Excel with Interactive Excel Dashboards

  • Course provided by Udemy
  • Study type: Online
  • Starts: Anytime
  • Price: See latest price on Udemy
Udemy

Course Description

Excel Dashboards are a powerful tool to communicate and summarize complex Excel data.

The price of this course reflects its value and I'm confident you'll get results. Just read some of the unsolicited testimonials I've received:

  • "Financial Analyst - $52,500 (before taking your course)
  • Sr. Financial Analyst - ($60,000) After finalizing my dashboard
  • Sr. Business Analyst - ($70,000) Start that this Monday

Taking your course has honed my skills and led to two promotions and a reputation. I am also energized to learn more. James C"

"I originally signed up for this as continuing professional education for my CPA license but I have learned so much, easily more than any other technical class I've taken in years. Thank you for a wonderful class, you are a great teacher. Dielle B"

Dashboards can be created to summarize important information and are excellent for sharing a “snapshot" view among teams.

Master the Creation of Interactive Excel Dashboards and Learn to Build and Distribute Dashboard Reports From the Ground up.

  • Advanced Features
  • Design and Display Principles
  • Interactive Controls
  • Analyzing Data
  • Automating your Dashboard so it updates in seconds

Impressive Content that Will Provide Insight, Analysis and Alerts Dashboards are fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more.

In order to learn Excel Dashboard students should have access to Excel 2007 or later. Students should also be familiar with putting together any type of report in Excel to be able to apply the time saving and visualization techniques taught here. Students should be able to build and apply basic formulas in Excel as well. Pivot Table and Pivot Chart knowledge is helpful, but expertise is not necessary to take this course.

Contents and Overview This course includes 107 lectures and over 11 hours of content + 5 sample Excel Dashboards in order to give students a working knowledge of utilizing Excel Dashboard visuals to communicate their data.

3 hours of the tutorials are optional supplementary Excel lessons and only for students who need to fill any knowledge gaps.I don't waffle on, my tutorials get to the point so you're up to speed fast.

Included are all the workbooks from the course which contain extensive notes, so you don't have to worry about taking notes while watching the tutorials. You can use the workbooks to practice what you learn and as a quick reference guide later on.

The course covers advanced features of Excel Dashboards, such as display and visualization principles for clear dashboard creation, using interactive controls to keep information informative and relevant, analyzing and automating information for a fully functional and complete dashboard. It also includes key considerations for distributing dashboards like password protections, locking and unlocking cells and protecting workbooks.

Upon completion, students will have a variety of techniques and examples that can be applied to their own datasets. Students will be able to choose the right chart for their data, write easy to interpret reports, know which areas of the dashboard will get the most attention, animate charts using VBA, create interactive reports (so users can change views and filter information), among a host of other abilities taught in this course.

Who this course is for:

  • This course is not for complete beginners because building Dashboards, and I mean proper interactive dashboards in Excel, requires some intermediate to advanced skills.
  • Any course that says it’s for ‘All Levels’ is either going to cover a load of basics you probably already know, or it won’t get to the advanced topics that are going to make your dashboards truly dynamic and interactive.
  • I know everyone is at different levels of Excel ability, which is why I’ve included a load of optional supplementary Excel lessons so you can fill in any knowledge gaps, like PivotTables, lookup formulas, Conditional Formatting etc.
  • I recommend this course for people who have put together any type of report in Excel before, as you will definitely benefit from the time saving tips and data visualisation techniques I share with you.

