Mubeen Ali

Effective Data Visualization: How to Create a Dashboard in Excel

Learn how to create a dashboard in Excel and impress your colleagues with your brilliant data visualization skills

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Description

Excel is the leading software application for visualizing data. Dashboards in Excel are one of the options for coherently representing metrics. In this course on how to create a dashboard in Excel, I will show you how to create a dashboard layout, add a drop-down list, donut charts, text boxes, etc. This Excel dashboard tutorial is extremely beneficial to business owners. Why? I will be revealing options for building sales performance and financial dashboards.

By visualizing data in Excel, you should take advantage of powerful features Excel offers. It is possible to create stunning visualizations that are not only straightforward but also more engaging than raw data. Data analysis in Excel will become less of a struggle for your employees or partners if you choose to represent data in dashboards.

What should you consider before creating dashboards in Excel?

The first step of learning how to create a dashboard in Excel is to understand the dashboard’s purpose. Will the dashboard be used only once, or will you update it regularly? Do you visualize the data for your company as a whole or just your team?

Additionally, you should consider whether your dashboard will be detail-oriented or will focus on the specific results or useful insights. This generalization or specification depends on the target audience. If you are presenting data to your bosses, they might require you to be precise. However, if you need to provide a dashboard for people who appreciate a detail-oriented approach, you need to take that into consideration when choosing how to create a dashboard in Excel.

Options for data analysis in Excel

There are different options for learning how to create a dashboard in Excel. One of the dashboard styles is referred to as the KPI dashboards. This indicator is used to measure the development of a company and its overall performance. Additionally, data analysis in Excel can visualize the financial metrics, meaning that it will present how a business is performing, the potential risks, and opportunities.

What will you find in this course?

In this course on how to analyze data in Excel, we will be aiming to master one of the best visualization options. Dashboards are sources of insights, results, and overall performance metrics. Here are the main reasons why you should choose dashboards as your go-to data visualization option:

With their help, managers and business owners can keep track of their activities in a very timely manner.
For instance, after you learn how to create a dashboard in Excel, it will be a breeze to continue to update it daily, weekly, or monthly.
People can analyze dashboards rather quickly since they traditionally only take one page.
Dashboards are frequently interactive, letting the user filter data to see specific results.
Shows the main changes, trends, and comparisons in a very organized way. Want more could you want for your data?

Register for this Excel dashboard tutorial and learn how to create killer dashboards that will leave your audiences well-informed and stunned by your efficient time management!

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What Will You Learn?

How to create dashboard layout

How to add and format text boxes in the dashboard

How to insert formulas in the text boxes to extract data from the data source

How to add and format charts in the dashboard

How to create drop-down lists in the dashboard

Requirements

Microsoft Excel

NFT Certificate

71 Lessons

Beginner

English

4.3 Rating

+100 XP

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Curriculum

Course consist of total 8h 29min of content, in total.

Section 1: Dashboard Layout Design 1:Create Sales Dashboard

1:02:14

Introduction to Course

Introduction to Sales Dashboard

Creating Dashboard Layout

07:41

Creating Drop Down List and Linking Index and Match Functions with it

09:38

Adding and Formatting Donut Charts in the Dashboard

09:55

Adding and Formatting Text Boxes Inside the Donut Charts and Extracting % Values

Adding and Formatting Text Boxes and Extracting Revenue and Quantity Ordered Values

