Interactive Dashboards with Excel On-Demand Training

Starting At: $195.00

Overview

Interactive Dashboards with Excel is an online video course for data analysts, data wranglers, spreadsheet developers and managers looking to design work for decision makers. This course will teach you how to present data to leadership so they can ask questions of the data and make decisions quickly. In addition, this course covers theoretical concepts like data visualization and how to build spreadsheets so they’re always fast, transparent, feature-rich, and extensible. By the end of this course, you will feel confident knowing the best chart to use to present based on the data you have, and you’ll be able to turn around dashboards and charts more quickly than before. While the topics in this course may seem advanced, they’ll be presented to you in a friendly manner—and lessons are designed such that you’ll be able to apply the material immediately to your own work before finishing the course.

Goals for this course include:

  • Learn how to develop smarter and save time in Excel
  • Understand design patterns and strategies for building dashboards in Excel
  • Understand how to use the Formulas and Functions for the purpose of designing dashboards

Important

When you purchase the Pro or Elite On-Demand Training Package, you also receive our BI Virtual Mentoring Service for assistance with your project work. This remote service lets you work one on one with our BI mentors to accelerate your project and further improve your skills. Your virtual mentoring time can be used during business hours anytime during the 12 months following your class. To set up a session, download this simple questionnaire, fill it out, and send it as an attachment to mentor@pragmaticworks.com. This unique Pragmatic Works offering ensures your training will translate into real world success for your projects.

Course Outline

  • Introduction to Interactive Dashboards with Excel
  • Thinking Outside the Cell
  • Working with Formulas
  • Lookup Functions
  • Excel Tables
  • Sorting and Decision Functions with Excel Tables
  • Introduction to Form Control
  • Formula Driven Development
  • Interactive Legends in Excel
  • Interactive Chart Toggle
  • Interactive Dashboard
  • Primer on Data Visualizations
  • Expanding the Chart Library
  • Bullet Charts in Excel
  • Infographics
  • Summary

Prerequisites

A basic understanding of working with Excel is recommended but not mandatory for this course. The target audience of this class is Power Users interested in building reports and dashboards.

System Requirements

  • Windows, 7, 8 or 10
  • 1GHz or faster CPU
  • 1 GB of available RAM (recommended 2 GB)
  • 5 GB of free hard drive space
  • Microsoft Excel 2010 but Excel 2013 is preferred

FAQs

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How are LegiTest and LegiTest Server licensed?

LegiTest is licensed per user, per machine where it is used. LegiTest Server is licensed per server instance, with unlimited client access licenses. Please contact sales@pragmaticworks.com for more information.

How is DTS xChange licensed?

DTS xChange is licensed per package conversion. Please contact sales@pragmaticworks.com for more information.

How is DBA xPress licensed?

DBA xPress is licensed per user, per machine where it is used. Please contact sales@pragmaticworks.com for more information.

How are BI xPress and BI xPress Server licensed?

BI xPress is licensed per user, per machine where it is used. BI xPress Server is licensed per server instance with 5 client access licenses included. A client access license is assigned to a single user. Additional client access licenses can be purchased. Please contact sales@pragmaticworks.com for more information.

How is Task Factory licensed?

Task Factory is licensed per server instance. There is no license necessary to use Task Factory in the Integration Services development environment (Visual Studio, SQL Server Data Tools, or Business Intelligence Developer Studio). Please contact sales@pragmaticworks.com for more information.

How are DOC xPress and DOC xPress Server licensed?

DOC xPress is licensed per user, per machine where it is used. DOC xPress Server is licensed per server instance with 5 client access licenses included. A client access license is assigned to a single user. Additional client access licenses can be purchased. Please contact sales@pragmaticworks.com for more information.

Does DOC xPress support encrypted packages and passwords?

Yes, DOC xPress supports SSIS projects and ISPAC that encrypt passwords. It also supports encrypted SSIS packages.

Does Task Factory support Salesforce TLS 1.2?

Yes, but in order to continue using the Salesforce features, you must upgrade to the latest version of Task Factory.  Click here for more information on Salesforce's upgrade to TLS 1.2.

What versions of Visual Studio is LegiTest compatible with?

LegiTest is only compatible with Visual Studio 2012 or 2013. If you are running on an older version, you will need to upgrade.

I already have testing software in place. Why do I need LegiTest?

