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EIEIO / APPLICATION TRAINING

Microsoft Excel Dashboard GV

Course outline

2 days

Outline

  • 1. Introduction to Dashboard Report
  • 1. 1.1 What is Dashboard Reports?

Reports

Dashboard

1.2 Designing Dashboard Report with MS Excel

  • 2. 1.3 Case Study – Training Service
  • 2. Introduction to Power View

2.1 Power View in Excel 2013: New Features

2.1.1 Start Power View the first time

2.1.2 Turn on the Power View add-in from Excel Options

2.2 Tables

2.2.1 Create First Table in Power View

2.2.2 Drill-Down / Drill-Up

2.3 Charts

2.3.1 Create a Chart

  • 3. Charts
  • 3. 3.1 Excel Chart Types

3.1.1 Application of Chart Types

  • 4. 3.2 Working with Chart Series

3.2.1 Creating Chart

3.2.2 Adding New Data Series

3.2.3 Deleting Data Series

3.2.4 Changing Data Series via Select Data Source Dialog Box

3.2.5 Controlling a Data Series by Handling Data

3.2.6 Using Secondary Axes

3.3 Charting Techniques

3.3.1 Adding lines and background elements to a chart

3.3.2 Stacking and overlaying charts

3.3.3 Merging charts on a chart sheet

  • 4. In-cell Charting Techniques

4.1 Visualizing Data with Conditional Formatting

4.1.1 Using Conditional Formatting Options

4.2 Visualizing Data with Sparkline

Microsoft Excel Dashboard

Duration: 2 days

4.2.1 Use sparklines to show data trends

4.2.2 What are sparklines?

4.2.3 Why use sparklines?

4.2.4 Create a Sparkline

4.2.5 Customize sparklines

4.2.6 Control which value points are shown

4.2.7 Change the style of or format sparklines

4.2.8 Show or hide data markers

4.2.9 Show and customize axis settings

4.2.10 Handle empty cells or zero values

  • 5. Interactive Charts

5.1 Table and Slicers (Optional – Excel 2013 Only)

5.1.1 What is a Table?

5.1.2 Creating Tables

5.1.3 Sorting Data in a Table

5.1.4 What is an AutoFilter?

5.1.5 Creating a Custom AutoFilter

5.2 Create a slicer to filter your table data

5.3 PivotCharts

5.3.1 Using PivotChart Reports

5.3.2 How to create a PivotTable Report

5.3.3 How to create a PivotChart Report

5.3.4 Slicing a PivotChart

5.3.5 Timeline with PivotTable/PivotChart (Optional – Excel 2013 Only))

5.3.6 Differences between PivotChart and standard charts

  • 6. Using Embedded Controls

6.1 Types of Form Controls

6.2 Applying form controls to Dashboard Reports

Programme scope, delivery arrangements and suitability are confirmed during enquiry.