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Dashboards and Data Visualisation in Excel

Dashboards and Data Visualisation in Excel Course Duration: One Day

Dashboards and Data Visualisation in Excel​

Target Audience:

Aimed at experienced Excel users who need to create and manipulate complex data and convert into professional, concise, and visual dashboards.

Course Objectives:

To allow the attendee to learn the required functionality to create engaging and visual summary sheets and dashboards using Microsoft Excel.

Course Outline:

Course Introduction

What is Data Visualisation?

  • How can we use Data Visualisation in Excel?
  • What is a Dashboard?

Model Design and Dashboard Best Practice

  • Efficient Data Model Design
  • Designing Dashboards
  • Tips and Tricks

Conditional Formatting

  • Using Predefined Data Scales
  • Using Data Bars
  • Using Icon Sets
  • Adding New Rules
  • Editing Existing Rules
  • Conditional Formatting
  • Conditional Formatting with Other Functions
  • Creating Sparklines

Multiple Sheets and Files

  • Review Multiple Sheets
  • Grouping Sheets
  • Linking Sheets
  • Protection

Advanced Charts

  • Review of Creating a Chart
  • Advanced Chart Options
  • Advanced Formatting
  • Adding Trendlines
  • User Defined Charts
  • Choosing the correct chart for your data

Excel Database Features

  • Advanced Filtering and Sorting
  • Database and Lookup Functions
  • Creating and Updating a Table
  • Changing the Table Structure
  • Using Grouping Options
  • Pivot Table Options
  • Switching Sub-Totals On or Off
  • Creating Calculated Items
  • Showing and Hiding Columns

Data Validation

  • Limiting Entries into a Cell
  • Creating a Dropdown List
  • Data Validation and Other Functions
  • Adding and Managing a Watch Window

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