Most testing software only tests certain aspects of data-centric development. LegiTest allows testing across all aspects of your development lifecycle, providing validation at each stage of development

Will LegiTest work with the systems I already have in place?

Yes. LegiTest easily integrates with existing systems. It can be incorporated into build processes such as MSBuild, TFS, TeamCity and much more.

Why should I care about testing?

Testing your data ensures you catch bugs early, reduce delivery time, reduce the cost of testing and provides provable assurances of the validity of the data. But most of all, testing just works. Testing ensures accurate code, and more importantly accurate data.

What versions of SSIS does DTS xChange work with?

DTS xChange only does conversions for SSIS 2005 or 2008.

Does DTS xChange do full conversions?

In many cases it can, however it is dependent upon the contents of the existing DTS package.

How can DTS xChange save time and money?

DTS xChange uses proprietary rule based engine to migrate DTS Packages to SSIS by applying best practices of SSIS. So by using DTS xChange you not only get higher migration success rate but you also get new features supported by SSIS (e.g. Event Handlers, Logging, XML Configuration Files etc.)

What are the system requirements for DBA xPress?
  • SQL Server Integration Services 2008, 2008 R2, 2012, 2014 or 2016
  • BIDS 2005, 2008, 2008 R2 (Business Intelligence Development Studio), or SSDT 2010, 2012 (SQL Server Data Tools)
  • Microsoft ® .NET 3.5 with Service Pack 1
  • Microsoft ® .NET 4.0
  • Microsoft ® Report Viewer 2005
  • Microsoft ® SQL Server ® 2012 Transact-SQL ScriptDom x86
What is the difference between BI xPress and DBA xPress? (DBA xPress is included in the Pro version of BI xPress)

DBA xPress is a suite of tools designed to aid the DBA with the management of their SQL Servers and data. BI xPress Pro includes DBA xPress with it.

Can I view a sample document?

You can! Click here to download a sample document. Having trouble viewing CHM files? Click here for instructions on how to view them.

What are the differences between DOC xPress Pro and Server?

DOC xPress Server makes it easier to share and explore documentation across the enterprise. It eliminates the need to install DOC xPress Pro to view documentation, do lineage analysis, and update data dictionaries.

What are the system requirements for DOC xPress?
  • SQL Server Integration Services 2008, 2008 R2, 2012, 2014 or 2016
  • BIDS 2005, 2008, 2008 R2 (Business Intelligence Development Studio), or SSDT 2010, 2012 (SQL Server Data Tools)
  • Microsoft ® .NET 3.5 with Service Pack 1
  • Microsoft ® .NET 4.0
  • Microsoft ® SQL Server ® 2012 Transact-SQL ScriptDom x86
Can I customize the way my documentation works?

The DOC xPress and DOC xPress Server templates are used to lend form and reason to the output. They are fully customizable and control what information is included in the documentation. For more information, click here.

What are the system requirements for Task Factory?
  • SQL Server Integration Services 2008, 2012, 2014 or 2016
  • BIDS 2005 or 2008 (Business Intelligence Development Studio) or SQL Server Data Tools 2012, 2014, or 2016 (for Visual Studio 2015)
  • Windows XP or later
  • Windows Server 2000 or later
What functions are available with Task Factory?

There are a number of functions available with Task Factory. Click here to view a complete list.

Can Task Factory be used with Azure?

Yes, Task Factory components can be used with Azure databases.

Can I get just one feature of BI xPress and not purchase the entire product?

BI xPress comes bundled and there is no way to only sell one feature of the product.

Can I make custom templates for the Notification Framework?

Yes, you can designate the reason for the message to go out and make your own custom message that you can share with others.

What are the system requirements for BI xPress?
  • SQL Server Integration Services 2008, 2008 R2, 2012, 2014 or 2016
  • BIDS 2005, 2008, 2008 R2 (Business Intelligence Development Studio), or SSDT 2010, 2012 (SQL Server Data Tools)
  • Microsoft ® .NET 3.5 with Service Pack 1
  • Microsoft ® .NET 4.0
  • Microsoft ® Report Viewer 2005
  • Microsoft ® SQL Server ® 2012 Transact-SQL ScriptDom x86
What are the differences between BI xPress Pro and Server?

BI xPress Server provides the ability to monitor SSIS package execution as well as Reporting Services, making it easier to provide access to this information without the need to install the full BI xPress Pro software.