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Excel Analyst
Dashboard thinking
  • What makes a dashboard useful
  • Operational, strategic and analytical dashboards
  • Choosing the right KPIs
  • Knowing your audience
  • Sketching a blueprint
Preparing your data
  • Clean data rules for reporting
  • Tables and named ranges
  • Power Query refresh pipelines
  • Building a calculations sheet
  • Checking your numbers
Layout and visual design
  • Grids and alignment
  • Visual hierarchy
  • Colour, fonts and accessibility
  • Choosing the right visual for each question
  • Designing for screens and for print
Charts and KPI cards
  • Building KPI cards
  • Trend and comparison charts
  • Sparklines and in cell charts
  • Data bars, icon sets and colour scales
  • Dynamic titles and labels
Interactivity
  • Slicers and timelines
  • Drop down selectors
  • Form controls
  • Linking several PivotTables
  • Drill down views
Advanced techniques
  • Dynamic ranges with FILTER and XLOOKUP
  • Scenario switches
  • Buttons and navigation
  • Scripts to refresh and export
  • Testing a dashboard before release
Performance and sharing
  • Reducing file size
  • Efficient formulas
  • Protecting and sharing safely
  • Sharing through Teams and SharePoint
  • Handing off to Power BI
Dashboard projects
  • Project: sales performance
  • Project: budget versus actual
  • Project: project status
  • Project: HR headcount and turnover
  • Project: operations and stock

A-8-3 · Dashboard projects

40 min

Project: project status

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