Reporting with Excel Dashboards (Intermediate)

In this recorded webinar, you will learn how to build a dashboard from scratch. The course covers all the essential steps involved in creating a dashboard, including generating calculations, tables, charts, pivot tables, slicers, and conditional formatting. The course is divided into three segments: formula creation, charting creation, and adding elements that facilitate user interaction with the dashboard. Throughout the course, emphasis is placed on design principles to ensure that users can produce high-quality, consistent reporting results.

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