What you'll learn:
- Build a complete interactive Excel dashboard from raw data using PivotTables, PivotCharts and slicers
- Structure your source data correctly first, so your PivotTables do not break when new data arrives
- Filter and group data with Excel slicers, including one slicer driving more than one table at once
- Run comparison, trend, ranking, contribution, variance and pareto analysis without writing a single formula
- Follow a practical activity brief in every section, then check your work against a full video walkthrough
- Use conditional formatting - highlight rules, top and bottom rules, data bars, color scales and icon sets
- Apply best practice for table and graph design, so a manager can read your dashboard without you in the room
- Build Sales, Human Resource and Finance dashboards end to end, from raw data to a working dashboard
This course contains the use of artificial intelligence.
Every lesson in this course is written, created and recorded by me. AI is used only to help produce supporting images and written materials around the lessons.
Someone asks you which region is behind target, and which products are carrying it. You send a table. An hour later they ask the same question about a different quarter.
An interactive dashboard ends that loop. The person asking picks the region, the quarter and the product themselves, and the numbers move. You build it once.
This course shows you how to build one in Excel, using PivotTables, PivotCharts and slicers. No VBA, no add-ins, no code. If you can get your data into a table, you can build the dashboard.
WHAT YOU WILL BUILD
You start with raw transaction data and finish with a working Sales dashboard - key metrics across the top, a trend graph, a Top 10, contribution and variance analysis, and slicers that drive all of it at once.
COURSE CONTENT AND OUTCOMES
Structure your source data correctly, so your PivotTables do not break when new data arrives
Create PivotTables to summarize and aggregate data across several dimensions and measures
Filter with Excel slicers, including one slicer driving more than one table
Group data by date, value and text, and change the method of aggregation
Build trend and time analysis using date groups, fields, graphs and trend lines
Ask questions of your data - filter text, filter values, run Top 10 analysis
Run comparison, trend, ranking, contribution, variance and pareto analysis
Add calculations inside the PivotTable - percentage of, difference from
Use conditional formatting - highlight rules, top and bottom rules, data bars, color scales, icon sets
Apply best practice for dashboard layout, table design and graph design
HOW THE COURSE IS TAUGHT
Every section opens with a short spoken introduction, then works through the technique in videos of four to ten minutes. You then get a practical activity brief, you do it on the training data, and a full video walkthrough shows you how it was done. The training data files download in the first section, so you are working on the same data I am from the first lesson.
This course assumes you can already build a basic PivotTable. If you want PivotTables themselves in depth first, Complete Introduction to Excel Pivot Tables covers that ground.
ABOUT THE TRAINER
I have been training business people to work with data since 2008, and publishing on Udemy since 2013. Sixteen courses, more than 398,000 learners, and more than 139,000 reviews at an average rating of 4.6.
I specialise in training business users - not developers - to turn data into information they can act on, using Microsoft Excel, Copilot in Excel, Power Query, Power Pivot, Microsoft Power BI, Looker Studio and Amazon QuickSight.
Everything is downloadable, you can work at your own pace, and the dashboard you build is yours to point at your own data. Let's get started.
