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Excel: Creating a Basic Dashboard

1h 7mIntermediate2022-02-08

Authors

Curt Frye

President of Technology and Society, Incorporated

Course details

In this course, instructor Curt Frye shows you how to summarize spreadsheet data effectively to support decision-making throughout your organization. Curt explains how to set up a supporting workbook, including how to manage and filter data, streamline charts for dashboards, and create sparklines. He also goes over the process of creating a dashboard worksheet. Curt covers creating and managing cell links, using PivotTable data in a formula, extending your dashboard with hidden rows, and more.

Skills covered

SpreadsheetsMicrosoft ExcelData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

01 - Improve decision-making by creating dashboards
02 - What you should know

1. Setting Up the Supporting Workbook

03 - Manage data using Excel tables
04 - Manage PivotTables and PivotCharts
05 - Summarize Excel table and PivotTable data
06 - Filter Excel table and PivotTable data
07 - Define conditional formats
08 - Define an icon set conditional format
09 - Streamline charts for dashboards
10 - Create sparklines

2. Creating a Dashboard Worksheet

11 - Create and manage cell links
12 - Link cell contents to a shape
13 - Use PivotTable data in a formula
14 - Extend your dashboard using hidden rows
15 - Hide gridlines and set zoom levels

Conclusion

16 - Next steps