Creating Dashboards in Excel
This course will enable you to:
- Produce visually appealing and informative dashboards
- Create a variety of popular Excel charts
- Create interactive visualisations for the analysis of dashboards, using dynamic functions
- Hide sheets, use scroll lock and protect your dashboards
As accountants, we often have vast amounts of data to present. Creating dashboards is a very useful way of transforming complex data into clear, and presentable information. Using dashboards, we can convey the meaning behind data quickly and effectively.
This course will enable you to create visually appealing and informative dashboards in Excel. It guides you through the steps needed to organise and collect your data, and how to create professional charts and interactive visualisations that will inform users.
What's a dashboard?
- What's a dashboard?
- Where to start
- The dashboard review
- Design fundamentals
- Inputs and calculation sheets
- Creating a custom visual overlay
- Waterfall charts
- Gauge charts
- Sales versus budget
- Tidying up our chart
- Technique time
Making dynamic and interactive visualisations
- The function junction
- Automating charts with named ranges
- Continuing with automating charts with named ranges
- Named ranges
- Chart enhancement
- Form controls
- Dynamic discussion
Putting it all together
- Putting it all together
- Dashboard protection
- Hidden and very hidden sheets
- Setting scroll lock
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