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Create Charts and Dashboards Using Microsoft Excel
Paula Del Rey
Paula Del Rey
In this project, you will learn how to create charts in Microsoft Excel to analyze sales data of a sample company. You will learn how to create PivotTables to assess different aspects of the sales information, and represent the information from the tables as line, bar, and pie charts. When creating the charts, you will learn how to format them so they are easily interpreted and you will then assemble the charts in a dashboard to provide a global picture of the sales data.
Register for this course and see more details by visiting:
OpenCourser.com/course/icq2ut/create
What's inside
Syllabus
Project Overview
In this project, you will learn how to create Charts and Dashboards in Microsoft Excel using sales data from a sample company. You will use PivotTables to look at discrete trends in the data, which you will then represent as line, bar, and pie charts. Towards the end of the project, you will summarize the sales data creating a dashboard composed of the charts and tables to provide a global picture of the sales data.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Develops skills in generating charts from data to show trends in a business or organization
Explores different types of charts, including line, bar, and pie charts, to visualize data in a meaningful way
Appropriate for individuals looking to enhance their data analysis and visualization skills
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Create Charts and Dashboards Using Microsoft Excel with these
activities:
Read 'Data Analysis Using Excel' by Greg Harvey
Show steps
Review a foundational book on data analysis using Excel to strengthen your understanding of the concepts covered in the course.
View
Excel Workbook For Dummies
on Amazon
Show steps
-
Read the book thoroughly
-
Take notes and highlight important concepts
-
Complete the practice exercises
Read 'Excel Charts for Beginners' by Wayne L. Winston
Show steps
Review a beginner-friendly book on Excel charts to improve your understanding of chart types, formatting, and interpretation.
View
Microsoft Excel Data Analysis and Business...
on Amazon
Show steps
-
Read the book thoroughly
-
Take notes and highlight important concepts
Review PivotTables
Show steps
PivotTables are critical to creating the different charts in this course. Reviewing pivot tables will ensure you can extract the necessary information from the data to use for charts.
Browse courses on
PivotTables
Show steps
-
Read through a tutorial on using PivotTables in Excel.
-
Create a few practice PivotTables using sample data.
Seven other activities
Expand to see all activities and additional details
Show all ten activities
Organize and review all course materials
Show steps
Gather and organize all provided course materials, including notes, assignments, quizzes, and exams to reinforce your learning.
Browse courses on
PivotTables
Show steps
-
Gather all course materials
-
Review and organize the materials
-
Identify areas for further research or clarification
Join a study group to discuss course content and collaborate on projects
Show steps
Connect with other students to share insights, ask questions, and work together on assignments to enhance your learning experience.
Browse courses on
Data Analysis
Show steps
-
Find a study group or create your own
-
Meet regularly to discuss the course material
-
Collaborate on assignments and projects
Explore Excel Chart Types
Show steps
There are many different types of charts you can create in Excel. This activity will give you an opportunity to explore the different chart types and their uses.
Browse courses on
Charts
Show steps
-
Read through documentation on the different types of charts available in Excel.
-
Create a few practice charts using different data sets.
Complete the 'Excel Dashboard Tutorial' on Coursera
Show steps
Follow an online tutorial to gain practical experience in creating charts and dashboards in Excel.
Browse courses on
Data Visualization
Show steps
-
Enroll in the 'Excel Dashboard Tutorial' on Coursera
-
Complete all the modules and assignments
Complete the 'Excel PivotTable Challenge' on DataCamp
Show steps
Participate in online drills to improve your proficiency in using PivotTables for data analysis.
Browse courses on
PivotTables
Show steps
-
Create a DataCamp account
-
Enroll in the 'Excel PivotTable Challenge'
-
Complete all the exercises and challenges
Create a Sales Dashboard
Show steps
Creating a dashboard will allow you to see all of the most important sales data in one place.
Browse courses on
Dashboards
Show steps
-
Gather the data you need for your dashboard.
-
Create a series of charts to represent the data.
-
Combine the charts into a single dashboard.
Create a dashboard to analyze sales data for a sample company
Show steps
Put your skills into practice by creating a dashboard that provides a comprehensive overview of sales data.
Browse courses on
PivotTables
Show steps
-
Gather and organize the sales data
-
Create PivotTables to analyze the data
-
Design and create charts to represent the data
-
Assemble the charts into a dashboard
Read 'Data Analysis Using Excel' by Greg Harvey
Show steps
Review a foundational book on data analysis using Excel to strengthen your understanding of the concepts covered in the course.
View
Excel Workbook For Dummies
on Amazon
Show steps
Show steps
Show steps
- Read the book thoroughly
- Take notes and highlight important concepts
- Complete the practice exercises
Read 'Excel Charts for Beginners' by Wayne L. Winston
Show steps
Review a beginner-friendly book on Excel charts to improve your understanding of chart types, formatting, and interpretation.