Expected Outcomes

  1. I teach you the 5 key questions to ask in the planning stage of your report so you get it right first time. Learn how to choose the right chart for your data; I teach you over 20 charts and show you which type of chart will best display your data. Learn how to write reports that are easy to read and interpret; plus I share with you a heat map of your page that shows you where your most important data should go and where will get the least attention. Be able to build Dashboards that are quick and easy to update, in fact they can update themselves (imagine being able to confidently say that in an interview), by pulling in data direct from your external database, Microsoft Access, the web etc. at the click of a button if you set them up right (I show you how). Animate your charts with some simple VBA code that I teach you how to edit to suit your charts. If you want 'Wow factor', this is it. Learn how to create reports that are fully interactive so the reader can change the view themselves; they can filter by product, time period or any parameter you choose, they can show and hide data using check boxes, drop down lists, and option buttons to name a few. Get your skills up to date with our supplementary Excel tutorials on PivotTables, Lookup and conditional logic formulas, macros and more. Curated for the Udemy Business collection Requirements Ideally you already know how to use Excel and are familiar with basic formulas and how to build them. You’ve created basic charts using the standard ones available in Excel, and you’re familiar with Pivot Tables and Pivot Charts but not an expert. You need Excel 2007 or later so you can open the workbooks and practice what you learn. Mac users - this course is recorded in Excel for the PC. If you're a savvy Mac user then you will still benefit from this course and be able to map the menus you see in the tutorials to those on your Mac. I have had many Mac users successfully take this course. Description Excel Dashboards are a powerful tool to communicate and summarize complex Excel data. The price of this course reflects its value and I'm confident you'll get results. Just read some of the unsolicited testimonials I've received: "Financial Analyst - $52,500 (before taking your course) Sr. Financial Analyst - ($60,000) After finalizing my dashboard Sr. Business Analyst - ($70,000) Start that this Monday Taking your course has honed my skills and led to two promotions and a reputation. I am also energized to learn more. J ames C" "I originally signed up for this as continuing professional education for my CPA license but I have learned so much, easily more than any other technical class I've taken in years. Thank you for a wonderful class, you are a great teacher. Dielle B" Dashboards can be created to summarize important information and are excellent for sharing a “snapshot" view among teams. Master the Creation of Interactive Excel Dashboards and Learn to Build and Distribute Dashboard Reports From the Ground up. Advanced Features Design and Display Principles Interactive Controls Analyzing Data Automating your Dashboard so it updates in seconds Impressive Content that Will Provide Insight, Analysis and Alerts Dashboards are fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more. In order to learn Excel Dashboard students should have access to Excel 2007 or later. Students should also be familiar with putting together any type of report in Excel to be able to apply the time saving and visualization techniques taught here. Students should be able to build and apply basic formulas in Excel as well. Pivot Table and Pivot Chart knowledge is helpful, but expertise is not necessary to take this course. Contents and Overview This course includes 107 lectures and over 11 hours of content + 5 sample Excel Dashboards in order to give students a working knowledge of utilizing Excel Dashboard visuals to communicate their data. 3 hours of the tutorials are optional supplementary Excel lessons and only for students who need to fill any knowledge gaps.I don't waffle on, my tutorials get to the point so you're up to speed fast. Included are all the workbooks from the course which contain extensive notes, so you don't have to worry about taking notes while watching the tutorials. You can use the workbooks to practice what you learn and as a quick reference guide later on. The course covers advanced features of Excel Dashboards, such as display and visualization principles for clear dashboard creation, using interactive controls to keep information informative and relevant, analyzing and automating information for a fully functional and complete dashboard. It also includes key considerations for distributing dashboards like password protections, locking and unlocking cells and protecting workbooks. Upon completion, students will have a variety of techniques and examples that can be applied to their own datasets. Students will be able to choose the right chart for their data, write easy to interpret reports, know which areas of the dashboard will get the most attention, animate charts using VBA, create interactive reports (so users can change views and filter information), among a host of other abilities taught in this course. Who this course is for: This course is not for complete beginners because building Dashboards, and I mean proper interactive dashboards in Excel, requires some intermediate to advanced skills. Any course that says it’s for ‘All Levels’ is either going to cover a load of basics you probably already know, or it won’t get to the advanced topics that are going to make your dashboards truly dynamic and interactive. I know everyone is at different levels of Excel ability, which is why I’ve included a load of optional supplementary Excel lessons so you can fill in any knowledge gaps, like PivotTables, lookup formulas, Conditional Formatting etc. I recommend this course for people who have put together any type of report in Excel before, as you will definitely benefit from the time saving tips and data visualisation techniques I share with you. Show more Show less Course content 12 sections • 112 lectures • 12h 24m total length Expand all sections Introduction 1 lecture • 10min Course Overview and Introduction to Excel Dashboards Preview 10:13 Getting Your Data Ready 1 lecture • 7min Ideal Data Formats 06:37 Design Principles 1 lecture • 6min Getting Your Design Right 05:57 Display Principles 27 lectures • 3hr 10min Charts and Tricks for Trending 13:53 Secondary Axis 02:48 Smoothing Data 04:11 Sparklines 15:18 Formatting Tricks 02:37 Highlighting Comparisons 04:50 Top and Bottom Ranking 08:38 Frequency Distribution 05:20 Target vs Variance Charts 04:07 Performance Against Target Range 04:05 Bullet Graphs Excel 2007/2010 12:40 Bullet Graphs Excel 2013/2016 14:09 Win/Loss/Draw Conditional Format 04:40 Custom Number Formats 17:47 Dynamic Labels 01:43 Text Formulas Preview 09:06 Symbols in Formulas and Charts Preview 04:33 Adding Series to Charts 03:55 Embedding Graphics in Charts 04:06 Small Multiples Charts 05:12 In Cell Charts 07:47 Panel Charts Excel 2007/2010 06:51 Panel Charts Excel 2013/2016 05:34 Step Charts 08:10 Supplementary Excel Lecture: Excel 2013 Chart Formatting 08:37 Supplementary Excel Lecture: Excel 2013 Chart Labels 07:03 Supplementary Excel Lecture: Excel 2013 Combo Charts 02:00 Interactive Controls 18 lectures • 2hr 44min Form Controls Introduction 01:55 Check Boxes 03:53 List Boxes 16:20 Option Buttons 09:09 Group Boxes 02:28 Scroll Bar 03:43 Buttons 02:28 Combo Box with Macro 06:04 Dynamic Date Filters 4 Ways 24:35 Animating Charts 17:02 INDIRECT Function Tricks 11:15 Dynamic Named Range with OFFSET 07:10 Dynamic Named Range with INDEX 09:46 Dynamic Ranges for Charts 08:13 Rollover Technique 13:14 Scroll and Sort Table 15:35 Dynamic Unique List 05:49 Supplementary Excel Lecture: Inserting Drop Down Lists 05:49 Analysing the Data 30 lectures • 2hr 33min PivotTables and PivotCharts 13:10 Slicers 08:36 GETPIVOTDATA Function 11:31 Capture Slicer Selection in Formula 03:34 Slicer & PivotChart Olympic Dashboard Overview 04:06 Supplementary Excel Lecture: Creating PivotTables 02:48 Supplementary Excel Lecture: Choosing Fields 04:07 Supplementary Excel Lecture: PivotTable Layout 03:29 Supplementary Excel Lecture: Filtering PivotTables 02:04 Supplementary Excel Lecture: Modifying PivotTable Data 02:10 Supplementary Excel