Creating Dashboards With


Dashboard For Business Reporting

Learn to create Excel dashboards in minutes

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Dashboards With
Dashboard For
Business Reporting

Learn to create Excel
dashboards in minutes

Learn to create Excel dashboards in minutes

There is valuable information hidden in the sea of data. A picture is worth a thousand words - use Excel dashboard to present information visually and beautifully within a single page that allows users to understand what is going on and make business decisions.
Excel dashboard reports allow managers to have high-level overview of the business and help them make decisions. Excel is an excellent tool to make powerful dashboards that can provide analysis, insights and alert managers in a timely manner.
Key Learning Outcomes

Upon completion, participants should be able to demonstrate each of the following outcome:-

  • Understand Excel dashboard design principles and fundamentals
  • Create dynamic interactive charts
  • Understand advanced Pivot Tables and Pivot Charts
  • Gain visualization tips and tricks
  • Learn how to build stunning and informative Excel dashboards
  • Learn various advanced features in Excel to save time
  • Display key trends, comparisons and data graphically for greater clarity and faster insights
  • Learn different chart types to display data in the most meaningful way
  • Learn smart techniques that make charting work fun and productive
  • Create interactive controls that enable users to customize their view
Course Modules Covered in the Creating Dashboards With Excel Dashboard For Business Reporting program
Module 1 - Introduction


  1. Overview of training aim, objectives and agenda
Module 2 - Dashboard Design Principles

Dashboard Design Principles

  1. What is a dashboard?
  2. Purpose and benefits of dashboards
  3. Understanding dashboard design principles
  4. Layout, color and display
  5. Common mistakes when building dashboards
Module 3 - Preparing Dashboard Data

Preparing Dashboard Data

  1. Understanding your data
  2. Organizing data
  3. Tools and tricks to clean data before using it to build a report or dashboard
Module 4 - Data Visualisation – Picking The Right Display

Data Visualisation – Picking The Right Display

  1. The anatomy of an Excel chart
  2. Choosing the right data visualization to communicate information effectively
  3. Displaying trends with charts
  4. When to use a secondary axis
  5. Combining two chart types
  6. Formatting tricks
  7. Adding icons and images to dashboards
Module 5 - Using Sparklines & Conditional Formatting

Using Sparklines & Conditional Formatting

  1. Creating sparklines – line, column and win/loss
  2. Sparkline formatting and options
  3. Sparkline tips and tricks
  4. Applying conditional formatting
  5. Data bars, color scales and icon sets
  6. Conditional formatting options
  7. Using symbols to enhance reporting
Day 2
Module 6 - Advanced Charting Techniques

Advanced Charting Techniques

  1. In-cell charts
  2. Step charts
  3. Actual vs budget (target) charts – Floating Markers
  4. Band chart - show performance against target range
  5. Conditional colors in column chart
  6. Frequency distribution
  7. Panel charts
  8. Speedometers
  9. Bullet graphs
  10. Waterfall chart
  11. Pyramid chart and funnel chart
Module 7 - Named Ranges and Excel Table

Named Ranges and Excel Table

  1. Naming cells and ranges
  2. Creating Excel tables
  3. Applying table names
  4. Using structured references in formula
  5. Refreshing tables with new data
Module 8 - Automating Dashboards With Functions

Automating Dashboards With Functions

  1. Learn to nest functions together to create robust formulas
  2. Use IF, Nested IFs and IFS (Excel 2016) for logical test with single or multiple conditions
  3. Embed AND or OR function in IF for robust logical tests
  4. Trap and handle errors produced by other formulas or functions with IFERROR
  5. Use CHOOSE to return a value from an array based on index number
  6. Aggregate data with single criterion using SUMIF, COUNTIF, AVERAGEIF
  7. Tabulating information using multiple criteria with SUMIFS, COUNTIFS,AVERAGEIFS
  8. Lookup and retrieve data from a specific column in table using VLOOKUP
  9. Use MATCH to find the relative numeric position of an item in a range
  10. Use INDEX to extract a value from a table (or range)
  11. INDEX and MATCH - powerful combo that has more flexibility and speed
  12. Why INDEX MATCH is better than VLOOKUP
  13. Using ROW(S) and COLUMN(S) for indexing
  14. Rank and sort your data using RANK, LARGE and SMALL
  15. Use ‘database functions’ DSUM, DCOUNT and DAVERAGE to filter information in a list or database based on set criteria
  16. Using TEXT and CONCATENATE to string numbers and text together to show in a dashboard or chart.
Module 9 - Building Interactive Charts and Dashboards Controls

Building Interactive Charts and Dashboards Controls

  1. Using form controls: Button, Combo Box, Check Box, Spin Button, List Box, Option Button, Scroll Bar, Label and Group Box
  2. Set up dynamic data validation list
  3. Creating dynamic named range with OFFSET and COUNTA
  4. Creating dynamic named range with INDEX
  5. Using the INDIRECT function
Module 10 - Building Dynamic Charts

Building Dynamic Charts

  1. Selecting data with a combo box (or data validation list) for dynamic Excel charting
  2. Using a check box to show or hide data or trend lines
  3. Scrolling a dynamic excel chart through time
  4. Using helper columns to manipulate your data
  5. Linked textbox for dynamic chart titles
  6. Tricks to avoid crashing lines in line chart
  7. Linking legends to cell contents
Module 11 - Putting it Together

Putting it Together

  1. Creating your dashboard
Our Training Methodology
Program Key Highlights

48 hours of Remote Online Learning
Additional Coaching Hours
Live Hands-on Projects
Certified by International Body
Mentorship with Industry Experts
Designed for Beginners & Professionals
Get in Touch With Us Today!

This training program is suitable for anyone who intends to gain knowledge of Microsoft Excel. This program is being conducted in Malaysia and can be joined by anyone, anywhere in the world remotely.
Program Fee

MYR 1300 per pax.

Funding Schemes for Companies who are claiming from their HRDF levy or from the SBL Khas scheme.

One-time fee. One year access to course materials and resources.

Please fill in the form and a Program Advisor will reach out to you. You can also reach out to us at or +60123661502
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