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Excel: Creating a Basic Dashboard

via LinkedIn Learning

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Overview

Learn how to surface and summarize your data effectively in an Excel dashboard.

Syllabus

Introduction

Improve decision-making by creating dashboards
What you should know

1. Setting Up the Supporting Workbook

Manage data using Excel tables
Manage PivotTables and PivotCharts
Summarize Excel table and PivotTable data
Filter Excel table and PivotTable data
Define conditional formats
Define an icon set conditional format
Streamline charts for dashboards
Create sparklines

2. Creating a Dashboard Worksheet

Create and manage cell links
Link cell contents to a shape
Use PivotTable data in a formula
Extend your dashboard using hidden rows
Hide gridlines and set zoom levels

Conclusion

Next steps

Taught by

Curt Frye

Reviews

4.7 rating at LinkedIn Learning based on 1345 ratings

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