• Course
  • Vendor
  • Guaranteed To Run

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

Course Outline

Lessons

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
IF
IFERROR
COUNT, COUNTA, COUNTIF
SUMIF(s) & AVERAGEIF(s)
CHOOSE
VLOOKUP
INDEX
MATCH

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

JN Software Cancellation Policy
JN Software 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 JN Software 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

Virtual
. .

., .
.   

About JN Software Consulting

x

Since 2002, JN Software Consulting has been a forerunner in providing training and consulting services across Canada.

Training Services Include:

The Benefits of Working with JN Software 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

We offer a variety of FREE tools and training. 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 4.46 out of 5 based on 38 reviews.

one on one training at my office.
No comment
No comment
Excellent course. Even my most advanced excel users came away with valuable new ways to use excel. I highly recommend this course.
The course was well organized and I recieved lots of attention during the planning phase to make sure we designed the course appro ... Read more
x

The course was well organized and I recieved lots of attention during the planning phase to make sure we designed the course appropriately for our team I would definately recommend JN Software.

No comment
Philippe was really good at catering the training to our needs. He figured out what our prior knowledge was on the topic and went ... Read more
x

Philippe was really good at catering the training to our needs. He figured out what our prior knowledge was on the topic and went from there istead of having us go over things we already knew. If we had been in a group setting this would not have been possible. He also was helpful in letting us know how the 2003 version was different from the 2010. We therefore purchased an additional training manual for the 2010 version as we recently had it installed on our workstations.

There was a little mix up with the time the course was to be held. The website said 9-4 but it should have been 10-5, so when I ar ... Read more
x

There was a little mix up with the time the course was to be held. The website said 9-4 but it should have been 10-5, so when I arrived no one was there. However, it was dealt with quickly after a call and the trainer arrived quickly. I was the only person attending the course, it was very informative and it allowed us to touch on all of the questions I had specifically.

No comment
No comment
The instructor was excellent - she was very knowledgeable, patient, and really tried to tailor the course and specific examples to ... Read more
x

The instructor was excellent - she was very knowledgeable, patient, and really tried to tailor the course and specific examples to each student. The room was bit too cold in the morning and quite warm in the afternoon, so I would recommend wearing layers for comfort! I would highly recommend this course.

No comment
No comment
No comment
No comment
The instructor used real situations from the participants, so it was extremely relevant to what we were doing. She was very knowle ... Read more
x

The instructor used real situations from the participants, so it was extremely relevant to what we were doing. She was very knowledgable and answered all questions.

Very informative session focused on all my concerns regarding advanced QuickBooks. Carolyn was helpful and very pleasant to learn ... Read more
x

Very informative session focused on all my concerns regarding advanced QuickBooks. Carolyn was helpful and very pleasant to learn from. I would reccomend her highly and might want to work with her again in the future.

No comment
No comment
No comment

Course Reviews

No Reviews Yet

More Courses from JN Software Consulting

JN SOFTWARE CONSULTING
2020-11-16
Virtual
JN SOFTWARE CONSULTING
2021-03-09
Virtual
JN SOFTWARE CONSULTING
2021-02-25
Virtual
JN SOFTWARE CONSULTING
2020-08-17
Virtual

More Courses in 'Microsoft Excel Training' Category

GLOBAL KNOWLEDGE
2020-10-28
Virtual
GLOBAL KNOWLEDGE
2020-11-13
Virtual
GLOBAL KNOWLEDGE
2020-11-12
Virtual
GLOBAL KNOWLEDGE
2020-08-11
Virtual