Microsoft® Office Excel 365: Dashboards

Duration:
One day

Description:
You already know how to get Excel to perform simple calculations and how to modify your workbooks and worksheets to make them easier to read, interpret, and present to others. But Excel is capable of doing so much more. To gain a truly competitive edge, you need to be able to extract actionable organizational intelligence from your raw data and present it in a visual format that enables decision makers to view key trends and conclusions at a glance.

This course builds upon the foundational knowledge presented in the Microsoft Excel 365: Level I course and will help start you down the road to creating advanced workbooks and worksheets that you can use to create dashboards. The ability to analyze massive amounts of data, extract actionable intelligence from it, and present that information to decision makers is the cornerstone of driving a successful organization that is able to compete at a high level.

Course Objectives:

Upon successful completion of this course, you will be able to create dashboards in Microsoft Excel you will:

Create advanced formulas.
Automate workbook functionality.
Apply conditional logic.
Visualize data by using basic charts.
Implement advanced charting techniques.
Analyze data by using PivotTables, slicers, and PivotCharts.

Target Student:

This course is designed for students who already have foundational knowledge and skills in Excel 365 and who wish to begin taking advantage of some of the higher-level functionality in Excel to summarize table data in Excel by using functions, charts, and pivot tables and display those elements in a dashboard format.

Prerequisites:

To ensure success, students should have completed Logical Operations’ Microsoft Excel 365: Level I or have the equivalent knowledge and experience. In particular, students should have some experience in creating workbooks with formulas and functions.

Course Content

Lesson 1:             Creating Advanced Formulas
Topic A:               Use Range Names in Formulas
Topic B:               Use Specialized Functions

Lesson 2:             Automating Workbook Functionality
Topic A:               Apply Data Validation
Topic B:               Work with Forms and Controls

Lesson 3:             Applying Conditional Logic
Topic A:               Use Lookup Functions
Topic B:               Combine Functions

Lesson 4:             Visualizing Data with Basic Charts
Topic A:               Create Charts
Topic B:               Modify and Format Charts

Lesson 5:             Advanced Charting Techniques
Topic A:               Use Advanced Chart Features
Topic B:               Create Sparklines

Lesson 6:             Analyzing Data with PivotTables, Slicers, and PivotCharts
Topic A:               Create a PivotTable
Topic B:               Analyze PivotTable Data
Topic C:               Present Data with PivotCharts
Topic D:               Filter Data by Using Slicers