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Leila Gharani – Visually Effective Excel Dashboards
Visually Effective Excel Dashboards
Actionable Excel Tips (Templates & Workbooks Included) You Can Use Right Now to Create Eye-Catching Excel Dashboards
Make Well-designed Dashboards that Inform & Impress
Creating an Excel Dashboard from Scratch is not Easy.
We spend a lot of time thinking about how and where to start. The process gets more complicated if we use the wrong techniques.
This course takes you from Idea to Delivery in simple steps.
You’ll learn to create well-designed Excel dashboards so you and your colleagues can see trends and make quick decisions informed by data. You’ll also learn:
How to add interactivity to your Excel reports – No VBA required
Clever use of Excel core functionality for responsive spreadsheets
Use powerful visual techniques so your content has more effect
Impress management with reports that make the decision-making process faster
Create impressive, non-standard Excel charts using smart techniques
Learn how to create a professional KPI dashboard from scratch
Build Pivot Table-based dashboards for easy interactivity
My Excel Dashboard course comes with templates, tools and checklists that can be applied directly to your Excel reports.
⯆ Excel dashboard & Report templates
⯆ Checklists and design guidelines
⯆ Excel Workbooks to follow along
⯆ A 115 page PDF document outlining each step to create 2 fully functioning Excel dashboards from scratch. This provides tremendous help by documenting each step so you don’t always have to watch but can follow along by reading.
⯆ Over 10 hours of video content.
⯆ Certificate of completion
⯆ English Closed Captions
★ Note: Course recently updated to include the OFFICE 365 & OFFICE 2021 version of the KPI dashboard. You can download that version if you have Office 365 and see how you can use FILTER, SEQUENCE, XLOOKUP and other newer Excel functions to create the dashboard ★
“20 years of experience in Excel and still a lot of stuff to learn in a progressive structure. With a pleasant and engaging instructor.â€
– Philippe Bastid
What differentiates this course from the other Excel Dashboard courses?
The entire process from idea to delivery – every single step without skipping key points.
Tried-and-trusted techniques that are not only applicable to Excel dashboards but any Excel report.
Includes Excel templates, tools and checklists that you can use for your own Excel reports.
Relevant and up-to-date with industry needs right now, as it’s based on feedback and suggestions from finance professionals.
Lots of ideas and inspiration to help you come up with own report design.
Complex topics are taught in a simple way by an instructor with 17 years of experience.
English Closed Captions available for all videos.
How is the course structured?
The course is designed to have an even balance between talking head explanations and screen-cast.
Content is clearly organised so more advanced learners can jump in at any point and follow along with the relevant project file.
You learn how to create this interactive KPI dashboard from scratch.
Here’s the thing:
You don’t just learn how to create this dashboard, but you end up learning:
The process you should follow for a successful Excel dashboard Project.
Advanced formulas that will come in handy if you ever do complex analysis in Excel.
Smart use of Excel’s core functionality to get impressive results.
Form controls without VBA to add impressive interactivity to your report.
You also learn how to create a Pivot Table based Dashboard, that uses Pivot Charts & Slicers like this one:
Along the way you learn some neat tricks;
For example, how to do VLOOKUP on pictures, what Excel’s camera tool is capable of and how to refer to create impressive charts based on Pivot Tables.
Check out the full curriculum below and take a look at the free preview lectures to see if the course is for you.
