Creating a Dashboard in Excel
Formulas, chart formatting, and dashboard design from raw data
About This Course
Course Information
This course takes you through the step by step process of creating a dashboard in Excel. It explains the purpose of dashboards, the necessary formulas and techniques used to make them and advanced formatting of charts to make them compatible. The course also uses examples of real-life dashboards to help you make your first dashboard in Excel.
Certificate on Completion
This course is made up of videos, questions and additional reading materials and accounts for 10 units of CPD . One unit is the equivalent of one hour of learning. A certificate will be issued once you have completed all 10 units.
Course Sections
This CPD Course is made up of the following sections:
- Introduction to Dashboards (Video and Quiz)
- Formulas and Techniques (Video and Quiz)
- Advanced Formatting of Charts (Video and Quiz)
- Dashboard Designing and Examples (Video and Quiz)
- Quizzes and a
- Course Completion Survey
- Additional Reading Materials
What You Will Learn
- Explain the purpose and structure of a dashboard for summarising business performance
- Apply formulas and techniques to transform raw data into dashboard-ready calculations
- Describe how advanced chart formatting makes charts compatible with a dashboard layout
- Prepare a dashboard that allows users to switch between monthly and weekly views
- Identify how key stats (occupancy, income, receivables, vacancies) are presented in a property portfolio dashboard
- Assess the role of colour, layout, and branding in professional dashboard design
Who This Course Is For
- Accountants and analysts who present business performance data to management
- Finance professionals who want to build interactive Excel dashboards without additional software
- Excel users with intermediate skills who want to combine formulas, charts, and formatting into a single reporting tool
Prerequisites
- Working knowledge of Excel formulas (SUM, IF, VLOOKUP or similar) and basic chart creation
- Familiarity with formatting data in Excel
Frequently Asked Questions
Course Details
Pricing
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