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Excel Dashboard Reports

Tuesday, November 20, 2018 by Jon Peltier
Peltier Technical Services, Inc., Copyright © 2023, All rights reserved.
 

The Excel Dashboard Reports class is a full-day, hands-on workshop. Students are expected to be familiar with working with data in Excel, Pivot Tables, and creating and formatting charts. The class will cover best practices from the point of view of creating and maintaining dashboards, as well as making dashboards that clearly tell their stories.

  • Best Practices: Displaying Data in Tables
    • Formatting
    • Conditional Formatting for Indicators
    • Staging Area
    • Dynamic Tables
    • Sparklines
    • Using Pivot Tables
  • Best Practices: Dashboard Charts
    • Chart Types
    • Formatting
    • Staging Area
    • Dynamic Charts
    • Interactive Charts with Form Controls
  • Sparklines: Cell-Sized Charts
    • Built-In Sparklines
    • Third-Party Add-Ins
    • Formula Charts
    • Mini Charts

All classes offered by Peltier Technical Services have been developed by Jon Peltier of Peltier Tech. They assume an intermediate level of competency in Excel, and build on this base to develop strong skills. Attendees work on practical examples using their own notebook computers. Class materials include presentations and workbooks, as well as a handful of helpful utilities.

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Posted: Tuesday, November 20th, 2018 under .
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