Interactive Excel Dashboards: by Mynda Treacy
Interactive Excel Dashboards: by Mynda Treacy
By Mynda Treacy
Your Trainer
Mynda Treacy
Co-founder My Online Training Hub
Microsoft Excel MVP
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Why Learn Dashboards
• Dashboard skills are in demand
• Dashboard skills get you noticed
Well, I've presented my first Dashboard report I am so excited to use your advice & tools to build the
(covering 45 sites, five regions and a summary) to dashboard for my project which is due in the next 2
the GM, who has in turn presented it to the Board. weeks.
Your course was absolutely spot on and covered
exactly what I needed to know. So, thanks a bunch! My dashboard will be un-beatable if I compare it with
the old style dashboards that my co-workers built for
The GM was so impressed that I took the my workplace.
opportunity and asked him to reimburse me for the They are not interactive at all, only a button to filter
cost of the course and he agreed. the selections.
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Webinar Format
• Approx. 1 hour - recorded for download later
• How to use Excel to build dashboards
• Not teaching Excel skills e.g. PivotTables, formulas etc.
• Taught in Excel 2010 but compatible with Excel 2007 and
2013
• Excel file containing the completed dashboard
• Download this presentation with links to more resources
• Fast pace
• Q&A below video
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What You’ll Learn
• What is a dashboard
• Dashboard dirty secret
• Planning your dashboard so you nail it first time
• Good Dashboard Design so it’s easy to interpret
• Excel skills required to build Dashboards
• Preparing your data – the right way so it’s quick to
build and even quicker to update
• How to Build your own interactive Excel Dashboards
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What is a Dashboard
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Planning
• Research your requirements:
– Dashboard Purpose
– Audience
– KPI’s (Key Performance Indicators)
– Time Period
– Data Source
– Frequency & Delivery
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Mock-up
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Excel Skills
• Charting
• Excel Tables
• Formulas
• PivotTables
• Formatting
• Not VBA
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Design
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Design – Less is More
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Design – Which Chart
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Comparing Categories
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Values Over Time
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Distribution
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Correlation
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Chart Recipe eBook
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Data Sources
SQL
Server
WWW… .COM
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Tabular Format
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Format as an Excel Table
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More Resources
Right-click the links below > Open Hyperlink
• Formula Tutorials
– GETPIVOTDATA Function
– OFFSET Function
• PivotTable Tutorials
• Excel Tables
• Excel Charts
• Online Excel Dashboard Course
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