Master Excel Dashboards, Formulas, Functions and Pivot Tables

This course will provide you with the skills to create interactive reports and dashboards that make complex data easy to understand and act upon.

Productivity

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Description

The "Master Excel Dashboards, Formulas, Functions, and Pivot Tables" course is designed to help professionals unlock the full potential of Excel for data analysis, reporting, and decision-making. Over the course of three hours, you will learn how to build dynamic and visually impactful dashboards, master essential formulas and functions, and harness the power of Pivot Tables to analyse and summarize large datasets. Whether you are working with financial reports, sales data, or any other type of information, this course will provide you with the skills to create interactive reports and dashboards that make complex data easy to understand and act upon.

Course Objectives

Build dynamic, interactive dashboards in Excel using various data visualization tools.

Master essential Excel formulas and functions to automate calculations and simplify data analysis.

Utilize advanced Excel functions, including VLOOKUP, INDEX & MATCH, IF statements, and more.

Create and customize Pivot Tables to summarize, analyse, and present data effectively.

Use Excel’s data visualization tools (charts, conditional formatting, etc.) to create meaningful reports.

Organize and structure data efficiently for better analysis and dashboard creation.

Apply best practices for designing clean, professional, and user-friendly Excel dashboards.

Target Audience

Professionals looking to enhance their Excel skills for data analysis, reporting, and business intelligence.

Analysts, accountants, or anyone involved in handling large datasets who wants to improve their ability to analyze and present data.

Business managers who need to make data-driven decisions and want to create impactful dashboards.

Students or beginners who want to gain practical knowledge of advanced Excel tools for creating reports and visualizing data.

Excel users looking to learn how to automate processes, simplify complex tasks, and boost productivity.

Basic Understanding

No previous knowledge of any tool or software is required to take this course, as we will cover everything from the beginning.

Course Content

No sessions available.

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Master Excel Dashboards, Formulas, Functions and Pivot Tables

Session 1: Introduction to Dashboards in Excel

  1. What is a dashboard? Understanding its role in data analysis and reporting
  2. Key elements of an Excel dashboard: Data, visuals, interactivity, and structure
  3. Overview of dashboard design principles: Simplicity, clarity, and usability
  4. Organizing data for dashboard creation: Tables, ranges, and named ranges
  5. Creating dynamic, interactive dashboards using Excel’s features

Session 2: Mastering Excel Formulas and Functions

  1. Overview of essential Excel formulas and their use cases
  2. Commonly used Excel functions
  3. Logical functions: IF, AND, OR, nested IFs for decision-making
  4. Lookup functions: VLOOKUP, HLOOKUP, INDEX & MATCH for data retrieval
  5. Text functions: CONCATENATE, LEFT, RIGHT, MID for text manipulation
  6. Date & Time functions: TODAY, DATE, NETWORKDAYS, DATEDIF for date calculations
  7. Math functions: SUM, AVERAGE, MIN, MAX, and COUNT for aggregating data
  8. Tips for working with large datasets and automating calculations

Session 3: Creating and Customizing Pivot Tables

  1. Introduction to Pivot Tables: What they are and how they simplify data analysis
  2. How to create a basic Pivot Table in Excel
  3. Customizing Pivot Tables: Sorting, filtering, and grouping data
  4. Advanced Pivot Table techniques
  5. Calculated fields and items in Pivot Tables
  6. Using multiple fields for more complex data analysis
  7. Refreshing and updating Pivot Tables with new data
  8. Practical use cases for Pivot Tables in finance, sales, and project management

Session 4: Data Visualization with Charts and Conditional Formatting

  1. Creating and formatting basic charts (bar, column, line, pie, etc.)
  2. Customizing charts: Titles, axis labels, legends, and more
  3. Using Excel’s advanced charting tools to create meaningful visualizations
  4. Applying conditional formatting to highlight key data points
  5. Data bars, color scales, icon sets, and custom formatting rules
  6. Combining charts and Pivot Tables to create interactive reports

Session 5: Building Interactive Dashboards

  1. Using slicers and timelines to filter data dynamically in Pivot Tables and charts
  2. Using slicers and timelines to filter data dynamically in Pivot Tables and charts
  3. Incorporating form controls (buttons, drop-down lists, checkboxes) for interactivity
  4. Creating a dashboard layout: Best practices for placing charts, tables, and KPIs
  5. Linking charts and tables to create a cohesive dashboard that updates automatically
  6. Using Excel’s Power Query to automate data import and transformation for your dashboard

Session 6: Best Practices for Clean and Professional Dashboards

  1. Design tips: Keeping your dashboard simple, intuitive, and visually appealing
  2. Ensuring your dashboard is easy to navigate and understand
  3. Structuring data for scalability and ease of updates
  4. Common mistakes to avoid when designing Excel dashboards
  5. Final touches: Adding titles, labels, and formatting for a polished look

Session 7: Practical Application and Hands-On Exercises

  1. Building a sample dashboard from scratch using real-world data
  2. Applying learned formulas, functions, and Pivot Tables to generate insights
  3. Reviewing common use cases for Excel dashboards in different industries
  4. Troubleshooting common issues and making improvements to your models

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