How to create a dashboard in Excel - by Mike Thomas
08 May 2019
- 12:45 PM to 02:15 PM EST
90 Minutes

How to create a dashboard in Excel. Learn here to create and Use Excel Dashboards to Gain Valuable Business Insights. Improve your Excel and data visualization skills with these tips.

How to create a dashboard in Excel - by Mike Thomas

Mike Thomas has 27 years experience in corporate IT training, working with and for organizations across a diverse range of industries including pharmaceutical, healthcare, legal, retail and public sector. He designs and delivers face-to-face, virtual, written and video-based training and provides IT support to users. Mike’s key technical skills include Microsoft Office, Lync, SharePoint, VBA development and database development.

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How to create a dashboard in Excel - Reports and dashboards are a crucial tool in your communication armory. A significant and well-designed dashboard offers a CEO, shareholder or Project Manager a valuable insight into the Key Performance Indicators (KPI’s) where a company or task is assessed and allows them to look for the future path of the business enterprise or project.

Although there are numerous tools you can use to make a dashboard, Excel is utilized due to its power commonly, its versatility and the known fact that most people have it installed on their computer or mobile device. Excel dashboard skills are in popular, with the growing need for Business Cleverness (BI). The use of dashboards as a display tool is a hot topic right now and consequently being able to create them is a must have skill for the serious Excel user. There's no "create a dashboard" command in Excel. Creating a dashboard involves using a mixture of tools that are built-in to Excel.

This session with expert speaker Mike Thomas shall help you how to create a dashboard in Excel perfectly, using Stand out 2016 for Home windows and leverage the charged power of data evaluation to make critical business decisions. Note that a lot of the features available in Excel 2016 is also presented in Excel 2013 and 2010.

This training targets what you ought to know to generate an interactive professional-looking dashboard using Excel. You'll understand how to: make the dashboard maintenance-free when new data becomes available; create the pivot tables had a need to drive the dashboard; create great looking visuals; add interactivity using slicers; automate components of the dashboard with a macro and protect the cells composed of critical formulas.

Learning Objectives - How to create a dashboard in Excel

  • Best practice for setting up data sources
  • Using Pivot Tables to summarize data
  • Visual communication using charts
  • Creating a rolling 30-day summary
  • 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 : How to create a dashboard in Excel

This webinar is for just about any user of Excel who wants to learn how to create Excel dashboards. You should have an intermediate level of Excel knowledge including an understanding of how to create basic pivot tables.

Target Job Title

Novice or expert Excel users who Any Excel user who want to know how to represent data visually.

  • Data analysts
  • C Level Executives
  • Executive Assistants
  • Accountants
  • Administrators
  • Office Managers
  • Attorneys
  • CPA
  • Finance Professionals
  • Bookkeeper
  • HR Professionals
  • Leaders
  • Staff
  • All Excel users
At the Q&A session following the live event, ask a question and get a direct response from our expert speaker.

Important Note

  1. For Live webinar attendee, you can find webinar joining details at user dashboard. (Create an account)
  2. Live webinar attendees can download the participation certificate & credit points from dashboard after approval.
  3. For Web download - You can download recorded video & handouts from user dashboard after Live webinar session.

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