4.66 (10426 reviews)
☑ How to approach an Excel dashboard project from idea to delivery
☑ How to add interactivity to your Excel reports - No VBA required
☑ Impress management with reports that make the decision-making process faster
☑ Clever use of Excel core functionality for responsive spreadsheets
☑ Learn how to create a professional KPI dashboard from scratch
☑ Create impressive, non-standard Excel charts using smart techniques
☑ Build Pivot Table-based dashboards for easy interactivity
☑ Use powerful visual techniques so your content has more effect
Creating an impressive, interactive Microsoft Excel Dashboard from scratch is not easy!
I used to stare at my empty sheet and wonder where do I even start?
You need a structured process in place to go from idea to outcome in a smooth way.
You'll find out all about it in the course. We setup two fully functioning dashboards from scratch.
This course doesn't just teach you a set of functions and features, but how you can use them together to create impressive reports.
It teaches you how to approach a new Dashboard project and how to structure your work so maintaining the dashboard becomes very easy not just for yourself but for anyone else.
★ Note: Course recently updated to include new content on dependent combo-boxes and info-graphic charts in Excel ★
What students are saying
"This course provides a lot of great tips which you can immediately apply to your spreadsheets, no matter what standard of user you are. I have been working in excel for a number of years and I am amazed at the number of simple tips I have learnt in such a short time. Fantastic." -- Carl Postians
"I learned something new and very useful in the first 10 minutes...awesome!" -- Nancy Bowens
What you learn
This course teaches you to create well-designed Excel dashboards so you and your colleagues can see trends and make quick decisions informed by data.
This Microsoft Excel Dashboard course comes with templates, tools and checklists that can be applied directly to your Excel reports.
Excel dashboard & Report templates
Checklists and design guidelines
Excel workbook to follow along
What differentiates this course from the other Microsoft Excel Dashboard courses?
The entire process from idea to delivery - every single step without skipping key points.
Tried-and-trusted techniques that are not only applicable to Excel dashboards but any Excel report.
Includes Excel templates, tools and checklists that you can use for your own Excel reports.
Relevant and up-to-date with industry needs right now, as it’s based on feedback and suggestions from finance professionals.
Lots of ideas and inspiration to help you come up with own report design
Complex topics are taught in a simple way by an instructor with 17 years of experience.
The course is designed to have an even balance between talking head and screen-cast.
Content is clearly organised so more advanced learners can jump in at any point and follow along with the relevant project file.
A Foundation in Dashboards
Introduction to Excel Dashboard Course
Get the Most from the Course
Download Course Files Here (Excel Dashboards & Practice Files)
Course Outline for Quick Reference
A Dashboard Primer
New Excel Dashboard Project? This is Your Checklist
Dashboards - Before You Start
First Steps for your Excel Dashboard Project
Create a Mockup (Wireframe) in Excel
Useful Excel Keyboard Shortcuts
4 Time-Saving Tips for Excel
Proper Spreadsheet Architecture & Workflow
Report Design Principles
Layout - Best Practice for Excel Dashboard Design
Color - Best Practice for Excel Dashboard Design
A Color Scheme that fits with your Excel Report
10 Concrete Design Tips for Better Excel Reports
Bonus: Setting a Default Theme for New Workbooks in Excel
Quiz: Excel Report Design - Test Your Knowledge
Dashboard Source Data & Formats
Where is Your Source Data?
Source: Excel Spreadsheet
Source: Microsoft Access
Source: Text / Data / CSV File
Source: Excel Add-ins
Dashboard Formula Toolbox
Excel Formulas You'll Need for Impressive Dashboards
Index Match for Complex Lookups - Basics
Index Match for Complex Lookups - Advanced
Index for Dynamic Drop-down List Selection
Realistic Case: Index for Dependent Drop-down Lists in Excel
SUMIFS, COUNTIFS, AVERAGEIFS to Handle Multiple Criteria
LARGE and SMALL for Sorting Excel Data
ROW(S), COLUMN(S) for Indexing
ROW as Unique Identifier for Lookups
CHOOSE for Flexibility
Excel Text Function for Formatting
Excel N Function for Tracking
GetPivotData: Extract data Efficiently from Pivot Tables
INDIRECT for Flexible References in Excel
Choose & Excel Name Manager for Flexible Ranges (Alternative to Indirect)
Form Controls for Interactive Excel Dashboards
Introduction to Form Controls - Active X vs. Form Controls
Combo Box - Select From a Drop Down List in Excel
Check Box - Check / Uncheck Option in Excel
Spin Button - Move Up & Down Lists in Excel
Option Button - Choose One Option Only
List Box - Select From a List of Options in Excel
Scroll Bar - Scroll Through Excel Graphs & Tables
Bonus: Dependent Combo Boxes (2nd list automatically resets)
Advanced Excel Chart Techniques
Chart Overview & When to Use Which Excel Graph
Excel Chart Basics (for those who need to get familiar with basic features)
Add Total Values to Stacked Excel Column Charts
Better Charts: Add Dynamic Series Labels Inside Excel Charts
Excel Chart Secret: Error Bars for Additional Control
Pro Excel Chart Technique: Changing Chart Ranges
Info-graphics in Excel: Non-standard but Impressive Bar Chart
Dynamic Excel Map Chart with Drop-down
*** KPI Excel Dashboard ***
Excel KPI Dashboard Overview
Dashboard Wireframe in Excel
Setup of Raw Data Sheet
Setup of Excel Calculation Sheet
Download Dashboard till here & practice along - Draft01
KPI Dashboard - Scrolling Table & Bars
Setup a Combo Box to Ease Selection
Complex Lookup with Index & Match in Excel
Scrolling Data Table in Excel
Conditionally-Formatted Data Bars
Arrows for Deviations in Excel
Formatting of Scrolling Data Table
Download Excel Dashboard till here & practice along - Draft02
KPI Dashboard - Dynamic Headers
Conditional Comments in Header
Adding Shapes & Text boxes in Excel
Download Excel Dashboard till here & practice along - Draft03
