Microsoft Excel - Creating Dynamic Dashboards

Microsoft Excel - Creating Dynamic Dashboards

Released November 2014
Publisher(s): Infinite Skills
ISBN: 9781771373227

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Video description

In this Microsoft Excel - Creating Dynamic Dashboards training course, expert author Erin Olsen teaches you how to use Excel features and techniques to create dynamic dashboards in order to present complex data. This course is designed for users that already have a basic working knowledge of Excel.
You will start by learning how to prepare the data, then jump into building the dashboard. Throughout the course, you will be working to create a dashboard that provides a summary of a person's health information. Erin will teach you how to optimize Excel data for use in dashboards, create visual dashboard components, and add interactivity to customize them for each user. This video tutorial also covers how to create a distribution histogram, use a waffle chart to show progress, and add actions to buttons. Finally, you will learn how to generate dashboards as output, produce them as a PDF, and present them with PowerPoint or share via OneDrive.
Once you have completed this computer based training course, you will have gained the knowledge and skills necessary to create your own dynamic dashboards in Excel. Working files are included, allowing you to follow along with the author throughout the lessons.

Table of contents

  1. Course Introduction
    1. About This Series
    2. What You Will Learn
    3. About The Author
  2. Deciding On Dashboards
    1. Deciding On Dashboards
    2. Reports, Dashboards And Scorecards
    3. Pondering The Plan
    4. Selecting Measures And Metrics
  3. Preparing The Data
    1. Preparing The Data
    2. Data Modeling Basics
    3. Structuring The Workbook
    4. Connecting To Data - Part 1
    5. Connecting To Data - Part 2
    6. Simplifying Data With Named Ranges
    7. Leveraging The Efficiency Of Tables
    8. Harnessing The Power Of Pivot Tables
    9. Managing Connected Data
    10. Simplifying With Custom Number Formats
  4. Building Dashboards
    1. Building Dashboards
    2. Dashboard Design Rules
    3. Managing Branding With Custom Themes
    4. Creating The Navigation Bar - Part 1
    5. Creating The Navigation Bar - Part 2
    6. Creating The Navigation Bar - Part 3
    7. What Is In A Word?
    8. Building Out Worksheets And Navigation
    9. Summarizing Data Using Groups
    10. Configuring Show Values As For Pivot Tables
    11. Assigning Categories Using Nested If
    12. Identifying Top Ten Values
    13. Finding The Last Value In A Series
  5. Getting Visual
    1. Getting Visual
    2. Customizing Display With Text-Based Elements
    3. Alerting With Conditional Formatting
    4. Chart And Sparkline Review
    5. Creating Sparklines For Dashboards
    6. Creating Charts For Dashboards
    7. Using A Waffle Chart To Show Progress
    8. Using The Excel Camera
    9. Creating A Distribution Histogram
    10. Hitting The Mark With Bullet Graphs
  6. Adding Interactivity
    1. Adding Interactivity
    2. Displaying The Developer Tab
    3. Understanding Interactive Dashboard Controls
    4. Adding Actions To Buttons
    5. Creating Custom Content With Combo Boxes
    6. Simplifying With Check Boxes
    7. Facilitating Filtering With Slicers And Timelines
    8. Finalizing By Color-Coding, Hiding And Protecting Worksheets
  7. Generating Dashboards As Output
    1. Generating Dashboards As Output
    2. Producing Dashboards As PDF
    3. Presenting Dashboards With Powerpoint
    4. Sharing Dashboards Via OneDrive
  8. Conclusion
    1. What You Now Know

Product information

  • Title: Microsoft Excel - Creating Dynamic Dashboards
  • Author(s):
  • Release date: November 2014
  • Publisher(s): Infinite Skills
  • ISBN: 9781771373227