Excel Dashboards

Microsoft Excel Dashboards training made simple

Organisations need access to accurate data – presented in a clear and understandable way. During this Microsoft Excel dashboards training course we teach the skills needed to use this data to build powerful reports on any aspect of your business using Excel Dashboards. Carefully built dashboard reports will help you clearly see insights into your business. We have the skills needed to show you how to build dynamic reports in Excel with Dashboards that explore your organisations data and provide compelling Excel Dashboards that will allow organisations to step back from the details and see the key trends and relationships that drive your environment.

Who should learn about Dashboards:

Experienced users of Excel who want to gain further in-depth knowledge of Dashbopards in a short space of time. Once you know what will the Excel dashboard be used for and what kind of metrics users expect, there are three major areas that you must address when creating it:

  1. how to bring data into your spreadsheets
  2. how to manage the data and link it to the dashboard objects, like charts and tables
  3. how to design the dashboard report

What are the course benefits:

To be able to use Excel to build powerful and clear Dashboards from a wide variety of data sources.
Work with lists, tables and any other form of database
Learn to structure data efficiently for Excel manipulation
To understand reference functions (including IF, IsError, CountIF, SumIF, V/HLookup, Index)

Course Outline:

Learn different report strategies
Work with conditional formats
Learn to concisely summarise data in Excel
Design feature rich dashboards
Learn to use Excel’s data validation
Work with lists and any other form of database
Build robust cross checked spreadsheets


When we look at what kind of data would be required for dashboards, we look at several qualities:
Is it grouped together in ways that it can be displayed and understood?
Is it timely?
Is there some approval or vetting process for the data?
Is there numeric or time/date data that can help make variances?


Professional training in Microsoft Excel dashboards will make you more efficient.

© 2021 joe o’connor

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