In the fast-paced world of business, the need for quick, effective decision-making is paramount, yet sifting through extensive data can be overwhelming. This is where the power of a well-designed dashboard comes into play. This course addresses the challenge of transforming raw data into insightful, easily digestible information. It agitates the problem of traditional report analysis - often time-consuming and complex - and presents a solution through the use of dynamic Excel dashboards. You'll learn to define, design, and deploy dashboards, distinguishing them from standard reports. The course covers practical skills in creating and editing various types of charts, applying conditional formatting, and utilizing data validation. By mastering these Excel techniques, including Sparklines, pivot charts, and effective data linking, you'll be equipped to create dashboards that not only streamline data analysis but also enhance management decision-making processes.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Define a dashboard, noting its characteristics, components, and how it differs from a report;
Recognize the design component of the dashboard;
Identify different types of charts and their appropriate usage, and note the process for creating and editing appropriate charts for a dashboard;
Recognize the process of creating and editing in-cell charts and tables, noting efficient methods to format for consistency;
Define a Sparkline and note its historical significance;
Note the application of different linking methods in a dashboard;
Note the different filtering techniques and data validation to data;
Recognize absolute cell references and range names, noting their application;
Recognize the pros and cons of pivot charts and how to use them in a dashboard;
Recognize the different types of conditional formatting and how to apply them;
Recognize the different functions within a dashboard, noting their syntax and application; and
Recognize the process of protecting and distributing dashboards.
Major Topics
Dashboard Mockup
Chart Overview
Creating Charts
Chart Basics
In-cell Charts
Linking Charts and Cells
Camera Tool
Sparklines
Creating Mini Charts
Dynamic Charts
