Excel Training, Excel VBA Training, Excel Software Design

Microsoft Excel Dashboards Training
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Microsoft Excel Dashboards Training
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Our Microsoft Excel Dashboard training shows you how to create amazing Excel dashboards that let you visualize and integrate your Excel data.

Microsoft Excel Dashboards Training Description, Requirements and Topics

Microsoft Excel Dashboards Training Description
Description:

Excel VBA Training Description

Our 3-day "hands-on" Microsoft Excel dashboard training shows you the complete mechanics of how to create advanced Microsoft Excel dashboards. The Excel dashboard design topics covered include various status and summary displays, project management displays, time lines, various chart gauges, various charts styles, various maps, color coding worksheets, pivot charts and any other Excel dashboard you can dream up. Our Microsoft Excel dashboard training demonstrates how to use all of Microsoft Excel's features to construct these advanced dashboards and more importantly the design strategies behind assembling them. The training also demonstrates how to build the formulas that backup these dashboards as well as build custom VBA worksheet functions which are the ultimate formulas that you can build in Excel.
Key Skills You'll Learn in Our Microsoft Excel Dashboards Training
Key Skills:

Key Microsoft Excel Dashboard Skills Learned

Key Skills You'll Learn in Our Microsoft Excel Dashboards Training
  • How to create status and summary displays, project management displays, time lines, chart gauges, various chart types, maps, pivot charts and any other dashboard you can dream up
  • A complete Excel formula review including debugging
  • How to format worksheets, use drawing shapes and use pictures to produce professional looking Excel dashboards
  • How to build and format the advanced charts that are at the core of your Microsoft Excel dashboards
  • How to construct, manage and use names in Excel to identify the cells and ranges that your dashboards will use
  • How to construct names using formulas that automatically find cells, ranges and adjust to changing data
  • How to process and reorganize the data that your dashboards will need
  • Advanced ways to use conditional formatting in your Microsoft Excel dashboards
  • Advanced ways to use data validation in your Excel dashboards
  • How to build and integrate ActiveX controls in your Microsoft Excel dashboard
  • How to build advanced formulas that process your Excel dashboard data
  • How to create the advanced logic formulas that your Excel dashboards will need
  • How to use Excel's data features to filter and integrate the data that your dashboard will use
  • How to put it all together to build that advanced dashboard
Microsoft Excel Dashboards Training Skill Requirements
Required Skills:

Required Dashboard Skills

Select this dashboard training if you or your group have: Microsoft Excel Dashboards Training Skill Requirements
  • Constructed general worksheet formulas (=A1+A2) and have used worksheet functions before like SUM
  • Used Microsoft Excel's data tools before
  • Formatted a worksheet before
  • Built basic charts
  • A desire to push Microsoft Excel to the limit
Microsoft Excel Dashboards Training Topics
Training Topics:
Important: We focus our dashboard training on what our customers need. When training begins, we analyze those needs and shift our Excel training outline appropriately. We will stress topics or add topics that our customers want. No two training sessions are ever the same with EMAGENIT.

Day-1

Microsoft Excel Dashboard Design Basics: Worksheet Formula, Cell Naming and Linking Review

Microsoft Excel Dashboard Training Free Repeats Policy
  • A review of general formula construction and formula debugging
  • Why name cells and ranges in your Excel dashboards
  • How to name a cell or range
  • How to manage your names in Microsoft Excel
  • How to manage and link sheet information in your workbook using names and cell references

Microsoft Excel Dashboard Design Basics: Key Worksheet Logic Functions and Operators

  • How to build logic decisions using the relational operators: <, >, <=, >=, < >, =
  • How to build logic decisions using the IF, AND, OR logical functions
  • How to use the IS functions to detect cell inputs and formula problems
  • How to use logic in general, figure out the strategies, build multiple decisions, figure out logical triggers and use them in your Excel dashboards

Using Conditional Formatting in Advanced Excel Dashboard Design

  • How to change the look of worksheet cells using Conditional Formatting
  • What is a Conditional Formatting rule and how to set them up
  • How to manage your Conditional Formatting rules
  • How to setup the logic that applies multiple Conditional Formatting rules to one cell
  • How to use advanced logic in your Conditional Formatting, the key to building advanced Excel dashboard displays
  • The key Conditional Formatting rules that will help you make your Excel dashboards

