CPD Units: 10
Content
This course takes you through the step by step process of creating a dashboard in Excel. It explains the purpose of dashboards, the necessary formulas and techniques used to make them and advanced formatting of charts to make them compatible.
The course also uses examples of real-life dashboards to help you make your first dashboard in Excel. This course is made up of videos, questions and additional reading materials and accounts for 10 units of CPD. One unit is the equivalent of one hour of learning.
Learning Outcomes
Understand the Purpose and Structure of Excel Dashboards - Learn what dashboards are, differentiate between static and dynamic dashboards, and explore their applications in business and non-business contexts to transform raw data into meaningful, visual insights.
Develop Proficiency in Core Excel Functions for Dashboard Creation - Master key Excel formulas and tools including cell linking, VLOOKUP, HLOOKUP, SUMIFS, COUNTA, and Hyperlinks, alongside techniques like Name Manager and Conditional Formatting, to efficiently organise and automate data for dashboard use.
Apply Advanced Charting and Visual Formatting Skills - Gain expertise in designing and customising Excel charts (bar, pie, line, and scatter) through formatting, layout adjustments, and use of colour themes to create engaging and professional dashboards.
Integrate Data Sources and Construct Comprehensive Dashboards - Learn to use pivot tables, data filters, and multiple datasets to design interactive dashboards that effectively display KPIs, expenses, and project-based insights for strategic decision-making.
Design Visually Appealing, Functional, and User-Centric Dashboards - Combine creative design principles with practical Excel features to align dashboard visuals with audience needs, ensuring clarity, accuracy, and professional presentation across diverse analytical contexts.
BUY NOW
