Using Excel PivotTables And Dashboards
Course Overview
An Excel dashboard is a visual dynamic interface showing a summary of consolidated data on a single screen. On this course you will learn how to create Dashboards using the existing tools in Excel. You don’t need any knowledge of Visual Basic macros and there is no need for extra ‘add-ins’.
Using Excel PivotTables and Dashboards
Duration: 1 day
Prerequisites: Some experience of using Tables and basic PivotTables would be advantageous.
Course Duration: 1 day
Content:
Tables
- Turn your data into a Table
- The importance of Tables!
- Table Slicers
Conditional Formatting
- Data Bars & Icon Sets
- Setting the threshold values
Creating a PivotTable
- Setting & formatting Fields
- Sorting and grouping data
- Filtering data
- Copying PivotTables (shared cache)
- PivotTables options & layouts
Creating a PivotChart
- Chart types
- Hiding fields & chart elements
- Creating dynamic labels
Map Charts
- Layout and formatting charts
PivotTable Slicers
- Resizing and formatting
- Shared Slicers
(Setting Report Connections)
PivotTable Formulas
- Extract data using GETPIVOTDATA
- Updating PivotTables
Sparklines
- Creating a line Sparkline
- Formatting the Sparkline
Formatting the Dashboard
- Moving PivotCharts
- Creating a shared legend
- Tips for aligning/sizing objects
- Applying & Modifying a Theme
Protecting & Hiding Data
- Hiding screen elements
- Protecting Slicers and other elements
- Macro to hide the ribbon
Using Excel PivotTables And Dashboards
Course Overview
An Excel dashboard is a visual dynamic interface showing a summary of consolidated data on a single screen. On this course you will learn how to create Dashboards using the existing tools in Excel. You don’t need any knowledge of Visual Basic macros and there is no need for extra ‘add-ins’.
Using Excel PivotTables and Dashboards
Duration: 1 day
Prerequisites: Some experience of using Tables and basic PivotTables would be advantageous.
Course Duration: 1 day
Content:
Tables
- Turn your data into a Table
- The importance of Tables!
- Table Slicers
Conditional Formatting
- Data Bars & Icon Sets
- Setting the threshold values
Creating a PivotTable
- Setting & formatting Fields
- Sorting and grouping data
- Filtering data
- Copying PivotTables (shared cache)
- PivotTables options & layouts
Creating a PivotChart
- Chart types
- Hiding fields & chart elements
- Creating dynamic labels
Map Charts
- Layout and formatting charts
PivotTable Slicers
- Resizing and formatting
- Shared Slicers
(Setting Report Connections)
PivotTable Formulas
- Extract data using GETPIVOTDATA
- Updating PivotTables
Sparklines
- Creating a line Sparkline
- Formatting the Sparkline
Formatting the Dashboard
- Moving PivotCharts
- Creating a shared legend
- Tips for aligning/sizing objects
- Applying & Modifying a Theme
Protecting & Hiding Data
- Hiding screen elements
- Protecting Slicers and other elements
- Macro to hide the ribbon