“Many thanks to Leila for this very comprehensive course, for her diamond clear explications and for the very high level of all the topics that I’d define almost esoteric …. my best ROI ever!â€
– Renato Vianello
“I am completely in love with this course. Leila is awesome, explains very well and it is very easy to understand her explanations. The examples we see during the classes are so enlightening and applicable to the “real worldâ€. Fantastic course!!!â€
– Rosana Santos
“Definitely five stars still. Im half way through and it is so easy to follow that i am able to apply it immediately to my own dashboards. Fantastic course!â€
– Mark Delia
Course Curriculum
Module 1: Foundation in Dashboards
Introduction to Excel Dashboard Course
Get the Most from the Course
Download Course Files Here (Excel Dashboards & Practice Files)
Course Outline for Quick Reference
A Dashboard Primer
New Excel Dashboard Project? This is Your Checklist
Module 2: Before You Start with Your Dashboard
First Steps for your Excel Dashboard Project
Create a Mockup (Wireframe) in Excel
Useful Excel Keyboard Shortcuts
4 Time-Saving Tips for Excel
Proper Spreadsheet Architecture & Workflow
Module 3: Report Design Principles
Layout – Best Practice for Excel Dashboard Design
Color – Best Practice for Excel Dashboard Design
A Color Scheme that fits with your Excel Report
10 Concrete Design Tips for Better Excel Reports
Bonus: Setting a Default Theme for New Workbooks in Excel
Quiz: Excel Report Design – Test Your Knowledge
Module 4: Dashboard Source Data & Formats
Where is Your Source Data?
Source: Excel Spreadsheet
Source: Microsoft Access
Source: Text / Data / CSV File
Source: Excel Add-ins
Module 5: Dashboard Formula Toolbox
Excel Formulas You’ll Need for Impressive Dashboards
Index Match for Complex Lookups – Basics
Index Match for Complex Lookups – Advanced
Index for Dynamic List Selection
Realistic Case: Index for Dependent Drop-down Lists
SUMIFS, COUNTIFS, AVERAGEIFS to Handle Multiple Criteria
LARGE and SMALL for Sorting
ROW(S), COLUMN(S) for Indexing
ROW as Unique Identifier for Lookups
CHOOSE for Flexibility
Excel Text Function for Formatting
Excel N Function for Tracking
GetPivotData: Extract data Efficiently from Pivot Tables
INDIRECT for Flexible References in Excel
Choose & Name Manager for Flexible Ranges (Alternative to Indirect)
Module 6: Form Controls for Interactive Dashboards
Introduction to Form Controls – Active X vs. Form Controls
Combo Box – Select From a Drop Down List in Excel
Check Box – Check / Uncheck Option in Excel
Spin Button – Move Up & Down Lists in Excel
Option Button – Choose One Option Only
List Box – Select From a List of Options in Excel
Scroll Bar – Scroll Through Excel Graphs & Tables
Dependent Combo Box (2nd list automatically resets once 1st list is changed)
Module 7: Advanced Excel Chart Techniques
Chart Overview & When to Use Which Excel Graph
Excel Chart Basics (for those who need to get familiar with basic features)
Improve Charts 1: Add Total Values to Stacked Excel Column Charts
Improve Charts 2: Add Series Labels Inside Excel Charts
Improve Charts 3: Excel Chart Secret: Error Bars for Additional Control
Pro Excel Chart Technique: Changing Chart Ranges
Infographics in Excel using Icons (male/female)
Pro Excel Chart Technique: Dynamic Map Chart with Drop-down
think-cell PowerPoint add-in
Modules 8-13: KPI Excel Dashboard – START HERE
How You Can Follow Along & Download Documentation
Excel KPI Dashboard Overview (Download)
BONUS: IF YOU HAVE OFFICE 365 or OFFICE 2021
Module 8: Excel KPI Dashboard Setup
Excel KPI Dashboard Overview
Dashboard Wireframe in Excel
Spreadsheet Setup
Setup of Raw Data Sheet
Setup of Excel Calculation sheet
Module 9: Excel KPI Dashboard – Scrolling Table & Bars
Setup a Combo Box to Ease Selection
Complex Lookup with Index & Match
Scrolling Data Table in Excel
Conditionally-Formatted Data Bars
Arrows for Deviations in Excel
Formatting of Scrolling Data Table
Module 10: Excel KPI Dashboard – Dynamic Headers
Conditional Comments in Header
Adding Shapes & Text boxes in Excel