11:44

Creating and Formatting Column and Line Charts in the Dashboard

07:26

Creating Drop Down List in the Dashboard and Linking to the Data Source

Section 2: Dashboard Layout Design 2:Create Financial Dashboard

1:55:39

Introduction to Financial Dashboard

01:17

Creating Layout of Dashboard Part 1

05:24

Creating Layout of Dashboard Part 2

05:35

Calculating Financial Data

03:53

Connecting Drop Down List to the IF Function

09:54

Calculating Variation Values Between Months by Using IF Function

05:15

Adding Text Box and Inserting Formulas Inside

09:57

Applying Conditionally Formatting Rules on Variation Values

05:22

Using Camera Commands in Dashboard

07:43

Creating Donut Charts

09:42

Adding Donut Charts and Inserting Text Boxes Inside

11:26

Inserting Text Boxes Inside the Donut Charts

08:19

Creating Income Statement in the Dashboard

08:41

Adding Column and Line Charts in the Dashboard

10:45

Creating Drop Down List in the Dashboard

06:58

Removing Errors From Formulas

05:28

Section 3: Dashboard Layout Design 3:Create Sales Performance Dashboard

1:07:13

Introduction to Sales Performance Dashboard

01:36

Creating Pivot Tables and Progress Chart Part 1

05:18

Creating Pivot Tables and Progress Chart Part 2

09:23

Creating Layout of Dashboard

08:19

Inserting Text and Formulas Inside the Text Boxes

08:55

Inserting Icons inside the Dashboard Layout

08:02

Adding Progress Chart and Slicers in the Dashboard

08:18

Adding Column, Line and Pie Charts Inside the Dashboard

10:08

Removing Formula Errors from the Text Boxes

07:14

Section 4: Dashboard Layout Design 4:Create Sales Dashboard

51:30

Introduction to Sales Dashboard

01:01

Creating Dashboard Layout

05:26

Adding Icons in the Dashboard Layout and Creating Line Chart

06:51

Creating Column and Bar Charts

07:53

Creating Map Chart

05:24

Inserting Formulas Inside the Text Boxes Part 1

07:31

Inserting Formulas Inside the Text Boxes Part 2

02:59

Adding Slicers in the Dashboard

03:54

Grouping the Layers and Removing Errors From Formulas

10:31

Section 5: Dashboard Layout Design 5:Create Sales Dashboard

1:23:47

Introduction to Sales Dashboard

01:50

Loading Data in the Pivot Table and Creating Validation List

04:20

Inserting Index and Match Functions in the Data Validation List (Drop Down List)

05:55

Calculating Percentage Sales Values

01:48

Creating Layout of Dashboard

12:16

Adding and Formatting Donuts Charts in the Dashboard

10:37

Adding Text Box and Inserting Formulas inside

15:05

Linking Another Pivot Table to the Drop Down List

12:22

Adding and Formatting Line and Column Charts

13:17

Linking Drop Down List from Dashboard to the Data Source

06:17

Section 6: Dashboard Layout Design 6:Create Sales Dashboard

2:08:53

Introduction to Sales Dashboard

Creating Dashboard Layout

10:43

Adding Shapes and Text Boxes in Each Widgets of Dashboard

04:36

Adding Icons in Each Widgets of Dashboard

02:03

Adding and Formatting Line Chart in the Dashboard

05:52

Overlap Two Line Charts in the Dashboard

05:21

Adding and Formatting Map Chart in the Dashboard

04:37

Adding and Formatting Waterfall Chart in the Dashboard

05:13

Adding and Formatting Donut Charts in the Dashboard

06:01

Adding Text Boxes Inside the Donut Charts and Extracting Numerical Values Inside

13:51

Adding and Formatting Bar Chart in the Dashboard

06:26

Creating Custom Slicers Style in the Dashboard

11:39

Creating Collapse and Toggle Buttons in the Dashboard Part 1

10:53

Creating Collapse and Toggle Buttons in the Dashboard Part 2

09:56

Creating Collapse and Toggle Buttons in the Dashboard Part 3

07:50

Creating Collapse and Toggle Buttons in the Dashboard Part 4

09:31

Creating Collapse and Toggle Buttons in the Dashboard Part 5

07:50

Removing Reference Errors from the Formulas

05:02

About the Instructor

Mubeen Ali

I have completed master degree in science (applied physics) but now I am teaching Microsoft Excel and Microsoft Power BI online and hundreds of students have enrolled in my courses. I love teaching online as well as I am teaching data analysis and data visualization.

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