Visually Effective Excel Dashboards

4.6 (8759)
Learning paid
11 hours course
Course by Udemy
$ 113.99
$ 113.99
What will you learn?
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
About the course

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 minutesawesome!" 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?

It includes:

  • 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
    This lecture introduces you to the topics covered in this online Excel Dashboard course - make sure you watch it to see if the course is for you.
    Get the Most from the Course
    I provide a brief summary of the structure of this online Excel report and dashboard course. Depending on your needs right now and how you'd like to learn, you could either jump in when I create the Excel KPI dashboard or the Regional (pivot slicer) dashboard from scratch or you can take the course from beginning to end. 
    Download Course Files Here
    You can download the main course files here - you will find a demo workbook where you can follow along with me when I cover the formulas required for dashboards, Excel Form Controls and advanced Excel charting techniques. You can also download the files from the source data section when I demonstrate different raw data sources and also the final KPI dashboard and Regional (Slicer/ Pivot table) dashboards.
    A Dashboard Primer
    What exactly is a dashboard? Find out in this lecture.
    New project? This is Your Checklist
    Based on my experience as project manager, I take you through the checklist of questions you need answered, when you start a new Excel report or Excel dashboard project. Don't forget to download the PDF document for this lecture.
    Dashboards - Before You Start
    First Steps for your Dashboard Project
    Once you've gone through the checklist, these are the first steps you need to take to start with your new Excel report or Excel dashboard project. Downloadable PDF is included.
    Create a Mockup (Wireframe) in Excel
    Use the Vector Elements (graphics) included in this sample Excel file, to create mock-ups (layouts) for your Excel dashboard projects.
    Useful Excel Keyboard Shortcuts
    In this lecture I share with you my favorite Excel keyboard shortcuts when I design reports and dashboards in Excel.
    4 Time-Saving Tips for Excel
    Use these 4 time-saving Excel tips to start quicker and work faster. It makes creating reports and dashboards in Excel much easier.
    Proper Spreadsheet Architecture & Workflow
    How should you setup your Excel spreadsheet report? What's the optimal method of organizing your report and calculations? How should the data flow? In this lecture I share with you the optimal method for creating Excel dashboards and reports and how to organize your tabs for best results.
    • A computer or laptop with Windows (some techniques might not work on Mac)
    • You are able to write basic formulas and are familiar with the Excel spreadsheet environment
    • Demonstration is done with Excel 2016 but the techniques work with any version of Excel - unless stated in the individual videos
    Leila Gharani
    Leila Gharani
    Microsoft Excel MVP, Bestselling Instructor
    Udemy courses are suited to professional development. The platform is organized in such a way that it is experts themselves that decide the topic and when the course will start. All supporting documents are made available to you for lifetime access. On this platform, you can find a course on about any subject, and that is no exaggeration – from a tutorial on how to ride a motorcycle, to managing the financial markets. The language and the course format are established by the teacher. This is why it is important to read the information about the course carefully before parting with any money.
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