Lecture: Insert a Table and Style Options 03:26 Supplementary Excel Lecture: Add Rows and Columns to a Table 02:39 Supplementary Excel Lecture: Perform a Function in a Table 04:18 Supplementary Excel Lecture: Summarize a Table with a PivotTable 02:58 Supplementary Excel Lecture: VLOOKUP Formula Sorted List 06:20 Supplementary Excel Lecture: VLOOKUP Formula Exact Match 09:14 Supplementary Excel Lecture: HLOOKUP Formula Sorted List 03:53 Supplementary Excel Lecture: HLOOKUP Formula Exact Match 01:36 Supplementary Excel Lecture: CHOOSE Function 06:10 Supplementary Excel Lecture: INDEX and MATCH Formula 07:02 Supplementary Excel Lecture: IF Function 07:23 Supplementary Excel Lecture: Nested IF Formula 03:31 Supplementary Excel Lecture: IF AND Formula 03:01 Supplementary Excel Lecture: IF OR Formula 02:43 Supplementary Excel Lecture: IF NOT Formula 01:52 Supplementary Excel Lecture: IFERROR Function 02:19 Supplementary Excel Lecture: SUMIF and SUMIFS Formulas 04:15 Supplementary Excel Lecture: AVERAGEIF and AVERAGEIFS Formulas 04:41 Supplementary Excel Lecture: COUNTIF and COUNTIFS Formulas 09:48 Supplementary Excel Lecture: SUMPRODUCT Formula 10:18 Automating Your Dashboard 8 lectures • 38min Linking to Access 08:07 Incorporating New Data Automatically 09:39 Auto Refresh PivotTables 02:39 Supplementary Excel Lecture: Introduction to Macros 03:40 Supplementary Excel Lecture: Recording a Macro 04:17 Supplementary Excel Lecture: Assign a Macro to a Button or Shape 03:30 Supplementary Excel Lecture: Run a Macro Upon Opening a Workbook 02:55 Supplementary Excel Lecture: How to Inspect and Modify a Macro 03:39 Putting It All Together 9 lectures • 54min Quick Re-cap 01:37 Example Dashboard Tour 03:47 Pyramid Chart 08:06 Array Formula Alternative to SUMIFS 09:50 LARGE and SMALL Array and DAVERAGE 06:23 Rank Values with PivotTable 03:50 Scatter Chart 08:31 DMAX, DMIN, DAVERAGE 05:43 Formatting Quickly 06:12 Distributing Your Dashboard 8 lectures • 49min Checking and Publishing 03:39 Excel Web App - Introduction 05:35 Preparing Your File for Excel Web App 04:41 Publish with Excel Web App 09:59 Password Protection 13:52 Supplementary Excel Lecture: Workbook Passwords 03:40 Supplementary Excel Lecture: Protecting Workbooks 03:08 Supplementary Excel Lecture: Unlocking Cells 04:00 Bonus: Tour de France Dashboard 5 lectures • 42min Dashboard Overview 13:07 SUMIFS Formula 07:43 INDEX, MATCH and OFFSET Formula 05:12 INDEX, MATCH Multiple Array Formula 03:54 Zoom Images VBA Code 12:22 2 more sections Instructor Mynda Treacy Microsoft Excel MVP, Teaching 25,000+ Students 4.5 Instructor Rating 13,352 Reviews 136,253 Students 2 Courses Mynda Treacy is a qualified accountant and has been working with Excel since 1995, and sharing her knowledge on her Excel blog since 2010. In 2014 she was awarded Microsoft Excel MVP for her contribution to the Excel community. She also teaches several highly acclaimed Excel courses at her website, My Online Training Hub, including an Excel Dashboard Course and Excel Expert course . Her courses incorporate real business scenarios drawn from her accounting background and work experience in multi-national companies in London. Her teaching style is to the point with practical examples and files you can download for reference later on. She doesn't waffle on just to make the course long. She'd rather get you up to speed quickly because she knows that what you really want is to know how to do this stuff, not spend hours watching videos. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'678119aa8f5b066a',m:'1d06abdcc05ce8e4e83b91194bee8662791ea157-1627842235-1800-AVcDTWSpYX1mjDKFH+baEOLkvb0fR4hyzLQbXREUBE5clCEtWO4TlKz54YbSEMk/MCEM/guFqrypSzOuwmWkLorQrwFINumN1475uuKf2xpGpfyGl1ItJKC14hh+DfkB79ynmGH1e7Pje6xiw5mfc4g=',s:[0x1f1234897d,0x336fbfea3e],}})();
  2. Learn how to choose the right chart for your data; I teach you over 20 charts and show you which type of chart will best display your data. Learn how to write reports that are easy to read and interpret; plus I share with you a heat map of your page that shows you where your most important data should go and where will get the least attention. Be able to build Dashboards that are quick and easy to update, in fact they can update themselves (imagine being able to confidently say that in an interview), by pulling in data direct from your external database, Microsoft Access, the web etc. at the click of a button if you set them up right (I show you how). Animate your charts with some simple VBA code that I teach you how to edit to suit your charts. If you want 'Wow factor', this is it. Learn how to create reports that are fully interactive so the reader can change the view themselves; they can filter by product, time period or any parameter you choose, they can show and hide data using check boxes, drop down lists, and option buttons to name a few. Get your skills up to date with our supplementary Excel tutorials on PivotTables, Lookup and conditional logic formulas, macros and more. Curated for the Udemy Business collection Requirements Ideally you already know how to use Excel and are familiar with basic formulas and how to build them. You’ve created basic charts using the standard ones available in Excel, and you’re familiar with Pivot Tables and Pivot Charts but not an expert. You need Excel 2007 or later so you can open the workbooks and practice what you learn. Mac users - this course is recorded in Excel for the PC. If you're a savvy Mac user then you will still benefit from this course and be able to map the menus you see in the tutorials to those on your Mac. I have had many Mac users successfully take this course. Description Excel Dashboards are a powerful tool to communicate and summarize complex Excel data. The price of this course reflects its value and I'm confident you'll get results. Just read some of the unsolicited testimonials I've received: "Financial Analyst - $52,500 (before taking your course) Sr. Financial Analyst - ($60,000) After finalizing my dashboard Sr. Business Analyst - ($70,000) Start that this Monday Taking your course has honed my skills and led to two promotions and a reputation. I am also energized to learn more. J ames C" "I originally signed up for this as continuing professional education for my CPA license but I have learned so much, easily more than any other technical class I've taken in years. Thank you for a wonderful class, you are a great teacher. Dielle B" Dashboards can be created to summarize important information and are excellent for sharing a “snapshot" view among teams. Master the Creation of Interactive Excel Dashboards and Learn to Build and Distribute Dashboard Reports From the Ground up. Advanced Features Design and Display Principles Interactive Controls Analyzing Data Automating your Dashboard so it updates in seconds Impressive Content that Will Provide Insight, Analysis and Alerts Dashboards are fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more. In order to learn Excel Dashboard students should have access to Excel 2007 or later. Students should also be familiar with putting together any type of report in Excel to be able to apply the time saving and visualization techniques taught here. Students should be able to build and apply basic formulas in Excel as well. Pivot Table and Pivot Chart knowledge is helpful, but expertise is not necessary to take this course. Contents and Overview This course includes 107 lectures and over 11 hours of content + 5 sample Excel Dashboards in order to give students a working knowledge of utilizing Excel Dashboard visuals to communicate their data. 3 hours of the tutorials are optional supplementary Excel lessons and only for students who need to fill any knowledge gaps.I don't waffle on, my tutorials get to the point so you're up to speed fast. Included are all the workbooks from the course which contain extensive notes, so you don't have to worry about taking notes while watching the tutorials. You can use the workbooks to practice what you learn and as a quick reference guide later on. The course covers advanced features of Excel Dashboards, such as display and visualization principles for clear dashboard creation, using interactive controls to keep information informative and relevant, analyzing and automating information for a fully functional and complete dashboard. It also includes key considerations for distributing dashboards