Excel - Dashboards Course

Course Details:

Length: 1 day

Price: $275/person (USD)

Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Digital Badge

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included?: Yes

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.


Course Overview

This course builds upon the foundation knowledge presented in the Excel - Level 1 course and introduces the basics of data analysis and how to use Excel to create informative dashboards. To gain a truly competitive edge, you need to be able to extract actionable organizational intelligence from your raw data and present it in a visually compelling format that enables decision-makers to view key trends and gain insights. And that's exactly what this course aims to help you do.

Register Early: Registration Deadline is 2 Weeks Prior to Class Start.

Learning Objectives

In this course, you will analyze and visualize data using Microsoft Excel and associated tools. You will:

  • Perform data analysis fundamentals.
  • Visualize data with Excel.
  • Analyze data with formulas and functions.
  • Analyze data with PivotTables.
  • Present visual insights with dashboards in Excel.

Course Notes

Versions That Can Attend: Desktop Version of Office 2021, 365, 2019, 2016 (Microsoft Windows PC or Macintosh)
Course Taught With: Desktop Version of Office version 365/2019 (Microsoft Windows PC) Software and Courseware

Target Audience

This course is designed for students who already have foundational knowledge and skills in Excel and who wish to begin taking advantage of the data analysis functionality with Microsoft Excel by using functions, charts, and PivotTables, and using visualizations in charts and dashboards in Excel.

Knowledge Prerequisites

Excel - Level 1


Course Topics

Lesson 1: Data Analysis Fundamentals
Topic A: Introduction to Data Science
Topic B: Create and Modify Tables
Topic C: Sort and Filter Data

Lesson 2: Visualizing Data with Excel
Topic A: Visualize Data with Charts
Topic B: Modify and Format Charts
Topic C: Apply Best Practices in Chart Design

Lesson 3: Analyzing Data with Formulas and Functions
Topic A: Analyze Data with Formulas and Named Ranges
Topic B: Analyze Data with Functions
Topic C: Implement Data Validation, Forms, and Controls
Topic D: Create Conditional Visualizations with Lookup Functions

Lesson 4: Analyzing Data with PivotTables
Topic A: Create a PivotTable
Topic B: Analyze PivotTable Data

Lesson 5: Presenting Visual Insights with Dashboards in Excel
Topic A: Visualize Data with PivotCharts
Topic B: Filter Data Using Slicers and Timelines
Topic C: Create a Dashboard in Excel

Course FAQs

What Are the Available Class Formats?

This course is taught by a live instructor and is available in two class formats:

  1. Live Online for Individuals
  2. Onsite/Online for Private Groups

What Are the Basics of Excel Data Analysis?

Excel is a powerful tool for data analysis. It has numerous features that allow users to manipulate, analyze, and visualize their data. Excel can be used to identify trends and patterns in large datasets, perform calculations on multiple sets of data, and create charts and graphs to help present the information more clearly. Excel also has built-in functions that provide statistical analysis to help you make data-driven decisions. Using Excel can help increase the accuracy of your data and provide insights that would be difficult to uncover with other methods. With the right techniques, Excel can be a powerful tool for exploring information and drawing meaningful conclusions from data. Learning how to use Excel for data analysis is an essential skill for any business professional.

What Is Excel Data Visualization?

Excel data visualization enables users to view and present their data sets in a more organized, straightforward manner. It allows for quick analysis and understanding of complex relationships between different variables in the dataset. Data is presented using graphical elements such as bar graphs, line charts, pie charts, scatter plots, etc., which can be customized to better illustrate insights. Excel data visualization can be used for a variety of purposes, including understanding customer trends and behaviors, analyzing financial performance, tracking sales and marketing performance, forecasting future demand, and more. With the help of data visualization, users can quickly identify trends, spot opportunities, and develop strategies that have a greater impact on their business. Excel data visualization allows organizations to make data-driven decisions for their businesses, which can result in better decision-making and higher performance. Data visualization is also a powerful tool to communicate insights to stakeholders. Being able to represent complex data clearly and visually, improves understanding of the reported results and increases engagement with the presented information. Overall, Excel data visualization makes it easier for users to understand, manipulate, and report data.

By leveraging this powerful tool, users can gain valuable insights from their datasets and make more informed decisions that can have a positive impact on the success of their business. With the help of Excel data visualization, organizations can better analyze trends and spot opportunities for growth. It is increasingly becoming an integral part of decision-making processes within organizations.

What Is Analyzing Excel Data With Formulas and Functions?

