Course Overview:
Practical Excel Dashboards is a hands-on training course designed to equip
participants with the practical skills required to create interactive, visually
appealing, and functional dashboards using Microsoft Excel. The course
emphasizes learning by doing, with participants working with realistic datasets
to clean data, calculate KPIs, create PivotTables and charts, build interactive
controls, and develop complete dashboards for business and organizational reporting.
Target Participants:
- Excel users and office professionals
- Finance and accounting staff
- Business and data analysts
- Sales and marketing professionals
- HR and administration staff
- Project and programme officers
- Monitoring and evaluation professionals
- Operations and procurement staff
- Supervisors and managers
- Anyone responsible for Excel-based reporting and
analysis
Course Objectives:
By the end of the course, participants will be able to:
- Build functional Excel dashboards from raw datasets.
- Clean, organize, and prepare data for dashboard
development.
- Create tables and structured datasets.
- Calculate and display key performance indicators.
- Use Excel formulas for automated calculations.
- Create PivotTables and PivotCharts.
- Develop interactive dashboards using slicers and
timelines.
- Create dynamic charts and visual reports.
- Apply conditional formatting and dashboard indicators.
- Use Power Query for practical data preparation.
- Refresh and update dashboards efficiently.
- Design professional dashboards for real-world reporting
requirements.
Course Outline:
- Introduction to Practical Excel Dashboards
- Understanding dashboards
- Dashboard components
- Examples of business dashboards
- Dashboard design principles
- Preparing Data for Dashboards
- Importing and organizing data
- Data cleaning
- Removing duplicates
- Data validation
- Creating Excel Tables
- Practical Excel Formulas
- IF functions
- SUMIFS and COUNTIFS
- AVERAGEIFS
- XLOOKUP
- INDEX/MATCH
- Error handling
- Creating KPIs
- Identifying KPIs
- Target versus actual performance
- Variance calculations
- Percentage changes
- KPI indicators and scorecards
- PivotTables and PivotCharts
- Creating PivotTables
- Filtering and grouping
- Summarizing datasets
- Creating PivotCharts
- Refreshing PivotTables
- Charts and Data Visualization
- Column and bar charts
- Line charts
- Pie and doughnut charts
- Combination charts
- Sparklines
- Conditional formatting
- Building Interactive Dashboards
- Slicers
- Timelines
- Interactive filters
- Dynamic charts
- Dashboard navigation
- Power Query Practical Applications
- Importing data
- Cleaning and transforming data
- Combining datasets
- Automating repetitive data preparation
- Refreshing dashboard data
- Real-World Dashboard Projects
- Sales dashboard
- Financial dashboard
- HR dashboard
- Operations dashboard
- Project performance dashboard