like password protections, locking and unlocking cells and protecting workbooks. Upon completion, students will have a variety of techniques and examples that can be applied to their own datasets. Students will be able to choose the right chart for their data, write easy to interpret reports, know which areas of the dashboard will get the most attention, animate charts using VBA, create interactive reports (so users can change views and filter information), among a host of other abilities taught in this course. Who this course is for: This course is not for complete beginners because building Dashboards, and I mean proper interactive dashboards in Excel, requires some intermediate to advanced skills. Any course that says it’s for ‘All Levels’ is either going to cover a load of basics you probably already know, or it won’t get to the advanced topics that are going to make your dashboards truly dynamic and interactive. I know everyone is at different levels of Excel ability, which is why I’ve included a load of optional supplementary Excel lessons so you can fill in any knowledge gaps, like PivotTables, lookup formulas, Conditional Formatting etc. I recommend this course for people who have put together any type of report in Excel before, as you will definitely benefit from the time saving tips and data visualisation techniques I share with you. Show more Show less Course content 12 sections • 112 lectures • 12h 24m total length Expand all sections Introduction 1 lecture • 10min Course Overview and Introduction to Excel Dashboards Preview 10:13 Getting Your Data Ready 1 lecture • 7min Ideal Data Formats 06:37 Design Principles 1 lecture • 6min Getting Your Design Right 05:57 Display Principles 27 lectures • 3hr 10min Charts and Tricks for Trending 13:53 Secondary Axis 02:48 Smoothing Data 04:11 Sparklines 15:18 Formatting Tricks 02:37 Highlighting Comparisons 04:50 Top and Bottom Ranking 08:38 Frequency Distribution 05:20 Target vs Variance Charts 04:07 Performance Against Target Range 04:05 Bullet Graphs Excel 2007/2010 12:40 Bullet Graphs Excel 2013/2016 14:09 Win/Loss/Draw Conditional Format 04:40 Custom Number Formats 17:47 Dynamic Labels 01:43 Text Formulas Preview 09:06 Symbols in Formulas and Charts Preview 04:33 Adding Series to Charts 03:55 Embedding Graphics in Charts 04:06 Small Multiples Charts 05:12 In Cell Charts 07:47 Panel Charts Excel 2007/2010 06:51 Panel Charts Excel 2013/2016 05:34 Step Charts 08:10 Supplementary Excel Lecture: Excel 2013 Chart Formatting 08:37 Supplementary Excel Lecture: Excel 2013 Chart Labels 07:03 Supplementary Excel Lecture: Excel 2013 Combo Charts 02:00 Interactive Controls 18 lectures • 2hr 44min Form Controls Introduction 01:55 Check Boxes 03:53 List Boxes 16:20 Option Buttons 09:09 Group Boxes 02:28 Scroll Bar 03:43 Buttons 02:28 Combo Box with Macro 06:04 Dynamic Date Filters 4 Ways 24:35 Animating Charts 17:02 INDIRECT Function Tricks 11:15 Dynamic Named Range with OFFSET 07:10 Dynamic Named Range with INDEX 09:46 Dynamic Ranges for Charts 08:13 Rollover Technique 13:14 Scroll and Sort Table 15:35 Dynamic Unique List 05:49 Supplementary Excel Lecture: Inserting Drop Down Lists 05:49 Analysing the Data 30 lectures • 2hr 33min PivotTables and PivotCharts 13:10 Slicers 08:36 GETPIVOTDATA Function 11:31 Capture Slicer Selection in Formula 03:34 Slicer & PivotChart Olympic Dashboard Overview 04:06 Supplementary Excel Lecture: Creating PivotTables 02:48 Supplementary Excel Lecture: Choosing Fields 04:07 Supplementary Excel Lecture: PivotTable Layout 03:29 Supplementary Excel Lecture: Filtering PivotTables 02:04 Supplementary Excel Lecture: Modifying PivotTable Data 02:10 Supplementary Excel Lecture: Insert a Table and Style Options 03:26 Supplementary Excel Lecture: Add Rows and Columns to a Table 02:39 Supplementary Excel Lecture: Perform a Function in a Table 04:18 Supplementary Excel Lecture: Summarize a Table with a PivotTable 02:58 Supplementary Excel Lecture: VLOOKUP Formula Sorted List 06:20 Supplementary Excel Lecture: VLOOKUP Formula Exact Match 09:14 Supplementary Excel Lecture: HLOOKUP Formula Sorted List 03:53 Supplementary Excel Lecture: HLOOKUP Formula Exact Match 01:36 Supplementary Excel Lecture: CHOOSE Function 06:10 Supplementary Excel Lecture: INDEX and MATCH Formula 07:02 Supplementary Excel Lecture: IF Function 07:23 Supplementary Excel Lecture: Nested IF Formula 03:31 Supplementary Excel Lecture: IF AND Formula 03:01 Supplementary Excel Lecture: IF OR Formula 02:43 Supplementary Excel Lecture: IF NOT Formula 01:52 Supplementary Excel Lecture: IFERROR Function 02:19 Supplementary Excel Lecture: SUMIF and SUMIFS Formulas 04:15 Supplementary Excel Lecture: AVERAGEIF and AVERAGEIFS Formulas 04:41 Supplementary Excel Lecture: COUNTIF and COUNTIFS Formulas 09:48 Supplementary Excel Lecture: SUMPRODUCT Formula 10:18 Automating Your Dashboard 8 lectures • 38min Linking to Access 08:07 Incorporating New Data Automatically 09:39 Auto Refresh PivotTables 02:39 Supplementary Excel Lecture: Introduction to Macros 03:40 Supplementary Excel Lecture: Recording a Macro 04:17 Supplementary Excel Lecture: Assign a Macro to a Button or Shape 03:30 Supplementary Excel Lecture: Run a Macro Upon Opening a Workbook 02:55 Supplementary Excel Lecture: How to Inspect and Modify a Macro 03:39 Putting It All Together 9 lectures • 54min Quick Re-cap 01:37 Example Dashboard Tour 03:47 Pyramid Chart 08:06 Array Formula Alternative to SUMIFS 09:50 LARGE and SMALL Array and DAVERAGE 06:23 Rank Values with PivotTable 03:50 Scatter Chart 08:31 DMAX, DMIN, DAVERAGE 05:43 Formatting Quickly 06:12 Distributing Your Dashboard 8 lectures • 49min Checking and Publishing 03:39 Excel Web App - Introduction 05:35 Preparing Your File for Excel Web App 04:41 Publish with Excel Web App 09:59 Password Protection 13:52 Supplementary Excel Lecture: Workbook Passwords 03:40 Supplementary Excel Lecture: Protecting Workbooks 03:08 Supplementary Excel Lecture: Unlocking Cells 04:00 Bonus: Tour de France Dashboard 5 lectures • 42min Dashboard Overview 13:07 SUMIFS Formula 07:43 INDEX, MATCH and OFFSET Formula 05:12 INDEX, MATCH Multiple Array Formula 03:54 Zoom Images VBA Code 12:22 2 more sections Instructor Mynda Treacy Microsoft Excel MVP, Teaching 25,000+ Students 4.5 Instructor Rating 13,352 Reviews 136,253 Students 2 Courses Mynda Treacy is a qualified accountant and has been working with Excel since 1995, and sharing her knowledge on her Excel blog since 2010. In 2014 she was awarded Microsoft Excel MVP for her contribution to the Excel community. She also teaches several highly acclaimed Excel courses at her website, My Online Training Hub, including an Excel Dashboard Course and Excel Expert course . Her courses incorporate real business scenarios drawn from her accounting background and work experience in multi-national companies in London. Her teaching style is to the point with practical examples and files you can download for reference later on. She doesn't waffle on just to make the course long. She'd rather get you up to speed quickly because she knows that what you really want is to know how to do this stuff, not spend hours watching videos. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'678119aa8f5b066a',m:'1d06abdcc05ce8e4e83b91194bee8662791ea157-1627842235-1800-AVcDTWSpYX1mjDKFH+baEOLkvb0fR4hyzLQbXREUBE5clCEtWO4TlKz54YbSEMk/MCEM/guFqrypSzOuwmWkLorQrwFINumN1475uuKf2xpGpfyGl1ItJKC14hh+DfkB79ynmGH1e7Pje6xiw5mfc4g=',s:[0x1f1234897d,0x336fbfea3e],}})();
