Access 2019: Building Dashboards for Excel
1h 48mIntermediate2019-09-05
Authors
Robin Hunt
Developer and Educator
Course details
Take your Excel and Access skills to the next level by learning how to create interactive dashboards users will find attractive and easy to use. Instructor Robin Hunt shows you how to use these two programs in combination to create queries, macros, slicers, and more. Learn how to generate charts, graphs, and other appealing data visualizations that can update in real time as the dashboards collect and display information, giving your users an experience they’ll appreciate.
Learning objectives
How queries, forms, and reports work with tables
Linking data to Access
Building and working with queries
Working with SQL view
Exporting and linking data to Excel
Charting and pivots in Excel
Building interactive charts
Building Excel macros for dashboard
Creating macros that navigate
Assigning macros to buttons
Learning objectives
How queries, forms, and reports work with tables
Linking data to Access
Building and working with queries
Working with SQL view
Exporting and linking data to Excel
Charting and pivots in Excel
Building interactive charts
Building Excel macros for dashboard
Creating macros that navigate
Assigning macros to buttons
Skills covered
Microsoft AccessDesktop DatabasesMicrosoft ExcelBusiness Software and ToolsMicrosoftDeep Dive (X:Y)
Concepts
Introduction
- Make Excel data entry more visual
- What you should know
- Working with the exercise files
The Benefits of Moving to Access
- Understanding the limitations of Excel
- Understanding the limitations of Access
- Learning how queries, forms, and reports work with tables
Understanding the Access Structure
- Work with table views
- Link data to Access
Analyze Database Tables
- Learning the basics of normalization
- Understanding table relationships
- Identify keys
- Understanding join types
Build and Work with Queries
- Create queries
- Sort and filter in a query
- Enhance queries
- Build unique data queries
- Work with SQL view
- Build aggregate data queries
Export and Link Data to Excel
- Import to and from Access
- Link data to Excel
- Work with external connections
- Refresh data from other sources
- Add data from connections
- Change connections
Charting and Pivots in Excel
- Build sunburst charts and treemaps
- Build pivots and set refresh settings
- Build PivotCharts
- Using slicers and timelines to filter
- Set slicer options
- Move charts
- Work with page layout
Build Excel Macros for Dashboard
- Create macros that clear filters
- Create macros for common filters
- Create macros that navigate
- Assign macros to buttons
Conclusion
- Next steps