Creating Dashboards in Excel

by Paula Guilfoyle
access120 days access
cpd hours4 CPD hours

This course will enable you to:

  • Produce visually appealing and informative dashboards
  • Create a variety of popular Excel charts
  • Create interactive visualisations for the analysis of dashboards, using dynamic functions
  • Hide sheets, use scroll lock and protect your dashboards

As accountants, we often have vast amounts of data to present. Creating dashboards is a very useful way of transforming complex data into clear, and presentable information. Using dashboards, we can convey the meaning behind data quickly and effectively.

This course will enable you to create visually appealing and informative dashboards in Excel. It guides you through the steps needed to organise and collect your data, and how to create professional charts and interactive visualisations that will inform users.

What's a dashboard?

  • What's a dashboard?
  • Where to start
  • The dashboard review
  • Design fundamentals

Charting demonstrations

  • Inputs and calculation sheets
  • Creating a custom visual overlay
  • Waterfall charts
  • Gauge charts
  • Sales versus budget
  • Tidying up our chart
  • Technique time

Making dynamic and interactive visualisations

  • The function junction
  • Automating charts with named ranges
  • Continuing with automating charts with named ranges
  • Named ranges
  • Chart enhancement
  • Form controls
  • Dynamic discussion

Putting it all together

  • Putting it all together
  • Dashboard protection
  • Hidden and very hidden sheets
  • Setting scroll lock
Paula Guilfoyle is a member of the Institute of Certified Public Accountants in Ireland. She practiced in Industry for over 15 years, working with both small and large private companies, before moving on to teach Excel and Power BI to accountants and professionals. Paula has given many talks and presentations in the areas of Excel, spreadsheet use, PowerBI and business intelligence, and has published many articles on the same subjects.
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Verifiable CPD
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  1. Was the learning activity relevant to your career?
  2. Can you explain how you will apply the learning in the workplace?

You select courses that meet these criteria, and as you complete each course you get a CPD certificate so you can provide ACCA with the evidence that you undertook the learning activity.