  3. Learn how to write reports that are easy to read and interpret; plus I share with you a heat map of your page that shows you where your most important data should go and where will get the least attention. Be able to build Dashboards that are quick and easy to update, in fact they can update themselves (imagine being able to confidently say that in an interview), by pulling in data direct from your external database, Microsoft Access, the web etc. at the click of a button if you set them up right (I show you how). Animate your charts with some simple VBA code that I teach you how to edit to suit your charts. If you want 'Wow factor', this is it. Learn how to create reports that are fully interactive so the reader can change the view themselves; they can filter by product, time period or any parameter you choose, they can show and hide data using check boxes, drop down lists, and option buttons to name a few. Get your skills up to date with our supplementary Excel tutorials on PivotTables, Lookup and conditional logic formulas, macros and more. Curated for the Udemy Business collection Requirements Ideally you already know how to use Excel and are familiar with basic formulas and how to build them. You’ve created basic charts using the standard ones available in Excel, and you’re familiar with Pivot Tables and Pivot Charts but not an expert. You need Excel 2007 or later so you can open the workbooks and practice what you learn. Mac users - this course is recorded in Excel for the PC. If you're a savvy Mac user then you will still benefit from this course and be able to map the menus you see in the tutorials to those on your Mac. I have had many Mac users successfully take this course. Description Excel Dashboards are a powerful tool to communicate and summarize complex Excel data. The price of this course reflects its value and I'm confident you'll get results. Just read some of the unsolicited testimonials I've received: "Financial Analyst - $52,500 (before taking your course) Sr. Financial Analyst - ($60,000) After finalizing my dashboard Sr. Business Analyst - ($70,000) Start that this Monday Taking your course has honed my skills and led to two promotions and a reputation. I am also energized to learn more. J ames C" "I originally signed up for this as continuing professional education for my CPA license but I have learned so much, easily more than any other technical class I've taken in years. Thank you for a wonderful class, you are a great teacher. Dielle B" Dashboards can be created to summarize important information and are excellent for sharing a “snapshot" view among teams. Master the Creation of Interactive Excel Dashboards and Learn to Build and Distribute Dashboard Reports From the Ground up. Advanced Features Design and Display Principles Interactive Controls Analyzing Data Automating your Dashboard so it updates in seconds Impressive Content that Will Provide Insight, Analysis and Alerts Dashboards are fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more. In order to learn Excel Dashboard students should have access to Excel 2007 or later. Students should also be familiar with putting together any type of report in Excel to be able to apply the time saving and visualization techniques taught here. Students should be able to build and apply basic formulas in Excel as well. Pivot Table and Pivot Chart knowledge is helpful, but expertise is not necessary to take this course. Contents and Overview This course includes 107 lectures and over 11 hours of content + 5 sample Excel Dashboards in order to give students a working knowledge of utilizing Excel Dashboard visuals to communicate their data. 3 hours of the tutorials are optional supplementary Excel lessons and only for students who need to fill any knowledge gaps.I don't waffle on, my tutorials get to the point so you're up to speed fast. Included are all the workbooks from the course which contain extensive notes, so you don't have to worry about taking notes while watching the tutorials. You can use the workbooks to practice what you learn and as a quick reference guide later on. The course covers advanced features of Excel Dashboards, such as display and visualization principles for clear dashboard creation, using interactive controls to keep information informative and relevant, analyzing and automating information for a fully functional and complete dashboard. It also includes key considerations for distributing dashboards like password protections, locking and unlocking cells and protecting workbooks. Upon completion, students will have a variety of techniques and examples that can be applied to their own datasets. Students will be able to choose the right chart for their data, write easy to interpret reports, know which areas of the dashboard will get the most attention, animate charts using VBA, create interactive reports (so users can change views and filter information), among a host of other abilities taught in this course. Who this course is for: This course is not for complete beginners because building Dashboards, and I mean proper interactive dashboards in Excel, requires some intermediate to advanced skills. Any course that says it’s for ‘All Levels’ is either going to cover a load of basics you probably already know, or it won’t get to the advanced topics that are going to make your dashboards truly dynamic and interactive. I know everyone is at different levels of Excel ability, which is why I’ve included a load of optional supplementary Excel lessons so you can fill in any knowledge gaps, like PivotTables, lookup formulas, Conditional Formatting etc. I recommend this course for people who have put together any type of report in Excel before, as you will definitely benefit from the time saving tips and data visualisation techniques I share with you. Show more Show less Course content 12 sections • 112 lectures • 12h 24m total length Expand all sections Introduction 1 lecture • 10min Course Overview and Introduction to Excel Dashboards Preview 10:13 Getting Your Data Ready 1 lecture • 7min Ideal Data Formats 06:37 Design Principles 1 lecture • 6min Getting Your Design Right 05:57 Display Principles 27 lectures • 3hr 10min Charts and Tricks for Trending 13:53 Secondary Axis 02:48 Smoothing Data 04:11 Sparklines 15:18 Formatting Tricks 02:37 Highlighting Comparisons 04:50 Top and Bottom Ranking 08:38 Frequency Distribution 05:20 Target vs Variance Charts 04:07 Performance Against Target Range 04:05 Bullet Graphs Excel 2007/2010 12:40 Bullet Graphs Excel 2013/2016 14:09 Win/Loss/Draw Conditional Format 04:40 Custom Number Formats 17:47 Dynamic Labels 01:43 Text Formulas Preview 09:06 Symbols in Formulas and Charts Preview 04:33 Adding Series to Charts 03:55 Embedding Graphics in Charts 04:06 Small Multiples Charts 05:12 In Cell Charts 07:47 Panel Charts Excel 2007/2010 06:51 Panel Charts Excel 2013/2016 05:34 Step Charts 08:10 Supplementary Excel Lecture: Excel 2013 Chart Formatting 08:37 Supplementary Excel Lecture: Excel 2013 Chart Labels 07:03 Supplementary Excel Lecture: Excel 2013 Combo Charts 02:00 Interactive Controls 18 lectures • 2hr 44min Form Controls Introduction 01:55 Check Boxes 03:53 List Boxes 16:20 Option Buttons 09:09 Group Boxes 02:28 Scroll Bar 03:43 Buttons 02:28 Combo Box with Macro 06:04 Dynamic Date Filters 4 Ways 24:35 Animating Charts 17:02 INDIRECT Function Tricks 11:15 Dynamic Named Range with OFFSET 07:10 Dynamic Named Range with INDEX 09:46 Dynamic Ranges for Charts 08:13 Rollover Technique 13:14 Scroll and Sort Table 15:35 Dynamic Unique List 05:49 Supplementary Excel Lecture: Inserting Drop Down Lists 05:49 Analysing the Data 30 lectures • 2hr 33min PivotTables and PivotCharts 13:10 Slicers 08:36 GETPIVOTDATA Function 11:31 Capture Slicer Selection in Formula 03:34 Slicer & PivotChart Olympic Dashboard Overview 04:06 Supplementary Excel Lecture: Creating PivotTables 02:48 Supplementary Excel Lecture: Choosing Fields 04:07 Supplementary Excel Lecture: PivotTable Layout 03:29 Supplementary Excel Lecture: Filtering PivotTables 02:04 Supplementary Excel Lecture: Modifying PivotTable Data 02:10 Supplementary Excel Lecture: Insert a Table and Style Options 03:26 Supplementary Excel Lecture: Add Rows and Columns to a Table 02:39 Supplementary Excel Lecture: Perform a Function in a Table 04:18 Supplementary Excel Lecture: Summarize a Table with a PivotTable 02:58 Supplementary Excel Lecture: VLOOKUP Formula Sorted List 06:20 Supplementary Excel Lecture: VLOOKUP Formula Exact Match 09:14 Supplementary Excel Lecture: HLOOKUP Formula Sorted List 03:53 Supplementary Excel Lecture: HLOOKUP Formula Exact Match 01:36 Supplementary Excel Lecture: CHOOSE Function 06:10 Supplementary Excel Lecture: INDEX and MATCH Formula 07:02 Supplementary Excel Lecture: IF Function 07:23 Supplementary Excel Lecture: Nested IF Formula 03:31 Supplementary Excel Lecture: IF AND Formula 03:01 Supplementary Excel Lecture: IF OR Formula 02:43 Supplementary Excel Lecture: IF NOT Formula 01:52 Supplementary Excel Lecture: IFERROR Function 02:19 Supplementary Excel Lecture: SUMIF and SUMIFS Formulas 04:15 Supplementary Excel Lecture: AVERAGEIF and AVERAGEIFS Formulas 04:41 Supplementary Excel Lecture: COUNTIF and COUNTIFS Formulas 09:48 Supplementary Excel Lecture: SUMPRODUCT Formula 10:18 Automating Your Dashboard 