Creating Dashboards in Excel

(60 customer reviews)
by

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.

£150 +VAT

4 CPD hours

365 days’ access

Use ACPD101 for 10% off any purchase.

Creating Dashboards in Excel

(60 customer reviews)

£150 +VAT

4 CPD Course

365 days’ access

Use ACPD101 for 10% off any purchase.

Creating Dashboards in Excel

(60 customer reviews)

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

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.

60 reviews for Creating Dashboards in Excel

  1. Mark Austin –

    Very useful course. Even where I thought I knew the formulas and charts that were covered, this course unlocked better and more advanced use that I wasn’t aware of

  2. Dean Crow –

    Great content.

  3. Joanna Rygielska-Hernik –

    Great course, recommend to everyone. One point to note is that it is quite hard and time consuming, so perhaps there should be more than just 4 CPD hours rewarded for doing it.

  4. Kinga Dorosz –

    great info for dashboards creation

  5. Zoltan Lang –

    Very useful, contained many useful information about functions, graphs in excel, that I will be able to use in my daily job as well. Many videos, which step by step show how to create and adjust dashboards in excel.

  6. Daniel Watson –

    Great course to learn about dashboards and their usefulness. Thank you!

  7. Alan Smith –

    Good course – need to be able to save videos and multiple platforms

  8. Suzanne Currell –

    Useful with step by step walk throughs making content easy to understand

  9. Peter Holland –

    na

  10. Matthew Roberts –

    Good

  11. Stuart Simcox –

    Really informative

  12. Emma Hatcher –

    Amazing amount of information

  13. Andrew Donnelly –

    good clear information

  14. Yanjun Shao –

    It is very helpful for the controller who needs to show the management team the business performance.

  15. Bruce Eaddy –

    Covered a lot to show the technical side of cionstructing great dashboards

  16. Allan Young –

    Lots of useful hints and tricks. Difficult to take everything in in one go but very helpful notes to refer back to.

  17. Paul Camp –

    So much good stuff in this; do invest the time to use the excel spreadsheet made available to support the videos and articles

  18. Shihab Aboobackar –

    good

  19. Marcella Gaffney –

    I found this course very interesting and informative. The teaching was broad and allows you to apply this to any type dashboard you make cosider setting up.

  20. Christina Bailey –

    this course has been really good i learnt to use new formulas and also make some impress graphs and a dashboard

  21. Olivia Devine –

  22. Małgorzata Szczygłowska –

    I will create proffesional dashboard

  23. Sharlene Roach –

    Explanation of difficult topics

  24. Sean McElhinney –

    Taught me new skills to produce meaningful reports

  25. Siobhan Mulhern –

    Could be done online

  26. Mary Losty –

    This course gave me a much better understanding of how to present data/charts for KPI’s.

  27. Jana Monteiro –

    A very informative course which will help me create a professionally looking presentation for the board of directors.

  28. Ian Roberts –

    Provide good practical help on creating Excel dashboards

  29. Tracy-Anne De Silva –

    set out a number of steps to follow to create a professional finished product

  30. Elaine Mulvaney –

    Very informative, and I can look at using these charts in my role for my own progression

  31. Cathy McHale –

  32. Satwinder Kalkat –

    i need to create dashboards for project budget tracking

  33. Nick Parry –

    Just

  34. Amanda Wilkins –

  35. Tracy Maidment –

    It gave some very clear directives on useful charts for dashboards

  36. Sandra Nanni –

  37. J Dut –

  38. Ann-Marie Kerr –

    Very helpful and introduced new ways of presenting information in excel

  39. Furqan Ahmed –

    I learnt how to create dashboards for better presentation and analysis

  40. Bhavisha Gudka –

    It was great, as it showed me so many tools and come tricks that I did not know about in Excel, nor had come across from various colleagues that will be so useful.

  41. Michael Gainlall –

  42. Chris Jeggo –

    .

  43. Choi Sau Chow –

    showing how to create dashboard and easy to follow

  44. Lyndsey MacIntosh –

    Learned some good ideas for streamlining dashboard

  45. Mala Mehta –

    I was looking for ways in which to enhance my team’s MI pack by updating it from a Powerpoint pack to a dashboard. Now, I’ll be able to practise and create one.

  46. Ian Robinson –

    Step by step showed me how to do it

  47. Richard Vyse –

    Examples were relevant and practical

  48. Laurence Hall –

  49. Stuart Ward –

    As a business analyst, dashboards are a key part of my work.

  50. Wai Hung Yeung –

  51. Wendell Scantlebury –

    This is the type of course I’ve been looking for that goes beyond the basic chart creation. Will be very useful in my professional life.

  52. Richard Charles Starling –

    Needed to learn more about creating dashboards

  53. Gill Campbell –

    It exceeded as I learnt a lot more about using Excel as well as creating dashboards

  54. Jenny Child –

    The course provided the material expected, based on the title and summary.

  55. Lisa Kennedy –

  56. Stuart Irving –

  57. Nikki McGoohan –

  58. Donna Yardley –

    I want to start adding dashboards to my monthly reporting to give a clear visual to the board for them to understand the period’s performance in various areas without having to read through information

  59. Adebola Kinfeosi-Oke –

    The course focused on the key areas that were impacted by the pandemic, provided in not too much details on provisions of IFRS. My focus was to have a basic general understanding of what advice IFRS had to offer

  60. Mark Quinn –

    Really useful course which highlighted tools I wasn’t aware of

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