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Dashboard Basic To Advanced Course

This document outlines the content of an Excel dashboard course that progresses from basic to advanced levels. The basic level covers introductory dashboard concepts like pivot tables and charts, designing dashboards, adding interactivity, and different dashboard types. The advanced level focuses on data visualization best practices, dashboard design principles, and four projects applying these skills. The course concludes with bonus materials on data analysis and interactive dashboards for data analysts.

Uploaded by

Harish Pechetti
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© © All Rights Reserved
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254 views

Dashboard Basic To Advanced Course

This document outlines the content of an Excel dashboard course that progresses from basic to advanced levels. The basic level covers introductory dashboard concepts like pivot tables and charts, designing dashboards, adding interactivity, and different dashboard types. The advanced level focuses on data visualization best practices, dashboard design principles, and four projects applying these skills. The course concludes with bonus materials on data analysis and interactive dashboards for data analysts.

Uploaded by

Harish Pechetti
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel Dashboard Basic to Advanced Course and Data Analyst

Course Content
Basic Level
1. Introduction To Dashboard
1. Introduction
2. Source DATA
3. Pivot Table and Pivot Chart
2. How to composite the Dashboard
1. Dashboard Background
2. Transfer to Excel
3. Basic Dashboard Design
4. Slicers I
5. Slicers II
3. Automate the dashboard
1. The Importance of Auto-Refresh
2. How to Auto-Refresh
3. Importance of Information button
4. How To Create The Info Button In 3 Different Ways
5. Introduction to tabs in Excel
6. How to create Tabs in Excel
4. Creation of an interactive Dashboard
1. Introduction to interactive setting
2. Creation of setting button and area
3. Color Theme Designs
4. Creation of toggle buttons
5. Conclusion
5. Different Types of Dashboards
1. Repeat Dashboard
2. Double Doughnut
3. Pie In Pie
4. Circle Dashboard
5. WFM Dashboard
6. Weekly Sales Chart
7. Cell Dashboard
8. Funnel Chart
9. Sparkline Dashboard
10. Sticky Note Dashboard
11. Dropdown Dashboard
12. Multi Drilldown
13. Sales Dashboard
14. Metric Dashboard
15. Call Center Dashboard

Advanced Level
6. Introduction
1. Course Structure & Outline
2. Setting Expectations
3. The Course Projects
4. Working Files
7. Data Viz Best Practices
1. Introduction
2. Data Viz 101
3. The 10-Second Rule
4. The 3 Key Questions
5. Essential Visuals
6. Chart Formatting Tips
7. Storytelling with Data
8. Common Visualization Mistakes
9. BEST PRACTICES Data Visualization
8. Dashboard Design Principles
1. Introduction
2. Dashboards 101
3. Types of Dashboards
4. Defining a Purpose
5. Visual Elements
6. Adding Context
7. Dashboard Layouts
8. BEST PRACTICES Dashboard Design
9. PROJECT 1
1. Project Brief
2. Creating the Chart in Excel
3. Applying Chart Formatting
4. Telling the Story
10. PROJECT 2
1. Project Brief
2. Preparing the Filters & Interactivity
3. Using AVERAGEIFS for Conditional Calculations
4. Creating a Bar Chart
5. PRO TIP Sorting Based on Formulas
6. Creating a Donut Chart
7. PRO TIP Grouping Donut Slices
8. Creating a Combo Chart
9. PRO TIP Splitting Combo Chart Elements
10. Creating a Filled Map
11. PRO TIP Adding New Data with Data Types
12. PRO TIP Switching Between Series in a Map
13. Setting Up the Dashboard Layout
14. Using Color Strategically
15. PRO TIP Dynamically Highlighting Series
16. PRO TIP Inserting Form Controls
17. Creating Custom Color Themes
18. Protecting the Dashboard
11. PROJECT 3
1. Project Brief
2. Preparing for Scale
3. PRO TIP Using Name Manager for Filter Values
4. Calculating KPIs
5. Applying Conditional Formatting Rules
6. PRO TIP Inserting Linked Pictures
7. PRO TIP Using Absolute Structured References
8. Creating a Line Chart
9. PRO TIP Hiding Zero Values in a Line Chart
10. Creating Complementary Bar Charts
11. PRO TIP Dynamically Sorting Data
12. Creating Top Bottom Tables
13. Setting Up the Dashboard Layout
14. Using Color Strategically
15. Using the Titles to Tell a Story
16. Sharing the Dashboard Online
17. PRO TIP Formula Based Formatting
12. PROJECT 4
1. Project Brief
2. Understanding the Story
3. Visualizing Seasonality with a Combo Chart
4. Contrasting Gains & Losses with a Column Chart
5. PRO TIP Conditional Custom Number Formats
6. PRO TIP Using Stacked Bars Instead of Pies
7. PRO TIP Visualizing Part of a PivotTable
8. Setting Up the Dashboard Layout
9. Using Text to Tell a Story
10. PRO TIP Saving the Dashboard as an Image

Bonus course
Excel Data Analysis Masterclass with Excel Dashboards
1. Excel Basics
2. Sort and Filter
3. Text functions
4. Statistical functions
5. Logical Functions
6. Conditional Formatting
7. Lookup Functions
8. Index and Match
9. Pivot Tables
10. Dashboards
11. What If Analysis
12. Regression

Interactive Microsoft Excel Dashboard for Data Analyst


1. Week 1 Personal Expenses Dashboard
2. Week 2 Dashboard for shipping status
3. Week 3 Sales Analysis Dashboard
4. Week 4 Profit Analysis Dashboard
5. Week 5 Mortality Dashboard
6. Week 6 Hr Dashboard
7. Week 7 Migration insight Dashboard
8. Week 8 Order Analysis Dashboard
9. Week 9 Online store sales Dashboard
10. Week 10 mobile phone Dashboard
11. All you need to master analytics
12. How to Monetize your Analytics and Dashboard Skills
13. All you need to Master Excel Data Analytics
14. Bonus Dashboards
15. What is next

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