Interactive Dashboards with Excel

WHAT YOU'LL LEARN

How to save time in Excel
To understand design patterns and strategies for building dashboards in Excel
To understand how to use the Formulas and Functions for the purpose of designing dashboards

This course includes:

Course Description
Outline
Instructor
System Requirements
What to Know Before Class

Course Description

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.

Click here for a downloadable PDF

Outline

Module 01 | Introduction to Interactive Dashboards with Excel

22m 21s total

Module 01A | Why Excel

07m 44s

Module 01B | Why Dashboards

05m 00s

Module 01C | VLOOKUP Series Selection Demo

09m 37s

Module 02 | Thinking Outside the Cell

31m 41s total

Module 02A | Introduction

06m 14s

Module 02B | Why Develop Differently

03m 29s

Module 02C | Inserting the Camera Tool

02m 48s

Module 02D | Using the Camera Tool

07m 15s

Module 02E | Development Principles

12m 35s

Module 03 | Working with Formulas

29m 48s total

Module 03A | Formula Editing Tips

11m 06s

Module 03B | Excel’s Calculation Engine

08m 26s

Module 03C | Writing Better Formulas

10m 16s

Module 04 | Lookup Functions

38m 14s total

Module 04A | Introduction

02m 30s

Module 04B | VLOOKUP, INDEX, MATCH

12m 30s

Module 04C | Array Formulas

21m 06s

Module 04D | Array Formulas Review

02m 08s

Module 05 | Excel Tables

23m 50s total

Module 05A | Introduction

03m 31s

Module 05B | Inserting an Excel Table

07m 43s

Module 05C | Working with Tables

06m 41s

Module 05D | Excel Table Chart

04m 12s

Module 05E | Excel Table Rules

02m 23s

Module 06 | Sorting and Decision Function with Excel Tables

45m 44s total

Module 06A | Sorting Functions

15m 57s

Module 06B | Filters and SUMPRODUCT

01m 34s

Module 06C | Filtering on Excel Tables

15m 26s

Module 06D | Aggregation with Excel Tables

11m 26s

Module 06E | Summary

02m 05s

Module 07 | Introduction to Form Controls

23m 10s total

Module 07A | Enabling the Developer

01m 35s

Module 07B | Excel Controls

13m 20s

Module 07C | Form Control Basics

08m 55s

Module 08 | Formula Driven Development

11m 47s total

Module 08A | Introduction

04m 53s

Module 08B | Information-Transformation-Presentation

06m 54s

Module 09 | Interactive Legends in Excel

25m 53s total

Module 09A | Setting Up the Interactive Legend

08m 23s

Module 09B | Perfecting the Interactive Legend

17m 30s

Module 10 | Interactive Chart Toggle

13m 55s total

Module 10A | Setup

06m 51s

Module 10B | Formatting

04m 33s

Module 10C | Maintenance

02m 31s

Module 11 | Interactive Dashboards

17m 46s total

Module 11A | Setup

13m 33s

Module 11B | Formatting

01m 41s

Module 11C | Maintenance

02m 32s

Module 12 | Primer on Data Visualizations

18m 15s total

Module 12A | Visual Perception

07m 49s

Module 12B | Gestalt Laws of Grouping

04m 26s

Module 12C | Preattentive Attributes

02m 28s

Module 12D | The Problem with Pie Charts

01m 35s

Module 12E | Data Vis vs Infographics

01m 57s

Module 13 | Expanding the Chart Library

10m 38s total

Module 13A | Dual Axis Banding

03m 41s

Module 13B | Area Chart Banding

04m 01s

Module 13C | Limit Charts

02m 56s

Module 14 | Bullet Charts in Excel

10m 29s total

Module 14A | Building the Chart

07m 10s

Module 14B | Horizontal Bullet Chart Trick

03m 19s

Module 15 | Infographics

19m 15s total

Module 15A | Introduction

01m 18s

Module 15B | Progress Meter

07m 38s

Module 15C | Donut Chart

05m 09s

Module 15D | Waffle Chart

05m 10s

Module 15E | Bringing it Together with the Camera

01m 52s

Module 16 | Summary

02m 27s total

Module 16A | Summary

02m 27s

Instructor

JORDAN GOLDMEIER

Data Science/Analytics Professional and Visualization Expert
Jordan is an internationally recognized data science/analytics professional and visualization expert, author, and speaker. He is the owner of Cambia Factor, a data consulting agency and the author of “Advanced Excel Essentials” (Apress 2014) and Dashboards for Excel (Apress 2015). He has consulted with and provided training for NATO, the Pentagon, and Financial Times, among others. His work has been cited by and quoted in the Associated Press, Bloomberg Businessweek, Dice News, and American Express OPEN Forum. He has also held the prestigious MVP award from Microsoft since 2013.

System Requirements

Windows, 7, 8 or 10
1 GHz 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

What to Know Before Class

A basic understanding of working with Excel is recommended, but not mandatory.

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