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Details
Attending this course equips you with hands-on skills to design and deploy compelling, interactive dashboards in Excel. You'll learn best practices (do's and don'ts) for visual layout, merging and consolidating data from multiple sources, and leveraging shapes, alerts, and KPIs to highlight important insights. The course addresses data quality issues, teaches you how to gather and link external data, and walks you through creating dynamic dashboards and pivot tables to analyze your results. Finally, you'll dive into DAX basics - using calculated columns, measures, and essential formulas. By the end, you'll have the know-how to build, customize, and publish professional dashboards tailored to your real-world projects.
This course covers:
Dashboard Design Essentials
- Learn the do’s and don’ts for creating visually appealing, functional dashboards.
- Use shapes, charts, and alerts to emphasize important insights.
Data Management and Consolidation
- Gather information from multiple sources, merge and consolidate it effectively.
- Ensure data quality and accuracy for reliable results.
KPI and Project Management Dashboards
- Build dashboards that track key performance indicators and project milestones.
- Incorporate best practices to keep stakeholders informed and engaged.
Publishing and Sharing
- Publish Excel dashboards to the web for broader accessibility.
- Discover strategies for effective online presentation and collaboration.
Advanced Analysis with DAX
- Create calculated columns and measures.
- Use DAX formulas to enhance data interpretation and interactivity within your dashboards.
Delivery Methods
| Delivery Method | Duration | ||
|---|---|---|---|
| Classroom | 1 Day | Get a Quote | |
| Live Virtual Training | 1 Day | Get a Quote |
Discounts Available
Save up to 10% by booking and paying 10 business days before the course.
Brochure:
Audience
Data Analysts or Reporting Specialists who need to present key metrics visually
Project Managers looking to track progress and KPIs in a clear, concise format
Finance or Operations Professionals aiming to consolidate multiple data sources for quick insights
Business Intelligence Teams seeking to enhance their Excel-based dashboard solutions
Anyone Responsible for Decision-Making who requires real-time data visualizations to guide strategy
Pre-Requisites
Basic Excel Skills: Comfort with spreadsheet navigation, formulas, and formatting - we recommend to Excel Intermediate level
Foundational Data Handling: Familiarity with importing and organizing data (e.g., CSV, text files) and basic data cleanup.
Pivot Table Experience: A working knowledge of pivot tables for summarizing and analyzing data.
General Computer Proficiency: Ability to manage files, use the internet for research, and work within Windows or a similar operating system.
Course Outline / Curriculum
- Introduction
- Dashboard Do’s and Don’t’s
- Data Layout Creating Dynamic Dashboards
- Merging and Consolidating Data Using Shapes to make Charts more attractive
- Using Alerts to draw attention to dashboards
- More Dashboarding
- Creating KPI Dashboards
- Project Management
- Dashboards Publishing Excel Dashboards to the Web
- Working with your Data
- Understanding Data Quality issues
- Gathering data from different sources
- Linking Data
- Merging and Consolidating Data
- Excel Hints and Tips when working with data
- Analysing Data
- Using the dashboards with Excel Pivot Tables
- Using external data sources such as The Web
- Dashboarding with Microsoft Access information
- Build Your Own Dashboard
- This last session will be used to build some relevant Dashboards. Delegates are encouraged to bring examples of the dashboarding they would like to create during the training.
- Dax Basics
- Creating Calculated Columns and Calculated Measures
- Creating Basic formulas and functions using Dax
Schedule Dates and Booking
There are currently no scheduled dates.
Please note that this course needs a minimum of 6 delegates to schedule a course. You can choose to be added to the waiting list by clicking the button below, and we will contact you when we have enough delegates interested. Should we not get enough delegates, we will refund or credit your paid booking.
Should you need this course urgently, the following options are available:
- Pay for 6 delegates (whether you have them or not) and we will schedule the course as soon as possible.
- If you have fewer delegates and cannot pay for 6, we can negotiate a shortened course where some of the time will be spent in blended learning - watching videos and doing tutorials and exercises with some contact time with the trainer. We would want to discuss what your core needs are so that we cover those aspects. You need to have paid for 3 delegates at least.