8 lectures • 38min Linking to Access 08:07 Incorporating New Data Automatically 09:39 Auto Refresh PivotTables 02:39 Supplementary Excel Lecture: Introduction to Macros 03:40 Supplementary Excel Lecture: Recording a Macro 04:17 Supplementary Excel Lecture: Assign a Macro to a Button or Shape 03:30 Supplementary Excel Lecture: Run a Macro Upon Opening a Workbook 02:55 Supplementary Excel Lecture: How to Inspect and Modify a Macro 03:39 Putting It All Together 9 lectures • 54min Quick Re-cap 01:37 Example Dashboard Tour 03:47 Pyramid Chart 08:06 Array Formula Alternative to SUMIFS 09:50 LARGE and SMALL Array and DAVERAGE 06:23 Rank Values with PivotTable 03:50 Scatter Chart 08:31 DMAX, DMIN, DAVERAGE 05:43 Formatting Quickly 06:12 Distributing Your Dashboard 8 lectures • 49min Checking and Publishing 03:39 Excel Web App - Introduction 05:35 Preparing Your File for Excel Web App 04:41 Publish with Excel Web App 09:59 Password Protection 13:52 Supplementary Excel Lecture: Workbook Passwords 03:40 Supplementary Excel Lecture: Protecting Workbooks 03:08 Supplementary Excel Lecture: Unlocking Cells 04:00 Bonus: Tour de France Dashboard 5 lectures • 42min Dashboard Overview 13:07 SUMIFS Formula 07:43 INDEX, MATCH and OFFSET Formula 05:12 INDEX, MATCH Multiple Array Formula 03:54 Zoom Images VBA Code 12:22 2 more sections Instructor Mynda Treacy Microsoft Excel MVP, Teaching 25,000+ Students 4.5 Instructor Rating 13,352 Reviews 136,253 Students 2 Courses Mynda Treacy is a qualified accountant and has been working with Excel since 1995, and sharing her knowledge on her Excel blog since 2010. In 2014 she was awarded Microsoft Excel MVP for her contribution to the Excel community. She also teaches several highly acclaimed Excel courses at her website, My Online Training Hub, including an Excel Dashboard Course and Excel Expert course . Her courses incorporate real business scenarios drawn from her accounting background and work experience in multi-national companies in London. Her teaching style is to the point with practical examples and files you can download for reference later on. She doesn't waffle on just to make the course long. She'd rather get you up to speed quickly because she knows that what you really want is to know how to do this stuff, not spend hours watching videos. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? 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  4. Be able to build Dashboards that are quick and easy to update, in fact they can update themselves (imagine being able to confidently say that in an interview), by pulling in data direct from your external database, Microsoft Access, the web etc. at the click of a button if you set them up right (I show you how). Animate your charts with some simple VBA code that I teach you how to edit to suit your charts. If you want 'Wow factor', this is it. Learn how to create reports that are fully interactive so the reader can change the view themselves; they can filter by product, time period or any parameter you choose, they can show and hide data using check boxes, drop down lists, and option buttons to name a few. Get your skills up to date with our supplementary Excel tutorials on PivotTables, Lookup and conditional logic formulas, macros and more. Curated for the Udemy Business collection Requirements Ideally you already know how to use Excel and are familiar with basic formulas and how to build them. You’ve created basic charts using the standard ones available in Excel, and you’re familiar with Pivot Tables and Pivot Charts but not an expert. You need Excel 2007 or later so you can open the workbooks and practice what you learn. Mac users - this course is recorded in Excel for the PC. If you're a savvy Mac user then you will still benefit from this course and be able to map the menus you see in the tutorials to those on your Mac. I have had many Mac users successfully take this course. Description Excel Dashboards are a powerful tool to communicate and summarize complex Excel data. The price of this course reflects its value and I'm confident you'll get results. Just read some of the unsolicited testimonials I've received: "Financial Analyst - $52,500 (before taking your course) Sr. Financial Analyst - ($60,000) After finalizing my dashboard Sr. Business Analyst - ($70,000) Start that this Monday Taking your course has honed my skills and led to two promotions and a reputation. I am also energized to learn more. J ames C" "I originally signed up for this as continuing professional education for my CPA license but I have learned so much, easily more than any other technical class I've taken in years. Thank you for a wonderful class, you are a great teacher. Dielle B" Dashboards can be created to summarize important information and are excellent for sharing a “snapshot" view among teams. Master the Creation of Interactive Excel Dashboards and Learn to Build and Distribute Dashboard Reports From the Ground up. Advanced Features Design and Display Principles Interactive Controls Analyzing Data Automating your Dashboard so it updates in seconds Impressive Content that Will Provide Insight, Analysis and Alerts Dashboards are fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more. In order to learn Excel Dashboard students should have access to Excel 2007 or later. Students should also be familiar with putting together any type of report in Excel to be able to apply the time saving and visualization techniques taught here. Students should be able to build and apply basic formulas in Excel as well. Pivot Table and Pivot Chart knowledge is helpful, but expertise is not necessary to take this course. Contents and Overview This course includes 107 lectures and over 11 hours of content + 5 sample Excel Dashboards in order to give students a working knowledge of utilizing Excel Dashboard visuals to communicate their data. 3 hours of the tutorials are optional supplementary Excel lessons and only for students who need to fill any knowledge gaps.I don't waffle on, my tutorials get to the point so you're up to speed fast. Included are all the workbooks from the course which contain extensive notes, so you don't have to worry about taking notes while watching the tutorials. You can use the workbooks to practice what you learn and as a quick reference guide later on. The course covers advanced features of Excel Dashboards, such as display and visualization principles for clear dashboard creation, using interactive controls to keep information informative and relevant, analyzing and automating information for a fully functional and complete dashboard. It also includes key considerations for distributing dashboards like password protections, locking and unlocking cells and protecting workbooks. Upon completion, students will have a variety of techniques and examples that can be applied to their own datasets. Students will be able to choose the right chart for their data, write easy to interpret reports, know which areas of the dashboard will get the most attention, animate charts using VBA, create interactive reports (so users can change views and filter information), among a host of other abilities taught in this course. Who this course is for: This course is not for complete beginners because building Dashboards, and I mean proper interactive dashboards in Excel, requires some intermediate to advanced skills. Any course that says it’s for ‘All Levels’ is either going to cover a load of basics you probably already know, or it won’t get to the advanced topics that are going to make your dashboards truly dynamic and interactive. I know everyone is at different levels of Excel ability, which is why I’ve included a load of optional supplementary Excel lessons so you can fill in any knowledge gaps, like PivotTables, lookup formulas, Conditional Formatting etc. I recommend this course for people who have put together any type of report in Excel before, as you will definitely benefit from the time saving tips and data visualisation techniques I share with you. Show more Show less Course content 12 sections • 112 lectures • 12h 24m total length Expand all sections Introduction 1 lecture • 10min Course Overview and Introduction to Excel Dashboards Preview 10:13 Getting Your Data Ready 1 lecture • 7min Ideal Data Formats 06:37 Design Principles 1 lecture • 6min Getting Your Design Right 05:57 Display Principles 27 lectures • 3hr 10min