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  • Course Start Date: 2020-03-09
  • Time: 09:00:00 - 16:00:00
  • Duration: 2 Days
  • Location: Ottawa
  • Delivery Methods(s): Instructor Led
REGULAR PRICE $995.00 Save $199.00
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Course Outline


Course Length: 12hrs (2 Days)

This course will provide you advanced training on creating dashboards. The ability to analyze massive amounts of data, extract actionable intelligence from it, and present that information to decision makers is the cornerstone of driving a successful organization that is able to compete at a high level.

Learning Objectives:
Upon successful completion of this course, you will be able to:
- Create a dashboard from start to finish
- Automate workbook functionality
- Apply conditional logic
- Visualize data by using basic charts
- Implement advanced charting techniques
- Analyze data by using pivot tables, slicers, and pivot charts

Target Student:
This course is designed for students who already have foundational knowledge and skills in Excel and who wish to begin taking advantage of some of the higher-level functionality in Excel to summarize table data by using functions, charts, and pivot tables and display those elements in a dashboard format.

Course Outline:
Section 1: Dashboard Design Principles

Defining a Dashboard
First Steps - Things to Consider Before Creating a Dashboard
Dashboard Design Principles
Using Layout & Placement to Draw Focus
Dashboard Wire Frame
Formatting Numbers Effectively
Using Titles & Labels Effectively
Consistency is Key!
Colour – Best Practice
Keyboard Shortcuts

Section 2: Dashboard Formula Toolbox
Excel Formulas You’ll Need
Working with Excel Tables
Named Ranges

Section 3: Data Validation
Using Data Validation to Create Drop-down Lists
Generating Unique Lists
Creating Multi-Level Drop-down Lists

Section 4: Conditional Formatting
The Basics
Conditional Formatting and Drop-down Lists
Conditional Formatting and Checkboxes
Tips for Using Conditional Formatting with Dashboards

Section 5: Linking
Linking to Single Cells
Linking Multiple Cells
Using the Camera Tool
Creating Linked Images Based on User Selection

Section 6: Charts
Creating a Chart
Working with Chart Elements
Changing the Chart Type
Adding Data Labels
Charting a Non-contiguous Range
Switching Row and Column Orientation
Creating Combination Charts
Linking Data Labels
Editing the Chart Axis and Gridlines
Adding and Editing Axis Labels
Adding Graphics to a Chart
Converting a Chart to a Picture
Creating Sparklines

Section 7: Pivot Tables, Slicers, and Pivot Charts
Creating and Modifying a Pivot Table
Grouping & Sorting Pivot Table Data
Set Number Formatting
Changing Summary Calculations
Adding Multiple Subtotal Calculations
Prevent Column Widths from Changing on Update
Supressing Subtotals
Creating Pivot Charts
Adding & Formatting Slicers

Section 8: Creating Interactive Dashboard Components
Introduction to Form Controls
Combo Box – Select from a Drop-down
Checkbox – Check/Uncheck Options
Spin Button – Move Up & Down
Option Buttons – Choose One Option
List Box – Select from a List of Options
Creating Navigation Buttons

Section 9: Putting It All Together
Creating a Dashboard from Start to Finish
Adjusting Slicer Report Connections
Hiding Gridlines, Columns, Rows, and Headings
Hiding Ribbons and Sheet Tabs
Automatically Refreshing your Pivot Table on Updates
Securing your Dashboard

Cancellation Policy

Compuease Cancellation Policy
We at Compuease work hard to arrange our schedules around your needs. Last minute cancellations put additional strain on our schedules and therefore we have the following Cancellation Policy for our Public Classes. You may cancel or reschedule a registration at any time up to 10 business days before the class without penalty. Canceling or rescheduling a registration within 10 business days requires full payment of the course fee. You are welcome to transfer your seat in a class to another individual at any time before the class.

Training Location

CompuEase Training Classroom
130 Albert Street Suite 801

Ottawa, ON

About CompuEase


CompuEase, a family owned and operated computer training school was founded in 1988 and has ever since grown to become one of the most recognized and esteemed schools of its kind in the Ottawa-Gatineau region. It has been a leader in the IT training and consulting market since 1988. It is also one of the rare schools that offer courses in both official languages. CompuEase offers an array of courses from basic to expert level. It is proud to have among its clients many of the private firms as well as most of government departments and organizations including the Senate, the House of Commons and the Bank of Canada. Here are some of the reasons why you should get your training done with us: - 30-day "Learn or Come Back Free" guarantee - Unlimited phone and e-mail support - Supporting training manuals in either English or French - CompuEase Certificate of Achievement - Small Classes to ensure maximum participation Our very high rate of returnees speaks for itself.

Training Provider Rating

This vendor has an overall average rating of 4.32 out of 5 based on 231 reviews.

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Geoff was a great instructor and very knowledgeable. Loved the 1 on 1 option which allowed me to complete 2 courses in 1 day.
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Lori was excellent!
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I think I underestimated my own knowledge of the program. This is not necessarily at the fault of the course or training provider.
I found the instructor very informative and she addressed all of my questions and concerns.
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Instructor and venue were excellent. Made a full day training course enjoyable.
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The building itself is pretty dingy, but the instructor made up for it!!
Too much information in one day - instructor had to race through material, skipping some of it entirely. Start delayed by 20 minu ... Read more

Too much information in one day - instructor had to race through material, skipping some of it entirely. Start delayed by 20 minutes due to course material not having been properly loaded on computers. These issues continued throughout class, ie some of my important menu tabs were in french, others in english. I had requested an English class. Another student had Excel 2007 instead of Excel 2010, when the rest of us and the instructor were working with 2010. I would have liked to continue to 4:00, but the instructor made it clear that her preference was to leave at 3:30, so no one said anything. The windows had to be opened because the room was too warm, but the people next to the windows were wearing their coats because they were too cold.

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