Using Data Validation in Advanced Excel Dashboard Design

Microsoft Excel Dashboard Training Webinar Details
  • Why use Data Validation?
  • How to use Data Validation to control what number, text or date is typed your Excel dashboard
  • How to create a list in a worksheet cell using Data Validation and use this feature as a selector for your Microsoft Excel dashboard views
  • How to create formulas in your Data Validation that allow it to adjust to changing Excel dashboard conditions
  • How to create cells that only allow certain date ranges to be entered

Excel Dashboard Design Strategies for Building Project Timeline Displays Using Conditional Formatting and Logic

  • How to layout and format the worksheet and its information for your Excel dashboard project timeline displays
  • How to build an advanced project timeline using conditional formatting, worksheet formatting and the logical functions like AND, OR, IF ...
  • How to flag specific dates and tasks in your Excel dashboard timelines using multi layered Conditional Formatting rules and logic
  • How to setup your Excel dashboard timelines so they can be rapidly built then dragged and dropped down the worksheet

Excel Dashboard Design Methods for Advanced Chart Construction and Formatting

  • What charts are commonly used in Excel dashboard design
  • How to create and format the column, bar, line, doughnut, xy scatter, bubble, radar and pie charts that your Excel dashboards will use
  • How to create combination charts that can display two types of data at once
  • How to rotate your pie and doughnut charts for advanced displays
  • How to adjust the series formula of a chart data series and replace it with cell and reference names
  • How to mix drawing shapes with charts to produce advanced Excel dashboards


Day-2

Using Adjustable Names and Excel Tables in Advanced Excel Dashboard Design

  • Names that automatically adjust to changing data size, the key to building advanced Excel dashboards
  • How to use Excel table syntax and names in your Excel dashboard formulas
  • How to build adjustable cell and range names from formulas
  • Cell and range naming rules that aid in tracking your changing data
  • How to use string concatenation in formulas to build cell and range names on the fly
  • How to design table, column and row names that automatically adjust to changing raw data and start/stop positions using the INDIRECT, ADDRESS, OFFSET, COUNTA, COUNTIF and MATCH functions
  • How to toggle between tables, columns, rows and cell data in your formulas using INDIRECT, string concatenation and names

 Excel Dashboard Design Strategies for Creating Advanced Summary and Lookup Tables

  • How to layout and organize the raw data that your Excel dashboards will use
  • How to summarize your Excel dashboard data using SUMIF, SUMIFS, COUNTIF, COUNTIFS, SUM, MAX, MIN, AVERAGE, RANK, SMALL, LARGE...
  • How to lookup your Excel dashboard data using VLOOKUP, MATCH, INDEX, LOOKUP...
  • How to search for and return entire data columns or rows for your Excel dashboard using ADDRESS, INDIRECT, INDEX, MATCH and string concatenation
  • How to deal with dates and time in your Excel dashboard using the TEXT, YEAR, DAY, MONTH, NETWORKDAYS.INTL, NOW, TODAY, TIME, TIMEVALUE, DATEVALUE, DAYS and SECONDS functions
  • How to process your worksheet text in your Excel dashboard using the LEFT, RIGHT, MID, SUBSTITUTE, REPLACE, SEARCH, LEN, TRIM, CLEAN and TEXT functions
  • How to use advanced string concatenation to help build your Excel dashboard formulas and displays

Building and Integrating ActiveX Controls in Your Excel Dashboard Design

  • The difference between ActiveX controls and Form controls
  • How to layout ActiveX controls on the worksheet
  • How to create and use comboboxes, spinners, scroll bars, option buttons, check boxes and toggle buttons
  • How to integrate these controls with your Excel dashboard formulas using logic, string concatenation and worksheet functions

Excel Dashboard Design Strategies for Building Advanced Status Displays

  • How to use Conditional Formatting to create tables that color complete areas based upon logic
  • How to use Conditional Formatting to create name lists, product lists... that change color when their logical criterion have been met in other tables
  • How to use Conditional Formatting to create icon sets and data bars for dashboard tables
  • How to use Conditional Formatting to hide and display dashboard outputs and pictures
  • How to integrate ActiveX controls with this style dashboard that allow the user to select different data sets and data ranges to view including setting dates
  • Construction techniques to create unusual Excel dashboard displays using Conditional Formatting, the worksheet and your imagination

