Microsoft Excel Dashboards

Versions: All versions: 2007/2010/2013/2016/Office 365


Dashboards provide at-a-glance views of KPIs (key performance indicators) relevant to a particular objective or business process (e.g. sales, marketing, human resources, or production). Dashboard reports allow managers to get high-level overview of the business and help them make quick decisions. Business Intelligence is a hot commodity in today’s world and dashboards are the most frequently used method of providing that information.


2 days


This is a specialist Excel course. It is for financial reporting. Knowledge of advanced features is essential. You need to work on Excel daily with large amounts of data.

Module 1: Databases

  • List organisation
  • List format

Module 2: Entering data correctly

  • Types of data
  • Guidelines for entering numbers
  • Date and time data
  • Find a replace text and numbers

Module 3: Custom number formatting

  • Custom number format codes
  • Text and spacing
  • Decimal places, spaces, colours and conditions
  • Currency, percentages and Scientific Notation format
  • Date and Time formats
  • Use a number to hide zero values in selected cells

Module 4: Text functions

  • Left function
  • Right function
  • Module 5: Work with text
  • Convert text to columns
  • Combine text and numbers
  • Flash fill

Module 6: Conditional formatting

  • The benefits of conditional formatting
  • Apply conditional formatting
  • Conditional formatting rules
  • Customised conditional formatting
  • Manage conditional formatting
  • Conditional formatting with a formula
  • Clear conditional formats

Module 7: Excel Tables

  • Insert a table
  • Format a table
  • Convert a table to a data range
  • Using table styles
  • Using formulas in a table

Module 8: Sparklines

  • Analysing trends in data using Sparklines
  • Create a sparkline based on data
  • Customise your Sparklines

Module 9: PivotTable reports

  • When to use a PivotTable report
  • How PivotTables organise data
  • Create a PivotTable report
  • Create a PivotChart report
  • Create a consolidated PivotTable report
  • Setting up source data
  • Page fields
  • Using slicers and the timeline slicer
  • Using Named Ranges
  • PivotTable field list
  • Add fields to the PivotTable Report
  • Copy fields
  • Select data in a PivotTable report
  • Grouping data: numeric items, date or time
  • Refresh a PivotTable
  • Change how blank cells, blank lines and errors are displayed
  • Create calculated fields
  • Table layout and styles

Modules 10: PivotCharts

  • Filtering the PivotChart
  • Create a PivotChart for an existing PivotTable
  • Connect to external data to create a PivotChart

Module 11: Dashboard reporting

  • Overview of a dashboard
  • Create a data model in Excel
  • Use a data model in another PivotTable, PivotChart or PowerView report
  • Refine and extend the data model in the Power Pivot Add-in
  • Differences between a table in Power Pivot and a table in a sheet
  • Use the data model in Power View
  • Select a table and apply optimisations
  • Differences between PivotChart reports and standard charts

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