Excel Dashboards

Build Interactive, Refreshable Excel Dashboards from Multiple Data Sources

This course gives you the core skills to build dashboard reports using Excel Power Tools. You will learn to structure Excel databases and tables, transform data with Power Query, create relationships in the Excel Data Model, build Pivot Charts, use the RELATED() function in DAX, format data in Power Pivot and connect slicers across charts.

If you report from multiple tables or spend significant time using lookups and manually cleaning data, this course will help you create interactive, refreshable dashboards and reduce repetitive preparation work.

Excel Dashboards is ideal for people who:

• Report on data from multiple tables or sources
• Use VLOOKUP, copy and paste, or text-cleansing functions to prepare reports
• Create Pivot Tables or Pivot Charts
• Want to use Power Query, Power Pivot and the Excel Data Model
• Need interactive dashboards that can refresh as data changes
• Are already familiar with this content and want to extend their Excel Power Tools skills through the Analyzing and Visualizing Data with Excel course.

To attend Excel Dashboards, you should:

• Be comfortable writing and working with intermediate to advanced Excel formulas
• Be able to write a successful VLOOKUP
• Have used or created a Pivot Chart or Pivot Table
• Want to work with data from multiple tables or sources

After completing Excel Dashboards, you will be able to:

• Structure Excel databases and tables for reliable reporting
• Transform repetitive data-preparation tasks with Power Query
• Create relationships in the Excel Data Model with Power Pivot
• Build Pivot Charts and use RELATED() fields in DAX
• Create interactive dashboards with connected slicers

Excel Databases and Tables

• Create reliable structures for dashboards and reporting
• Prepare tables for use with Excel Power Tools

Transforming Data with Power Query

• Use Get and Transform Data with Power Query
• Automate repetitive data-preparation tasks
• Complete the covered data-preparation tasks without using macros.

Building the Excel Data Model

• Create relationships between tables
• Use Power Pivot instead of repeated VLOOKUP-based report structures

Using DAX and Power Pivot

• Use the RELATED() function in DAX to retrieve values from related tables.
• Apply data formatting through Power Pivot
• Format percentages, numbers and dates in the Data Model

Creating Pivot Charts

• Create Pivot Charts from the Data Model
• Use dynamic charts as dashboard elements

Building Interactive Dashboards

• Arrange Pivot Charts in an Excel dashboard
• Connect multiple charts to a single slicer
• Use slicers to explore correlations and insights

Refreshing and Reviewing Reports

• Refresh dashboard content as source data changes
• Review dashboard outputs for accuracy and usability