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Andreas Exadaktylos

Microsoft Excel dashboards are a powerful way to leverage Excel functionality, build and manage better presentations and improve your Excel and data visualization skills. In this course, I will use my 20+ years of Excel training to show you how to turn Excel into your personal Business Intelligence tool and create Interactive Charts and awesome Dashboards in Microsoft Excel. 

Learn how to make 7 well-designed Dashboards from Scratch.

Content and Overview

Welcome to the 2024 brand-new version of The Excel Dashboard and Data Analysis Course, Udemy's best-selling dashboards course.

Read more

Microsoft Excel dashboards are a powerful way to leverage Excel functionality, build and manage better presentations and improve your Excel and data visualization skills. In this course, I will use my 20+ years of Excel training to show you how to turn Excel into your personal Business Intelligence tool and create Interactive Charts and awesome Dashboards in Microsoft Excel. 

Learn how to make 7 well-designed Dashboards from Scratch.

Content and Overview

Welcome to the 2024 brand-new version of The Excel Dashboard and Data Analysis Course, Udemy's best-selling dashboards course.

This course was completely overhauled to prepare students for the 2024 job market, with over 18+ hours of brand-new content. This is the only course you need to learn excel dashboards and data analysis.

There are many options for online Excel training, but this course is undoubtedly the most comprehensive and practical on the market. Here's why:

  1. This is the only Udemy course taught by a professional Bootcamp instructor-teacher with over 20 years of experience in Excel and a track record of success.

  2. I just spent four months redoing this behemoth of a course. Everything I cover is up-to-date and relevant to 2024's Excel data analysis job market. This course does not cut any corners.

  3. We build 7 projects and seven complete dashboards. No other course walks you through creating a dashboard with such details.

  4. The course is constantly updated with new content, projects, and modules. Think of it as a subscription to a never-ending supply of developer training.

Throughout the brand new version of the course, we cover tons of Excel tools:

  • We'll start by covering the critical Design principles of dashboards, the creation process, color tips, and layouts.

  • Then I'll walk you through all the methods of importing data into Excel.

  • After that, I'll explain over 25 functions and formulas we use in dashboards.

  • Then we'll dive into basic charts, advanced charting techniques, and dashboard components, like sparklines, data bars, color scales, icon sets, etc.

  • Once we've mastered the basics, I'll walk you through all the advanced dashboards components, like drop-down lists, filters, panel charts, rollover method, etc.

  • Also, I'll walk you through over ten interactive advanced charts, like bullet graphs, small multiples, and infographics.

  • After that, I'll explain all the form controls with a demo and detailed examples.

  • The following section is about data analysis using pivot tables and charts.

  • Once you complete a few sections, you will enter the first significant milestone project. We combine all the methods you learned to create a social media dashboard.

  • Finally, you're going to create with me 7 Dashboards from scratch, starting with planning and setup.

  • Business sales dashboard

  • Company Dashboard

  • Financial KPI Dashboard

  • Balanced Scorecard dashboard

  • Pivot Slicer Dashboard

  • KPI Dashboard

  • Autoparts Dashboard

  • BONUS: Traffic lights Dashboard

  • All these come with templates and samples that can be applied directly to your business.

  • After that, you will enter the second major milestone project and create an auto part sales dashboard with me.

  • I also cover protecting and sharing your dashboard with the outside world.

  • Also, you'll learn advanced topics, like how with the aid of a macro and straightforward VBA code, little touches will help make the perusal of your dashboard a bit more pleasant.

  • Once you complete every section, you'll have quizzes and exercises to solve and fully understand the theory.

  • If you want to study offline, I have over 100 pages of documentation, and a detailed table of contents, so you can easily find anything in the course.

  • You will get access to over 50 examples and files that apply to your work. You can immediately download and use them with the code-free version so that you can follow along with me.

This course is also unique in the way that it is structured and presented. I've incorporated everything I learned in my years of teaching to make this course more effective and engaging.

If you have any questions, please don't hesitate to contact me. I got into this industry because I love working with people and helping students learn.

Enroll now and enjoy the course.    

