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Interactive Dashboards in Excel
Section 1: Introduction
Introduction to Excel Dashboards (2:22)
Course Exercise Files (1:29)
DOWNLOAD ME: Exercise Files
DOWNLOAD ME: Course Files
Section 2: Dashboard Setup
Spreadsheet Architecture (3:28)
Section 3: Design Inspiration
Dashboard Design Inspiration and Resources (5:34)
Section 4: Preparing Data for Analysis
Why Clean Data? (5:42)
Remove Blanks and Duplicates (5:51)
Use Text Functions to Clean Data (7:50)
Find and Replace (5:06)
Convert Numbers Stored as Text to Numbers (4:55)
Spell Check (4:42)
Format Data (9:58)
Exercise 01 (5:32)
Section 5: Useful Excel Formulas
Basic INDEX and MATCH (12:32)
XLOOKUP (Microsoft 365 Users) (9:55)
Dependent, Dynamic Drop-down Lists (14:46)
SUMIFS and COUNTIFS (14:06)
LARGE and SMALL (4:49)
CHOOSE function (12:01)
Use CHOOSE with Form Controls and Charts (5:53)
The INDIRECT function (11:51)
Extracting Unique Values: UNIQUE and the Advanced Filter (7:28)
Exercise 02 (7:34)
Section 6: PivotTables and Pivot Charts
Create a PivotTable (7:42)
Manipulating PivotTable Data (8:32)
Number Formatting (4:33)
Value Field Settings (5:52)
Show Values As (8:33)
Create a Pivot Chart (9:45)
Formatting Pivot Charts - Part 1 (12:41)
Formatting Pivot Charts - Part 2 (11:14)
Slicers and Timelines (11:41)
GETPIVOTDATA() (13:33)
Exercise 03 (7:08)
Section 7: Advanced Chart Techniques
Add Total Values to Stacked Column Charts (9:18)
Dynamic Chart Titles and Slicer Macros (14:07)
Dynamic Map Charts (20:16)
Exercise 04 (10:13)
Section 8: Interactive Elements - Form Controls
Introduction to Form Controls (3:23)
Combo Box (9:11)
Check Box (11:02)
Option Button (8:26)
Spin Button (3:54)
List Box (4:53)
Scroll Bar (8:24)
Exercise 05 (7:34)
Section 9: Sales Analysis Dashboard
Dashboard Overview (4:53)
Data Setup (3:24)
Wireframe Design (3:41)
Form Controls: Combo Box Setup (4:51)
Headline Stats - SUMIFS, MAX, LARGE and INDEX and MATCH (12:50)
Sales Tables Calculations - IF, SUMIFS and COUNTIFS (12:20)
Map Chart - Dynamic Filled Map (8:18)
Discount Charts - Setup (9:01)
Stacked Column Chart - Dynamic with Totals (9:53)
Donut Chart - Dynamic with Icon (4:44)
Sparklines (7:44)
Conditional Formatting (10:55)
Dynamic Titles (3:16)
Assemble Dashboard - Part 1 (11:12)
Assemble Dashboard - Part 2 (6:32)
Section 10: HR Dashboard
Dashboard Overview (4:22)
Data Setup (3:38)
Headline Stats with Custom Number Formatting (5:30)
Gender Breakdown Infographic (13:54)
Age Distribution - Funnel Chart with Custom Slicer (7:20)
Diversity Tracker (3:55)
Active Employees - Grouping PivotTable Data (5:23)
Full Time vs Part Time - PivotTable and Pivot Chart (2:32)
Form Controls - Option Button Setup (4:37)
Employees by Job Level - Dynamic Column Chart with Title (6:27)
Doughnut Chart - Dynamic with Icon (5:03)
Top 3 Employees - XLOOKUP and LARGE (4:20)
New Hires - Line Chart with Timeline Slicer (6:29)
Assemble Dashboard (13:46)
Updating the Dashboard (2:13)
Exercise 06 (1:42)
Section 11: Course Close
Course Close (0:46)
Section 12: Course Quiz and Certificate of Completion
Course Quiz and Certificate of Completion
New Hires - Line Chart with Timeline Slicer
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