Excel - Creating an Interactive Dashboard

In any business, a dashboard is a key communication tool, and presentation is what makes it work. Many tools can build one, but Excel is a common choice because it is powerful, flexible and already installed on most computers.

This 60-minute Excel interactive dashboard training covers what you need to know to create a professional-looking dashboard that users can filter themselves. You'll set up your data sources the right way, summarize data with PivotTables, communicate visually with charts, build KPI summaries with formulas and add interactive filters with slicers.

The training is delivered in the latest Excel for Windows, though much of it works in earlier versions.

• Set up data sources following best practice
• Summarize data with PivotTables
• Choose charts that communicate results visually
• Build KPI summaries with formulas
• Add interactive filters to a dashboard with slicers

• Best practice for setting up data sources
• Using PivotTables to summarize data
• Visual communication with charts
• Using formulas to create KPI summaries
• Creating interactive filters with slicers

A clear, interactive dashboard helps people understand your data at a glance. This session gives you a solid foundation for building your own dashboards and reports in Excel.

It is for Excel users at an intermediate level, ideally able to create a basic PivotTable, including business owners, executives, managers, supervisors, HR professionals, consultants and investigative officers.

This webinar is for any user of Excel who wants to learn how to create Excel dashboards. You should have an intermediate level of Excel knowledge and preferably know how to create a basic pivot table.

The training will be delivered using the latest version of Excel for Windows although much of the functionality is available in earlier versions of the application.

• Business Owners
• Supervisors
• Managers
• General Managers
• HR Directors
• HR Managers
• HR Generalists 
• Vice-Presidents
• CEO’s
• COO’s
• CFO’s
• Directors
• Human Resources Professionals
• Consultants
• Managers
• Supervisors
• HR Training Manager
• Investigative Officers

Mike has worked in the IT training business since 1989 where his expertise and experience covers designing, delivering training courses, writing training materials and recording and editing video-based tutorials. Although he is a subject matter expert in a range of Microsoft technologies and has worked extensively with Mac OSX and Mac-related software since 2006; however, his passion is for all-things-Excel and in 2012 he founded the website theexceltrainer.co.uk

Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he designs and develops Microsoft Office-based solutions that automate key business tasks and processes.