So, if you are a professional looking to become more efficient at building Excel reports and dashboards, sign up today for immediate lifetime access to over 18 hours of high-quality video content, downloadable project files, quizzes, homework exercises, and one on one support.

And by the way, at the end of the course don't forget to print out the certificate of completion.

If you're not 100% satisfied, there is a 30-day money-back guarantee.

Now, don't just take my word for it. Check out what my past students had to say about my courses:

Testimonials for this Course

"I learned so many new Excel tricks from this course. It covers almost everything. Andreas impressed me by updating his course so often. It is worth every cent. Great job. " - Chris K

"Outstanding course. Very thorough and easy to understand. Sample spreadsheets make it very simple to follow along and provide hands-on work. I would highly recommend this course." - Kelli Kellen.

"I strongly recommend the course for all types of Excel users. The lecturer follows a systematic and inspiring approach to present the most important techniques for data visualization with Excel." - Tommy Kalman.

learning is more effective when it is an active rather than a passive process

Euripides Ancient Greek dramatist

Enroll now

What's inside

Learning objectives

  • Create 7 professional interactive microsoft excel dashboards from scratch
  • Create over 10 amazing interactive non-standard excel charts in microsoft excel. bonus: excel workbook files + sample files included
  • Improve general excel knowledge - pivot tables and pivot charts, conditional formatting, functions, formulas and macros
  • Build interactive dashboard reports with buttons and drop down menus
  • Learn how to create a professional kpi dashboard from scratch
  • Analyze data with excel pivottables and pivot charts
  • Understand and identify the principles of data analysis
  • Analyze excel data using excel's based functions
  • Learn from an instructor with over 20 years of experience with microsoft excel, teaching thousands of students in his own computer learning school
  • Quizzes and exercises

Syllabus

Don't forget first to download the Excel project files
Introduction

Please download the course resource files from this Lecture

Important Notes for New Students
Read more
What is a dashboard?
Download the PDF File: 200+ Excel Shortcuts for PC & Mac
Dashboard Design Principles
Design Principles & Tips
Dashboard Creation Process
Color Tips & Layouts

An effective data model provides the foundation upon which your dashboard or report is built

Understanding the Dashboard Design Principles
Using Shortcuts for Speed and Accuracy
Create A Dates Table
Dates Method
Creating Number Patterns
Summing Data Through Shortcuts
Create A Chart Through Shortcuts Keys
Isolate Any Part Of A Chart & Chart Templates
Manipulate Filter Data And Paste Special
Icon Sets With Words
Camera Tool
Pivot Tables Creation Shortcuts
The Advanced Filter
Tables and Charts
Keyboard Shortcuts & Ninja Tips
Charting Techniques
Introducing Excel Charts
Introducing Charting Techniques
Advanced Chart Formatting Options
Advanced Charting Techniques
Trend-based Conditional Formats
Value-based Conditional Formats
Practicing Charting Techniques
Function Toolbox
Relative vs Absolute reference
Range Names in Formulas
VLOOKUP Function
INDEX and MATCH Functions

In this lecture we are going to learn about the OFFSET Function. We’ll talk about what the formula is, learn some examples and how to use the OFFSET function to build dynamic named ranges.

SUMIFS Function

The SUMPRODUCT function multiply values from two or more ranges of data, add the results and return the sum of the products.

SMALL and LARGE Functions (& INDEX-MATCH Example)
IF and NESTED IF Formulas
INT and MOD Functions
Text Functions: LEFT, RIGHT, MID, LEN, TEXT, TRIM, LOWER, UPPER, PROPER, REPT
Advanced Custom Number Formatting

The Microsoft Excel CHOOSE function returns a value from a list of values based on a given position.

The CHOOSE formula is simple to write.

=CHOOSE(some number, value 1, value 2, value 3....)

and CHOOSE will pick a value based on some number.

ROUND, ROUNDUP and ROUNDDOWN
DASHBOARD FUNCTION TOOLBOX
Importing External Data into Dashboard
Importing External Data from Text File (Text Import Wizard)
Importing Data From an Excel Table
Importing Data from Microsoft Access
Loading Data with Power Query (Get & Transform)
Useful Sources of Data
Dashboard Source Data
A pivot chart is the visual representation of a pivot table in Excel. Pivot charts and pivot tables are connected with each other.

