Creating Dashboards in Excel

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Dashboards are useful for presenting complex information in a more user-friendly way. This course will guide you through the fundamentals of creating dashboards in Excel, enabling you to produce professional charts and interactive visualisations that will inform users.

£100 +VAT

4 CPD hours

120 days’ access

Use ACPD101 for 10% off any purchase.

Creating Dashboards in Excel

£100 +VAT

4 CPD Course 120 days’ access
Use ACPD101 for 10% off any purchase.

Creating Dashboards in Excel

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Produce visually appealing and informative dashboards
  • Create a variety of popular Excel charts
  • Create interactive visualisations for the analysis of dashboards, using dynamic functions
  • Hide sheets, use scroll lock and protect your dashboards

About the course

As accountants, we often have vast amounts of data to present. Creating dashboards is a very useful way of transforming complex data into clear, and presentable information. Using dashboards, we can convey the meaning behind data quickly and effectively.

This course will enable you to create visually appealing and informative dashboards in Excel. It guides you through the steps needed to organise and collect your data, and how to create professional charts and interactive visualisations that will inform users.

Contents

What’s a dashboard?

What’s a dashboard?
Where to start

Charting demonstrations

Inputs and calculation sheets
Creating a custom visual overlay
Waterfall charts
Gauge charts
Sales versus budget
Tidying up our chart

Making dynamic and interactive visualisations

The function junction
Automating charts with named ranges
Continuing with automating charts with named ranges
Named ranges
Chart enhancement
Form controls

Putting it all together

Putting it all together
Dashboard protection
Hidden and very hidden sheets
Setting scroll lock

How it works

Author

Paula Guilfoyle

Paula Guilfoyle

Paula practiced in Industry for over 15 years, working with both small and large private companies, before moving on to teach Excel and Power BI to accountants and professionals.