Charts and Tricks for Trending 13:53 Secondary Axis 02:48 Smoothing Data 04:11 Sparklines 15:18 Formatting Tricks 02:37 Highlighting Comparisons 04:50 Top and Bottom Ranking 08:38 Frequency Distribution 05:20 Target vs Variance Charts 04:07 Performance Against Target Range 04:05 Bullet Graphs Excel 2007/2010 12:40 Bullet Graphs Excel 2013/2016 14:09 Win/Loss/Draw Conditional Format 04:40 Custom Number Formats 17:47 Dynamic Labels 01:43 Text Formulas Preview 09:06 Symbols in Formulas and Charts Preview 04:33 Adding Series to Charts 03:55 Embedding Graphics in Charts 04:06 Small Multiples Charts 05:12 In Cell Charts 07:47 Panel Charts Excel 2007/2010 06:51 Panel Charts Excel 2013/2016 05:34 Step Charts 08:10 Supplementary Excel Lecture: Excel 2013 Chart Formatting 08:37 Supplementary Excel Lecture: Excel 2013 Chart Labels 07:03 Supplementary Excel Lecture: Excel 2013 Combo Charts 02:00 Interactive Controls 18 lectures • 2hr 44min Form Controls Introduction 01:55 Check Boxes 03:53 List Boxes 16:20 Option Buttons 09:09 Group Boxes 02:28 Scroll Bar 03:43 Buttons 02:28 Combo Box with Macro 06:04 Dynamic Date Filters 4 Ways 24:35 Animating Charts 17:02 INDIRECT Function Tricks 11:15 Dynamic Named Range with OFFSET 07:10 Dynamic Named Range with INDEX 09:46 Dynamic Ranges for Charts 08:13 Rollover Technique 13:14 Scroll and Sort Table 15:35 Dynamic Unique List 05:49 Supplementary Excel Lecture: Inserting Drop Down Lists 05:49 Analysing the Data 30 lectures • 2hr 33min PivotTables and PivotCharts 13:10 Slicers 08:36 GETPIVOTDATA Function 11:31 Capture Slicer Selection in Formula 03:34 Slicer & PivotChart Olympic Dashboard Overview 04:06 Supplementary Excel Lecture: Creating PivotTables 02:48 Supplementary Excel Lecture: Choosing Fields 04:07 Supplementary Excel Lecture: PivotTable Layout 03:29 Supplementary Excel Lecture: Filtering PivotTables 02:04 Supplementary Excel Lecture: Modifying PivotTable Data 02:10 Supplementary Excel Lecture: Insert a Table and Style Options 03:26 Supplementary Excel Lecture: Add Rows and Columns to a Table 02:39 Supplementary Excel Lecture: Perform a Function in a Table 04:18 Supplementary Excel Lecture: Summarize a Table with a PivotTable 02:58 Supplementary Excel Lecture: VLOOKUP Formula Sorted List 06:20 Supplementary Excel Lecture: VLOOKUP Formula Exact Match 09:14 Supplementary Excel Lecture: HLOOKUP Formula Sorted List 03:53 Supplementary Excel Lecture: HLOOKUP Formula Exact Match 01:36 Supplementary Excel Lecture: CHOOSE Function 06:10 Supplementary Excel Lecture: INDEX and MATCH Formula 07:02 Supplementary Excel Lecture: IF Function 07:23 Supplementary Excel Lecture: Nested IF Formula 03:31 Supplementary Excel Lecture: IF AND Formula 03:01 Supplementary Excel Lecture: IF OR Formula 02:43 Supplementary Excel Lecture: IF NOT Formula 01:52 Supplementary Excel Lecture: IFERROR Function 02:19 Supplementary Excel Lecture: SUMIF and SUMIFS Formulas 04:15 Supplementary Excel Lecture: AVERAGEIF and AVERAGEIFS Formulas 04:41 Supplementary Excel Lecture: COUNTIF and COUNTIFS Formulas 09:48 Supplementary Excel Lecture: SUMPRODUCT Formula 10:18 Automating Your Dashboard 8 lectures • 38min Linking to Access 08:07 Incorporating New Data Automatically 09:39 Auto Refresh PivotTables 02:39 Supplementary Excel Lecture: Introduction to Macros 03:40 Supplementary Excel Lecture: Recording a Macro 04:17 Supplementary Excel Lecture: Assign a Macro to a Button or Shape 03:30 Supplementary Excel Lecture: Run a Macro Upon Opening a Workbook 02:55 Supplementary Excel Lecture: How to Inspect and Modify a Macro 03:39 Putting It All Together 9 lectures • 54min Quick Re-cap 01:37 Example Dashboard Tour 03:47 Pyramid Chart 08:06 Array Formula Alternative to SUMIFS 09:50 LARGE and SMALL Array and DAVERAGE 06:23 Rank Values with PivotTable 03:50 Scatter Chart 08:31 DMAX, DMIN, DAVERAGE 05:43 Formatting Quickly 06:12 Distributing Your Dashboard 8 lectures • 49min Checking and Publishing 03:39 Excel Web App - Introduction 05:35 Preparing Your File for Excel Web App 04:41 Publish with Excel Web App 09:59 Password Protection 13:52 Supplementary Excel Lecture: Workbook Passwords 03:40 Supplementary Excel Lecture: Protecting Workbooks 03:08 Supplementary Excel Lecture: Unlocking Cells 04:00 Bonus: Tour de France Dashboard 5 lectures • 42min Dashboard Overview 13:07 SUMIFS Formula 07:43 INDEX, MATCH and OFFSET Formula 05:12 INDEX, MATCH Multiple Array Formula 03:54 Zoom Images VBA Code 12:22 2 more sections Instructor Mynda Treacy Microsoft Excel MVP, Teaching 25,000+ Students 4.5 Instructor Rating 13,352 Reviews 136,253 Students 2 Courses Mynda Treacy is a qualified accountant and has been working with Excel since 1995, and sharing her knowledge on her Excel blog since 2010. In 2014 she was awarded Microsoft Excel MVP for her contribution to the Excel community. She also teaches several highly acclaimed Excel courses at her website, My Online Training Hub, including an Excel Dashboard Course and Excel Expert course . Her courses incorporate real business scenarios drawn from her accounting background and work experience in multi-national companies in London. Her teaching style is to the point with practical examples and files you can download for reference later on. She doesn't waffle on just to make the course long. She'd rather get you up to speed quickly because she knows that what you really want is to know how to do this stuff, not spend hours watching videos. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? 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  5. Animate your charts with some simple VBA code that I teach you how to edit to suit your charts. If you want 'Wow factor', this is it. Learn how to create reports that are fully interactive so the reader can change the view themselves; they can filter by product, time period or any parameter you choose, they can show and hide data using check boxes, drop down lists, and option buttons to name a few. Get your skills up to date with our supplementary Excel tutorials on PivotTables, Lookup and conditional logic formulas, macros and more. Curated for the Udemy Business collection Requirements Ideally you already know how to use Excel and are familiar with basic formulas and how to build them. You’ve created basic charts using the standard ones available in Excel, and you’re familiar with Pivot Tables and Pivot Charts but not an expert. You need Excel 2007 or later so you can open the workbooks and practice what you learn. Mac users - this course is recorded in Excel for the PC. If you're a savvy Mac user then you will still benefit from this course and be able to map the menus you see in the tutorials to those on your Mac. I have had many Mac users successfully take this course. Description Excel Dashboards are a powerful tool to communicate and summarize complex Excel data. The price of this course reflects its value and I'm confident you'll get results. Just read some of the unsolicited testimonials I've received: "Financial Analyst - $52,500 (before taking your course) Sr. Financial Analyst - ($60,000) After finalizing my dashboard Sr. Business Analyst - ($70,000) Start that this Monday Taking your course has honed my skills and led to two promotions and a reputation. I am also energized to learn more. J ames C" "I originally signed up for this as continuing professional education for my CPA license but I have learned so much, easily more than any other technical class I've taken in years. Thank you for a wonderful class, you are a great teacher. Dielle B" Dashboards can be created to summarize important information and are excellent for sharing a “snapshot" view among teams. Master the Creation of Interactive Excel Dashboards and Learn to Build and Distribute Dashboard Reports From the Ground up. Advanced Features Design and Display Principles Interactive Controls Analyzing Data Automating your Dashboard so it updates in seconds Impressive Content that Will Provide Insight, Analysis and Alerts Dashboards are fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more. In order to learn Excel Dashboard students should have access to Excel 2007 or later. Students should also be familiar with putting together any type of report in Excel to be able to apply the time saving and visualization techniques taught here. Students should be able to build and apply basic formulas in Excel as well. Pivot Table and Pivot Chart knowledge is helpful, but