Corporate Training for Teams
4.8 (162 Reviews)

Excel Dashboards for Business Intelligence

STL, Nationwide
1 day
1 day
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Excel Dashboards for Business Intelligence

STL courses

  • At the end of this course you will understand what makes a dashboard.

    You will learn how to build some of the most useful components when constructing your own dashboard reports.

    During the course you will build three complete dashboard projects to give you inspiration for your own solutions.

What to expect

  • 24 months post training support included.
  • Tailored and bespoke programme options.
  • Our experienced training and logistics team in the last 22 years have assisted 182,128 people.
  • Over 13,891 organisations trained.
  • We are rated 'Excellent' on Trustpilot and 98.9% of our customers recommend us.
  • Delivery UK wide and international (75+ countries delivered).

Suitability - Who should attend?

This course is best suited to anyone in Business Intelligence, data managers, data analysts, or Project Managers. This course would also suit anyone looking to extend their knowledge of Excel to understand some of the more advanced features and how they can be used to work together.

The downloadable post-course material also contains an expanded glossary of further ways to enhance your dashboards with Speedometer charts, Tornado diagrams, Waterfall charts and the Camera Tool. There are also further resources for connecting to external data sources.

You may also wish to consider one of our VBA training courses.

Training Course Content

What is a dashboard?

Common features of a dashboard
Why use Excel?

PivotTables and PivotCharts

Creating PivotTables
Formatting a PivotTable
Refreshing a PivotTable
Grouping fields
Slicers and Timelines

Useful functions

Nested IFs

Conditional Formatting

Formatting values
Colour Scales to show heatmaps
Icon Sets to show at a glance performance

Form Controls

Understanding the different controls
Using them on a dashboard

Working with Charts

Creating charts
Formatting charts
Secondary Axes
Combination charts
Creating chart templates

Working with Sparklines

Creating and modifying Sparklines
Customizing Sparklines

Design and Layout

Gridlines and outlines
Lining up Excel objects
Theming a dashboard

Sample Dashboard Projects

Worldwide Salary Index
Sales Performance Analysis
Helpdesk Efficiency


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Reviews by course attendees

Average rating 4.8

Based on 162 reviews.
Write a review!
16 Feb 2023

Jens was great; good pace and very knowledgeable. I have learnt a lot and look forward to implementing it.

16 Feb 2023

I think the main issue is the connection and user checks as many colleagues didn't have a second screen or had technical issues. I would have liked a little more time on the das...

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16 Feb 2023

Great course and great instructor. Very knowledgeable and patient.

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