INTRODUCTION

This course shows participants how to make dynamic Excel dashboards that can be updated by simply pasting new data into a spreadsheet or by clicking the Refresh button. Dashboards in Excel offer information, analysis, and even alarms. They can be used for a variety of purposes, including project management, customer service, KPI management, forecasting, and more. They are interactive and dynamic. They typically display essential trends, comparisons, and data in compact graphs or tables on one page. As a result, they are simple to read and process the information.

COURSE OBJECTIVES

At the end of course participants should be able to:

• Creating Professional Dashboards
• Pivot Tables and Pivot Charts, Conditional Formatting, Functions, Formulas and Macros
• Create visualizations charts

DURATION

5 Days

WHO SHOULD ATTEND

The course is intended for Excel experts who want to learn how to build dashboards that will improve their spreadsheets with clear, interactive data displays.

COURSE CONTENT

MODULE 1: Introduction to Dashboards

MODULE 2: Inserting Graphics for a Dashboard

• Inserting a Chart
• Sparkline’s with Dashboards
• Tables to Dynamically Link Charts & Lists
• Linking Charts Across Worksheets

 MODULE 3: Functions and Formulas

• The OFFSET Function
• Nested IF Statements Using the AND and OR Operators
• VLOOKUPs
• The MATCH Function

 MODULE 4: Dashboard Navigation

• Creating Bespoke Navigation Bars
• Creating Dashboard Links
• Using Named Objects

 MODULE 5: Workbook’s Layout and Structure

• Organizing Data in Data Tables using IFs
• Table Formulas to Make Dynamic Charts
• Table Formulas with Conditional Formatting
• OFFSETs, VLOOKUPs and Name Range Lists

 MODULE 6: Using Excel Objects for Specialist Dashboard Views

• Adding a Data Bar into your Dashboard
• Creating a Window Chart
• Creating an Advanced Comparison Chart
• Creating a Timeline Chart

 MODULE 7: Using Macros and VBA with Dashboards

• Macros and the Visual Basic Interface
• Configuring Controls using Macros
• Ironing out Minor Issues in your Dashboard with VBA
• The Select Case

GENERAL NOTES

• Our seasoned instructors, who have years of experience as seasoned professionals in their respective fields of work, will be teaching this course. A combination of practical exercises, theory, group projects, and case studies are used to teach the course.
• The participants receive training manuals and supplementary reading materials.
• Participants who complete this course successfully will receive a certificate.
• We can also create a course specifically for your organization to match your needs. To learn more, get in touch with us at training@dealsontrainers.org.
• The training will take place at DEALSON TRAINERS IN NAIROBI, KENYA in Nairobi, Kenya.
• The training fee includes lunch, course materials, and lodging for the training session. Upon request, we may arrange for our participants' lodging and transportation to the airport.
• Payment must be made to our bank account before the training begins, and documentation of payment should be emailed to training@dealsontrainers.org