Course

Creating interactive dashboards with Excel («ME7»)

With different elements like PivotTables, icons, diagrams and controls and a little creative thinking you can create interactive dashboards as a cockpit and work pro-actively, dynamically and future-oriented.
Duration 2 days
Price 1'290.–
Course documents Digital courseware
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Course facts

  • In-depth knowledge of charts, PivotTables, controls and interactivity
  • Understanding Key Performance Indicators, their importance for the company and the possible types/options (among many)
  • Get to know ActiveX controls and formula-based techniques for easy-to-use, interactive functions
  • Creating an interactive dashboard in Excel (without VBA programming) 

In two days you will learn how to create animated, interactive and targeted dashboards with Excel and how to present them to your supervisor or management. 

The course covers the following topics:

  1. Introduction to Dashboards
    • What are dashboards?
    • Repetition Functions and Formatting
  2. PivotTables
    • Prerequisites
    • Static and dynamic areas
    • Create PivotTable report
    • Areas of the PivotTable
    • Filter pivot data
    • Apply data intersections and timelines
    • Functions in the value range
    • Sort data
    • Group data
    • Analyzing values
    • Animation by "Mouse Hovering Actions"
    • Calculated fields
    • Consolidate data from multiple tables
    • Customizing and formatting the layout
    • Update data
  3. Controls
    • Size, position and formatting
    • Linked cells
    • Protection of control elements
    • (De)activation of the printing of controls
  4. Advanced charts
    • Chart types - overview
    • Chart buttons
    • Interactive charts
    • Icons, symbols, pictograms
    • Infographics
    • Design and formatting
  5. Key Performance Indicators (KPIs)
    • Introduction to KPIs
    • Examples of KPIs
  6. Create a complete dashboard
    • Definition of target group, period, level of detail and time frame
    • Selection and definition of KPIs
    • Creation of PivotTables and PivotCharts
    • Use of controls and icons
    • Optical structure of the workbook
    • Protection and pressure

 
  • Advanced users who want to display the company's key figures analytically and visually by using dashboards
  • People with a basic understanding of business administration who want to keep an eye on the performance of the company
  • People that are responsible for having an eye on Key Performance Indicators

This is not a beginner's course. The course requires attendance in the following courses:

This course is also suitable for users of Excel 365, 2019 and 2016.

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