expertise is not necessary to take this course. Contents and Overview This course includes 107 lectures and over 11 hours of content + 5 sample Excel Dashboards in order to give students a working knowledge of utilizing Excel Dashboard visuals to communicate their data. 3 hours of the tutorials are optional supplementary Excel lessons and only for students who need to fill any knowledge gaps.I don't waffle on, my tutorials get to the point so you're up to speed fast. Included are all the workbooks from the course which contain extensive notes, so you don't have to worry about taking notes while watching the tutorials. You can use the workbooks to practice what you learn and as a quick reference guide later on. The course covers advanced features of Excel Dashboards, such as display and visualization principles for clear dashboard creation, using interactive controls to keep information informative and relevant, analyzing and automating information for a fully functional and complete dashboard. It also includes key considerations for distributing dashboards like password protections, locking and unlocking cells and protecting workbooks. Upon completion, students will have a variety of techniques and examples that can be applied to their own datasets. Students will be able to choose the right chart for their data, write easy to interpret reports, know which areas of the dashboard will get the most attention, animate charts using VBA, create interactive reports (so users can change views and filter information), among a host of other abilities taught in this course. Who this course is for: This course is not for complete beginners because building Dashboards, and I mean proper interactive dashboards in Excel, requires some intermediate to advanced skills. Any course that says it’s for ‘All Levels’ is either going to cover a load of basics you probably already know, or it won’t get to the advanced topics that are going to make your dashboards truly dynamic and interactive. I know everyone is at different levels of Excel ability, which is why I’ve included a load of optional supplementary Excel lessons so you can fill in any knowledge gaps, like PivotTables, lookup formulas, Conditional Formatting etc. I recommend this course for people who have put together any type of report in Excel before, as you will definitely benefit from the time saving tips and data visualisation techniques I share with you. Show more Show less Course content 12 sections • 112 lectures • 12h 24m total length Expand all sections Introduction 1 lecture • 10min Course Overview and Introduction to Excel Dashboards Preview 10:13 Getting Your Data Ready 1 lecture • 7min Ideal Data Formats 06:37 Design Principles 1 lecture • 6min Getting Your Design Right 05:57 Display Principles 27 lectures • 3hr 10min Charts and Tricks for Trending 13:53 Secondary Axis 02:48 Smoothing Data 04:11 Sparklines 15:18 Formatting Tricks 02:37 Highlighting Comparisons 04:50 Top and Bottom Ranking 08:38 Frequency Distribution 05:20 Target vs Variance Charts 04:07 Performance Against Target Range 04:05 Bullet Graphs Excel 2007/2010 12:40 Bullet Graphs Excel 2013/2016 14:09 Win/Loss/Draw Conditional Format 04:40 Custom Number Formats 17:47 Dynamic Labels 01:43 Text Formulas Preview 09:06 Symbols in Formulas and Charts Preview 04:33 Adding Series to Charts 03:55 Embedding Graphics in Charts 04:06 Small Multiples Charts 05:12 In Cell Charts 07:47 Panel Charts Excel 2007/2010 06:51 Panel Charts Excel 2013/2016 05:34 Step Charts 08:10 Supplementary Excel Lecture: Excel 2013 Chart Formatting 08:37 Supplementary Excel Lecture: Excel 2013 Chart Labels 07:03 Supplementary Excel Lecture: Excel 2013 Combo Charts 02:00 Interactive Controls 18 lectures • 2hr 44min Form Controls Introduction 01:55 Check Boxes 03:53 List Boxes 16:20 Option Buttons 09:09 Group Boxes 02:28 Scroll Bar 03:43 Buttons 02:28 Combo Box with Macro 06:04 Dynamic Date Filters 4 Ways 24:35 Animating Charts 17:02 INDIRECT Function Tricks 11:15 Dynamic Named Range with OFFSET 07:10 Dynamic Named Range with INDEX 09:46 Dynamic Ranges for Charts 08:13 Rollover Technique 13:14 Scroll and Sort Table 15:35 Dynamic Unique List 05:49 Supplementary Excel Lecture: Inserting Drop Down Lists 05:49 Analysing the Data 30 lectures • 2hr 33min PivotTables and PivotCharts 13:10 Slicers 08:36 GETPIVOTDATA Function 11:31 Capture Slicer Selection in Formula 03:34 Slicer & PivotChart Olympic Dashboard Overview 04:06 Supplementary Excel Lecture: Creating PivotTables 02:48 Supplementary Excel Lecture: Choosing Fields 04:07 Supplementary Excel Lecture: PivotTable Layout 03:29 Supplementary Excel Lecture: Filtering PivotTables 02:04 Supplementary Excel Lecture: Modifying PivotTable Data 02:10 Supplementary Excel Lecture: Insert a Table and Style Options 03:26 Supplementary Excel Lecture: Add Rows and Columns to a Table 02:39 Supplementary Excel Lecture: Perform a Function in a Table 04:18 Supplementary Excel Lecture: Summarize a Table with a PivotTable 02:58 Supplementary Excel Lecture: VLOOKUP Formula Sorted List 06:20 Supplementary Excel Lecture: VLOOKUP Formula Exact Match 09:14 Supplementary Excel Lecture: HLOOKUP Formula Sorted List 03:53 Supplementary Excel Lecture: HLOOKUP Formula Exact Match 01:36 Supplementary Excel Lecture: CHOOSE Function 06:10 Supplementary Excel Lecture: INDEX and MATCH Formula 07:02 Supplementary Excel Lecture: IF Function 07:23 Supplementary Excel Lecture: Nested IF Formula 03:31 Supplementary Excel Lecture: IF AND Formula 03:01 Supplementary Excel Lecture: IF OR Formula 02:43 Supplementary Excel Lecture: IF NOT Formula 01:52 Supplementary Excel Lecture: IFERROR Function 02:19 Supplementary Excel Lecture: SUMIF and SUMIFS Formulas 04:15 Supplementary Excel Lecture: AVERAGEIF and AVERAGEIFS Formulas 04:41 Supplementary Excel Lecture: COUNTIF and COUNTIFS Formulas 09:48 Supplementary Excel Lecture: SUMPRODUCT Formula 10:18 Automating Your Dashboard 8 lectures • 38min Linking to Access 08:07 Incorporating New Data Automatically 09:39 Auto Refresh PivotTables 02:39 Supplementary Excel Lecture: Introduction to Macros 03:40 Supplementary Excel Lecture: Recording a Macro 04:17 Supplementary Excel Lecture: Assign a Macro to a Button or Shape 03:30 Supplementary Excel Lecture: Run a Macro Upon Opening a Workbook 02:55 Supplementary Excel Lecture: How to Inspect and Modify a Macro 03:39 Putting It All Together 9 lectures • 54min Quick Re-cap 01:37 Example Dashboard Tour 03:47 Pyramid Chart 08:06 Array Formula Alternative to SUMIFS 09:50 LARGE and SMALL Array and DAVERAGE 06:23 Rank Values with PivotTable 03:50 Scatter Chart 08:31 DMAX, DMIN, DAVERAGE 05:43 Formatting Quickly 06:12 Distributing Your Dashboard 8 lectures • 49min Checking and Publishing 03:39 Excel Web App - Introduction 05:35 Preparing Your File for Excel Web App 04:41 Publish with Excel Web App 09:59 Password Protection 13:52 Supplementary Excel Lecture: Workbook Passwords 03:40 Supplementary Excel Lecture: Protecting Workbooks 03:08 Supplementary Excel Lecture: Unlocking Cells 04:00 Bonus: Tour de France Dashboard 5 lectures • 42min Dashboard Overview 13:07 SUMIFS Formula 07:43 INDEX, MATCH and OFFSET Formula 05:12 INDEX, MATCH Multiple Array Formula 03:54 Zoom Images VBA Code 12:22 2 more sections Instructor Mynda Treacy Microsoft Excel MVP, Teaching 25,000+ Students 4.5 Instructor Rating 13,352 Reviews 136,253 Students 2 Courses Mynda Treacy is a qualified accountant and has been working with Excel since 1995, and sharing her knowledge on her Excel blog since 2010. In 2014 she was awarded Microsoft Excel MVP for her contribution to the Excel community. She also teaches several highly acclaimed Excel courses at her website, My Online Training Hub, including an Excel Dashboard Course and Excel Expert course . Her courses incorporate real business scenarios drawn from her accounting background and work experience in multi-national companies in London. Her teaching style is to the point with practical examples and files you can download for reference later on. She doesn't waffle on just to make the course long. She'd rather get you up to speed quickly because she knows that what you really want is to know how to do this stuff, not spend hours watching videos. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'678119aa8f5b066a',m:'1d06abdcc05ce8e4e83b91194bee8662791ea157-1627842235-1800-AVcDTWSpYX1mjDKFH+baEOLkvb0fR4hyzLQbXRE