• Course
  • Vendor
  • Guaranteed To Run

  • Course Start Date: 2020-09-22
  • Time: 09:00:00 - 16:00:00
  • Duration: 2 Day(s)
  • Location: Ottawa
  • Delivery Method(s): Instructor Led

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

CompuEase works hard to schedule our training and other services around your convenience. With that in mind we have the following cancellation policy for all booked training.  Notice of cancellation must be received by CompuEase 10 working days prior to the confirmed date for a no financial penalty to be incurred.  Registrants who wish to reschedule their course may do so at least 10 working days before the commencement of their course providing the course fee is paid within 30 days following the originally scheduled date of the course.   

Training Location

CompuEase Training Classroom
130 Albert Street Suite 801

Ottawa, ON

About CompuEase Inc.


CompuEase has been providing first class software and professional skills training to the Ottawa and Quebec area since 1988 and is now recognized as one of the most esteemed Training Centres of its kind in the region. Working closely with both the public and private sector, we offer both onsite public training at our conveniently located downtown Ottawa training centre and private and one-on-one training online or onsite.

The benefits of training with CompuEase are:

  • Fast, quality customer service
  • Highly skilled, experienced and professional trainers
  • A public class schedule, with guaranteed-to-run classes that run often
  • Learn or Come Back Free policy on all public classes
  • 24/7 After Training Support for all software training
  • Both Software and Professional Skills training
  • Training in both official languages

We offer a variety of FREE tools. We invite you to subscribe to our YouTube Channel, register for one of our free webinars, and stay up-to-date on our regular Blog posts.   

For special WORKING FROM HOME TRAINING RESOURCES, please visit our Covid-19 Resource Page where we constantly update all the training and free tools we have to offer in order to help you thrive and be productive even during the Covid-19 Pandemic.

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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