3-day Virtual Seminar

How to Make Excel Dashboards Using Pivot Tables

Overview

Dashboards are the consistent buzzword employers are searching for. If you have, or want a career that involves creating reports in Excel, then you need to know how to build impressive, interactive, visually stunning, Excel dashboards. This practical, 90-minute webinar will leave you with Excel techniques you can immediately put to use making killer dashboards that set your skill level apart from others.

Microsoft Excel dashboards are powerful tools that summarize spreadsheet data to render a concise overview of critical business metrics. Dashboards provide an excellent and succinct way to share a "snap shot" view of key performance indicators (KPIs) for both small businesses and enterprise-level organizations. 

This webinar will update your Excel skills by teaching you how to create impressive Dashboards even if you don’t have artistic talent. At the conclusion of this webinar you'll be able to create amazing, user interactive (UI) Excel dashboards that update at the click of a button and leave a lasting 'wow' impression.

The hallmark of an interactive, data-driven dashboard is the ability to see and understand data at the speed of thought. This on-the-job, nut-'n-bolts training webinar will deliver the skills you need to design well-planned Excel dashboards. These dashboards present answers to questions in real-time, render visually striking displays, turn insight into action, help accomplish your firm's objectives and display your superior Excel skills.

Easily Monitor Business Performance with Interactive Excel Dashboards You Create And Answer "What If?" Questions Instantly

Create dashboards the easy way. Pivot Tables are among the easiest methods of creating Excel dashboards. Why pay thousands to a consultant when you can learn this technique in just 90 fun minutes?

Why you should Attend

Major subjects

• Dashboard design guidelines - Best practices for reporting business metrics 
• Creating Key Performance Indicators (KPIs) 
• Creating PivotTables, Pivot Charts and Slicers to create dashboards 
• Adding linked tables, charts and slicers (filters) to the data model 
• Graphical presentation of business performance measures - best practices 
• Leverage visual analysis for striking visual displays and greater impact 
• Choosing color and typography 
• Select visualizations that best communicate the message your KPI needs to convey 
• Choose the right chart for your data - which type of chart will best display your data
• Improving the user experience - professional-level navigations via links and filters 
• Fully user interactive (UI) - the user can filter data and change the view themselves 
• Displays, key trends, comparisons and data presented graphically or in small tables 
• Reviewing the completed dashboard 

After completing this webinar you will

• Be able to define key performance indicators  
• Build a dashboard in Excel to monitor key performance indicators (KPIs)
• Learn simple techniques you can apply in Excel to make powerful, visually stunning dashboards 
• Display a professional-caliber Excel skill set 

Areas Covered in the Session

• Overview of Excel Dashboard Construction and Methodologies
  • KPIs and Analytics
  • Dashboard Design Dos and Don’ts
• Data Range vs Table or Pivot Table for Dashboard Dynamic Updates 
• Rapid Pivot Table Review - A Mix of Basics with a Few Advanced Topics
  • Rapid Set Up - One-Minute Pivot Table Quick Start  
  • Understanding the Pivot Field and Filtering Options
  • Analyze and Design Tab
  • Pivot Charts and Slicers 
  • Updating Data  - Using Refresh
  • Speed Tips - When/How To Copy and Paste Pivot Tables and Charts  
  • Pivot Table Example:  Analyzing Sales Tends by State, Salesman and Location
• Dashboard Example: Pivot Table to Dashboard
  • Determine Spec Sheet, Layout, and then Copy and Paste Charts
  • Symmetry: Size and Align Charts Simultaneously with Format Tools
  • Slicers and the Critical Importance of Report Connections
  • Logos, Headings and Drawing Tools for Professional Touches
  • Hyperlinks for Navigation Between Dashboard and Database
  • Eliminating Gridlines, Headings, Formula Bar and Ribbon for Professional Appearance
  • The Critical Importance of Testing
  • KPI Analysis and Management Recommendations

Key Learning Objectives - What You Will Learn

• An easy way to take raw data and make it presentable with Excel dashboards 
• Best Practices Dashboard Design - turning data into easy to interpret information 
• How to use Excel Pivot Tables to build interactive, user-defined dashboards 
• How to construct a navigational menu using Excel 
• What charts to use and how to arrange multiple graphs on a dashboard 
• Determining which KPIs to use in your dashboard 
• Using the Pivot Table drill down capabilities in your dashboard
• Building an optimum dashboard for at-a-glance analysis and decision making 
• Simple Excel techniques to make powerful dashboards - separate your skill level from others 

Who Will Benefit

• Financial Professionals Including CFO's, Controllers, Accounting and Finance Managers and Staff 
• Financial Analysts, Budget Directors and Staff, CPAs, Auditors, Administrators and Managers 
• HR and Sales professionals who prepare reports using Excel 
• Engineers and Production Managers who prepare reports using Excel 
• IT Professionals Who Want a Fun, Easy Way To Prepare KPI Dashboards