During this course, you will learn how to create dashboards in Excel using a combination of different techniques and best practices.

What is a dashboard

• What is a dashboard
• Who are you creating the dashboard for and what do you need to take into account
• How to set up a dashboard

Corporate identity and institutions

• What are themes?
• Creating and Applying Themes
• Create and apply cell styles
• Hide worksheets
• Protect Worksheet and Workbook
• Object naming convention

Manage source data via tables

• Adding and setting up tables
• Rename table (prefix: tbl_)
• Import external data using Power Query

Analyze source data with PivotTables

PivotTables are used to analyze the source data in a hidden worksheet, after which the results are displayed on the dashboard.

• Create a pivot table
• Rename PivotTable (prefix: pvt_)
• Reuse PivotTable data through features
• Adding interactivity via slicers
• Analyze source data through functions
• Extracting data via Dynamic Range functions: SORT, FILTER and UNIQUE
• Extending Dynamic Ranges with Formulas
• Adding Interactivity via Form Elements
• Using Named Ranges for Parameters (Prefix: para_)

Presentation

• Custom number formatting (including rounding to thousands)
• Conditional formatting
• Sparklines
• Merging text and results

Charts

• Which charts belong on a dashboard
• Adding charts
• Applying "Conditional Formatting" in Charts