Using Drawing Shapes in Excel Dashboard Design to Create Advanced Visual Displays

  • Advanced drawing shape formatting techniques for that ultimate Excel dashboard look
  • How to position drawing shapes within the Z layer of the worksheet so you can build complex Microsoft Excel dashboard displays
  • How to link drawing shapes with single cells to produce value displays that can be placed over any graphic
  • How to create floating pictures that link back to worksheet ranges in your Excel dashboards

Excel Dashboard Design Strategies for Creating Various Speedometer Style Gauges

  • How to layout and build the formulas and tables that your speedometer style charts will use
  • How to create and format the pie charts turning them into speedometer style gauges
  • How to combine pie charts with drawing shapes to create advanced speedometer style gauges
  • How to tie speedometer style gauges and their tables into your Excel dashboard


Day-3

Using Array Formulas in Excel Dashboard Design

  • What is an array formula and how is it built
  • How to build simple array formulas in your Excel dashboards
  • Key worksheet functions that are used to build array formulas
  • How to create array formulas that replace SUMIFS and COUNTIFS in your Microsoft Excel dashboards
  • How to create array formulas that perform lookups and determine the start and stop points of your Excel dashboard data

Excel Dashboard Design Strategies for Linear Gauges

  • How to layout and build the formulas and tables that your linear speedometer gauge charts will use
  • How to create and format the bar chart turning it into a linear style gauge
  • How combine the bar chart with drawing shapes to create an advanced linear style gauge
  • How to tie linear style gauges and their tables with your Excel dashboard tables

Excel Dashboard Design Strategies for Map Construction

  • How to import map pictures and format them for use in your Excel dashboard
  • How to place linked drawing shapes and linked range pictures over your map to display cell data
  • How to use Conditional Formatting to make your map light up

Excel Dashboard Design Strategies for Tornado Charts

  • What is a tornado chart and how is it useful in Microsoft Excel dashboards
  • How to build the tables that your Excel dashboard tornado chart will use
  • How assemble the bar chart that will become the tornado chart
  • How to format the bar chart to look like an Excel dashboard tornado chart

Using Advanced Pivot Chart Displays in Excel Dashboard Design

  • How to layout and organize the raw data that your pivot table and pivot chart will use
  • How to construct a pivot table for your pivot chart taking advantage of dynamic names and Excel tables
  • How to build a pivot chart for your pivot table
  • How to create slicers and timelines that will filter your pivot tables and charts
  • How to format your pivot charts, slicers and timelines for that Microsoft Excel dashboard look
  • How to use Conditional Formatting in your Excel dashboard pivot table
  • How to create Running Totals, Ranks... in your Excel dashboard pivot table

How to Build Custom VBA Worksheet Functions for Your Microsoft Excel Dashboards

  • Why build custom VBA worksheet functions?
  • Why custom VBA Worksheet functions easily surpass a hundred times over the most advanced worksheet array formula
  • How to use the VBA Editor
  • How to create a custom VBA worksheet function for your Excel dashboard
  • How to use logic, loops and variables inside your custom functions
  • How to use important worksheet functions and VBA functions inside your custom functions

Microsoft Excel Dashboards Training Details

Training Details
Audience: Engineers, Scientists and Business Professionals
Time: 8:30 AM - 4:30 PM
# of Days: 3-days
Type: "Hands-on", live, instructor taught training
Manual: Choice of 2000 + page Microsoft Excel-Aided Business manual full of Excel tips and how-to-do topics or 2000 + page Microsoft Excel-Aided Engineering and Science manual full of Excel tips and how-to-do topics included with the seminar
Platform: Windows 7 - Windows 10, Mac users welcome
Excel Versions: 2007-2016, Windows and Mac. Training covers these versions discussing differences where necessary
Free Repeats: Repeat your Excel training as many times as you like, no date or limit, click here for details
Examples: We review our attendees personal examples in our training instruction
Training Formats: Public Seminar, Live Webinar, Company Onsite, and Self Study. For company onsite information, please contact us 1.805.498.7162
Price: Live Hands-On Public Seminar: $950.00, Live Broadcast Hands-On Public Webinar: $850.00
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