Excel Dashboard Masterclass (Advanced)

In this recorded webinar, you'll learn how to construct a dashboard from the ground up. The emphasis will be on assembling formulas in an organised way. Participants will produce a range of charts, such as line charts, bar charts, doughnut charts, bullet charts, and combination charts, all of which will be created from scratch. To assist with conditional formatting, a rollover technique will be employed, which will necessitate the development of a VBA custom function. You'll learn about effective design principles, and the dashboard will be completed with the inclusion of a slicer and combo box, all presented on a single page.

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, SUMIFS, SUMPRODUCT and IF statements
• Additionally, HYPERLINK, IFERROR and a range of nested formulas
• Creating bar charts, column charts, doughnut charts and bullet charts
• Adding conditional formatting to tables in order to highlight specific years
• A combo box will be added which allows users to change the focus of a chart
• Creating a pivot table to feed the key calculations table through a slicer
• VBA will be used to create a custom function to generate a mouse rollover technique, which changes the dashboard view

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