Being able to present your analysis in the form of a Dashboard is one of the most sought after skills you can add to your skill-stack.
➜ Your work looks refined and classy when you present your analysis in the form of insightful and beautiful Dashboards.
➜ Gives you an edge to position yourself as a strong employee / candidate for a job or a promotion.
➜ You save time and focus on making decisions using Dashboards rather than wrestling with spreadsheets.
Module 1: Dashboard Planning and Pre-Work – Learn a structured way to plan your Dashboard even before you start working with Excel
Videos & Downloads:
Dashboard creation process
Dashboard Planner – How to Plan a Dashboard (pdf)
Dashboard Process – Presentation
Module 2: Advanced Excel Techniques – Out of the box Excel tricks and techniques that will help you create automated and dynamic spreadsheets
Use of Table + Dynamic Ranges
Advanced cell naming tricks & Dependent drop-downs
Publishing Reports Online
Combining data from multiple sheets
Collecting data using slicers in Pivot Tables
Data Models in Excel 2013
Module 3: Visualisation & Charting Library – More than 20 Visualisation & Charting ideas that you can learn and implement in your own Dashboards
How Form Controls Work (7 Videos)
Camera Tool in Excel
Dynamic Calendar Slicers
Dynamic Text Boxes
Heat Maps – Using Conditional Formatting
Highlight Parts of the Stacked Chart
Plotting cities on a Map Chart
Sparklines & REPT function chart
Adding Total to Stacked Charts
Benchmark / Threshold Charts
Max and Min Points & highlighting data – using #N/A! error technique
Adding Direct Legends to Line Charts
Target Chart for unique targets
Conditional Formatting in Charts
Infographic Charts 1
Infographic Charts 2
Module 4: Dashboard Formatting & Design Principles – Learn the key principles to make your Dashboards look professional and clean
How to set up the Dashboard Screen
. Alignment Techniques
. Cleaning the Clutter
. Principles of Design
. Space Management in Dashboards
Case Study 1 : Human Resource Dashboard
Case Study 2 : Sales Performance Dashboard
Case Study 3 : Company Cost Structure Dashboard
100 + Excel Shortcuts Pdf
Formula Library – 50 most important formulas explained + practice spreadsheets
Assignments – Interim Assignments + 1 Comprehensive Dashboard Assignment
I am assuming that you already know me through my blog, but if you are new around here, here are a few things about me.
I stay in Dubai, UAE and used to work as a Financial Analyst for an Investment Bank in Mumbai (India). Back in December 2013 I quit my full time job to start Goodly.
Being an Analyst, I became really good with Excel and I now teach Excel and PowerBI around the world through Online Courses, Blog, YouTube and LIVE Corporate Training Programs.
No you don’t need to know VBA for doing this course. Although some lessons of the course involve VBA but I have made sure that they are simple to understand and quickly replicable in your own Dashboards.
I have used a mix of Excel 2013 & 2016 in this course. But even if you have older versions of Excel that should not be a problem because most concepts are universal in excel.
Where ever there is anomaly in any feature that is exclusively available in Excel 2013/16, I have pointed it out explicitly.
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