In any business, a dashboard is a key communication tool, and presentation is what makes it work. Many tools can build one, but Excel is a common choice because it is powerful, flexible and already installed on most computers.
This 60-minute Excel interactive dashboard training covers what you need to know to create a professional-looking dashboard that users can filter themselves. You'll set up your data sources the right way, summarize data with PivotTables, communicate visually with charts, build KPI summaries with formulas and add interactive filters with slicers.
The training is delivered in the latest Excel for Windows, though much of it works in earlier versions.
WHY SHOULD YOU ATTEND?
A clear, interactive dashboard helps people understand your data at a glance. This session gives you a solid foundation for building your own dashboards and reports in Excel.
It is for Excel users at an intermediate level, ideally able to create a basic PivotTable, including business owners, executives, managers, supervisors, HR professionals, consultants and investigative officers.
AREA COVERED
- Best practice for setting up data sources
- Using PivotTables to summarize data
- Visual communication with charts
- Using formulas to create KPI summaries
- Creating interactive filters with slicers
LEARNING OBJECTIVES
- Set up data sources following best practice
- Summarize data with PivotTables
- Choose charts that communicate results visually
- Build KPI summaries with formulas
- Add interactive filters to a dashboard with slicers
WHO WILL BENEFIT?
This webinar is for any user of Excel who wants to learn how to create Excel dashboards. You should have an intermediate level of Excel knowledge and preferably know how to create a basic pivot table.
The training will be delivered using the latest version of Excel for Windows although much of the functionality is available in earlier versions of the application.
- Business Owners
- Supervisors
- Managers
- General Managers
- HR Directors
- HR Managers
- HR Generalists
- Vice-Presidents
- CEO’s
- COO’s
- CFO’s
- Directors
- Human Resources Professionals
- Consultants
- Managers
- Supervisors
- HR Training Manager
- Investigative Officers
A clear, interactive dashboard helps people understand your data at a glance. This session gives you a solid foundation for building your own dashboards and reports in Excel.
It is for Excel users at an intermediate level, ideally able to create a basic PivotTable, including business owners, executives, managers, supervisors, HR professionals, consultants and investigative officers.
- Best practice for setting up data sources
- Using PivotTables to summarize data
- Visual communication with charts
- Using formulas to create KPI summaries
- Creating interactive filters with slicers
- Set up data sources following best practice
- Summarize data with PivotTables
- Choose charts that communicate results visually
- Build KPI summaries with formulas
- Add interactive filters to a dashboard with slicers
This webinar is for any user of Excel who wants to learn how to create Excel dashboards. You should have an intermediate level of Excel knowledge and preferably know how to create a basic pivot table.
The training will be delivered using the latest version of Excel for Windows although much of the functionality is available in earlier versions of the application.
- Business Owners
- Supervisors
- Managers
- General Managers
- HR Directors
- HR Managers
- HR Generalists
- Vice-Presidents
- CEO’s
- COO’s
- CFO’s
- Directors
- Human Resources Professionals
- Consultants
- Managers
- Supervisors
- HR Training Manager
- Investigative Officers
