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LinkedIn Learning

Excel: Creating a Basic Dashboard

via LinkedIn Learning


Discover how to summarize data in Excel 2016. Learn how to set up a dashboard worksheet, create links to workbook elements, maximize your screen space by hiding rows, and more.

Learn easy-to-implement techniques that can help you quickly create a visual representation of your data to inform your decision making. In this brief course, Curt Frye walks through the basics of creating a dashboard in Excel. Curt begins with a primer on using PivotTables—one of the most powerful data analysis tools in Excel. He also shares how to define conditional formats and summarize your data with sparklines and charts. Plus, he shows how to set up your dashboard worksheet, link data to cells and shapes, maximize your screen space by hiding rows, and modify the Excel program window to meet your needs.


  • Welcome
  • What you should know
  • Using the exercise files
1. Setting Up the Supporting Workbook
  • Manage data using Excel tables
  • Manage PivotTables and PivotCharts
  • Summarize table and PivotTable data
  • Filter Excel table and PivotTable data
  • Define conditional formats
  • Define icon set formats
  • Summarize data using charts
  • Create sparklines
2. Creating a Dashboard Worksheet
  • Sketch your dashboard layout
  • Create and manage cell links
  • Link cell contents to a shape
  • Link to a PivotTable cell
  • Extend your dashboard using hidden rows
  • Hide gridlines and set zoom levels
  • Next steps

Taught by

Curt Frye

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