What you'll learn:
- Plan and structure an Excel dashboard project using a proven workflow from wireframe to final delivery
- Add interactivity to Excel reports using form controls including combo boxes, check boxes, option buttons, and scroll bars
- Build a complete KPI dashboard with scrolling tables, dynamic charts, conditional formatting, and top and bottom analysis
- Build a regional pivot slicer dashboard with custom sorting, info-charts, and automatic pivot refresh
- Apply professional dashboard design principles: layout, color schemes, and formatting for clear decision-making reports
- Create advanced Excel charts including scrolling line charts, error bar techniques, info-graphics, and dynamic map charts
- Use INDEX MATCH, INDIRECT, CHOOSE, LARGE, and GetPivotData for complex dashboard formula logic
- Apply the Excel Camera tool and shape-based techniques for polished, print-ready dashboard layouts
Building an Excel dashboard from scratch is harder than it looks. This course gives you a repeatable process that works every time.
Most Excel users know enough to put data in charts. This course goes further: you'll learn how to design, structure, and build fully interactive dashboards that update dynamically, look professional, and are easy for anyone to maintain.
You build two complete dashboards from start to finish, downloading working project files at each stage so you can follow along or pick up from any point.
What you'll be able to do after this course:
Plan and wireframe an Excel dashboard before writing a single formula
Apply professional design principles: layout, color schemes, typography, and spacing for clear, readable reports
Use advanced formulas for dashboard logic: INDEX MATCH, INDIRECT, CHOOSE, SUMIFS, LARGE, GetPivotData, and more
Add interactivity with form controls: combo boxes, check boxes, option buttons, spin buttons, list boxes, and scroll bars
Build advanced chart techniques including scrolling charts, error bar methods, dynamic series labels, info-graphics, and map charts
Create a full KPI dashboard with scrolling data tables, conditional formatting arrows, top and bottom analysis, and dynamic headers
Build a regional pivot slicer dashboard with custom sorting, pivot chart integration, and automatic refresh using VBA
Use the Excel Camera tool for advanced layout design and picture-based lookups
Apply everything to Microsoft 365 using FILTER, SEQUENCE, and XLOOKUP where available
What makes this course different from other Excel dashboard courses:
Most dashboard courses teach you features. This one teaches you a process. You get a checklist for starting new dashboard projects, design guidelines you can apply immediately to any report, and templates you keep after the course.
Every technique is taught in context, inside a real dashboard project, not as isolated examples. By the end you'll have a transferable workflow you can apply to any Excel reporting project.
What's inside:
2 complete dashboard projects built step by step with downloadable draft files at each stage
KPI dashboard: scrolling tables, dynamic charts, form controls, conditional formatting, and top and bottom analysis
Regional dashboard: pivot slicers, pivot charts, advanced shapes, VBA for auto-refresh, and info-charts
Dashboard design section: layout, color, design principles, and a project checklist
Formula toolbox covering every function you need for professional dashboard work
Templates, checklists, and design guidelines included
Who this is for:
This course works best for intermediate to advanced Excel users who already know the basics and want to build reports that genuinely impress. Beginners are welcome but will get more from the course after completing a foundational Excel course first.
Taught by Leila Gharani, Microsoft MVP and trusted by 515,000+ students across 11 courses on Udemy.
Enroll now and start with the dashboard planning checklist in Section 1.
