This course explains a dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown.

In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX. This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions.

Learning Objectives
  • Identify and define a dashboard and its different components.
  • Recognize the design component of the dashboard.
  • Recognize, create and edit appropriate charts for a dashboard.
  • Recognize, create and edit in-cell charts and tables.
  • Recognize and create Sparklines.
  • Identify and apply different linking methods in a dashboard.
  • Identify and apply different filtering techniques and data validation to data.
  • Recognize and understand how to use absolute cell references and range names.
  • Recognize the pros and cons of pivot charts and how to use them in a dashboard.
  • Recognize the different types of conditional formatting and how to apply them.
  • Recognize and apply different functions within a dashboard.
  • Recognize how to protect and distribute dashboards.
Last updated/reviewed: October 11, 2023
36 Reviews (126 ratings)

Reviews

5
Anonymous Author
There was so much information. This is a great class. The tips and tricks are things I want to use again and again. I finally got a handle on Index-Match. Most functions are so easy and now that I know how to read this one it will be easy to use as well.
5
Anonymous Author
This is a very technical course and makes the assumptions that the user is at least at an intermediate level of excel knowledge. However, it explains step by step what needs to be done with all the various options in creating dashboards. Highly recommend.
5
Member's Profile
Very easy to follow instructions, with screen shots! Excel can be intimidating...takes me back to learning Access in college! But with this training, I feel empowered to be able to find some efficiencies in how I use excel.
5
Anonymous Author
This was a great and thorough course. I love everything about this course and plan to incorporate this into my daily work and hope to make my company better as a result. Thank you so much.
5
Anonymous Author
Excellent summary and very useful for any business setting as a few KPIs on a dashboard are very useful to ensure the critical points of measurement are easily trackable
5
Anonymous Author
Some these topics I was familiar with, but there were several new items that I have seen but not known how to perform. The PDF document will be a great reference.
5
Anonymous Author
Great course, lots of good info within the materials and everything is very clear and organized. I will be looking for more of Patricia's programs in the future.
5
Member's Profile
Step by step instructions were helpful. I wished the focus was more on best practices rather than covering basic functions as it did for part of the book.
5
Member's Profile
As someone who has built countless dashboards, this is both a great foundational course for beginners as well as a good refersher for advanced users.
5
Anonymous Author
I learned about some really useful Excel features that I didn't know about - slicers, other forms of conditional formatting, and dynamic charts.
5
Member's Profile
Good course with relevant info and examples. Found that is was easy to follow and templates provided will be good starts for future dashboards.
5
Member's Profile
Great reminder of some fun features in excel. However, I did notice one of the review questions were wrong. So worth having a second review.
5
Anonymous Author
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5
Anonymous Author
Great class and having materials in a pdf, reference format and all the excels worksheets will move helpful in the future.
5
Anonymous Author
ExcelLent :) Well-structured and easy to study Text Based Course. Very useful supporting materials. Interesting info.
5
Member's Profile
A LITTLE MORE ADVANCED THAN MY KNOWLEDGE, BUT I WILL USE THE TEXT COURSE TO REFERENCE THE AREAS I NEED TO REVIEW FURTHER.
5
Anonymous Author
This was an outstanding class and I am grateful I read through the document. This will help me with upcoming projects.
5
Anonymous Author
Great course for a beginner dashboard user! I found the material easy to follow and the example files were great.
5
Anonymous Author
This course contains a lot useful information and tools that are easily implemented! Examples were easy to follow.
5
Anonymous Author
Very detailed and easy to understand. Excel examples are easy to follow. Highly recommended, easy to get CPE.
5
Member's Profile
Excellent class, the supporting PDF and excel templates will provide immense value in generating dashboards.
5
Anonymous Author
Great information - the textbook was a good resource and I plan on saving it as a future reference material.
5
Anonymous Author
this course was extremely informative and I really enjoyed taking it. thank you for putting it together
5
Anonymous Author
This course offers a lot of neat tips and tricks that even experienced Excel users can benefit from
5
Member's Profile
I love learning as much as I can about excel; using charts is part of my job and this helped alot
5
Member's Profile
Level up your dashboard skills with this fabulous course! Extremely thorough and easy to follow!
5
Anonymous Author
Very good, in-depth course covering multiple aspects of building an Excel based Dashboard.
4
Member's Profile
Lots of useful information, but difficult to read through. Great reference guide.
5
Member's Profile
Awesome content, this really helped me understand both excel and dashboarding!
4
Member's Profile
I found the information presented in this course to be relevant and useful.
1
Member's Profile
Outdated information needs to be refreshed for latest version of Excel
5
Anonymous Author
everything you need to know to create a dynamic dashboard with excel.
5
Member's Profile
very useful and down to the basic course, very helpful in daily works
5
Member's Profile
Very good overview of topics that should be in everyone's toolbox.
5
Member's Profile
So many great tips and instructions. Can’t wait to apply them!
5
Anonymous Author
Keeping the course as a reference. I learned a great deal!
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Prerequisites
Course Complexity: Foundational
An intermediate knowledge of Excel is assumed. Version: Excel - Microsoft 365. Earlier versions such as 2013 and later should not have any trouble although you may not have a feature or two discussed in the eBook. • Basic understanding of file management- how to open and save files.
• Knowledge of how to create and format a simple chart and pivot table.
• How to use formulas and basic functions such as IF.
• Understanding of absolute cell references, Advance Preparation: • Basic understanding of file management- how to open and save files. • Knowledge of how to create and format a simple chart and pivot table. • How to use formulas and basic functions such as IF. • Understanding of absolute cell references.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
COURSE MATERIAL
  Drive Your Dashboard With Excel (Text Based Course)PDF
  Supporting MaterialsXLSX
REVIEW AND TEST
 FINAL EXAMexam
  REVIEW QUESTIONSquiz