Excel Dashboard Course

Do your Excel reports take a long time to update each month/week?

Do you spend hours collating data, updating formulas and charts and then feel like no one reads them anyway?

In my Excel Dashboard course I teach you how to create amazing interactive Excel dashboards, like the ones below, that update with the click of the Refresh button, or with a simple copy and paste of your new data into your spreadsheet. They'll wow your boss and take your career to the next level.

So, what is an Excel Dashboard?

An Excel Dashboard provides insight, analysis and alerts. They're fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more.

Key features:

• Usually fits on one page
• Displays key trends, comparisons and data graphically or in small tables
• Provides the reader with conclusions to their objective
• Is often interactive allowing the user to filter data and switch views themselves
• Employs best practices that enable the report to be updated quickly and easily (often at the click of just one button)

What the Excel Dashboard Course Will Do For You

This comprehensive Excel Dashboard Course will teach you the simple techniques you can apply in Excel to make killer dashboards that will set your skill level apart from the crowd.

I teach you how to build Excel Dashboard reports from the ground up.

By applying the simple rules I share with you, you will have the skills to be able to create reports that save loads of time (allowing you to go home early :)) and you’ll quickly become known as a Dashboard Superhero with reports that are:

• Quick and easy to update, in fact they can update themselves (imagine being able to confidently say that in an interview) at the click of a button if you set them up right (I show you how).


• Fully interactive so the reader can change the view themselves; they can filter by product, time period or any parameter you choose, they can show and hide data using check boxes, drop down lists, and option buttons to name a few.


• Easy to read and interpret; plus I share with you a heat map of your page that shows you where your most important data should go and where will get the least attention.


• Exactly what the reader wants; I teach you the 5 key questions to ask and to who in the planning stage of your report so you get it right first time.


• Choose the right charts for your data; I teach you over 20 charts and show you which type of chart will best display your data.



Just take a look at the two charts below. Both plot the same data but one is much easier to make comparisons in the data than the other. You be the judge.





• Professional presentation. I teach you simple visualisation techniques so your reports will look like you’ve had a graphic designer involved even if you are completely lacking in artistic talent (like me).



What You Get in the Course

• 5.5 hours of video tutorials designed to get you building your own dashboards as quickly as possible, because I know you don’t really want to watch me building them, you want to build them yourself.


• The pace is pretty fast because I hate courses that waffle on. I like to get straight to the point so you're up to speed fast, and I’ve designed it so that if you need to re-watch anything you can rewind and replay the videos as many times as you like, or just refer to the completed versions of the Excel workbooks.


• You can download the actual Excel files used in the filming.

  These files contain notes and links to further tutorials so you can fill in any gaps in your knowledge. Use the ‘before’ versions of the files to practice what you learn in the video, after all, we learn best by doing. And use the 'after' versions of the files to refresh your memory.

• Chart Chooser PDF helps you find the charts that suit your data structure. Plotting your data in the right chart type can make the difference between getting your message across and hiding it altogether.


• 3 x sample Excel dashboard reports Use them to steal ideas from and reverse engineer.


• Homework Challenge. Practice what you learn so that you don't forget it. Plus you'll be creating a dashboard of your own that you could use for job interviews to showcase your skills. If you like you can even send it to me and I'll review it and give you feedback.



• 12 months of support from me. We have a dedicated support forum for Dashboard course members where you can post a question and I’ll post you an answer. These Q&A’s will be available for everyone in the class to learn from too (you can even post the answer to your classmate's questions if you know it), making it a truly interactive class. Or, if you prefer you can email me your questions direct.

  Support of my members is very important to me and is valuable to my members, as you can see from this email from Arash:

  “I feel like I have a 24hr support. The way you reply and support, in terms of time and effectiveness is not comparable to other websites and people who provide learning modules. You are Superb!!!”

• The training is delivered online and tutorials are available to watch 24/7 at your own pace. Pause, rewind, replay as many times as you like.


• 12 months access to the video tutorials and file downloads. There's even a download option where you can download all videos in the course and keep them on your own PC forever.


• When you've finished I'll send you a 'Certificate of Completion' saying you've completed the course which you can add to your résumé/CV arsenal.



