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
Introduction
- Improve decision-making by creating dashboards
- What you should know
Setting Up the Supporting Workbook
- Manage data using Excel tables
- Manage PivotTables and PivotCharts
- Summarize Excel table and PivotTable data
- Filter Excel table and PivotTable data
- Define conditional formats
- Define an icon set conditional format
- Streamline charts for dashboards
- Create sparklines
Creating a Dashboard Worksheet
- Create and manage cell links
- Link cell contents to a shape
- Use PivotTable data in a formula
- Extend your dashboard using hidden rows
- Hide gridlines and set zoom levels
Conclusion
- Next steps