Drive Your Dashboard with Excel

Course Description:

The purpose of this course is to improve analysis of key performance measurements through effective presentation of information.

Learning Objectives:

Upon successful completion of this course, participants will be able to:  

• Identify and define a dashboard and its different components
• Recognize the design component of the dashboard
• Recognize, create and edit appropriate charts for a dashboard
• Recognize, create and edit in-cell charts and tables
• Recognize and create Sparklines
• Apply different linking methods in a dashboard
• Apply different filtering techniques and data validation to data
• Recognize and understand how to use absolute cell references and range names  
• Recognize the pros and cons of pivot charts and how to use them in a dashboard
• Recognize the different types of conditional formatting and how to apply them
• Recognize and apply different functions within a dashboard 
• Recognize how to protect and distribute dashboards

Advance Preparation:

• Basic understanding of file management- how to open and save files.
• Knowledge of how to create and format a simple chart and pivot table.
• How to use formulas and basic functions such as IF.
• Understanding of absolute cell references