Pivot tables allow you to manipulate report output for ad hoc and interactive analysis.

The Pivot table is composed of the following areas:

  • Filters
  • Rows
  • Columns
  • values

Learn how to create a Pivot Table easy.

In this lecture, we are going to learn how to create and modify a Pivot Table

Creating Useful Pivot‐Driven Views

Slicers provide buttons that you can click to filter PivotTable data. In addition to quick filtering, slicers also indicate the current filtering state, which makes it easy to understand what exactly is shown in a filtered PivotTable report.

Learn how to present Pivot Charts in an interactive way using Slicers and various ways to modify a Pivot Chart.

Building Pivot Charts
GETPIVOTDATA function
PROJECT: Social Media Dashboard (Introduction)
ANSWER of PROJECT: Social Media Dashboard

PIVOT TABLES & CHARTS TECHNIQUES

Learn how to create effective professional dashboards

Learn how to create effective professional dashboards using Pivot Charts and Pivot Tables

Part 1: Prepare the data
Part 2: Set up the Relationships
Part 3: Creating Pivot Tables
Part 4: Creating Pivot Charts
Part 5: Adding the Slicers & Final steps
Part 6: Putting Everything Together
Dynamic Charts - Create charts which change when you change the scope of data. Learn to create an interactive chart so that your users can pick one of many charts and see them.

Learn how to create awesome dynamic charts with INDEX function.

Option Buttons (+ EXAMPLE with Dynamic Chart)

In this lecture we are going to learn how to make a check box and how we can use it for a dashboard. A check box turns on or off a value that indicates an opposite and unambiguous choice. Check boxes are one of the simplest yet effective form controls to use them in a Dashboard

List boxes are another great tool for creating Dashboards. With a list box you can control a chart or a bunch of charts.

Scroll Bar (+ EXAMPLE with Dynamic Line Chart)
Useful Charts For Dashboards
Progress Doughnut Chart
(NEW 2024) Pies and Doughnuts
(NEW 2024) Geospatial Charts
Excel Infographics: People Graph
Waffle Charts for KPIs (Better than Pie Charts)
Funnel Chart

Sparklines are small, simple charts that are easy to make, easy to understand, and small enough to fit in a single cell alongside your data.

Learn everything about sparklines and why they are useful for dashboards.

Found in many dashboards, the bullet graph serves as a replacement for dashboard gauges and meters.

Lollopop, Dot Plot or Dumbbell Chart
Emphasizing & Mark Significant Events
Line Graph: Multiple Lines
PRO Dashboard Components

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Covers design principles, data importing, functions, basic and advanced charting techniques, and form controls, providing a comprehensive toolkit for dashboard creation
Includes hands-on projects where learners build seven complete dashboards from scratch, offering practical experience and immediate application of learned skills
Explores data analysis using pivot tables and charts, which are essential tools for summarizing and interpreting large datasets within Excel
Updated with brand-new content to prepare students for the 2024 job market, ensuring relevance and applicability to current industry demands
Requires Microsoft Excel, which may require a purchase or subscription for those who do not already have access to the software
Teaches macros and VBA code, which may be difficult for absolute beginners without any prior programming experience