Course Syllabus

Excel Dashboards 2013+ Show Syllabus

Session 1: Getting Started0:14:40

1.01	Introduction	0:04:04
1.02	Data Preparation	0:03:35
1.03	Design Principles	0:07:01

Session 2: Pivot Dashboards0:26:23

2.01	PivotTables for Analysis	0:06:09
2.02	Pivot Charts	0:09:22
2.03	Slicers	0:06:16
2.04	Updating Pivot Based Dashboards	0:04:36

Session 3: Formula Dashboards1:00:55

3.01	Formulas for Analysis	0:12:21
3.02	Regular Charts	0:05:49
3.03	Form Controls	0:11:06
3.04	Slicers for Formulas	0:08:21
3.05	Updating Formula Based Dashboards	0:23:18

Session 4: Distributing0:36:54

4.01	Distributing Dashboards	0:01:52
4.02	Protecting Excel Files	0:08:17
4.03	Embed in PowerPoint	0:02:57
4.04	Excel Web App	0:12:47
4.05	SharePoint Page	0:02:09
4.06	Custom Passworded Views	0:08:52

Session 5: Chart Library3:10:49

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5.01	Choosing Charts	0:03:07
5.02	Create Regular Charts from PivotTables	0:11:25
5.03	Ideas (365 Only)	0:05:43
5.04	Adding Series to Charts	0:06:19
5.05	Charts & Tricks for Trending	0:08:33
5.06	Smoothing Data	0:02:40
5.07	Actual vs Target Charts	0:11:22
5.08	Bullet Charts	0:08:14
5.09	Small Multiples & Panel Charts	0:02:35
5.10	Dot Plots, Dumbbells & Lollipops	0:09:48
5.11	Highlight Chart Min & Max	0:09:19
5.12	Frequency Distribution	0:04:52
5.13	Sparklines & Mini Charts	0:14:02
5.14	Map Charts (2019/365)	0:06:24
5.15	Conditional Formatting	0:4:33
5.16	Heatmaps	0:03:36
5.17	Visualising Parts to a Whole	0:04:02
5.18	Symbols in Charts	0:05:27
5.19	Dynamic Labels	0:08:34
5.20	Lookup Charts	0:07:00
5.21	Cross Filter & Highlight	0:09:28
5.22	Scroll and Sort Table	0:14:08
5.23	Chart Titles	0:09:09
5.24	Custom Number Formats	0:07:50
5.25	Tabs Using Shapes & Hyperlinks	0:06:08
5.26	Formatting & Chart Alignment Tricks	0:06:31





Excel Dashboards 2010 Show Syllabus

Session 1: Introduction0:10:13

1

Introduction

0:10:13

Session 2: Getting Your Data Ready0:06:37

2

Getting Your Data Ready

0:06:37

Session 3: Design Principles0:05:57

3

Design Principles

0:05:57

Session 4: Display Principles2:52:00

4.01	Charts & Tricks for Trending	0:13:53
4.02	Secondary Axis	0:02:48
4.03	Smoothing Data	0:04:11
4.04	Sparklines	0:15:18
4.05	Formatting Tricks	0:02:37
4.06	Highlighting Comparisons	0:04:50
4.07	Top & Bottom Ranking	0:08:38
4.08	Frequency Distribution	0:05:20
4.09	Target vs Variance Charts	0:04:07
4.10	Performance Against Target Range	0:04:05
4.11a	Bullet Graphs Excel 2007/2010	0:12:40
4.11b	Bullet Graphs Excel 2013 onward	0:14:09
4.12	Win/Loss/Draw Conditional Format	0:04:40
4.13	Custom Number Formats	0:17:47
4.14	Dynamic Labels	0:01:43
4.15	Text Formulas	0:09:06
4.16	Symbols in Formulas and Charts	0:04:33
4.17	Adding Series to Charts	0:03:55
4.18	Embedding Graphics in Charts	0:04:06
4.19	Small Multiples	0:05:12
4.20	In Cell Charts	0:07:47
4.21a	Panel Charts Excel 2007/2010	0:06:51
4.21b	Panel Charts Excel 2013 onward	0:05:34
4.22	Step Charts	0:08:10

