Excel 2013: Dashboards
Whether you need to crunch numbers for sales, inventory, information technology, human resources, or other organizational purposes and departments, the ability to get the right information to the right people at the right time can create a powerful competitive advantage. After all, the world runs on data more than ever before and that’s a trend not likely to change, or even slow down, any time soon. But with so much data available and being created on a nearly constant basis, the ability to make sense of that data becomes more critical and challenging with every passing day. You already know how to get Excel to perform simple calculations and how to modify your workbooks and worksheets to make them easier to read, interpret, and present to others. But Excel is capable of doing so much more. To gain a truly competitive edge, you need to be able to extract actionable organizational intelligence from your raw data, and present it in a visual format that enables decision makers to view key trends and conclusions at a glance. And that’s exactly what this course aims to help you do.
This course builds upon the foundational knowledge presented in the Microsoft Office Excel 2013: Part 1 (Second Edition) course and will help start you down the road to creating advanced workbooks and worksheets that you can use to create dashboards. The ability to analyze massive amounts of data, extract actionable intelligence from it, and present that information to decision makers is the cornerstone of driving a successful organization that is able to compete at a high level.
To find out when this course is being offered next, please refer to our Course Schedule.
This course is designed for students who already have foundational knowledge and skills in Excel 2013 and who wish to begin taking advantage of some of the higher-level functionality in Excel to summarize table data in Excel by using functions, charts, and pivot tables and display those elements in a dashboard format.
This course is a combination of selected topics from the Logical Operations courses Microsoft Office Excel 2013: Part 2 and Microsoft Office Excel 2013: Part 3 and is specifically designed to provide students with the skills and knowledge to create effective dashboards. If students have already taken these two courses, they are unlikely to garner much new information from this course.
To ensure success, students should have completed Logical Operations’ Microsoft Office Excel 2013: Part 1 (Second Edition) or have the equivalent knowledge and experience. In particular, students should have some experience in creating workbooks with formulas and functions.
Learning Outcomes / Objectives
Upon successful completion of this course, you will be able to create dashboards in Microsoft Office Excel 2013. You will:
• Create advanced formulas.
• Automate workbook functionality.
• Apply conditional logic.
• Visualize data by using basic charts.
• Implement advanced charting techniques.
• Analyze data by using PivotTables, slicers, and PivotCharts.
Lesson 1: Creating Advanced Formulas
Topic A: Use Range Names in Formulas
Topic B: Use Specialized Functions
Lesson 2: Automating Workbook Functionality
Topic A: Apply Data Validation
Topic B: Work with Forms and Controls
Lesson 3: Applying Conditional Logic
Topic A: Use Lookup Functions
Topic B: Combine Functions
Lesson 4: Visualizing Data with Basic Charts
Topic A: Create Charts
Topic B: Modify and Format Charts
Lesson 5: Advanced Charting Techniques
Topic A: Use Advanced Chart Features
Topic B: Create Sparklines
Lesson 6: Analyzing Data with PivotTables, Slicers, and PivotCharts
Topic A: Create a PivotTable
Topic B: Analyze PivotTable Data
Topic C: Present Data with PivotCharts
Topic D: Filter Data by Using Slicers