Design and Create Custom Dashboards in Excel

Develop Excel dashboards to present data effectively

Dashboards can be used at every level of an organization to provide value, track progress and KPIs, and reveal insights. Organisations are working with more data every day and the skills to create dashboards in Excel are in high demand.

On this six-week course from The Excel Club, you will learn how to build dashboards from scratch before putting this knowledge into practice by creating three informative and visually stunning interactive Excel Dashboards.

Get started with designing your custom dashboard

This practical course will guide you through Excel dashboard design and creation from start to finish.

You’ll begin by discussing the three types of dashboard before covering the basics of creating them. You’ll also learn the top tips for creating a dashboard as well as the most common mistakes to avoid to ensure your dashboards work effectively.

Learn how to automate your interactive dashboard

As you progress through this course, you’ll move through each step of the dashboard creation process, helping you to make your dashboards dynamic.

Once you’ve learnt the step-by-step process, you’ll learn how to automate charts with named ranges, linking the data, using the offset function, and then linking charts to names. You’ll also focus on the INDEX function to use on subsets of data.

Use VLookup and form controls to easily change your charts

Before working on your own dashboards, this course will take you through how to change charts using different tools. You’ll explore setting up data validation and changing the charts with VLookup, as well as how to add form controls and implement them to change charts.

In the final week of this course, you’ll create three different dashboards, each with their own data and objectives to help you put your new skills into practice.

This course has been designed for anyone looking to enhance their Excel charting skills and learn advanced techniques to visualise data.

With advanced Excel skills being in high demand, this course will help in any role or industry that handles and presents data.

To take part in this course you will need a version of Excel. You can sign up for a 30 day trial directly with Microsoft get Excel 365

• Getting started with dashboards
• Kickstarting this course
• Your first custom visual
• Designing dashboards
• Weekly wrap up
• Down and dirty with custom visuals
• Getting started with week 2
• Basic to advanced Waterfall charts
• Dashboards in Excel
• Excel Gauge Charts
• Weekly wrap up
• Lets start to get more dynamic
• Getting started with week 3
• Actual V's Budget
• It's dynamic!
• Good and bad dashboards
• Keeping it dynamic and interactive
• Weekly wrap up
• What's in a name?
• Getting started with week 4
• Automating charts with named ranges
• INDEX function in action
• Weekly wrap up
• Changing charts
• Getting started with week 5
• Dropdowns, loookups and named ranges
• Form Controls
• Cards
• Weekly wrap up
• Putting it all together
• Getting started with week 6
• Your first dashboard
• The second dashboard
• The third dashboard
• Weekly wrap up