Interactive Excel Dashboard Course Resources PDF

Interactive Excel Dashboards in One Hour
With Mynda Treacy - Microsoft Excel MVP
Congratulations on completing my Interactive Excel Dashboard mini course.
I’ve got a ton of (free) resources for you including:
 Chart Recipe eBook – so you know what chart suits what data
 Excel Dashboard file – this contains the completed dashboard shown in the course
 Excel Dashboard raw data file - so you can practice
Click here to go to the page on my site where you can download the files.
Links to more free tutorials:

These are techniques used to build the Dashboard shown in the course:
 Excel Tables - In Excel 2007 Tables (or Lists as they were known), had a revamp and are now a must
have for your Excel tool belt. They can make writing and maintaining formulas quick and easy by
utilising the automatic dynamic ranges they have, known as Structured References. Learn them and
you'll never look back.
 OFFSET Function - a lot of people struggle to understand how the OFFSET function works, but I make it
easy with my treasure map analogy.
 GETPIVOTDATA - most people hate GETPIVOTDATA when they first see it but don't be put off, it is well
worth mastering.
 IFERROR – error proofing. I didn’t use IFERROR but in you real dashboards you should be prepared to
handle errors.
 Slicers - New in Excel 2010 once you start using Slicers you'll wonder how you lived without them.
They'll transform your PivotTables into easy to use professional looking report.
 Sparklines
 In-cell charts - If you don't have Excel 2010 or later then these are an alternative to the new
Sparklines.
 Dynamic Text Labels – You can use these as headers for your reports, chart titles and more.
 How Excel handles Dates and Time - working with time in Excel can be quite challenging if you don't
know these tricks. Here I share with you my Date and Time 101, including a clever way to handle the
problem of negative time often encountered when calculating hours worked by shift workers.
 Fixing Dates formatted as Text - this is handy if you import data from other systems and the dates
come in as text instead of real dates.
 Grouping Dates (and other data) in PivotTables - Grouping dates is a common need when working
with PivotTables, but did you know you can also group ages into bands and other data. I show you
how to do both in the video tutorial, or you can read the instructions.
FAQ’s
 Where do you get the actual dashboard? The Dashboard isn’t a special add-in or template, it’s just a
regular worksheet in an Excel file where youI place the charts and tables so they’re all together.
 How did you move from worksheet to worksheet without using the mouse? I use the keyboard
shortcut CTRL+PageUp/PageDown.
 What is VBA? – VBA is Visual Basic for Applications and it’s the programming language you can use to
automate Microsoft Office programs, including Excel.
 Why did you copy the PivotTable instead of just using the same PivotTable for the different charts?
– Pivot Charts display all of the data in a PivotTable, you cannot choose to display parts of a
PivotTable. So if you want one chart to show Sales and another to show Units then you need separate
PivotTables for each chart.
 Why did you use in-cell charts instead of Conditional Formatting Data Bars? Either option is fine. I
don’t like the value and the bar to occupy the same cell. I think it makes the values difficult to read.
It’s just as easy to create an in-cell chart as it is to duplicate the values column and then insert
Conditional Formatting Data Bars with the ‘do not display value’ option checked.
 How did you get your PivotTable to SUM as default as opposed to COUNT? The default calculation
for the values area of a PivotTable will only SUM if EVERY cell in the column/field contains a number. If
you have any blank/empty cells, or cells containing text then it will default to COUNT.
 Can you rearrange the months to start in July, which is our fiscal year? Yes, you can use a custom list
to force the sort order to be different, or you can add a column to your source data for the fiscal
month and use that in your field list: I cover this here: http://www.myonlinetraininghub.com/sorting-
in-excel-pivottables
 Should I protect the Dashboard sheet so users don’t break it? Yes, I cover that here:
http://www.myonlinetraininghub.com/excel-worksheet-protection
 Can I embed the dashboard in PowerPoint? Kind of, there are some instructions here:
http://www.ellenfinkelstein.com/pptblog/insert-a-live-excel-spreadsheet-onto-a-slide/
 Is it possible to have the interactive dashboard but not have the raw data available for the receiver?
The rule of thumb with Excel is that you can make it difficult for your users to find your confidential
data but you can’t make it impossible. So, if it’s imperative that they never see that data then it’s best
you don’t put it in the file.
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Interactive Excel Dashboard Course Resources PDF

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Interactive Excel Dashboard Course Resources PDF

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Interactive Excel Dashboards in One Hour

With Mynda Treacy - Microsoft Excel MVP

Congratulations on completing my Interactive Excel Dashboard mini course.

I’ve got a ton of (free) resources for you including:

Links to more free tutorials:

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