A Foundation in Dashboards
  • Introduction to Excel Dashboard Course
  • Get the Most from the Course
  • Download Course Files Here (Excel Dashboards & Practice Files)
  • Course Outline for Quick Reference
  • A Dashboard Primer
  • New Excel Dashboard Project? This is Your Checklist
Dashboards - Before You Start
  • First Steps for your Excel Dashboard Project
  • Create a Mockup (Wireframe) in Excel
  • Useful Excel Keyboard Shortcuts
  • 4 Time-Saving Tips for Excel
  • Proper Spreadsheet Architecture & Workflow
Report Design Principles
  • Layout - Best Practice for Excel Dashboard Design
  • Color - Best Practice for Excel Dashboard Design
  • A Color Scheme that fits with your Excel Report
  • 10 Concrete Design Tips for Better Excel Reports
  • Bonus: Setting a Default Theme for New Workbooks in Excel
  • Quiz: Excel Report Design - Test Your Knowledge
Dashboard Source Data & Formats
  • Where is Your Source Data?
  • Source: Excel Spreadsheet
  • Source: Microsoft Access
  • Source: Text / Data / CSV File
  • Source: Excel Add-ins
Dashboard Formula Toolbox
  • Excel Formulas You'll Need for Impressive Dashboards
  • Index Match for Complex Lookups - Basics
  • Index Match for Complex Lookups - Advanced
  • Index for Dynamic Drop-down List Selection
  • Realistic Case: Index for Dependent Drop-down Lists in Excel
  • SUMIFS, COUNTIFS, AVERAGEIFS to Handle Multiple Criteria
  • LARGE and SMALL for Sorting Excel Data
  • ROW(S), COLUMN(S) for Indexing
  • ROW as Unique Identifier for Lookups
  • CHOOSE for Flexibility
  • Excel Text Function for Formatting
  • Excel N Function for Tracking
  • GetPivotData: Extract data Efficiently from Pivot Tables
  • INDIRECT for Flexible References in Excel
  • Choose & Excel Name Manager for Flexible Ranges (Alternative to Indirect)
Form Controls for Interactive Excel Dashboards
  • Introduction to Form Controls - Active X vs. Form Controls
  • Combo Box - Select From a Drop Down List in Excel
  • Check Box - Check / Uncheck Option in Excel
  • Spin Button - Move Up & Down Lists in Excel
  • Option Button - Choose One Option Only
  • List Box - Select From a List of Options in Excel
  • Scroll Bar - Scroll Through Excel Graphs & Tables
  • Bonus: Dependent Combo Boxes (2nd list automatically resets)
Advanced Excel Chart Techniques
  • Chart Overview & When to Use Which Excel Graph
  • Excel Chart Basics (for those who need to get familiar with basic features)
  • Add Total Values to Stacked Excel Column Charts
  • Better Charts: Add Dynamic Series Labels Inside Excel Charts
  • Excel Chart Secret: Error Bars for Additional Control
  • Pro Excel Chart Technique: Changing Chart Ranges
  • Info-graphics in Excel: Non-standard but Impressive Bar Chart
  • Dynamic Excel Map Chart with Drop-down
*** KPI Excel Dashboard ***
  • Excel KPI Dashboard Overview
  • Dashboard Wireframe in Excel
  • Spreadsheet Setup
  • Setup of Raw Data Sheet
  • Setup of Excel Calculation Sheet
  • Download Dashboard till here & practice along - Draft01
KPI Dashboard - Scrolling Table & Bars
  • Setup a Combo Box to Ease Selection
  • Complex Lookup with Index & Match in Excel
  • Scrolling Data Table in Excel
  • Conditionally-Formatted Data Bars
  • Arrows for Deviations in Excel
  • Formatting of Scrolling Data Table
  • Download Excel Dashboard till here & practice along - Draft02
KPI Dashboard - Dynamic Headers
  • Conditional Comments in Header
  • Adding Shapes & Text boxes in Excel
  • Download Excel Dashboard till here & practice along - Draft03
KPI Dashboard - Top/Bottom KPI Based on Selection
  • Show Top 6 Matches with Unique Identifier
  • List Box to Select KPI for Top 6 Matches
  • Option Button to Toggle Between Top OR Bottom 6
  • Actual to Budget Comparison - Sorted Bars with Error Bar Technique
  • Finalize Top / Bottom Report on Dashboard
  • Download Dashboard till here & practice along - Draft04
KPI Dashboard - Scrolling Line Chart with Check Boxes
  • Complex Excel Lookup to Prepare data for Scrolling Chart
  • Scroll-able Line Chart
  • Trick to Avoid Crashing Lines in an Excel Line Chart
  • Check Box to Control Series Visibility in Excel (Hide or Show)
  • Excel Line Series Tweaks for Better Readability
  • Finalize Profit Comparison Section on Dashboard
  • Download Dashboard till here & practice along - Draft05
KPI Dashboard - Final Touches
  • Restrict Excel Dashboard Area and Format for Printing
  • Excel Dashboard Protection, Hyperlinks and Final Touches
  • Download Excel Dashboard till here - Final
*** Regional (Pivot / Slicer) Excel Dashboard ***
  • More Interactivity - Pivot Slicers as Buttons (also without Pivot Tables)