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LinkedIn Learning

Excel: Creating a Basic Dashboard

via LinkedIn Learning

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Overview

Learn how to surface and summarize your data effectively in an Excel dashboard.

Syllabus

Introduction
  • Improve decision-making by creating dashboards
  • What you should know
1. Setting Up the Supporting Workbook
  • Manage data using Excel tables
  • Manage PivotTables and PivotCharts
  • Summarize Excel table and PivotTable data
  • Filter Excel table and PivotTable data
  • Define conditional formats
  • Define an icon set conditional format
  • Streamline charts for dashboards
  • Create sparklines
2. Creating a Dashboard Worksheet
  • Create and manage cell links
  • Link cell contents to a shape
  • Use PivotTable data in a formula
  • Extend your dashboard using hidden rows
  • Hide gridlines and set zoom levels
Conclusion
  • Next steps

Taught by

Curt Frye

Reviews

4.7 rating at LinkedIn Learning based on 1345 ratings

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