Creating Dashboards in Excel

by Paula Guilfoyle

access120 days access

cpd hours4 CPD hours

price£75^+vat

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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