Session 5: Interactive Controls2:47:32

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5.01	Form Controls Introduction	0:01:55
5.02	Check Boxes	0:03:53
5.03	List Boxes	0:16:20
5.04	Option Buttons	0:09:08
5.05	Group Boxes	0:02:28
5.06	Scroll Bar	0:03:43
5.07	Buttons	0:02:28
5.08	Combo Box with Macro	0:06:04
5.09	Dynamic Date Filters 4 Ways	0:24:35
5.10	Animated Charts	0:17:02
5.11	INDIRECT Function	0:11:15
5.12	Dynamic Named Range with OFFSET	0:07:10
5.13	Dynamic Named Range with INDEX	0:09:46
5.14	Dynamic Ranges for Charts	0:08:13
5.15	Rollover Technique	0:13:14
5.16a	Scroll and Sort Table	0:15:35
5.16b	Scroll and Sort Table with Dynamic Arrays	0:05:01
5.17a	Dynamic Unique List	0:05:48
5.17b	Dynamic Unique List with Dynamic Arrays	0:03:54

Session 6: Analysing the Data0:40:57

6.01	PivotTables and PivotCharts	0:13:10
6.02	Slicers	0:08:36
6.03	GETPIVOTDATA Function	0:11:31
6.04	Capture Slicer Selection in Formula	0:03:34
6.05	Slicer & PivotChart Dashboard Overview	0:04:06

Session 7: Automating your Dashboard0:20:25

7.01	Linking to Access	0:08:07
7.02	Incorporating New Data Automatically	0:09:39
7.03	Auto Refresh PivotTables	0:02:39

Session 8: Putting It All Together0:53:59

8.01	Quick Re-cap	0:01:37
8.02	New Dashboard Tour	0:03:47
8.03	Pyramid Chart	0:08:06
8.04	Array Formula Alternative to SUMIFS	0:09:50
8.05	LARGE and SMALL Array and DAVERAGE	0:06:23
8.06	Rank Values with PivotTable	0:03:50
8.07	Scatter Chart	0:08:31
8.08	DMAX, DMIN, DAVERAGE	0:05:43
8.09	Formatting Quickly	0:06:12

Session 9: Distributing your Dashboard0:37:08

9.01	Distributing your Dashboard	0:03:39
9.02	Excel Web App - Introduction	0:05:35
9.03	Preparing Your File for Excel Web App	0:04:41
9.04	Publish with Excel Web App	0:09:21
9.05	Password Protection	0:13:52

Session 10: Tour de France Dashboard0:42:17

10.01	Dashboard Overview	0:13:07
10.02	SUMIFS Formulas	0:07:42
10.03	INDEX, MATCH and OFFSET	0:05:12
10.04	INDEX, MATCH multiple match Array	0:03:54
10.05	Zoom Images VBA Code	0:12:22

Session 11: 3D Maps/Power Maps (Excel 2013 Onward)0:32:51

11.01	Introduction to 3D Maps	0:04:30
11.02	Creating 3D Maps	0:18:59
11.03	Custom Maps (Excel 2016 Only)	0:09:22

Homework (download the file first) 0:26:54

	Mynda's Homework Dashboard Part 1	0:08:52
	Mynda's Homework Dashboard Part 2	0:18:02




Optional Related Excel Lessons

Charts in Excel 2013 Onward0:17:40

1	Formatting	0:08:37
2	Labels	0:07:03
3	Combo Charts	0:02:00

Excel Course Session 9: Conditional Formatting0:12:29

9.01	Introduction	0:01:02
9.02	Highlight Cell Rules	0:02:41
9.03	Top/Bottom Rules	0:02:34
9.04	Data Bars	0:01:19
9.05	Color Scales	0:01:39
9.06	Custom Formatting Rule	0:03:14

Excel Course Session 10: Tables0:14:24

10.01	Introduction	0:01:03
10.02	Insert a Table and Style Options	0:03:26
10.03	Add Rows and Columns	0:02:39
10.04	Perform a Function in a Table	0:04:18
10.05	Summarise with PivotTable	0:02:58

Excel Course Session 11: Data Tools0:10:31

11.02	Data Validation	0:06:27
11.03	Drop Down Lists	0:04:04

Excel Course Session 14: Lookup Functions0:35:49

14.01	Introduction	0:01:14
14.02	VLOOKUP	0:06:20
14.03	VLOOKUP Exact Match	0:09:17
14.04	HLOOKUP	0:03:52
14.05	HLOOKUP Exact Match	0:01:36
14.06	CHOOSE	0:06:12
14.07	INDEX & MATCH	0:07:05