Analyzing data in Excel with formulas and functions is a powerful tool for uncovering insights and drawing conclusions, enabling organizations to drive informed decision-making. It can be used to perform complex calculations, create charts and graphs, apply conditional formatting, identify trends, verify the accuracy of input data or compare values across multiple datasets. Formulas and functions allow users to quickly and effectively manipulate data, enabling easy access to the information needed for analysis. Excel's powerful analytical capabilities allow users to explore vast amounts of data, uncover correlations and relationships that may have otherwise gone unnoticed and gain actionable insights from their findings. Ultimately, Excel is an invaluable tool for businesses seeking to maximize their use of data and drive growth.

What Is Analyzing Excel Data With PivotTables?

Analyzing data with Excel and PivotTables is a powerful tool for uncovering insights from complex datasets. With the ability to create visualizations, sum and count values, find averages and trends, highlight top performers, and more, PivotTables can help users quickly identify important facts and draw conclusions from their data. This capability makes it a powerful tool for businesses and organizations to uncover trends and make more informed decisions. By setting up PivotTables, users can quickly explore their data to find answers that may have not been previously apparent. With the right setup, users can see patterns or correlations with a few clicks of their mouse. This saves time and energy while finding important facts that may be hidden in the data. Furthermore, PivotTables are dynamic and can easily be updated to reflect new or modified data sets. This allows users to quickly respond to changing conditions without having to start from scratch. With Excel and PivotTables, exploring and analyzing data has never been easier!

What Are Excel Dashboards?

Excel dashboards are powerful data visualization tools that allow users to quickly interpret large amounts of data by displaying information in a logical and easy-to-understand manner. Dashboards typically contain graphical representations, such as charts or graphs, that help to highlight key trends or insights from the data being examined. This makes it easier for individuals and organizations to take meaningful actions based on the data, such as identifying areas of improvement or determining further action plans. Excel dashboards are dynamic and interactive, allowing users to filter and drill down into specific information with just a few clicks. As such, they provide an efficient and effective way of summarizing large amounts of data in one place. Furthermore, Excel dashboards can be easily shared, allowing users to collaborate on and discuss data more effectively. With a well-designed Excel dashboard, organizations and teams can gain more insights from their data, leading to better decision-making and improved overall performance.

Excel dashboards provide users with a comprehensive overview of the data they are examining and enable them to quickly identify patterns and relationships. Excel dashboards can be used to track performance metrics, compare different scenarios, or analyze trends over time. By utilizing features such as conditional formatting, slicers, and interactive charts, users can easily customize their dashboards to meet their specific needs. Dashboards can also be used for predictive analytics so that users can anticipate future trends and focus on potential opportunities for improvement. With Excel dashboards, organizations are better equipped to make data-driven decisions which lead to increased efficiency, productivity, and better performance overall.

Related Microsoft Excel Information:

How Much Do Your Online Excel Classes Cost?

Our live online Excel class prices start at $275 per student. Group training discounts are available.

Excel eLearning courses cost $125 at the starting point per student. Group purchase discounts are available.

What Microsoft Excel Skills Should I Learn?

A: If you are wondering what Microsoft Excel skills are important to learn, we've written a Microsoft Excel Skills and Learning Guide that maps out Excel skills that are key to master and which of our courses teaches each skill.

Read Our Microsoft Excel Skills and Learning Guide

What is Microsoft Excel and Why is it Important to Learn?

A: Excel is an industry standard spreadsheet program created by Microsoft that can be used to enter, edit, and compute numerical data analysis for professional business use. It increases productivity and the accuracy of important data. Those involved in financial calculations (financial analysts), accounting (bookkeepers), and other positions that use spreadsheets to organize data may benefit most from an Excel course to learn Excel. Excel can be used to develop budgets, track sales, create reports, graph data, and streamline accounting tasks. Enrolling employees in an online Excel class is a great way to ensure they have the skills needed to succeed in their role at your company.

More Information on What is Excel and Why is it Important to Learn

What's the Best Way to Learn Excel for Beginners?

A: Learning the fundamentals of Excel can give employees the capability that they need to enter data into digital spreadsheets and process it quickly. The best online Excel classes teach the basics of the Excel spreadsheet program to analyze data and define what workbooks are and train employees on how to correctly use formulas and program features such as pivot tables. Investing in a live instructor online Excel class that can guide students through lessons is almost always the best way to learn Excel. At the end of a basic Excel course, students should be able to track numbers, input data and formulas (data calculations), sort through data, and create charts (data visualization).

More Information on the Best Way to Learn Basic Excel

Is Excel Training and Certification Worth the Cost?

A: Business owners and employees who work with data and spreadsheets may find that attending an Excel course can sharpen skills, ensure data accuracy, and increase productivity in the workplace. Formal training can pay dividends, especially if a certification test, such as the Microsoft Office Specialist (MOS) exam, is taken. Investing in training can help employees prepare for the test as well as reduce or eliminate the need for exam retakes. Moreover, employees may consider training and certification a worthwhile investment in their careers, as the skill can be applicable to future jobs and even different industries.

