress management with reports that make the decision-making process faster

Clever use of Excel core functionality for responsive spreadsheets

Learn how to create a professional KPI dashboard from scratch

Create impressive, non-standard Excel charts using smart techniques

Build Pivot Table-based dashboards for easy interactivity

Use powerful visual techniques so your content has more effect

Requirements

A computer or laptop with Windows (some techniques might not work on Mac)

You are able to write basic formulas and are familiar with the Excel spreadsheet environment

Demonstration is done with Excel 2016 but the techniques work with any version of Excel - unless stated in the individual videos

Description

Creating an impressive, interactive Microsoft Excel Dashboard from scratch is not easy!I used to stare at my empty sheet and wonder where do I even start? You need a structured process in place to go from idea to outcome in a smooth way. You'll find out all about it in the course. We setup two fully functioning dashboards from scratch.This course doesn't just teach you a set of functions and features, but how you can use them together to create impressive reports. It teaches you how to approach a new Dashboard project and how to structure your work so maintaining the dashboard becomes very easy not just for yourself but for anyone else.★ Note: Course recently updated to include the OFFICE 365 & OFFICE 2021 version of the KPI dashboard. You can download that version if you have Office 365 and see how you can use FILTER, SEQUENCE, XLOOKUP and other newer Excel functions to create the dashboard ★What students are saying"This course provides a lot of great tips which you can immediately apply to your spreadsheets, no matter what standard of user you are. I have been working in excel for a number of years and I am amazed at the number of simple tips I have learnt in such a short time. Fantastic." – Carl Postians"I learned something new and very useful in the first 10 minutes…awesome!" – Nancy BowensWhat you learnThis course teaches you to create well-designed Excel dashboards so you and your colleagues can see trends and make quick decisions informed by data.This Microsoft Excel Dashboard course comes with templates, tools and checklists that can be applied directly to your Excel reports.   Excel dashboard & Report templates   Checklists and design guidelines   Excel workbook to follow along What differentiates this course from the other Microsoft Excel Dashboard courses? It includes:The entire process from idea to delivery - every single step without skipping key points.Tried-and-trusted techniques that are not only applicable to Excel dashboards but any Excel report.Includes Excel templates, tools and checklists that you can use for your own Excel reports.Relevant and up-to-date with industry needs right now, as it’s based on feedback and suggestions from finance professionals. Lots of ideas and inspiration to help you come up with own report designComplex topics are taught in a simple way by an instructor with 17 years of experience.The course is designed to have an even balance between talking head and screen-cast.Content is clearly organised so more advanced learners can jump in at any point and follow along with the relevant project file.

Overview

Section 1: A Foundation in Dashboards

Lecture 1 Introduction to Excel Dashboard Course

Lecture 2 Get the Most from the Course

Lecture 3 Download Course Files Here (Excel Dashboards & Practice Files)

Lecture 4 Course Outline for Quick Reference

Lecture 5 A Dashboard Primer

Lecture 6 New Excel Dashboard Project? This is Your Checklist

Section 2: Dashboards - Before You Start

Lecture 7 First Steps for your Excel Dashboard Project

Lecture 8 Create a Mockup (Wireframe) in Excel

Lecture 9 Useful Excel Keyboard Shortcuts

Lecture 10 4 Time-Saving Tips for Excel

Lecture 11 Proper Spreadsheet Architecture & Workflow

Section 3: Report Design Principles

Lecture 12 Layout - Best Practice for Excel Dashboard Design

Lecture 13 Color - Best Practice for Excel Dashboard Design

Lecture 14 A Color Scheme that fits with your Excel Report

Lecture 15 10 Concrete Design Tips for Better Excel Reports

Lecture 16 Bonus: Setting a Default Theme for New Workbooks in Excel

Section 4: Dashboard Source Data & Formats

Lecture 17 Where is Your Source Data?

Lecture 18 Source: Excel Spreadsheet

Lecture 19 Source: Microsoft Access

Lecture 20 Source: Text / Data / CSV File

Lecture 21 Source: Excel Add-ins

Section 5: Dashboard Formula Toolbox

Lecture 22 Excel Formulas You'll Need for Impressive Dashboards

Lecture 23 Index Match for Complex Lookups - Basics

Lecture 24 Index Match for Complex Lookups - Advanced

Lecture 25 Index for Dynamic Drop-down List Selection

Lecture 26 Realistic Case: Index for Dependent Drop-down Lists in Excel

Lecture 27 SUMIFS, COUNTIFS, AVERAGEIFS to Handle Multiple Criteria

Lecture 28 LARGE and SMALL for Sorting Excel Data

Lecture 29 ROW(S), COLUMN(S) for Indexing

Lecture 30 ROW as Unique Identifier for Lookups

Lecture 31 CHOOSE for Flexibility

Lecture 32 Excel Text Function for Formatting

Lecture 33 Excel N Function for Tracking

Lecture 34 GetPivotData: Extract data Efficiently from Pivot Tables

Lecture 35 INDIRECT for Flexible References in Excel

Lecture 36 Choose & Excel Name Manager for Flexible Ranges (Alternative to Indirect)

Section 6: Form Controls for Interactive Excel Dashboards

Lecture 37 Introduction to Form Controls - Active X vs. Form Controls

Lecture 38 Combo Box - Select From a Drop Down List in Excel

Lecture 39 Check Box - Check / Uncheck Option in Excel

Lecture 40 Spin Button - Move Up & Down Lists in Excel

Lecture 41 Option Button - Choose One Option Only

Lecture 42 List Box - Select From a List of Options in Excel

Lecture 43 Scroll Bar - Scroll Through Excel Graphs & Tables

Lecture 44 Bonus: Dependent Combo Boxes (2nd list automatically resets)

