Excel Essentials: Building Excel Dashboard

A dashboard is a visual representation of key metrics that allow you to quickly view and analyze your data in one place. Dashboards not only provide consolidated data views, but a self-service business intelligence opportunity, where users are able to filter the data to display just what’s important to them. Excel Dashboard can solve the problems and issues caused by miscommunication among staff management through data and information. You will learn how to write reports that are easy to read and interpret, choose the right chart for your data, build Dashboards that are quick and easy to update, and create interactive reports that the reader can change the view themselves.

Responsible Administrator
Last Update 07/15/2023
Completion Time 5 hours 6 minutes
Members 14
Basic, Intermediate Newest
  • Class Introduction
    • Introduction
    • Class Schedule and Instructions
  • Introduction to Dashboard
    • Dashboard Introduction
    • What is a Dashboard I
    • What is a Dashboard II
    • Benefits and Keys of Building Dashboards
    • Setting Up Dashboard
    • Dashboard Questions Tips
    • Dashboard Sheets Setup
    • Outline Setup Tips
    • Functions Used for Dashboards in Excel
    • Decision Making Tools for Dashboards
    • Dashboard Examples
    • Dos and Don'ts in Visualization
  • [Optional] Types of Dashboard
    • Gauge Chart Part 1
    • Gauge Chart Part 2
    • Gauge Chart Part 3
    • Gauge Chart Part 4
    • Gauge Chart Part 5
    • Bullet Chart
    • Highlight Ranges
  • Financial Dashboard
    • 3 Year Dashboard Intro CS
    • Cleaning Up and Setup 1 CS
    • Index, Match, Switch Functions CS
    • Form Controls and Switch CS
    • Index, Match, Large Combo
    • Building Dashboard 1 CS
    • Revenue Analysis CS
    • Revenue Analysis 2 CS
    • COGS Analysis CS
    • Gauge Chart COGS Analysis CS
    • Chart Templates Margin Analysis CS
    • Colored Gauge Chart Margin Analysis CS
    • Sparkline Financial Dashboard CS
    • ROE Analysis Financial Dashboard 2 CS
    • ROE Analysis Financial Dashboard CS
    • Dashboard Protection and Review
  • Final Assessment and Feedback Form
    • Assignment
    • Share your Feedback
    • Test 1
    • Test 2