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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 Microsoft Excel Dashboard and Data Analysis Masterclass with these activities:
Review Excel Formulas and Functions
Reinforce your understanding of essential Excel formulas and functions. This will help you better understand the formulas used in the course and build your own dashboards.
Browse courses on VLookup
Show steps
  • Review the syntax and usage of common Excel formulas.
  • Practice applying these formulas to sample datasets.
  • Identify areas where you need more practice.
Create a Cheat Sheet of Excel Shortcuts
Improve your efficiency in Excel by mastering keyboard shortcuts. This will save you time and effort when creating dashboards.
Show steps
  • Compile a list of the most useful Excel shortcuts for dashboard creation.
  • Organize the shortcuts by category (e.g., formatting, navigation, formulas).
  • Create a cheat sheet that you can easily reference while working in Excel.
Read 'Storytelling with Data'
Improve your data visualization skills and learn how to tell compelling stories with your dashboards. This will make your dashboards more engaging and informative.
Show steps
  • Read the chapters related to data visualization principles.
  • Analyze the examples in the book and apply them to your own dashboards.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Read 'Excel Power Pivot and Power Query'
Expand your knowledge of Power Pivot and Power Query. This will help you import and transform data more effectively for your dashboards.
Show steps
  • Read the chapters related to data import and transformation.
  • Follow the examples in the book to practice using Power Pivot and Power Query.
Practice Creating Pivot Tables and Charts
Improve your proficiency in creating pivot tables and charts. This will enable you to analyze data more efficiently and effectively.
Show steps
  • Find sample datasets online or use your own data.
  • Create pivot tables to summarize and analyze the data.
  • Create charts to visualize the data in the pivot tables.
  • Experiment with different pivot table and chart options.
Write a Blog Post on Excel Dashboard Design
Reinforce your understanding of dashboard design principles. This will help you articulate your knowledge and share it with others.
Show steps
  • Research best practices for Excel dashboard design.
  • Outline the key points you want to cover in your blog post.
  • Write the blog post, including examples and visuals.
  • Edit and proofread your blog post before publishing.
Create a Personal Finance Dashboard
Apply your dashboarding skills to a real-world scenario. This will solidify your understanding of the concepts taught in the course.
Show steps
  • Gather your personal finance data from various sources.
  • Design a dashboard to track your income, expenses, and savings.
  • Implement the dashboard in Excel using the techniques learned in the course.
  • Analyze your data and identify areas for improvement.

