Excel Dashboards and Reports
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COURSE COST: $295.00

COURSE TIMES: 9:00am - 4:30pm

Printable version of this course


Dashboard reports allow managers to get high-level overview of the business and help them make quick decisions. Dashboards are often called as management dashboards or information dashboards or dashboard reports.

The course covers features of Excel Dashboards, such as display and visualization principles for clear dashboard creation, using interactive controls to keep information informative and relevant, analyzing and automating information for a fully functional and complete dashboard. It also includes key considerations for distributing dashboards like password protections, locking and unlocking cells and protecting workbooks.


What is the target audience?

This course is not for complete beginners, but if you’ve put together any type of report in Excel before then you will definitely benefit from the time saving tips and data visualisation techniques I share with you.

Ideally you already know how to use Excel and are familiar with basic formulas and how to build them. You’ve created basic charts using the standard ones available in Excel, and you’re familiar with Pivot Tables and Pivot Charts but not an expert. Dashboards are fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more.

In order to learn Excel Dashboard students should have access to Excel 2007 or later. Students should also be familiar with putting together any type of report in Excel to be able to apply the time saving and visualization techniques taught here. Students should be able to build and apply basic formulas in Excel as well. Pivot Table and Pivot Chart knowledge is helpful, but expertise is not necessary to take this course.


*Course cost listed does not include the cost of courseware (required) or lunch (optional). Please contact us at learn@vtec.org or 207-775-0244 for additional pricing information, or if you have any questions.
Course subject to minimum enrollment.


What you need to know
What you need to have

Getting Started with Excel Dashboards
Introduction to Dashboards
Table Design Best Practices
Using Excel Sparklines
Chartless Visualization Techniques

Introducting Charts into your Dashboards
Excel Charting for the Uninitated
Working with Chart Series
Formating and Customizing Charts
Components That Show Trending
Components That Group Data
Components That Show Performance Against a Target

Dashboarding Concepts
Adding Interactive Controls to Your Dashboard

Pivot Table Driven Dashboards
Using Pivot Tables
Using Pivot Charts
Adding Interactivity with Slicers
Data Model and Power View for 2013

Working with the Outside World
Integrating External Data into Excel Reporting
Sharing Your Work with the Outside World for 2013