Access 2016: Building Dashboards for Excel

Introduction

• Make Excel data entry more visual
• What you should know
• Working with the exercise files

1. The Benefits of Moving to Access

• Understanding the limitations of Excel
• Understanding the limitations of Access
• Learning how queries, forms, and reports work with tables

2. Understanding the Access Structure

• Work with table views
• Link data to Access

3. Analyze Database Tables

• Learning the basics of normalization
• Understanding table relationships
• Identify keys
• Understanding join types

4. Build and Work with Queries

• Create queries
• Sort and filter in a query
• Enhance queries
• Build unique data queries
• Work with SQL view
• Build aggregate data queries

5. Export and Link Data to Excel

• Import to and from Access
• Link data to Excel
• Work with external connections
• Refresh data from other sources
• Add data from connections
• Change connections

6. Charting and Pivots in Excel

• Build sunburst charts and treemaps
• Build pivots and set refresh settings
• Build PivotCharts
• Using slicers and timelines to filter
• Set slicer options
• Move charts
• Work with page layout

7. Build Excel Macros for Dashboard

• Create macros that clear filters
• Create macros for common filters
• Create macros that navigate
• Assign macros to buttons

Conclusion

• Next steps