Interactive Dashboards with Excel Pivot Tables & PivotCharts

Take your reports to the next level with Excel developing powerful interactive dashboards in a few clicks of the mouse

Great explanation ... Check!. Course has a great flow to it ... Check!. Lessons are presented clearly ... Check!. Each lesson has just the right amount of information ... Check! - Michael Choke


About the course:

This course is for all Excel users who wish to learn how to create powerful interactive dashboards using Pivot Charts and Pivot Tables. This course will teach you to turn your Excel data into powerful tables, graphs and dashboards.

In this course you will learn to create three different dashboards.

  • The first dashboard will focus on Sales information creating key metrics, trends, top 10 analysis and a percentage contribution.
  • The second dashboard will focus on Human Resource data and display key metrics, number of employees by age, number of employees by years of service and gender profile.
  • The third dashboard focuses on financial information and allows the user to understand the variance of the Profit from previous months and how much it has changed from month to month. In addition techniques and tools such as sparklines, data bars, trendlines and slicers are also included.

This course is very important for all Excel users who are required to develop management reporting or to perform data analysis and wish to gain insight and intelligence from their data.

The course is designed to take you through step by step to create the interactive dashboards using simple drag and drop techniques. This course does not include any custom programming or macros. All the dashboards and techniques can be followed by any Excel user who understands the basic principles of Excel.

An introductory knowledge of Pivot Tables and Pivot Charts will assist you in the course. However you can follow the step by step instructions if you do not have an in-depth knowledge of Pivot Tables and Pivot Charts. Please note that you will require Excel 2010 or 2013 for this course. The course is presented using Excel 2013.

Load the Dashboard Training Data 1 file
Overview of the Sales Dashboard
Key Metric Pivot Table
Year and Qtr Trend
Top 10 Customers by Profit
Percentage Profit by Region
Interactive Slicers
Interactive Timelines
Completed Dashboard 1
Download the Training Data Set
Overview of the Human Resource Dashboard
Key Metrics
Employees by Dept Column Chart
Age Analysis by Gender
Percentage Gender Pie Chart
Analysis by Length of Service
Adding Slicers
Download the Completed Human Resource Dashboard
Download the Training Data File
Overview of the Dashboard
Profit Month by Month Pivot Table
Adding Data Bars
Adding Sparklines
Adding Slicers to the Dashboard
Download the Completed Finance Dashboard

What's included

  • 20 Video Lessons
  • 7 Text Lessons

  • Works on all devices
  • Certificate of completion

Ian Littlejohn