Section 7: Advanced Excel Chart Techniques

Lecture 45 Chart Overview & When to Use Which Excel Graph

Lecture 46 Excel Chart Basics (for those who need to get familiar with basic features)

Lecture 47 Add Total Values to Stacked Excel Column Charts

Lecture 48 Better Charts: Add Dynamic Series Labels Inside Excel Charts

Lecture 49 Excel Chart Secret: Error Bars for Additional Control

Lecture 50 Pro Excel Chart Technique: Changing Chart Ranges

Lecture 51 Info-graphics in Excel: Non-standard but Impressive Bar Chart

Lecture 52 Dynamic Excel Map Chart with Drop-down

Section 8: *** KPI Excel Dashboard ***

Lecture 53 Excel KPI Dashboard Overview

Lecture 54 BONUS: IF YOU HAVE OFFICE 365 or OFFICE 2021

Lecture 55 Dashboard Wireframe in Excel

Lecture 56 Spreadsheet Setup

Lecture 57 Setup of Raw Data Sheet

Lecture 58 Setup of Excel Calculation Sheet

Lecture 59 Download Dashboard till here & practice along - Draft01

Section 9: KPI Dashboard - Scrolling Table & Bars

Lecture 60 Setup a Combo Box to Ease Selection

Lecture 61 Complex Lookup with Index & Match in Excel

Lecture 62 Scrolling Data Table in Excel

Lecture 63 Conditionally-Formatted Data Bars

Lecture 64 Arrows for Deviations in Excel

Lecture 65 Formatting of Scrolling Data Table

Lecture 66 Download Excel Dashboard till here & practice along - Draft02

Section 10: KPI Dashboard - Dynamic Headers

Lecture 67 Conditional Comments in Header

Lecture 68 Adding Shapes & Text boxes in Excel

Lecture 69 Download Excel Dashboard till here & practice along - Draft03

Section 11: KPI Dashboard - Top/Bottom KPI Based on Selection

Lecture 70 Show Top 6 Matches with Unique Identifier

Lecture 71 List Box to Select KPI for Top 6 Matches

Lecture 72 Option Button to Toggle Between Top OR Bottom 6

Lecture 73 Actual to Budget Comparison - Sorted Bars with Error Bar Technique

Lecture 74 Finalize Top / Bottom Report on Dashboard

Lecture 75 Download Dashboard till here & practice along - Draft04

Section 12: KPI Dashboard - Scrolling Line Chart with Check Boxes

Lecture 76 Complex Excel Lookup to Prepare data for Scrolling Chart

Lecture 77 Scroll-able Line Chart

Lecture 78 Trick to Avoid Crashing Lines in an Excel Line Chart

Lecture 79 Check Box to Control Series Visibility in Excel (Hide or Show)

Lecture 80 Excel Line Series Tweaks for Better Readability

Lecture 81 Finalize Profit Comparison Section on Dashboard

Lecture 82 Download Dashboard till here & practice along - Draft05

Section 13: KPI Dashboard - Final Touches

Lecture 83 Restrict Excel Dashboard Area and Format for Printing

Lecture 84 Excel Dashboard Protection, Hyperlinks and Final Touches

Lecture 85 Download Excel Dashboard till here - Final

Section 14: *** Regional (Pivot / Slicer) Excel Dashboard ***

Lecture 86 More Interactivity - Pivot Slicers as Buttons (also without Pivot Tables)

Lecture 87 Column Chart Controlled by Excel Slicer Buttons

Lecture 88 Pivot Slicer Custom Sorting & Design

Lecture 89 Check to Ensure Single Pivot Slicer Button is Selected

Lecture 90 Dynamic Excel Comments with Pivot Slicer Selection

Lecture 91 Download Excel Regional Dashboard till here - Draft02

Section 15: Regional Dashboard - Advanced Excel Pivot Table Techniques

Lecture 92 Variances in Excel Pivot Tables

Lecture 93 Conditional Formatting in Excel Pivot Tables

Lecture 94 Pivot Table as Part of Excel Dashboard Report

Lecture 95 Pivot Charts in Excel Dashboards

Lecture 96 Automatically Refresh Excel Pivot Table with Simple VBA Code

Lecture 97 Download Regional Dashboard till here - Draft03

Section 16: Regional Dashboard - Impressive Charts Using Shapes

Lecture 98 Info Charts: Adding Shapes to (Pivot) Charts

Lecture 99 Info Charts: Overcoming Pivot Chart Limitations in Excel

Lecture 100 Download Regional Dashboard till here - Draft04

Section 17: Regional Dashboard - Secrets for Impressive Reports

Lecture 101 Excel Camera for Improved Design

Lecture 102 Advanced Excel Camera - Lookups on Pictures

Lecture 103 Dashboard Complete - Final Touches

Lecture 104 Download the final version of the Slicer/Regional Dashboard

Section 18: What you Learnt

Lecture 105 Final Words

Lecture 106 BONUS - More from Leila

Business Professionals who use Excel to create dashboards and reports,Data analysts,You currently use Excel and want to improve your skills,You'd like to learn how to create interactive reports,You'd like to improve the design of your existing Excel reports