Visually Effective Excel Dashboards – Leila Gharani
Creating Excel Dashboards from scratch is not easy.
Do you spend a lot of time thinking about how and where to start?
Do you feel overwhelmed by the complexity of the process, leaving you regretting every time you open the file? Unfortunately that’s a common scenario if you use the wrong techniques.
This Excel Dashboard Creation course helps you streamline your dashboard creation process. You’ll learn simple steps to go from idea to delivery. You’ll create Excel Dashboards you’ll be happy to come back to.
What You’ll Learn
In this course, you’ll master the art of creating well-designed Excel dashboards. As a result, both you and your colleagues will be empowered to spot trends and make swift, data-informed decisions. Furthermore, the course covers:
- How to add interactivity to your Excel reports – No VBA required
- Clever use of Excel core functionality for responsive spreadsheets
- Use powerful visual techniques so your content has more effect
- Impress management with reports that make the decision-making process faster
- Create impressive, non-standard Excel charts using smart techniques
- Learn how to create a professional KPI dashboard from scratch
- Build Pivot Table-based dashboards for easy interactivity
This Excel Dashboard Creation course comes with templates, tools and checklists that can be applied directly to your Excel reports.
Watch the Video for a Quick Overview of the Course
What differentiates this course from the other Excel Dashboard courses:
- The entire process from idea to delivery – every single step without skipping key points.
- Tried-and-trusted techniques that are not only applicable to Excel dashboards but any Excel report.
- Includes Excel templates, tools and checklists that you can use for your own Excel reports.
- Relevant and up-to-date with industry needs right now, as it’s based on feedback and suggestions from finance professionals.
- Lots of ideas and inspiration to help you come up with own report design.
- Complex topics are taught in a simple way by an instructor with 17 years of experience.
How is this Excel Dashboard Creation course structured?
The course is designed to have an even balance between talking head explanations and screencasts.
The course content is meticulously organized, allowing more advanced learners the flexibility to seamlessly jump in at any point. Additionally, each section is accompanied by the relevant project file for easy follow-along.
You learn how to create this interactive KPI dashboard from scratch:
Here’s The Thing:
You don’t just learn how to create this dashboard, but you end up learning:
- The process you should follow for a successful Excel dashboard Project.
- Advanced formulas that will come in handy if you ever do complex analysis in Excel.
- Smart use of Excel’s core functionality to get impressive results.
- Form controls without VBA to add impressive interactivity to your report.
You’ll also learn how to create a Pivot Table-based-Dashboard, that uses Pivot Charts & Slicers like this one:
As you progress through the course, you’ll also discover a variety of neat Excel tricks. For instance:
- How to VLOOKUP on pictures
- How Excel’s camera tool can add a unique and professional flair to your reports
- How to create charts that are conditionally formatted
- And impressive charts based on Pivot Tables
Here’s Your Curriculum
You can view the detailed curriculum below. Click on “See a full outline” at the bottom to expand the curriculum.
See anything that jumps out? Which lesson do you think you’d begin with?
Section 1: A Foundation in Dashboards
- Introduction to Excel Dashboard Course
- Get the Most from the Course
- Download Course Files Here (Excel Dashboards & Practice Files)
- A Dashboard Primer
- New Excel Dashboard Project? This is Your Checklist
Section 2:
- First Steps for your Excel Dashboard Project
- Create a Mockup (Wireframe) in Excel
- Useful Excel Keyboard Shortcuts
- 4 Time-Saving Tips for Excel
- Proper Spreadsheet Architecture & Workflow
Section 3: Report Design Principles
- Layout – Best Practice for Excel Dashboard Design
- Color – Best Practice for Excel Dashboard Design
- A Color Scheme that fits with your Excel Report
- 10 Concrete Design Tips for Better Excel Reports
- Bonus: Setting a Default Theme for New Workbooks in Excel
- Quiz: Excel Report Design – Test Your Knowledge
Section 4: Dashboard Source Data & Formats
- Where is Your Source Data?
- Source: Excel Spreadsheet
- Source: Microsoft Access
- Source: Text / Data / CSV File
- Source: Excel Add-ins
Who Is Right For This Course
You’re in the right place if …
- You’re a Business Professional who uses Excel to create dashboards and reports.
- You currently use Excel and want to improve your skills.
- You’d like to learn how to create interactive reports in Excel.
- You’d like to improve the design of your existing Excel reports.
Who’s Not Right For This Course
You’re in the wrong place if …
- You don’t use Excel often.
- You consider yourself a very basic Excel user (The course requires solid knowledge in formulas like IF and features like absolute and relative referencing). If you aren’t familiar with these, please check out my Excel Essentials Course.
- You don’t have Excel for PC (Windows) – The course is taught for Excel on Windows. Please note, for Mac users, our support capabilities are limited, which might affect assistance in case you encounter difficulties.
Earn CPD Credits
I’m excited to announce this Excel Dashboard Creation course is now CPD certified. The Continuing Professional Development is a top global accreditation, trusted by companies and industries worldwide.
Upon successful completion of this course, you will be awarded a special certificate, proudly featuring the official CPD stamp, as a recognition of your achievement.
You will earn 11 CPD hours with the course.
If CPD credits can help in your career, this is not a course to skip.
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