DESCRIPTION
An Excel dashboard is a single page of “interactive” charts that display important information relevant to the business (or a specific department/process of the business)
No matter what business you are in, a dashboard is a critical tool in your communication armoury and as with any communication tool, presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, it’s flexibility and the fact that most people have it installed on their computer.
Dashboards are an incredibly valuable tool in today’s market for consultants, analysts and managers. And when you know the tricks it can be straightforward to build highly professional and interactive Excel dashboards. That’s why this type of training is so worthwhile.
In this training session, you'll learn how to create a stunning, interactive professional-looking dashboard using Excel. This training will provide you with a solid foundation that you can use to build your own dashboards and reports.
You'll learn how to make the dashboard maintenance-free when new data becomes available; create the pivot tables needed to drive the dashboard; create great looking visuals; add interactivity using slicers; automate elements of the dashboard with a macro and protect the cells containing critical formulas.
Learning Objectives:
- An easy way to take raw data and make it presentable with Excel dashboards
- Best Practices Dashboard Design - turning data easy to interpret information
- How to use Excel Pivot Tables to build interactive, user-defined dashboards
- How to construct a navigational menu using Excel
- What charts to use and how to arrange multiple graphs on a dashboard
- Determining which KPIs to use in your dashboard
- Using the Pivot Table drill down capabilities in your dashboard
- Building an optimum dashboard for at-a-glance analysis and decision making
- Simple Excel techniques to make powerful dashboards - separate your skill level from others
Session Highlights:
- Best practice for setting up data sources
- Using Pivot Tables to summarize data
- Visual communication using charts
- Using formulas to create KPI summaries
- Creating interactive filters with Slicers
- Automating the dashboard with a simple macro
- Using protection to prevent accidental changes
Who Will Benefit:
- Financial Professionals Including CFO's, Controllers, Accounting and Finance Managers and Staff
- Financial Analysts, Budget Directors and Staff, CPAs, Auditors, Administrators and Managers
- HR and Sales professionals who prepare reports using Excel
- Engineers and Production Managers who prepare reports using Excel
- Users of Excel who want to learn about Excel dashboards
Download Conference Material
Download Conference Material
