Visually Effective Excel Dashboards
All LevelsOffice ProductivityExcel Dashboard

Visually Effective Excel Dashboards

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

Created by Leila Gharani
11 hours
Video Content
106
Lectures
102,340
Students
4.7
Rating
4.7
(102,340 students enrolled)

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

Course Content

18 sections • 106 lectures • 11:00:45 total length

A Foundation in Dashboards

6 lectures • 16:56

Introduction to Excel Dashboard Course05:38
Get the Most from the Course03:08
Download Course Files Here (Excel Dashboards & Practice Files)01:02
Course Outline for Quick Reference00:15
A Dashboard Primer02:23
+1 more lectures

Dashboards - Before You Start

5 lectures • 26:53

First Steps for your Excel Dashboard Project03:19
Create a Mockup (Wireframe) in Excel00:43
Useful Excel Keyboard Shortcuts11:29
4 Time-Saving Tips for Excel08:47
Proper Spreadsheet Architecture & Workflow02:35

Report Design Principles

5 lectures • 23:24

Layout - Best Practice for Excel Dashboard Design03:48
Color - Best Practice for Excel Dashboard Design03:20
A Color Scheme that fits with your Excel Report04:31
10 Concrete Design Tips for Better Excel Reports06:04
Bonus: Setting a Default Theme for New Workbooks in Excel05:41
+1 more lectures

Dashboard Source Data & Formats

5 lectures • 21:55

Where is Your Source Data?01:43
Source: Excel Spreadsheet06:24
Source: Microsoft Access04:41
Source: Text / Data / CSV File06:51
Source: Excel Add-ins02:16

Dashboard Formula Toolbox

15 lectures • 02:04:13

Excel Formulas You'll Need for Impressive Dashboards02:07
Index Match for Complex Lookups - Basics11:25
Index Match for Complex Lookups - Advanced10:13
Index for Dynamic Drop-down List Selection08:36
Realistic Case: Index for Dependent Drop-down Lists in Excel07:02
+10 more lectures

Form Controls for Interactive Excel Dashboards

8 lectures • 41:54

Introduction to Form Controls - Active X vs. Form Controls02:08
Combo Box - Select From a Drop Down List in Excel05:11
Check Box - Check / Uncheck Option in Excel05:18
Spin Button - Move Up & Down Lists in Excel02:22
Option Button - Choose One Option Only05:01
+3 more lectures

Advanced Excel Chart Techniques

8 lectures • 01:13:37

Chart Overview & When to Use Which Excel Graph02:26
Excel Chart Basics (for those who need to get familiar with basic features)00:10
Add Total Values to Stacked Excel Column Charts04:57
Better Charts: Add Dynamic Series Labels Inside Excel Charts08:33
Excel Chart Secret: Error Bars for Additional Control12:27
+3 more lectures

*** KPI Excel Dashboard ***

7 lectures • 35:45

Excel KPI Dashboard Overview06:13
BONUS: IF YOU HAVE OFFICE 365 or OFFICE 202100:36
Dashboard Wireframe in Excel02:44
Spreadsheet Setup09:37
Setup of Raw Data Sheet09:49
+2 more lectures

KPI Dashboard - Scrolling Table & Bars

7 lectures • 01:07:55

Setup a Combo Box to Ease Selection12:30
Complex Lookup with Index & Match in Excel13:58
Scrolling Data Table in Excel13:26
Conditionally-Formatted Data Bars12:01
Arrows for Deviations in Excel09:21
+2 more lectures

KPI Dashboard - Dynamic Headers

3 lectures • 11:47

Conditional Comments in Header03:31
Adding Shapes & Text boxes in Excel08:02
Download Excel Dashboard till here & practice along - Draft0300:14

KPI Dashboard - Top/Bottom KPI Based on Selection

6 lectures • 55:32

Show Top 6 Matches with Unique Identifier16:23
List Box to Select KPI for Top 6 Matches10:02
Option Button to Toggle Between Top OR Bottom 607:14
Actual to Budget Comparison - Sorted Bars with Error Bar Technique11:00
Finalize Top / Bottom Report on Dashboard10:35
+1 more lectures

KPI Dashboard - Scrolling Line Chart with Check Boxes

7 lectures • 40:05

Complex Excel Lookup to Prepare data for Scrolling Chart10:00
Scroll-able Line Chart05:25
Trick to Avoid Crashing Lines in an Excel Line Chart06:26
Check Box to Control Series Visibility in Excel (Hide or Show)04:08
Excel Line Series Tweaks for Better Readability10:19
+2 more lectures

KPI Dashboard - Final Touches

3 lectures • 12:58

Restrict Excel Dashboard Area and Format for Printing04:21
Excel Dashboard Protection, Hyperlinks and Final Touches08:26
Download Excel Dashboard till here - Final00:11

*** Regional (Pivot / Slicer) Excel Dashboard ***

6 lectures • 39:55

More Interactivity - Pivot Slicers as Buttons (also without Pivot Tables)11:25
Column Chart Controlled by Excel Slicer Buttons07:22
Pivot Slicer Custom Sorting & Design05:03
Check to Ensure Single Pivot Slicer Button is Selected02:33
Dynamic Excel Comments with Pivot Slicer Selection13:17
+1 more lectures

Regional Dashboard - Advanced Excel Pivot Table Techniques

6 lectures • 27:35

Variances in Excel Pivot Tables09:04
Conditional Formatting in Excel Pivot Tables04:45
Pivot Table as Part of Excel Dashboard Report03:11
Pivot Charts in Excel Dashboards04:37
Automatically Refresh Excel Pivot Table with Simple VBA Code05:40
+1 more lectures

Regional Dashboard - Impressive Charts Using Shapes

3 lectures • 14:35

Info Charts: Adding Shapes to (Pivot) Charts05:02
Info Charts: Overcoming Pivot Chart Limitations in Excel09:19
Download Regional Dashboard till here - Draft0400:14

Regional Dashboard - Secrets for Impressive Reports

4 lectures • 23:35

Excel Camera for Improved Design08:42
Advanced Excel Camera - Lookups on Pictures07:35
Dashboard Complete - Final Touches07:08
Download the final version of the Slicer/Regional Dashboard00:10

What you Learnt

2 lectures • 02:09

Final Words01:26
SPECIAL BONUS: Discover Exciting Offers!00:43

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 Bowens


What you learn

This 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:

  1. The entire process from idea to delivery - every single step without skipping key points.

  2. Tried-and-trusted techniques that are not only applicable to Excel dashboards but any Excel report.

  3. Includes Excel templates, tools and checklists that you can use for your own Excel reports.

  4. Relevant and up-to-date with industry needs right now, as it’s based on feedback and suggestions from finance professionals. 

  5. Lots of ideas and inspiration to help you come up with own report design

Complex 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.

Who this course is for:

  • 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

This course includes:

  • 11 hours on-demand video
  • 16 articles
  • 27 downloadable resources
  • Access on mobile and TV
  • Full lifetime access
  • Certificate of completion

Instructor

Leila Gharani

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