Microsoft Excel Dashboards Training

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Learn the secrets behind creating amazing dashboards in our Excel dashboard training.

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

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About our Microsoft Excel dashboards training.

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.

The key skills learned in our Excel dashboard training.

Key Excel skills learned:

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
How to use Excel's external data integration tools including Microsoft Query, Power Pivot and various OLEDB tools

The skills you need for our Excel dashboard training.

Select this Excel training if you or your group have:

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

The topics covered in our Microsoft Excel dashboard training.

Important: We focus our Excel 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

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

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 combo boxes, 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
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

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 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

Accessing External Data in Your Excel Dashboards Using MS Query, Power Pivot,...

How to use Microsoft Query to integrate various external data sources
How to use Power Pivot to access and integrate external data
How to use the various quick data access tools of Excel to integrate external data
How to access external workbook data like a relational database

Using Advanced Pivot Chart and Pivot Table 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

The details about are Microsoft Excel dashboard training.

Audience: Business professionals, engineers, scientists and technicians
Duration: 8:30 AM - 4:30 PM
# of Days: 2-days
Instruction Type: Hands-on, live, instructor taught training
Manual Included: 2200 + page manual full of Excel tips, how-to-do topics and Excel examples included with the training. Choice of Microsoft Excel-Aided Business or Microsoft Excel-Aided Engineering and Science
Excel Versions 2007-2016, Office 365, Windows and Mac
Free Repeats: Repeat your Excel training as many times as you like, no date or limit
Personal Examples: We review our attendees personal examples in our training instruction
Available Training Formats:
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- Live Online Webinar >
- Company Onsite >
- Self Study

Microsoft Excel-Aided Business Self Study
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Excel-Aided Engineering & Science Self-Study
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