A good Excel dashboard answers questions at a glance and keeps working when the data changes. This demo-led 60-minute webinar, presented by an Excel MVP, shows you how to build one.
You'll see what makes a dashboard effective, which chart suits which question, and how to aggregate data with PivotTables and the newer GROUPBY function. You'll then add interactivity with slicers and timelines so viewers can filter the whole dashboard with one click.
The session also covers Excel's built-in AI tool, Analyze Data, charts inside cells (sparklines), and newer chart types worth knowing, such as map, waterfall, box and whisker, and Pareto charts. It suits users at every level, from first dashboard to advanced.
WHY SHOULD YOU ATTEND?
Most organizations store plenty of data but rarely analyze it. This session shows you how to use Excel's built-in tools to analyze your data, turn it into clear charts and make those charts interactive, so users can click to choose a date period or region and the whole dashboard updates.
You'll also see how to set up your source data so it works well in a dashboard. Even regular PivotTable users will pick up tips and tricks, plus newer tools such as AI auto-analysis and the GROUPBY and PIVOTBY functions, which can do things PivotTables can't.
AREA COVERED
- What makes a good dashboard
- Which chart to use for which question
- Charts inside cells
- Aggregating data with PivotTables and GROUPBY
- PivotTable tips and tricks
- Adding interactivity with slicers and timelines
- Using Excel's AI to auto-analyze data
LEARNING OBJECTIVES
- Understand how PivotTables work and their formula equivalents, GROUPBY and PIVOTBY
- Choose the data visualization that works best in each context
- Build dashboards with interactive charts using slicers and timelines
- Set up source data for the best analytics results
- Use built-in AI features such as Analyze Data and Copilot
- Create charts inside cells with sparklines and data bars
WHO WILL BENEFIT?
- Understanding these tools is very useful for high level and middle management, but anyone needing to aggregate data will find it helpful. People working in sales, HR, marketing, finance or operations who work with data will find this useful, essentially anyone using Excel for 20 minutes or more per day on average.
Most organizations store plenty of data but rarely analyze it. This session shows you how to use Excel's built-in tools to analyze your data, turn it into clear charts and make those charts interactive, so users can click to choose a date period or region and the whole dashboard updates.
You'll also see how to set up your source data so it works well in a dashboard. Even regular PivotTable users will pick up tips and tricks, plus newer tools such as AI auto-analysis and the GROUPBY and PIVOTBY functions, which can do things PivotTables can't.
- What makes a good dashboard
- Which chart to use for which question
- Charts inside cells
- Aggregating data with PivotTables and GROUPBY
- PivotTable tips and tricks
- Adding interactivity with slicers and timelines
- Using Excel's AI to auto-analyze data
- Understand how PivotTables work and their formula equivalents, GROUPBY and PIVOTBY
- Choose the data visualization that works best in each context
- Build dashboards with interactive charts using slicers and timelines
- Set up source data for the best analytics results
- Use built-in AI features such as Analyze Data and Copilot
- Create charts inside cells with sparklines and data bars
- Understanding these tools is very useful for high level and middle management, but anyone needing to aggregate data will find it helpful. People working in sales, HR, marketing, finance or operations who work with data will find this useful, essentially anyone using Excel for 20 minutes or more per day on average.