Mastering EXCEL Dashboard Reports

Easily Monitor Business Performance with Excel

Microsoft® Excel® dashboard reports are a powerful tool that summarize your spreadsheet data to give you a concise overview of critical business metrics. Dashboards provide an excellent and concise way to share a “snapshot" view of key performance indicators (KPIs) among team members and upper-level management.

You can buy expensive software to create dashboards. But, before you do, see what you can do with the tools you already possess in Excel.

This webinar provides you with a step-by-step demonstration of how to convert your raw data into readable charts, diagrams and tables to create useful dashboards from scratch.

With your completed dashboards, you’ll have critical information at your fingertips when you need it. Instead of spending valuable time swimming through data to find answers, you’ll:

• Get a real-time view of day-to-day changes in any aspect of your business
• Instantly see the impact of plans as they are put into action
• Gain long-term planning help with analytical features that enable you to extrapolate data forward in time and make predictions on future performance

Note: It is recommended that attendees possess an advanced knowledge of Microsoft Excel, including using PivotTables, formulas and functions.

 

About Your Instructor

BJ Wilson is a Microsoft Certified Trainer and Excel expert with Osprey Productions. He has been helping people learn Microsoft Office for the past 10 years.

This course will teach you simple techniques you can apply in Excel to make powerful dashboards that will set your skill level apart from the crowd.

For 90 minutes, you will see how to build Excel Dashboard reports from the ground up, including:

• Understanding what a KPI is and what it is not
• Determining which KPIs will be in your dashboard
• Creating the KPI dashboard using Form controls
• Creating a scrolling table with sorting to add to the dashboard
• Adding conditional formatting to your dashboard
• Including a PivotTable in your dashboard with drill down capabilities
  - Using data coming from a table and database
  - Creating relationships
  - Exploring a data model in PowerPivot
• Adding a pivot chart to your dashboard
• Protecting data and dashboard structure while allowing for interaction

You’ll also hear a variety of critical dashboard do’s and don’ts to ensure that you build the optimum dashboard for at-a-glance analysis and decision making.

How You Will Benefit

After completing this course, you will be able to define key performance indicators and build a dashboard in Excel to monitor them.

Please note: The presenter will be demonstrating these methods and techniques using Excel for Office 365, however much of the functionality is also available to users of earlier versions of Excel on both Windows and Mac.

How Do AMA Webinars Work?

AMA Webinars provide you with a cost-effective and convenient way to boost your know-how. You can participate in the comfort of your home or office without the need for travel costs and time.

BONUS:  Paid registrants will also get a single-user license to access a recorded archive of the program for a full year.

Please note that AMA Webinars are designed to provide a one-to-one learning experience for an individual and are not designed to be viewed in a group setting. Program access is available only via the MYAMA account of the registered attendee.

*Microsoft and Excel are registered trademarks of Microsoft.

For the best viewing experience, these are the following recommendations:

For On Demand Viewing, you will need:

• Access to the internet
• Enabled audio listening device, either speakers or headphones

You will also need to check the Internet Connection Requirements (playback) section for internet connection speed requirements.

For Live Events, you will need:

• Access to the internet
• Enabled audio listening device, either speakers or headphones
• Access to Zoom
• Zoom Windows, MacOS and Linux System Requirements
• Zoom IOS, iPADOS, and Android System Requirements

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