More Information on Excel Certification Cost and Benefits

Are Intermediate and Advanced Excel Skills in Demand?

A: While basic knowledge of Excel can improve employees’ productivity and help them contribute to the overall health of a business, intermediate and advanced Excel skills can transform employees into indispensable assets to employers. Higher-level Excel skills are applicable across several different industries, and hiring managers are increasingly seeking applicants with in-depth knowledge of the software. Employees with even basic Excel proficiency enjoy significant pay bumps and rosier long-term career prospects. Business owners who hire employees with great Excel skills can find themselves relying on their quick analysis of business-related data to make important decisions.

More Information on the Benefits of Advanced Excel Training

Which Excel Formula Should I Use When?

A: Determining which Excel formulas and functions you should use in your office can depend on the specific business tasks that you want to perform. Whether you’re attempting to juggle human resource duties, like schedules or benefit planning, or keep operations running smoothly by checking inventory or running balances, there’s a perfect Excel formula or function for you. Using just a few of the many available Excel formulas and functions can save you time, keep your records accurate, and ensure that you’re maximizing your productivity, among other advantages.

More Information on Excel Formulas and Functions

What Are Advanced Excel Skills, and How Can I Learn Them Online?

A: When hiring managers talk about “advanced Excel,” they’re usually referring to Excel’s most complex features and functions and the higher-level skills that are required to use them. Employees with advanced Excel skills often occupy positions that require expert data analysis and organization, such as accountants and bookkeepers. To learn Excel advanced skills, you can enroll in online courses that offer training on how to work with common complex Excel features like VBA programming or PivotTables. Obtaining advanced Excel skills can often put you on the path to a promotion or help you stand out from a crowd of job applicants, and companies benefit from the greater efficiency that comes with having highly skilled workers.

More Information on Advanced Excel Skills and How to Learn Them Online

Why Is Microsoft Excel Important, and What’s the Best Way to Learn It?

A: Learning Excel is one of the best ways to increase your value as an employee. Aside from helping you to learn the skills necessary to successfully manage data, taking an Excel Microsoft Office Specialist certification course and earning this credential can result in a pay raise or a promotion. While many employees choose to learn Excel in an on-site classroom, others are increasingly turning to online Excel courses for instruction. The best online excel classes are structured, specialized, and built upon preexisting knowledge. High-quality training courses can cost hundreds of dollars, regardless of whether the classes are taken in person or online.

More Information on Why Microsoft Excel Is Important and How to Learn Excel

What Excel Skills Do Employers Value, and How Can I Improve on Mine?

A: While many employers value advanced Excel skills, basic Excel knowledge can also be in demand, as long as those skills are relevant to the job that you’re performing. At a minimum, employers expect that employees understand the fundamentals of the software, including basic navigation, formulas, find and replace, and sorting and filtering. To improve your Excel skills and stand out as a candidate, brush up on the fundamentals by reviewing basic features and functions and practicing them within the program. For top-notch, quick instruction, enroll in professional Excel courses designed to improve your skills within only a few days.

More Information on the Excel Skills Employers Value and How to Improve Them

What Are the Benefits of Learning Excel, and How Can I Learn it Fast?

A: Professionals who rely on Excel to manage data may find that sharpening their Excel skills helps them to be more productive and efficient at organizing and analyzing data, performing complex calculations, and creating graphs and charts. Job-seekers with demonstrable Excel skills increase their attractiveness to employers, find it easier to make career transitions, and may even enjoy significant pay increases. To simplify and speed up your ability to learn Excel, determine which particular skills you need to effectively perform your job and sign up for an Excel course that builds upon your knowledge and covers these concepts.

More Information on the Benefits of Learning Excel and How to Learn it Fast

How Can I Learn Excel Quickly?

A: Learning Microsoft Office programs like Excel quickly will depend on your ability to identify which features and functions of the program you will need to use regularly to perform your job and focus on learning each while using good time-management skills. To further speed up the process of learning, you can take advantage of the software’s built-in shortcuts and workflow streamlining features. If you sign up for a reputable, instructor-led online Excel class, you can learn Excel skills in as little as one day.

More Information on How to Learn Microsoft Excel Quickly

What Levels of Online Excel Classes Are Available?

A: [Instructor-led] - There are three levels of online Excel classes available: basic, intermediate, and advanced. Basic level 1 is for those who are new to Excel or need a refresher on the basics. Intermediate level 2 is for those who want to learn more about intermediate-level features and functions. Advanced level 3 is for those who want to take more advanced Excel training to learn more advanced formulas and functions. [eLearning] - There are three to five levels for online excel classes delivered by eLearning video tutorials. Both learning methods allow students to learn one of the most important Microsoft Office Suite programs.

