01 day – Data Visualisation with Excel Dashboards

Dashboard Fundamentals

• What is a dashboard
• Key characteristics of a dashboard

Planning Considerations

• Define information needs
• Acquire and arrange data

Dashboard Design Consideration

• Dashboard Dos and Don’ts
• Selecting appropriate tools
• Determine chart elements and colour selection
• Histogram

Reporting With PivotTable And PivotChart

• Insert and populate a PivotTable and PivotChart
• Update PivotTable data
• Using Slicer

Advanced Excel Tools

• Conditional formatting
• Using Range Names
• Create Drop-down list with data validation

Obtain Data With Excel Functions

• Use Lookup and Reference functions
• Use INDEX and MATCH functions
• Database functions

Create Excel Chart

• Create standard charts
• Combination chart
• Sparkline

Customising Chart Elements

• Format axis
• Display/format Data Labels

Advanced Chart Types

• Pareto chart
• Box & whisker chart
• Gauge or Speedometer chart