Jun 9th
10am–5pm EDT
Meets 3 Times
Excel Dashboard Reporting: Intro to Dashboards .. is unfortunately unavailable
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Friday Jun 9th, 10am–5pm Eastern Time
(3 sessions)
Class Tags:
Course Details
Price:
$169
Start Date:
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Booking for 8+?
Location:
Live Online via webmeeting
Purchase Options
Description
Class Level:
Advanced
Age Requirements:
16 and older
Average Class Size:
5
System Requirements:
You will need a reliable Internet connection as well as a computer or device with which you can access your virtual class. We recommend you arrive to class 5-10 minutes early to ensure you're able to set up your device and connection.
Class Delivery:
This class will be held via Zoom unless otherwise specified
Teacher:
Tim Jones
What you'll learn in this excel class:
Excel Dashboard Reporting: Intro to Dashboards Using Excel
A dashboard is a way to visually present data in summary form. Chart-rich reports visually compare patterns of performance among many charts, making it easier to remember performance results. In this one-day session, problems will be introduced to help you build your dashboard reporting and troubleshooting skills. The last thirty minutes of the class will be spent addressing specific questions relating to your Excel work, so bring your own files to work on.
Prerequisites
This class is ideally suited for people who have taken the Beginning and Intermediate Excel classes or have at least three years of experience using Excel.
Class Outline
What To Know Before Designing
- understand your requirements
- import and clean your data
- workbook setup
Building a Dashboard
- determine which charts best represent your data
- filter the data and copy subset data to a separate tab
- use Advanced Filter as another means to copy data to a separate tab
- build your charts on the dashboard tab
- incorporate GetPivotData function to build a table
- dashboard design elements to enhance charts and tables
Dashboard Design Principles
- important data
- quadrant priority
- logo placement
- show hierarchy
- provide context
- group related metrics
- consistent formatting
- effective use of white space
- data in foreground, format in background
- chart and table titles
- round numbers
Finalize Dashboard Design
- borders
- hide columns and rows
- turn off display of row numbers
- turn off display of column letters
- hide supporting sheets
Remote Learning
This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.
Upon registration, the instructor will send along additional information about how to log-on and participate in the class.
Still have questions? Ask the community.
Refund Policy
Note: This provider has a temporary cancellation policy for COVID-19 related cancellations which is as follows:
Cancellations made 3 or more days in advance will receive a full credit for a rescheduled date with this provider
----
Original cancellation policy (non-COVID-19):
You may cancel or reschedule a class registration at least seven days prior to the class without incurring any penalty. After seven days, we may charge a penalty of up to 100% of the registration cost.
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