Dashboards Made Easy with Microsoft Excel

Who is this course for?

This course is suitable for anyone who wants to present data to others in a visual way. Some knowledge of Microsoft Excel and functions would be required to gain the most from this course.

What are the benefits

At the end of the course you will be familiar with how Microsoft Excel can be used to build a dashboard and will have completed a dashboard. You will understand how to prepare your data for your dashboard used functions to extract suitable data.

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Course Duration

1 day

Course Content

Getting Started

  • What is a dashboard? How to start your dashboard Choosing the right data Getting your data ready Dashboard planning Dashboard design considerations Common dashboard features Avoid common dashboard errors

Preparing the Data

  • Structure the workbook in readiness for the dashboard
  • Utilize the Table function
  • Use the IF function to extract chart data
  • Work with COUNTIFS and SUMIFS

Pivot Tables and Pivot Charts

  • Create Pivot Tables
  • What are Pivot Tables/Charts and how can they be used in dashboard?
  • Preparing and formatting data for use in Pivot Tables
  • Understand data types and how they are managed
  • Overview of the Pivot Table environment
  • Understand what Pivot Table fields are
  • Construct and edit Pivot Tables
  • Create report filters to analyse data
  • Create and format Pivot Charts to display trends
  • Link Charts and Pivot Tables to Slicers

Charts and Graphs

  • Build and edit charts and graphs for effective data visualisation: Line, Bar, Pie Combination and Pivot Charts
  • Use shortcuts to create instant charts
  • Create exploding Pie charts to highlight data
  • Add Pie chart percentages, with a click
  • Choose the right chart type Line vs Area
  • Work with combination charts
  • Use data labels and colour to highlight key areas
  • Create Trendlines to view data trends

Beyond Charts and Graphs

  • Add Conditional Formatting to highlight trends
  • Use colour scales to show heat maps
  • Work with icon sets as performance indicators
  • Create Sparklines to display trends (2010 & 2013)
  • Use characters to create in cell display
  • Create custom number formats

Dashboard Interaction

  • Use Data Validation to create interactive controls
  • Add Slicers (2010 & 2013)
  • Create check box controls to change data

What our users say


  • A very good course, trainer had good knowledge and delivered well
  • I like the fact that you have selected topics/functions on the basis of their interest/possible use - course is much more than pertinent and a better use of time
  • Very friendly and helpful trainer
  • Ray is the only IT Trainer who has ever inspired me with enough confidence to learn effectively
  • It was very good, I really enjoyed it and learnt a lot
  • I will definitely use the Pivot Tables at work in the future! Thank you for such a great training day!
  • Will ensure my team all attend (they all work remotely)
  • Exactly what I was hoping to learn, thanks

  • Contact Us
  • 44 (0) 208 681 1485
  • 44 (0) 7794 0689 6985

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