What Topics Are Covered in Your Excel Training?

A: Popular topics covered in both our onsite and online Excel courses to learn Excel include, but are not limited to:

  • Advanced Formulas
  • Built in Functions
  • Conditional Formatting
  • Creating Charts
  • Data Analysis
  • Data Entry
  • Data Visualization
  • Data Calculations
  • Data Validation
  • Data Modeling
  • Excel Tables
  • External Databases
  • Pivot Tables
  • And many more important skills to learn the Excel program...

Who Uses Microsoft Excel?

A: Microsoft Excel is a versatile spreadsheet program used by professionals in a variety of industries. The program is widely used in business and finance to manage data, create charts & graphs for data visualization, analyze data with pivot tables and perform complex calculations. Additionally, Excel is used by financial analysts, business intelligence analysts, scientists, researchers, and students to organize and analyze data for tasks such as data modeling. With its many features and functions, Excel is a powerful tool used by professionals across many industries.

How To Learn Excel For Data Analysis?

A: Excel is a spreadsheet program used by professionals in a variety of industries for data management, analysis, and visualization. If you want to learn how to use Excel for data analysis, you can attend online Excel classes or take eLearning video tutorials that will teach you the basics and more complex tasks of the program (like pivot tables). As with any software, it's important to have a good foundation in the basics before moving on to more advanced concepts. Once you have a good understanding of the program, you can begin to learn how to use Excel for data analysis.

What Are Excel Pivot Tables?

A: Excel pivot tables are one of the most powerful features of Excel. They allow you to quickly and easily summarize data in a variety of ways. You can use pivot tables to create reports, analyze data, and make decisions.

Excel pivot tables are created by placing fields of data into specific areas called buckets. The data in each bucket is then summarized and displayed in a table. You can use the pivot table to see how the data changes based on the values in each bucket.

There are four main areas of a pivot table:

  1. The Filters area allows you to filter the data in the pivot table.
  2. The Columns area allows you to choose which columns of data to include in the pivot table.
  3. The Rows area allows you to choose which rows of data to include in the pivot table.
  4. The Values area allows you to choose how the data in the pivot table should be displayed.
How many hours does it take to learn Excel?

A: It depends on your level of expertise and how much time you are willing to dedicate to learning the program. If you are starting from scratch, it will take longer than if you already have some experience with spreadsheets and data entry. Generally speaking, you can expect to spend at least 10-20 hours learning the basics of Excel. However, becoming an expert can take much longer, sometimes hundreds of hours of practice.

What is basic Excel training?

A: Basic Excel training covers the fundamental skills and concepts needed to use this popular spreadsheet software effectively. Topics typically covered in a basic Excel training course include entering and editing data, creating formulas and functions, working with charts and graphs, and using various excel features such as pivot tables. Whether you're just getting started with Excel or looking to brush up on your skills, a basic Excel training course can help you get the most out of this powerful software.

How many days will it take to learn Excel?

A: Assuming you have a basic understanding of computers and how to use them, it should take you about 3-5 days to learn the basics of Excel. However, if you want to become an expert at using Excel, it will take much longer – months or even years of practice. Our Excel classes can fully train you on all of Excel's features. There are also plenty of resources available online and offline to help you learn Excel at your own pace. And once you get the hang of it, Excel can be an incredibly powerful tool for managing data and analyzing information.

What is the best way to learn Excel?

A: If you want to learn Excel, there are a few different ways you can go about it. You can attend an excel training course, either in person or online. You can also watch video tutorials or read books and articles on the subject. Whichever method you choose, make sure you start with the basics and work your way up to more advanced concepts. With a little patience and practice, you'll be an excel expert in no time!

What are the top Excel skills?

A: When it comes to Excel, there are a few key skills that can really help you get the most out of the program. Here are four of the top Excel skills that you should focus on developing:

Top Microsoft Excel Skills

1. Navigating the interface – One of the most important things you can do in Excel is to learn how to navigate the interface effectively. This means knowing how to find the right tools and features quickly and easily, without getting lost in the process.

2. Working with data – Another key skill is knowing how to work with data in Excel. This includes everything from inputting data correctly to performing calculations and analysis.

3. Creating charts and graphs – Visualizing data is a key part of working with Excel, and being able to create charts and graphs can be a huge help.

4. Automating tasks – Finally, learning how to automate tasks in Excel can save you a lot of time and effort in the long run. This could involve creating macros or using built-in features like pivot tables.

Developing these key skills will help you get the most out of Excel and make your work with the program much more efficient. Invest some time in learning and practicing these skills and you’ll be surprised at how much easier Excel can become.

Where Can I Learn More About Excel?

Excel Blogs

Excel User Groups

Excel Online Forums

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