Career center

Learners who complete Microsoft Excel Dashboard and Data Analysis Masterclass will develop knowledge and skills that may be useful to these careers:
Data Analyst
A data analyst will benefit from the advanced data visualization techniques taught in this course. Data analysts require the skills to transform data into understandable visual formats, and this course provides hands-on experience building seven different dashboards as well as over 10 interactive charts from scratch. The course’s focus on utilizing Excel functions, pivot tables, conditional formatting, and interactive dashboard components like drop-down menus directly fits the work a data analyst often performs, ensuring they are able to communicate insights effectively to the stakeholders.
Data Visualization Specialist
Data visualization specialists are tasked with the design and creation of engaging and informative data graphics, and this course offers valuable skills. This course emphasizes the design principles of dashboarding, interactive chart creation, and various advanced formatting options within Excel. A data visualization specialist will learn to build practical dashboards from scratch, creating a robust foundation in all areas of data visualization. The focus on creating professional dashboards in this course makes it an ideal starting point for any data visualization specialist.
Financial Analyst
Financial analysts greatly benefit from the data visualization and dashboard creation skills taught in this course. Financial reporting requires clarity, accuracy, and the ability to present data in a manner that facilitates strategic decision-making, all of which are supported by the course. The emphasis on creating interactive charts, pivot tables, and KPI dashboards allows the financial analyst to build robust reporting tools. Learning how to present data using charts and dashboards in this course gives an advantage to any financial analyst wanting to succeed.
Business Analyst
A business analyst relies on data interpretation and presentation to provide valuable insights, making the mastery of Excel dashboards essential. This course provides training in the creation of interactive charts and dashboards that are vital for a business analyst to communicate complex information simply. With over 18 hours of content focused on building seven dashboards from scratch and incorporating techniques such as pivot tables, advanced charting, and various interactive elements, this course helps the business analyst turn raw data into actionable strategies.
Marketing Analyst
Marketing analysts use data to evaluate marketing campaigns and make strategic decisions, and this course provides fundamental skills. The ability to create interactive dashboards to present data is very important for a marketing analyst. The course provides hands-on experience creating seven different dashboards from scratch, as well as training in pivot tables, conditional formatting, and interactive controls. The skills learned in this course may directly improve a marketing analyst’s capacity for data presentation.
Market Research Analyst
Market research analysts utilize data to extract trends and insights about consumer behavior and market performance, and this course will be very helpful to them. The ability to create informative dashboards is crucial for a market research analyst to present findings visually and interactively. This course provides the training necessary to build custom dashboards, use advanced charting techniques, and analyze data with pivot tables. By learning how to present data in a compelling way, this course helps any market research analyst to better communicate their analysis to stakeholders.
Business Intelligence Developer
Business intelligence developers often use tools such as Excel to build dashboards and reports, and this course provides useful skills. This course covers fundamental principles of dashboard creation and data analysis with Excel, including the use of functions, formulas, pivot tables, and conditional formatting. The course's focus is particularly useful to those who want to use Excel to develop presentations and dashboards. This course will help the business intelligence developer to enhance their capacity to build and manage business reports.
Sales Analyst
Sales analysts use data to evaluate sales performance and identify trends and opportunities, and the skills learned in this course will certainly be helpful. The course's curriculum, which includes the creation of interactive charts and dashboards, is very relevant for a sales analyst. The practical experience of building seven unique dashboards, along with training in pivot tables and conditional formatting, will enable the sales analyst to turn raw data into digestible sales reports. This course may be ideal for those who need to visualize their sales data.
Project Manager
Project managers can use data to monitor project progress, analyze resource allocation, and communicate performance to stakeholders, and this course will help expand their skills. This course teaches the creation of dashboards, pivot tables, and interactive charts using Excel. Through this course, project managers can improve their capabilities to visually represent data. The course’s focus on building practical dashboards and using Excel’s advanced features makes it valuable for any project manager seeking to enhance their tracking and reporting process.
Operations Analyst
Operations analysts use data to analyze and improve the efficiency of a business, and this course may be useful. This course's approach to data analysis and dashboard creation helps improve a variety of operation activities. An operations analyst utilizes data to make improvements, and this course teaches how to import and manipulate data, to use functions and formulas, and to use pivot tables to analyze data. By creating professional dashboards with this course, an operations analyst can provide stakeholders with easily accessible information.
Management Consultant
Management consultants need strong analytical and presentation skills, making this course very helpful for them. Consultants use data visualization techniques to communicate insights and recommendations, and this course teaches how to create professional dashboards from scratch. The course provides experience using Excel functions and interactive chart-building that are critical to the consultant's work. By building their capacity to present complex data in an accessible manner using dashboards, any consultant can benefit from the training offered.
Reporting Analyst
Reporting analysts are responsible for creating and distributing regular reports, often utilizing tools like Excel, and this course may be useful. The course teaches practical dashboarding and data visualization skills, which are essential for preparing reports. Reporting analysts will find the course helpful as it provides training in creating interactive charts, using advanced Excel functions, and analyzing data with pivot tables. A reporting analyst can use the skills learned in this course to make their reports more interactive and insightful.
Risk Analyst
Risk analysts use various data to assess and manage risks, and dashboarding skills will be very helpful to their role. Risk analysts need to communicate complex data in a simple manner. This course focuses on interactive chart and dashboard creation. Risk analysts will directly benefit from the course’s focus on building dashboards and using tools such as pivot tables and conditional formatting. This course may be the first step in a successful career as a risk analyst.
Database Administrator
Database administrators are often responsible for data integrity and extraction, and this course may be helpful in data presentation. While primarily concerned with database management, their role also benefits from using data visualization tools. This course teaches Excel skills related to data analysis and dashboard creation. The training in this course, such as how to import and manipulate data, will help a database administrator present data in a more comprehensive format.
Quantitative Analyst
Quantitative analysts use complex data to create models, often in the finance industry, and the dashboarding skills taught in this course will be helpful. Quantitative analysts need to present their data in an understandable format, and this course provides useful tools for that task, including interactive chart and dashboard creation. The focus here on visualizing data can greatly support a quantitative analyst’s capacity to present findings simply. This course may be a good introduction to data visualization for quantitative analysts.

Reading list

We've selected two 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 Microsoft Excel Dashboard and Data Analysis Masterclass.
Focuses on the art of data visualization and how to effectively communicate insights through data. It covers principles of visual design, data storytelling, and persuasive communication. It is particularly useful for improving the clarity and impact of your Excel dashboards. This book adds more depth to the data visualization aspects of the course.
Provides a comprehensive guide to using Power Pivot and Power Query in Excel. It covers data modeling, data analysis, and dashboard creation. It is particularly useful for understanding how to import, clean, and transform data for use in Excel dashboards. This book expands on the data import and manipulation aspects of the course.

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