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Module #1

Excel Dashboard Introduction

7 Videos

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Introduction to Dashboard

• What is a Dashboard

• First Steps Towards Building a Dashboard

• Dashboard Design Tips

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Dashboard Essentials (6 videos)

1. Camera Tool

2. Excel Table

3. Number Formatting

4. Using Symbols in Dashboards

5. Conditional Formatting

6. Sparklines

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Module #2

Dashboard Nuts & Bolts

3 Videos + 1 Assignment

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Getting the Data Ready

• Data Model Layers

• Data

• Analysis

• Presentation

• Data Modelling Tips

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Dashboard Life and Blood - Formulas

• VLOOKUP

• INDEX/MATCH

• SUMIFS/COUNTIFS

• SUMPRODUCT

• ROWS/COLUMNS

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Interactive Controls (with Examples)

• Scroll Bar

• Spin Button

• Check Box

• Option Button

• Combo Box

• List Box

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Video #1 – Assignment Data + Question

Video #2 – Solution

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Module #3

Excel Charting for Dashboards

6 Videos + 1 Assignment

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Introduction to Excel Charting

• Excel Chart Types

• Chart Editing

• Formatting Chart Elements

• Combination Charts

• Handling Gaps in Charts

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Creating the Right Chart

• Show Trending Using Excel Charts

• Axis Label Management

• Comparative Trending

• Performance Against a Target (Examples)

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Creating Interactive Charts

• Bar Chart with Check Box and Scroll Bar

• Scatter Chart with Combo Box

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Bullet Chart

• Single Series Bullet Charts

• Multiple Series Bullet Charts

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Excel Charting Bonus (2 Videos)

1. 10 Advanced Charting Examples

2. Roll Over Effect in Excel Charting

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Video #1 – Assignment Data + Question

Video #2 – Solution

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Module #4

VBA Toolkit for Excel Dashboards

1 Video

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VBA Toolkit for Dashboards

1. Filter Data Using VBA

2. Sort Data Using VBA

3. Hide/Show Data

4. Show Help Menu with a Click

5. Double Click to Change Values

6. Creating Formula using VBA

7. Change Chart Type with a Single Click

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Module #5

Dashboard Tutorials

5 Videos

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Dashboard Tutorial #1 - HR Training Performance Dashboard

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Dashboard Tutorial #2 – Call Center Performance Dashboard

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Dashboard Tutorial #3 – Sales Pipeline Management Dashboard

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Dashboard Tutorial #4 – Game of Thrones Dashboard

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[Bonus] Dashboard Tutorial #5 – Sales Dashboard (Pivot Table)

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Module #6

Excel Extras

3 Videos

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Excel Extras (3 Videos)

1. Data Validation

2. Named Ranges

3. Pivot Table