View
Microsoft Excel Data Analysis and Business...
on Amazon
Show steps
Show steps
Show steps
- Read the book thoroughly
- Take notes and highlight important concepts
Review PivotTables
Show steps
PivotTables are critical to creating the different charts in this course. Reviewing pivot tables will ensure you can extract the necessary information from the data to use for charts.
Browse courses on
PivotTables
Show steps
Show steps
Show steps
- Read through a tutorial on using PivotTables in Excel.
- Create a few practice PivotTables using sample data.
Seven other activities
Expand to see all activities and additional details
Show all ten activities
Organize and review all course materials
Show steps
Gather and organize all provided course materials, including notes, assignments, quizzes, and exams to reinforce your learning.
Browse courses on
PivotTables
Show steps
Show steps
Show steps
- Gather all course materials
- Review and organize the materials
- Identify areas for further research or clarification
Join a study group to discuss course content and collaborate on projects
Show steps
Connect with other students to share insights, ask questions, and work together on assignments to enhance your learning experience.
Browse courses on
Data Analysis
Show steps
Show steps
Show steps
- Find a study group or create your own
- Meet regularly to discuss the course material
- Collaborate on assignments and projects
Explore Excel Chart Types
Show steps
There are many different types of charts you can create in Excel. This activity will give you an opportunity to explore the different chart types and their uses.
Browse courses on
Charts
Show steps
Show steps
Show steps
- Read through documentation on the different types of charts available in Excel.
- Create a few practice charts using different data sets.
Complete the 'Excel Dashboard Tutorial' on Coursera
Show steps
Follow an online tutorial to gain practical experience in creating charts and dashboards in Excel.
Browse courses on
Data Visualization
Show steps
Show steps
Show steps
- Enroll in the 'Excel Dashboard Tutorial' on Coursera
- Complete all the modules and assignments
Complete the 'Excel PivotTable Challenge' on DataCamp
Show steps
Participate in online drills to improve your proficiency in using PivotTables for data analysis.
Browse courses on
PivotTables
Show steps
Show steps
Show steps
- Create a DataCamp account
- Enroll in the 'Excel PivotTable Challenge'
- Complete all the exercises and challenges
Create a Sales Dashboard
Show steps
Creating a dashboard will allow you to see all of the most important sales data in one place.
Browse courses on
Dashboards
Show steps
Show steps
Show steps
- Gather the data you need for your dashboard.
- Create a series of charts to represent the data.
- Combine the charts into a single dashboard.
Create a dashboard to analyze sales data for a sample company
Show steps
Put your skills into practice by creating a dashboard that provides a comprehensive overview of sales data.
Browse courses on
PivotTables
Show steps
Show steps
Show steps
- Gather and organize the sales data
- Create PivotTables to analyze the data
- Design and create charts to represent the data
- Assemble the charts into a dashboard
Career center
Learners who complete Create Charts and Dashboards Using Microsoft Excel will develop knowledge and skills
that may be useful to these careers:
Data Analyst
Data Analyst
Data Analysts examine data to look for trends and patterns, which can be used to solve business problems and make more informed decisions. Anyone who wants to work with data to learn actionable information to advise stakeholders should complete this course. This course's focus on creating dashboards will enable you to present actionable insights in convenient, easy-to-understand formats.
Business Analyst
Business Analyst
Business Analysts help organizations improve their performance by analyzing their business processes and systems. They use data to identify inefficiencies and opportunities for improvement. This course can help you use data to make informed decisions and improve business outcomes. As a bonus for current Business Analysts, this course's focus on creating dashboards will help you effectively communicate your findings to stakeholders.
Financial Analyst
Financial Analyst
Financial Analysts help businesses make sound financial decisions by providing them with in-depth analysis of financial data. This course can help you develop the skills needed to analyze financial data, identify trends and opportunities, and make sound investment recommendations.
Operations Research Analyst
Operations Research Analyst
Operations Research Analysts use mathematical and analytical techniques to solve business problems. They work on a wide range of problems, such as optimizing production schedules, improving supply chains, and managing inventory. This course can help you develop the analytical skills needed to solve business problems and make informed decisions.
Market Research Analyst
Market Research Analyst
Market Research Analysts collect and analyze data about consumer behavior, industry trends, and competitor strategies. They use this information to help businesses make informed decisions about product development, marketing campaigns, and other strategic initiatives. This course can help you gain the skills needed to conduct market research and analyze data to make informed decisions.
Product Manager
Product Manager
Product Managers are responsible for the development and launch of new products. They work with engineers, designers, and marketers to ensure that products meet the needs of customers. This course can help you develop the skills needed to create successful products.
