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Microsoft Excel Dashboards

This course covers 2007, 2010, 2013 and 2016 versions


This is a one-day training course structured into 7 modules


This advanced one-day training course teaches delegates how to create interactive Excel dashboards, that update with the click of the Refresh button, or with a simple copy and paste of your new data into your spreadsheet.


Anyone with an advanced knowledge of Excel who wants to learn how to create dashboards which will enhance their spreadsheets with easily understood and interactive data displays.

Excel Dashboards provide insight, analysis and even alerts. They are interactive and dynamic, and have a wide range of applications, providing help with project management, customer service, KPI management, forecasting and so on.

They usually fit on one page, displaying key trends, comparisons and data in small graphs or tables. This makes them easy to read and digest the information.  They are also often interactive, which allows the user to filter data and switch views themselves.


Course Content

MODULE 1:  Introduction to Dashboards
Topics covered:
  • Overview of how dashboards are so useful
MODULE 2:  Inserting Graphics for a Dashboard
Topics covered:
  • Inserting a Simple Chart
  • Using Sparklines with Dashboards
  • Using Tables to Dynamically Link Charts & Lists
  • Linking Charts Across Worksheets
MODULE 3:  Specialist Functions and Formulas
Topics covered:
  • The OFFSET Function
  • Nested IF Statements Using the AND and OR Operators
  • The MATCH Function
MODULE 4:  Dashboard Navigation
Topics covered:
  • Creating Bespoke Navigation Bars
  • Creating Dashboard Links
  • Using Named Objects
MODULE 5:  Preparing your Workbook's Layout and Structure
Topics covered:
  • Organising Data in Data Tables using IFs
  • Using Table Formulas to Make Dynamic Charts
  • Using More Table Formulas with Conditional Formatting
  • Using OFFSETs, VLOOKUPs and Name Range Lists
MODULE 6:  Using Excel Objects for Specialist Dashboard Views
Topics covered:
  • Adding a Data Bar into your Dashboard
  • Creating a Window Chart
  • Creating an Advanced Comparison Chart
  • Creating a Timeline Chart
MODULE 7:  Using Macros and VBA with Dashboards
Topics covered:
  • Looking at Macros and the Visual Basic Interface
  • Configuring Controls using Macros
  • Ironing out Minor Issues in your Dashboard with VBA
  • The Select Case
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