Imagine Training

Excel Dashboards Level 5

Knowing your numbers - your core metrics - is absolutely critical to your success.

Sometimes the numbers you need to track are spread out across different systems. It's so useful to have everything on one screen and all you need is to give it a glance. Yes, it's time to make a dashboard. It's like the instrument panel for your business. Your car has one. Planes have one.

Let's make one for your business too.

Description

The differences between Dashboards and Reports

Questions before you start

Dashboard design principles

                Golden Rules

                Formatting numbers effectively

                Custom Number formats

Useful Formulas for Dashboards

Data tables

Charts

  • Sparklines
  • Charts that show trending
  • Side-by-side comparison charts
  • Secondary axis
  • Conditional Formatting
  • Using Symbols to enhance Reporting
  • Camera Tool

 

Pivot Tables

  • Creating
  • Sorting
  • Filtering
  • Re-arranging
  • PivotCharts
  • Issues with file size
  • Pivot Table reports
  • Interactivity with slicers
  • Dynamically rearranging pivot table data

Grouping & bucketing data

Showing performance against target

Macros

                Useful macros for dashboards

                Navigation buttons

                Form Controls

Time slicers

People graphs

Protecting your dashboards

10 Questions before distributing your dashboard

Prerequisites

Delegates should have completed up to and including Level 3 Excel skills, or equivalent experience.