Microsoft Excel Dashboard Design for Business and Industry - Class

Frustrated with premade dashboards that don’t meet your data needs? Our Excel dashboard class will show you how to build a custom dashboard that integrates, analyzes, and visualizes your KPIs in exactly the way you need. It'll show you how to build hi-tech visual elements using Excel’s data elements, formulas, charts, shapes, and worksheets.

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Microsoft Excel Dashboard Training

How our class will boost your Excel skills.

Boost Excel Dashboard Training

Our 3-day class shows you hands-on how to develop industry grade dashboards that allow you to interact with and visualize your data in innovative ways.

It focuses on how to develop state of the art dashboards by combining key Excel elements like charts, ActiveX controls, shapes, pictures, Data Validation, Conditional Formatting, and worksheet cells. Also discussed is how to create the various dashboard types that organize your strategic, tactical, analytical… and KPI information.

Our class also covers how to process and calculate your data using various Excel functions, Excel tables, array formulas, Power Query, Power Pivot, and Pivot Tables. Emphasis is also placed on accessing, integrating, and formatting external data using Power Query and how to integrate weekly data downloads with your dashboards. It also shows how to create custom worksheet functions using LAMBDA or VBA to process your tough data.

Join us and we'll show you how to put all the Excel pieces together to produce that hi-tech dashboard that fits your exact needs.

Take a video tour of what you'll learn.

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  • Key dashboard formula design, creating names, and linking workbooks and worksheets
  • Designing logic formulas to process dashboard data and interpret UI selections using functions like IF, AND, IS...
  • Summing, counting, and analyzing worksheet data using functions like SUMIFS, COUNTIFS, LEFT, YEAR...
  • How to build custom worksheet functions using the LAMBDA function and VBA
  • Using ActiveX controls, Form controls, and Data Validation to build user interfaces (UIs) that control your dashboard
  • Performing advanced lookups in your dashboard data using concatenation, text functions, and functions like VLOOKUP, XLOOKUP...
  • Automatically importing, integrating, and shaping external dashboard data using Power Query
  • Creating array formulas that process complex data patterns and perform multi-value lookups
  • A review of the major dashboard types, benchmarks, and KPI's and how to use various Excel elements to build them
  • Creating and formatting various dashboard chart types and controlling them with Slicers, Excel tables, ActiveX, and Data Validation
  • Creating adaptive shape, picture, and worksheet cell displays using linked shapes, linked pictures, and Conditional Formatting
  • Quickly creating dashboard maps from linked pictures, linked shapes, and Bing maps
  • How to use PivotTables, Pivot Charts, slicers, and timelines to calculate and build adaptive dashboard displays

Some key topics we cover in class.

Excel Dashboard Training Topics

4 ways to train.

Virtual Signup

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Public Signup

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Manual Information

Can't take the class, buy the self-study manual, apply the price later.
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Onsite Details

Learn how we can help your business save time and effort in Excel.
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Class syllabus.

How we run the class: We focus our training on what our customers need. When training begins, we analyze those needs and shift our training outline appropriately. We will stress topics or add topics that our customers want. No two training sessions are ever the same with EMAGENIT.
Class PDF

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 Formula Design, Names, Linking Data, and Table Design

Processing Text, Dates, and Performing Lookups for Your Dashboard

Designing Logic Formulas for Your Excel Dashboard

Designing User Interfaces (UIs) to Control Your Dashboard Formulas and Displays

Using Dynamic Names to Track Dashboard Data

Using Lambda and VBA to Create Custom Worksheet Functions


Using Power Query to Access, Integrate, and Shape Your External Data

Dashboard Type, KPI, and Metric Review

Summarizing, Counting, and Analyzing Dashboard Data Using Logic

Using Array Formulas to Analyze Complex Dashboard Data

How to Use Linked Drawing Shapes and Pictures to Build Adaptive Dashboard Displays

Chart Construction, Formatting, and Constructs for Excel Dashboards


Creating Speedometer, Linear, and Doughnut Gauges for Your Dashboards

Using Conditional Formatting to Build Various Status and Project / Timeline Displays

Excel Dashboard Design Strategies for Map Construction

Using Pivot Charts, PivotTables, and Power Pivot in Your Excel Dashboards

Additional Class Information

Prerequisites for our Excel dashboard training.

Class time, manual, and repeats.

If you need to contact us about our class.

Phone Number: 1.805.498.7162

Business Hours: Mon-Fri 8:00 AM - 7:00 PM CT

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