Advanced HR Analytics and Dashboard Creation Using Microsoft Excel

Master data visualization with Advanced Excel Dashboards! In this hands-on class, you'll create interactive dashboards, dynamic charts, and automated reports using VBA, slicers, and formatting tools. Learn to turn data into clear insights for better visualization and decision-making.

Productivity

2 Hours

Description

Take your Excel skills to the next level with Advanced Excel Dashboards, the perfect follow-up to  4-Hour Excel Beginning to Advanced course! This hands-on class focuses on creating interactive dashboards, dynamic charts, and powerful data visualizations to transform raw data into clear, actionable insights. You'll learn to design custom reports, automate updates with VBA, and use slicers and interactive controls for seamless navigation. We will use various tools, including PivotTables and charts, as the basis for our data analysis, concentrating on dashboard design and data storytelling. Perfect for business professionals and analysts, this course will help you streamline reporting and make data-driven decisions with confidence. Enroll now and elevate your Excel skills!

Course Objectives

Take your Excel skills to the next level with Advanced Excel Dashboards, the perfect follow-up to  4-Hour Excel Beginning to Advanced course! This hands-on class focuses on creating interactive dashboards, dynamic charts, and powerful data visualizations to transform raw data into clear, actionable insights. You'll learn to design custom reports, automate updates with VBA, and use slicers and interactive controls for seamless navigation. We will use various tools, including PivotTables and charts, as the basis for our data analysis, concentrating on dashboard design and data storytelling. Perfect for business professionals and analysts, this course will help you streamline reporting and make data-driven decisions with confidence. Enroll now and elevate your Excel skills!

Target Audience

If you're ready to transform raw data into clear, compelling dashboards, this class is for you!

    Business analysts and data professionals who need to create clear, interactive dashboards.

Managers and decision-makers who rely on data-driven reports for better insights.

Finance and accounting professionals looking to streamline reporting and automation.

Sales and marketing professionals who need to visualize KPIs and performance metrics.

Project managers who want to track progress and display key data effectively.

Operations and HR professionals needing to analyze and present workforce or process data.

Anyone who works with large datasets and wants to improve their reporting and visualization skills.


Basic Understanding

To succeed in Advanced Excel Dashboards, you should have basic Excel skills, such as working with formulas, tables, charts, sorting, and filters. Prior PivotTable experience is helpful but not required. A great course to take first is 4-Hour Excel Beginning to Advanced, which provides a strong foundation for this class. No VBA experience is needed—we’ll introduce key automation concepts.

Course Content

No sessions available.

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Advanced HR Analytics and Dashboard Creation Using Microsoft Excel

Session 1: Introduction to Dashboards and Data Visualization

  1. Understanding what makes an effective dashboard
  2. Key principles of data visualization for clarity and impact
  3. Overview of Excel tools used for dashboard creation

Session 2: Building and Customizing PivotTables for Dashboards

  1. Creating PivotTables from raw data
  2. Advanced sorting, filtering, and grouping
  3. Using calculated fields and custom formulas
  4. Best practices for structuring PivotTables for dashboards

Session 3: Creating Dynamic PivotCharts and Visualizations

  1. Choosing the right chart type for different data sets
  2. Formatting charts for readability and impact
  3. Linking PivotCharts to PivotTables for interactive reporting
  4. Adding slicers and timelines for easy data filtering

Session 4: Dashboard Automation and Interactivity

  1. Using slicers and timelines for dynamic navigation
  2. Linking multiple PivotTables and charts for seamless updates
  3. Automating dashboard updates with refresh settings
  4. Introduction to the Visual Basic Toolbox for automation

Session 5: Designing a Professional, User-Friendly Dashboard

  1. Organizing elements for a clean, efficient layout
  2. Using color, fonts, and formatting to enhance clarity
  3. Ensuring dashboards are scalable and easy to update
  4. Best practices for sharing and distributing dashboards

Session 6: Hands-On Dashboard Project

  1. Step-by-step creation of a real-world dashboard
  2. Applying learned techniques to build an interactive report
  3. Troubleshooting common dashboard issues

Session 7: Final Q&A and Optimization Tips

  1. Best practices for keeping dashboards efficient
  2. Answering participant questions and addressing challenges
  3. Resources for continued learning and improvement

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