Excel: Create interactive dashboards

  • Course types: Calendar course / In company
  • Version: Office 2010/2013/2016
  • Takes place in: Antwerp, Brussels
  • Duration: 2 days
  • Price: € 770 VAT excl. / Cheaper course?

Description

Why is it a good idea to create a dashboard? It’s simple: you can use it to visualise all the data you need. It’s the ideal way to report or present numbers. During our ‘Excel: Interactive dashboards’ training, our Learning Consultant will guide you through the necessary steps to import data, process data and visualise everything in a dashboard.

Choose a date and location

Objectives

After this training, you’ll know how to:

  • import data lists from different external data sources
  • use functions to convert data lists into usable data
  • analyse data with PivotTables and charts
  • collect analyses on a dashboard, which makes it easier to draw the correct conclusions

Target Group

Everyone who regularly imports, processes and analyses long data lists.

Prerequisites

Basic Excel knowledge is required. You know the standard formatting options, you can sort and filter data with AutoFilter, you know the basic functions (Sum, Min, Max, Average, Count, Counta) and you know how and why you should freeze cells (A1 and $A$1).

Content

Part 1 Import data

  • Retrieve data from external sources (Microsoft Access, text files, SQL server)

Part 2 Tables

  • What’s the difference between a table and a range?
  • What are the advantages and disadvantages of a table?
  • Using tables in formulas and functions

Part 3 Process data

  • Text functions to optimise the data in a database: delete unnecessary spaces, take certain bits of text out of a cell, etc
  • Date and time functions to deduct the weekday, month or year from a date to determine a duration
  • Sort based on custom lists instead of alphabetically (months, weekdays, custom sort order)
  • Sumif(s), countif(s), averageif(s), Vlookup, Match
  • Use cell names to make formulas and functions more understandable

Part 4 Analyse data with PivotTables

  • Create a PivotTable based on an Excel table or an external data source
  • Create a PivotTable based on multiple tables
  • Create relationships between multiple tables
  • Add a calculated field to the PowerPoint data model
  • Components of a PivotTable
  • How to work with subtotals
  • Edit the calculations in a PivotTable
  • Show calculation results differently: % of total, difference compared to another item in the list
  • Group data
  • Calculated items and calculated fields
  • Slicers

Part 5 Analyse data using charts

  • Chart types (e.g. waterfall charts)
  • Format charts
  • Add trendlines
  • Sparklines

Part 6 Dashboards

  • Combine PivotTables, functions and charts
  • Use conditional formatting to highlight certain data with a colour, data bars and/or icons
  • Use scenarios to simulate what would happen if you changed certain variables (depending on time)
  • Data validation: creating a list box, creating a list box based on the results from another list box

Choose a date and location

  • Dates
  • Days
  • Timing
  • Language
  • Location
  • Planning
  •  

Request an offer



Share this course on Facebook, Twitter, LinkedIn or e-mail

Practical info

The practical info and applicable cancellation conditions related to this training course.

 

Choose a date and location

€ 770 VAT excl.
Cheaper course?

Requesting a quotation

Would you like to organize this training course for your employees? At your offices or at a Xylos training centre? We transform your requirements into the perfect solution.

Request

Discount

SEVERAL PARTICIPANTS
If you enrol several employees for the same course on the same date, you will get a discount:

  • 2 employees: 15% discount on the 2nd subscription
  • 3 or more employees: 15% discount on the 2nd subscription and 40% on further participants

Questions?

Contact Inès Vansteenkiste

+32 2 264 13 20
xylos@xylos.com