Excel Dashboard Creation (Introduction)

In this recorded webinar you will learn how to build a dashboard from scratch, including generating calculations, tables, charts, pivot tables, slicers, and conditional formatting. The training will emphasize design principles to ensure that users can achieve consistent results in their reporting.

Segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.

Key topics:

• Structuring the data so it is flexible and can be updated seamlessly
• Generating key formulas, INDEX & MATCH, LEFT RIGHT, SUMIFS, nested TEXT
• Additionally, SUMPRODUCT, COUNTIFS, nested IF, NA formulas
• Creating sparkline charts, bar charts with conditional formatting, column charts
• Additionally adding alternative line charts, bubble charts, doughnut charts & cylinder charts
• Formatting the charts to show clean clear data that is easily absorbed and laid out
• Creating a pivot table to feed the key calculations table through a slicer
• Adding a combo box which allows the isolation of key monthly data

As part of this webinar you will receive,

• Downloadable worksheets with practical tasks to embed the knowledge
• A learning manual with step-by-step instructions

This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Clickherefor Marcus' biography.

Course updated: March 2023