By Mynda Treacy Your Trainer Mynda Treacy Cofounder My Online Training Hub Microsoft Excel MVP wwwMyOnlineTrainingHubcom Why Learn Dashboards Dashboard skills are in demand Dashboard skills get you noticed ID: 592180
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Slide1
Interactive Excel Dashboards
By Mynda TreacySlide2
Your Trainer
Mynda Treacy
Co-founder My Online Training Hub
Microsoft Excel MVP
www.MyOnlineTrainingHub.com Slide3
Why Learn Dashboards
Dashboard skills are in demand
Dashboard skills get you noticed
www.MyOnlineTrainingHub.com
Well, I've presented my first Dashboard report (covering 45 sites, five regions and a summary) to the GM, who has in turn presented it to the Board. Your course was absolutely spot on and covered exactly what I needed to know. So, thanks a bunch!
The GM was so impressed that I took the opportunity and asked him to reimburse me for the cost of the course and he
agreed.
I
am so
excited
to use your
advice
& tools to build the dashboard for my project which is due
in the next
2 weeks
.
My dashboard will be un-beatable if I compare it with the old style dashboards that my co-workers built for my workplace.
They are not interactive at all, only
a button to filter
the selections.Slide4
Webinar Format
Approx. 1 hour - recorded for download later
How to use Excel to build dashboardsNot teaching Excel skills e.g. PivotTables, formulas etc.
Taught in Excel 2010 but compatible with Excel 2007 and 2013
Excel file containing the completed dashboard
Download this presentation with links to more resources
Fast pace
Q&A below videoBonus giftFull screen viewing
www.MyOnlineTrainingHub.com Slide5
What You’ll Learn
What is a dashboard
Dashboard dirty secretPlanning your dashboard so you nail it first time
Good Dashboard Design so it’s eas
y
to interpret
Excel skills required to build Dashboards
Preparing your data – the right way so it’s quick to build and even quicker to updateHow to Build your own interactive Excel Dashboardswww.MyOnlineTrainingHub.com Slide6
What is a Dashboard
“
a dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance."
Stephen FewSlide7
Dashboard Dirty Secret
It’s not black magic!
You may already have the Excel skillsDashboards are just a compilation of data, analysis and charts
No VBA required
www.MyOnlineTrainingHub.com Slide8
Planning
Research your requirements:
Dashboard PurposeAudience
KPI’s (Key Performance Indicators)
Time Period
Data Source
Frequency & Delivery
www.MyOnlineTrainingHub.com Slide9
Mock-up
www.MyOnlineTrainingHub.com Slide10
Excel Skills
Charting
Excel TablesFormulasPivotTables
Formatting
Not VBA
www.MyOnlineTrainingHub.com Slide11
Design
www.MyOnlineTrainingHub.com Slide12
Design – Less is More
www.MyOnlineTrainingHub.com Slide13
Design – Which Chart
www.MyOnlineTrainingHub.com Slide14
Comparing Categories
www.MyOnlineTrainingHub.com Slide15
Values Over Time
www.MyOnlineTrainingHub.com Slide16
Distribution
www.MyOnlineTrainingHub.com Slide17
Correlation
www.MyOnlineTrainingHub.com Slide18
Chart Recipe eBook
www.MyOnlineTrainingHub.com Slide19
Data Sources
SQL
Server
WWW… .COM
www.MyOnlineTrainingHub.comSlide20
Tabular Format
Tabular Format Tutorial
www.MyOnlineTrainingHub.com Slide21
Format as an Excel Table
Excel Table Tutorial
www.MyOnlineTrainingHub.com Slide22
More Resources
Right-click the links
below > Open Hyperlink
Formula
Tutorials
GETPIVOTDATA Function
OFFSET Function
PivotTable TutorialsExcel Tables
Excel Charts
Online Excel Dashboard Course
www.MyOnlineTrainingHub.com