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Access 2016: Building Dashboards for Excel

via LinkedIn Learning

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Details

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Provider

LinkedIn Learning
Pricing

Free Trial Available
Languages

English
Certificate

Certificate Available
Duration & workload

1-2 hours
Sessions

On-Demand

Found in

Overview

Visualize your Access data using Excel dashboards. Learn how to build powerful dashboards using slicers, timelines, charts, and macros.

Using Excel, you can optimize reporting for Access databases. Learn how to build powerful dashboards to visualize your data, using tools such as slicers, timelines, charts, and PivotCharts. Instructor Robin Hunt shows how to analyze, query, and export Access data for use in Excel, and connect directly to Access from Excel, so that you always have a live view of your data. Then learn how to build dashboards with slicers, timelines, and charts, and create macros that make your dashboards more user friendly. By the end of the course, you should be able to extend your current reporting capabilities and create more engaging visualizations.

Syllabus

Introduction

Welcome
What you should know
Using the exercise files

1. Benefits of Moving to Access

Understanding Excel limitations
Understanding Access limitations
Learning how queries, forms, and reports work with tables

2. Understanding the Access Structure

Working with table views
Linking data to Access
Working in table design

3. Analyzing a Table

Learning the basics of normalization
Understanding table relationships
Identifying primary and foreign keys

4. Building and Working with Queries

Creating queries
Sorting and filtering in a query
Enhancing queries with functions
Working with SQL view
Building unique data queries
Building aggregate data queries

5. Exporting and Linking Data to Excel

Exporting data from Access to Excel
Using external connections in Excel
Adding connections
Refreshing data from other sources
Changing data connections

6. Charting and Pivots in Excel

Building interactive charts
Building pivots
Building PivotCharts
Moving charts
Using slicers to filter data
Using timelines to interact with data
Working with Page Layout

7. Building Excel Macros for Dashboard

Creating macros that clear filters
Creating macros for common filters
Creating macros that navgiate
Creating macros that refresh data
Assigning macros to buttons

Conclusion

Next steps

Taught by

Robin Hunt

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