Quantitative Analyst
Quantitative Analyst
Quantitative Analysts use mathematical and statistical models to analyze financial data and make investment decisions. They work in a variety of settings, such as investment banks, hedge funds, and asset management companies. This course can help you develop the skills needed to analyze financial data and make informed investment decisions.
Statistician
Statistician
Statisticians collect, analyze, and interpret data. They work in a variety of settings, such as government agencies, research institutions, and businesses. This course can help you develop the skills needed to collect, analyze, and interpret data.
Software Engineer
Software Engineer
Software Engineers design, develop, and test software applications. They use their skills in programming, mathematics, and engineering to create software that meets the needs of users. This course can help you build a strong foundation in software development or provide supplemental knowledge in data visualization.
Data Scientist
Data Scientist
Data Scientists use their skills in statistics, mathematics, and computer science to extract insights from data. They work on a wide range of problems, such as developing predictive models, identifying fraud, and recommending products. This course can help you build a strong foundation in data science with a focus on data visualization.
Actuary
Actuary
Actuaries use mathematical and statistical techniques to assess risk and uncertainty. They work in a variety of settings, such as insurance companies, pension funds, and consulting firms. This course can help you develop the skills needed to assess risk and uncertainty.
Supply Chain Manager
Supply Chain Manager
Supply Chain Managers plan, organize, and manage the flow of goods and services from suppliers to customers. They work to ensure that goods and services are delivered to customers efficiently and effectively. This course may help you build a foundation for managing supply chains, especially if your organization is data-driven.
Operations Manager
Operations Manager
Operations Managers plan, organize, and direct the operations of an organization. They work to ensure that the organization's products and services are produced and delivered efficiently and effectively. This course may help you build a foundation for managing operational activities, especially if your organization is data-driven.
Project Manager
Project Manager
Project Managers plan, organize, and execute projects. They work to ensure that projects are completed on time, within budget, and to the required quality standards. This course may help you build a foundation for managing projects, especially if your organization is data-driven.
Business Intelligence Analyst
Business Intelligence Analyst
Business Intelligence Analysts collect, analyze, and interpret data to provide insights to businesses. They work to help businesses make informed decisions and improve their performance. This course may be useful to you if you are interested in working with data to solve business problems.
For more career information including salaries, visit:
OpenCourser.com/course/icq2ut/create
Reading list
We've selected nine books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Create Charts and Dashboards Using Microsoft Excel.
Save
Provides a theoretical foundation for effective dashboard design. It covers principles of visual perception, data representation, and dashboard layout. It valuable resource for understanding the cognitive aspects of data visualization and creating dashboards that are both informative and visually appealing.
Save
Provides a comprehensive introduction to data visualization techniques, covering the basics of data visualization, types of charts, and best practices for creating effective visuals. It is useful for gaining a solid foundation in data visualization concepts.
Emphasizes the importance of storytelling in data visualization. It provides guidance on crafting compelling narratives, choosing the right visuals, and presenting data insights effectively. It is beneficial for anyone who wants to make their data visualizations more impactful.
Focuses on creating dashboards and reports using Microsoft's Power BI tools. It covers data modeling, visualization techniques, and interactive dashboard design. It valuable resource for those who want to leverage Microsoft's suite of data visualization tools.
Emphasizes the principles of effective data visualization and storytelling. It provides guidance on choosing the right chart types, designing visually appealing charts, and communicating insights effectively. It is helpful for developing a deeper understanding of the impact of data visualization.
Offers a comprehensive collection of dashboard examples and best practices. It covers a wide range of industries and use cases, providing inspiration and ideas for creating effective dashboards. It valuable reference for anyone involved in dashboard design and development.
Provides detailed instructions on using PivotTables and PivotCharts in Excel 2019. It covers data preparation, creating and modifying tables and charts, and advanced features such as slicers and timeline filters. It useful guide for mastering PivotTables and PivotCharts.
Save
Offers a step-by-step guide to creating and customizing charts in Excel, including advanced chart types and techniques. It is particularly valuable for those who want to master the technical aspects of Excel charting.
Save
Although specific to Tableau, this book provides a thorough introduction to data visualization concepts and techniques. It covers data exploration, chart types, interactive dashboards, and best practices for effective data visualization.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/icq2ut/create
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Effort
2 hours
Level
Intermediate
Via
Coursera
Institution
Coursera Project Network
Instructor
Paula Del Rey
Language
English
Good to know
Develops skills in generating charts from data to show trends in a business or organization
Explores different types of charts, including line, bar, and pie charts, to visualize data in a meaningful way
Appropriate for individuals looking to enhance their data analysis and visualization skills
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