Excel Dashboards: Presenting Visual Insights for Data Analysis

Elevate your data analysis skills with our Excel Dashboards course. Designed for corporate and government employees with a firm grasp of Excel basics, this course will guide you through the process of visualizing data, filtering it with slicers and timelines, and creating powerful dashboards. The skills you gain will allow you to build dynamic, interactive reports that drive informed business decisions.

Offered as an asynchronous online course divided into logical modules based on each topic.

Visit Microassist’s online store to enroll.

Self-paced. Approximately one hour to complete.

$49

Corporate and government employees with an intermediate understanding of Excel, including familiarity with Pivot Tables and Formulas.

A working knowledge of Excel is expected to successfully complete this course.

When participants have successfully completed this course, they will be able to:

• Understand the purpose and benefits of dashboards in Excel.
• Visualize data using PivotCharts in Excel.
• Filter data using slicers and timelines in Excel.
• Create an interactive dashboard in Excel.

Module 1: Introduction to Excel Dashboards

• Definition and purpose of dashboards in Excel.
• Advantages of using dashboards for data analysis.
• Real-world examples of Excel dashboards (corporate and government).

Module 2: Visualize Data with PivotCharts

• Introduction to PivotCharts and their advantages.
• Demonstration: Creating a PivotChart using appropriate data for gov’t and corporate.   Show how changing data changes PivotChart
• Customizing PivotCharts: changing chart types, adding data labels, and formatting.
• Demonstration: Customizing the created PivotChart to enhance data presentation.
• Exercise: Creating and customizing a PivotChart using provided data.

Module 3: Filter Data Using Slicers and Timelines

• Introduction to slicers and timelines and how they enhance data interaction.
• Demonstration: Adding a slicer to the PivotChart to filter data by region.
• Introduction to timelines and their role in time-based data filtering.
• Demonstration: Adding a timeline to the PivotChart to analyze trends over time.
• Exercise: Adding slicers and timelines to a provided PivotChart.

Module 4: Create an Interactive Dashboard in Excel

• Introduction to dashboard creation: planning and layout.
• Adding elements to the dashboard: PivotCharts, slicers, timelines, and other visual elements.
• Demonstration: Creating a simple dashboard that combines a PivotChart, slicer, and timeline, allowing interactive analysis of data.
• Customizing and formatting the dashboard for clarity and visual appeal.
• Exercise: Creating a basic dashboard using provided data and elements.

Module 5: Recap and Best Practices

• Recap of course content.
• Best practices for effective dashboard creation.