A dashboard provides pertinent summary information to assist in management decision making. It is geared to emphasize areas of performance that managers are interested in. It essentially provides the analysis which allows the users to draw a quick conclusion based on the trends and comparisons shown. In this course we are focusing on using Excel to create an effective dashboard using Tables, Charts, Camera Tool, Conditional formatting, Data Validation, In-cell Charts and functions such as SUMIF and INDEX. This course assumes a good underlying knowledge base of Excel and a basic knowledge of chart creation as much of the course focuses on charting features as well as basic functions.
Course Publication Date:
November 15, 2023
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or can be purchased for
$45.00!
| Author: | Mill Creek Publishing |
| Course No: | COMP-DASHEXCEL-2403 |
| Recommended CPE: | 4.50 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Overview |
| Prerequisites: | An intermediate knowledge of Excel is assumed. |
| Advanced Preparation: | None |
| Recommended Field of Study: | Computer Software and Applications
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Learning Objectives
- Identify and define a dashboard and its different components.
- Recognize the design component of the dashboard.
- Recognize, create and edit appropriate charts for a dashboard.
- Recognize, create and edit in-cell charts and tables.
- Recognize and create Sparklines.
- Apply different linking methods in a dashboard.
- Apply different filtering techniques and data validation to data.
- Recognize and understand how to use absolute cell references and range names.
- Recognize the pros and cons of pivot charts and how to use them in a dashboard.
- Recognize the different types of conditional formatting and how to apply them.
- Recognize and apply different functions within a dashboard.
- Recognize how to protect and distribute dashboards.