Module 11: KPI Dashboard – Top/Bottom KPI Based on Selection
Show Top 6 Matches with Unique Identifier
List Box to Select KPI for Top 6 Matches
Option Button to Toggle Between Top OR Bottom
Actual to Budget Comparison – Sorted Bars with Error Bar Technique
Finalize Top / Bottom Report on Dashboard
Module 12: Excel KPI Dashboard – Scrolling Line Chart with Check Boxes
Complex Excel Lookup to Prepare data for Scrolling Chart
Scroll-able Line Chart
Trick to Avoid Crashing Lines in an Excel Line Chart
Check Box to Control Series Visibility in Excel (Hide or Show)
Excel Line Series Tweaks for Better Readability
Finalize Profit Comparison Section on Dashboard
Module 13: Excel KPI Dashboard – Final Touches
Restrict Excel Dashboard Area and Format for Printing
Excel Dashboard Protection, Hyperlinks and Final Touches
Excel KPI Dashboard Final Version
Modules 14-17: Regional Sales Excel Dashboard – Start Here
How to Follow & Download Documentation (If you haven’t done so already)
Regional Sales Dashboard Overview (Download)
Module 14: Regional (Pivot / Slicer) Excel Dashboard – Using Slicer as Buttons
More Interactivity – Pivot Slicers as Buttons (also without Pivot Tables)
Column Chart Controlled by Excel Slicer Buttons
Pivot Slicer Custom Sorting & Design
Check to Ensure Single Slicer Button is Selected
Dynamic Excel Comments with Pivot Slicer Selection
Module 15: Regional Dashboard – Advanced Excel Pivot Table Techniques
Variances in Excel Pivot Table
Conditional Formatting in Excel Pivot Table
Pivot Table as Part of Excel Dashboard Report
Pivot Charts in Excel Dashboards
Automatically Refresh Excel Pivot Table with Simple VBA Code
Module 16: Regional Excel Dashboard – Impressive Charts Using Shapes
Info Charts: Adding Shapes to (Pivot) Charts
Info Charts: Overcoming Pivot Chart Limitations
Module 17: Regional Excel Dashboard – Secrets for Impressive Reports
Excel Camera for Improved Design
Advanced Excel Camera – Lookups on Pictures
Excel Dashboard Complete – Final Touches
Regional Sales Dashboard Final Version
What’s next?
Final wrap-up
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Your Instructor
Leila Gharani
My courses & tutorials are for ambitious beginners and professionals who want to upgrade their data analysis skills. If you hate doing things manually, you’ll love my approach.
I don’t just want to show you solutions to specific problems, but to teach you to find solutions to ALL your future data analysis problems.
On my YouTube channel, I share Office Productivity tips & tricks based on questions I get from our online community & professionals at my training sessions.
I am a Certified Microsoft Excel Expert and was given the Microsoft MVP award in 2017. I have over 15 years of experience implementing and training users on Management Information Systems of different sizes and nature – these include SAP BW and Oracle HFM.
My background is: Masters in Economics, Economist, Consultant, Oracle HFM Accounting Systems Expert & Project Manager. My passion is teaching and solving difficult Excel problems. I am also addicted to learning and enjoy taking online courses on a variety of topics.
I founded my online learning company, XelPlus, in 2015. Our aim is to help you gain the knowledge you need so you can create useful tools, solve problems and get more done.
Let’s start now.
Who is right for this course
Business Professionals who use Excel to create dashboards and reports
Data analysts
You currently use Excel and want to improve your skills
You’d like to learn how to create interactive reports
You’d like to improve the design of your existing Excel reports
Who’s not right for this course
You don’t use Excel often
You consider yourself a very basic Excel user (The course requires solid knowledge in formulas like IF and features like absolute and relative
referencing). If you aren’t familiar with these, please check out my Excel Basics Playlist on YouTube.
You don’t have Excel for PC (Windows) – The course is taught for Excel on Windows. If you have a Mac, I wouldn’t be able to help you if you run
into problems (I’ve never worked with a Mac).