Microsoft Excel: Dashboards Course

Excel dashboards are one-page (or rather one worksheet) summaries that contains important information which allows managers to track key KPIs, metrics and other data points in one visual, central place. They may be used in almost any industry, for almost any purpose. It is possible to have a Dashboard to track finances, for marketing or to show the progress of a key project.

Dashboards are made up of tables, charts, gauges and other visualisations. Able to display a high-level view of an organisation, a good dashboard will aid in making business decisions and can also provide a portal to keep everyone up to date, giving a real time view of current status or performance.

If you want to be able to extract useful, actionable organisational information from your raw data, and present it in a visually compelling format that will enable key trends to be seen and decisions to be made, then Infero Training’s Microsoft Excel: Dashboards Course will help you do this. 

Creating an Excel Dashboard is a multi-step process and our course takes you through all of these in an easy-to-follow manner. As well as all of the technical aspects, the course covers the key things you need to keep in mind when creating a dashboard and how you need to be clear about the objectives of the dashboard, before you even start using Excel.

The course also looks at simple Excel dashboard design rules, such as the simple use of colours, easily read, clean design and other considerations.

Excel Dashboard design should be:

  • Understandable with no confusion over what each of the metrics mean.
  • Interactive so that the Dashboard can be changed for different areas of an organisation, or to answer different questions.
  • Clearly labelled, with all of the charts and tables on the dashboard displaying a clear message.
  • Organised into a symmetrical grid that aligns sections into blocks of data.

Course Content


Lesson 1: Data Analysis Fundamentals

Topic A: Introduction to Data Science

Topic B: Create and Modify Tables

Topic C: Sort and Filter Data


Lesson 2: Visualizing Data with Excel

Topic A: Visualize Data with Charts

Topic B: Modify and Format Charts


Lesson 3: Analysing Data with Formulas and Functions

Topic A: Analyse Data with Formulas and Named Ranges

Topic B: Analyse Data with Functions


Lesson 4: Analysing Data with PivotTables

Topic A: Create a PivotTable

Topic B: Analyse PivotTable Data


Lesson 5: Presenting Visual Insights with Dashboards in Excel

Topic A: Visualize Data with PivotCharts

Topic B: Filter Data Using Slicers and Timelines

Topic C: Create a Dashboard in Excel

To learn more about this course, contact us today.

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