KPI Dashboard - Top/Bottom KPI Based on Selection
Show Top 6 Matches with Unique Identifier
List Box to Select KPI for Top 6 Matches
Option Button to Toggle Between Top OR Bottom 6
Actual to Budget Comparison - Sorted Bars with Error Bar Technique
Finalize Top / Bottom Report on Dashboard
Download Dashboard till here & practice along - Draft04
KPI Dashboard - Scrolling Line Chart with Check Boxes
Complex Excel Lookup to Prepare data for Scrolling Chart
Scroll-able Line Chart
Trick to Avoid Crashing Lines in an Excel Line Chart
Check Box to Control Series Visibility in Excel (Hide or Show)
Excel Line Series Tweaks for Better Readability
Finalize Profit Comparison Section on Dashboard
Download Dashboard till here & practice along - Draft05
KPI Dashboard - Final Touches
Restrict Excel Dashboard Area and Format for Printing
Excel Dashboard Protection, Hyperlinks and Final Touches
Download Excel Dashboard till here - Final
*** Regional (Pivot / Slicer) Excel Dashboard ***
More Interactivity - Pivot Slicers as Buttons (also without Pivot Tables)
Column Chart Controlled by Excel Slicer Buttons
Pivot Slicer Custom Sorting & Design
Check to Ensure Single Pivot Slicer Button is Selected
Dynamic Excel Comments with Pivot Slicer Selection
Download Excel Regional Dashboard till here - Draft02
Regional Dashboard - Advanced Excel Pivot Table Techniques
Variances in Excel Pivot Tables
Conditional Formatting in Excel Pivot Tables
Pivot Table as Part of Excel Dashboard Report
Pivot Charts in Excel Dashboards
Automatically Refresh Excel Pivot Table with Simple VBA Code
Download Regional Dashboard till here - Draft03
Regional Dashboard - Impressive Charts Using Shapes
Info Charts: Adding Shapes to (Pivot) Charts
Info Charts: Overcoming Pivot Chart Limitations in Excel
Download Regional Dashboard till here - Draft04
Regional Dashboard - Secrets for Impressive Reports
Excel Camera for Improved Design
Advanced Excel Camera - Lookups on Pictures
Dashboard Complete - Final Touches
Download the final version of the Slicer/Regional Dashboard
What you Learnt
** Next Steps - BONUS
The course is laid out in an easy to digest manner. She does a great job of breaking down each section of building a dashboard, and this course makes the process a lot less overwhelming. I am a seasoned excel user, but I also learned some new keyboard shortcuts as well as a few others tools that I can use elsewhere in excel, not just with dashboards. This is a great course for any financial analyst or professional who has to do any kind of management reporting involving a lot of data.
Superb course. Interesting and very useful techniques demonstrated for Dashboard creation. Recommended education for anyone who wants to present something more than a simple chart or two.
Leila is straight forward and very detailed in helping you understand and gain the skills you need to be successful.
I'm self taught on excel and have recently started a new job which requires in depth reports to be made. Unfortunately there wasn't any reports to start with so I've put some fairly detailed reports together but I've decided to take this course because I want to improve the quality of them. So far this course has confirmed to me that I'm actually doing a fair amount of my work correctly but it's more importantly providing me with the extra knowledge that I require to take my reports to the next level. As a former instructor as well the level of instructing and presentation of the lessons with the added material has made this course easy to follow and clearly understand which has made it a pleasure to learn.
It's was a great training and learning experience. Leila is one of the best teachers I know. The course is comprehensive, clear, interactive and come with lot of resources.
The content and the presentation are absolutely fantastic!!! All the examples are very clear, they all make complete sense, they are ready to apply and most importantly, the content and new tips are fabulous!
I used Excel for a long time. I started becoming more interested in formulas and other features in 08-09 while serving the USMC. I wish I had these classes around that time frame I could of done more with my life already and would of switched my major to accounting or something that uses excel a lot more. I have about 3 classes in this udemy courses and so far Leila is the best teacher i have used. I also subscribed to her YouTube Channel and others that she helped write a book with. I think they are all great but honestly, she is my favorite. Despite her beauty, her guidance and her voice that can read you a book and you would fall asleep too. LOL She is awesome I am glad i subscribed to her.
This course is amazing! I have learned more Excel tips that I can apply to my daily work, thank you so much.
If you want to learn Excel Dashboard or bring your reporting to next level, this is the course you should enroll
I'm looking forward on the next sections. it's amazing that there is still more to excel than what I have known until now.
This is such an insightful course. Leila is born to teach - love the way complex formulas are broken down to bite sized information that is easy to consume and understand. Thank you, I'm eagerly looking forward to finishing this course and looking forward to many more courses from Leila on Udemy.
My expectations were far surpassed. I thought I was going to learn simply how to put together dashboards that are engaging visually, instead the interactive nature of the dashboards and the imaginative methods of constructing them really impressed me. The step by step lectures are easy to follow, and simply the introduction to functions that I have not previously used have proven a big bonus to my knowledge. Thank you!
Der Kurs hat bisher die Erwartungen mehr als erfüllt und ich bin sehr zufrieden mit dem Inhalt und der Methode.
Simply amazing. This is mine 3rd course from Leila and I must admit I am really satisfied. Lots of new tips and tricks, and approached that are crazy (good) and very useful. I am suggesting this course for everyone who likes Vizs and Data.
It feels like live training and so far really interesting. Brilliant idea about the checklist saves time on having to keep changing the dashboard.