Excel - Creating an Interactive Dashboard
Learn to build an interactive, professional Excel dashboard by setting up data sources, summarizing with PivotTables, charting results, creating KPI formulas and filtering with slicers.
Speaker
Mike Thomas
Excel trainer · The Excel Trainer · IT trainer since 1989
Overview
In any business, a dashboard is a key communication tool, and presentation is what makes it work. Many tools can build one, but Excel is a common choice because it is powerful, flexible and already installed on most computers.
This 60-minute Excel interactive dashboard training covers what you need to know to create a professional-looking dashboard that users can filter themselves. You'll set up your data sources the right way, summarize data with PivotTables, communicate visually with charts, build KPI summaries with formulas and add interactive filters with slicers.
The training is delivered in the latest Excel for Windows, though much of it works in earlier versions.
Why attend: A clear, interactive dashboard helps people understand your data at a glance. This session gives you a solid foundation for building your own dashboards and reports in Excel. It is for Excel users at an intermediate level, ideally able to create a basic PivotTable, including business owners, executives, managers, supervisors, HR professionals, consultants and investigative officers.
What’s covered
- Best practice for setting up data sources
- Using PivotTables to summarize data
- Visual communication with charts
- Using formulas to create KPI summaries
- Creating interactive filters with slicers
Who should attend
What you get
About the speaker
Mike has worked in the IT training business since 1989 where his expertise and experience covers designing, delivering training courses, writing training materials and recording and editing video-based tutorials. Although he is a subject matter expert in a range of Microsoft technologies and has worked extensively with Mac OSX and Mac-related software since 2006; however, his passion is for all-things-Excel and in 2012 he founded the website theexceltrainer.co.uk
Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he designs and develops Microsoft Office-based solutions that automate key business tasks and processes.
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