Excel Course Session 15: Conditional Logic0:51:53

15.02	IF Statement	0:07:43
15.03	Nested IF	0:04:21
15.04	IF AND	0:03:01
15.05	IF OR	0:02:43
15.06	IF NOT	0:04:21
15.07	IFERROR	0:03:13
15.08	SUMIF and SUMIFS	0:04:15
15.09	AVERAGEIF and AVERAGEIFS	0:04:41
15.10	COUNTIF & COUNTIFS	0:09:46
15.11	SUMPRODUCT	0:10:18

Excel Course Session 19: Adding Graphics0:26:57

19.01	Introduction	0:01:07
19.02	Insert Pictures	0:02:37
19.03	Modifying Pictures	0:03:44
19.04	Insert Shapes	0:04:01
19.05	Insert SmartArt	0:05:11
19.06	Apply Themes	0:03:42
19.07	Arrange	0:06:36

Excel Course Session 21: PivotTables0:15:52

21.01	Introduction	0:01:14
21.02	Creating PivotTables	0:02:48
21.03	Choosing Fields	0:04:07
21.04	PivotTable Layout	0:03:29
21.05	Filtering PivotTables	0:02:04
21.06	Modifying PivotTable Data	0:02:10

Excel Course Session 22: Protecting Data0:11:28

22.01	Introduction	0:00:40
22.02	Workbook Passwords	0:03:40
22.03	Protecting Workbooks	0:03:08
22.04	Unlocking Cells	0:04:00

Excel Course Session 26: Macros0:18:28

26.01	Introduction & Macro Security	0:03:40
26.02	Recording a Macro	0:04:17
26.03	Assign a Macro to a Button or Shape	0:03:33
26.04	Run a Macro Upon Opening a Workbook	0:02:57
26.05	How to Inspect and Modify a Macro	0:03:45





Who is Teaching the Course?



That would be me, I'm Mynda Treacy, Co-founder of My Online Training Hub, and a Microsoft Excel MVP.

I have been working with Excel since 1995 and teaching since 2010 (not including teaching many colleagues over the years), and I'm excited to be able to share what I have learned with you.

Back when I started using Excel I was lucky, in that you weren't expected to know how to use it! As you'd know, that's not the case these days.

What you learn in this course will apply to all you do in Excel. From best workbook design, right through to advanced formulas and charting.

Once you've completed the course and practiced what you learn you’ll be able to confidently state on your resume/CV that you not only have 'Excel Dashboard skills', but also 'Advanced Excel Skills' because most of what I teach is very advanced.



Watch a Sample Tutorial

Click on the video below to start watching. Click on the white rectangle on the bottom right of the video control bar to watch the video in full screen.






Who Is It For?

The course is for you if you:

• Already prepare reports of any kind that require updating with new data on a regular basis (weekly, monthly….) and or,
• Want to learn how to build interactive dashboard reports and or,
• Want to change career or apply for a new job and or,
• Work with charts and or,
• Work with large volumes of data and or;
• Import data into Excel from another source e.g. another database, Access, Web, Text files etc. and or,
• Often don’t know the best chart to use to display your data.



Prerequisites:

• Have access to Excel 2007 or later. Mac Users: This course is filmed in Excel for PC, however if you're fairly savvy you will be able to map the menus you see in the videos to your Mac equivalents. Many Mac users have successfully taken this course. The Dashboard concepts and most of the formulas are applicable to any version of Excel.
• Be able to build and apply basic formulas in Excel.
• Pivot Table and Pivot Chart knowledge is helpful, but expertise is not necessary to take this course.



Note: 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.




Knowing How to Make Amazing Excel Dashboards Will Take Your Career to the Next Level

Excel Dashboards are the new buzzword employers are looking for.

If you have, or want a career that involves creating reports in Excel, then you need to know how to create impressive, interactive, and easy to read Dashboards

This course will get your skills up to date by teaching you how to create Dashboards that will wow your boss (or your prospective employer) even if you don't have an artistic bone in your body.