Excel - Business Intelligence - Creating a Dashboard

Live Webinar or Recording

August 20, 2025, 2:00 pm - 3:40 pm Eastern

Credit: CPE: 2, ATATX: 1.5, ATAOP: 1.5, ATAAA: 1.5, ATAPU: 1.5 (Live Only)

In this training session, you'll learn how to create a stunning, interactive professional-looking dashboard using Excel. This training will provide you with a solid foundation that you can use to build your own dashboards and reports.This training focuses on what you need to know to create an interactive professional-looking dashboard using Excel. You'll learn how to: make the dashboard maintenance-free when new data becomes available; create the pivot tables needed to drive the dashboard; create great-looking visuals; add interactivity using slicers; automate elements of the dashboard with a macro and protect the cells containing critical formulas.No matter what business you are in, a dashboard is a critical tool in your communication armory and as with any communication tool, presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, its flexibility, and the fact that most people have it installed on their computers.

Your Benefits For Attending

• Gain insights on setting up effective data sources in Excel
• Learn to summarize data efficiently using Pivot Tables
• Master visual data communication through charts
• Create rolling 30-day summaries to track data trends
• Develop KPI summaries with formulas for performance tracking
• Implement interactive filters with Slicers for dynamic reporting
• Automate your dashboard with simple macros
• Use protection features to prevent accidental changes to your dashboard

Who should attend:

This webinar is for any user of Excel who wants to learn how to create Excel dashboards. You should have an intermediate level of Excel knowledge and preferably know how to create a basic pivot table. The training will be delivered using Excel 2016 for Windows. However, much of the functionality is available in Excel 2013 and 2010.

Level: BasicFormat: Group Internet BasedInstructional Method: Live WebcastNASBA Field of Study: Computer Software & Applications (2 hours)Program Prerequisites: NoneAdvance Preparation: None

Guest Speaker: Mike Thomas

Level: Basic

Format: Live Webcast

Field of Study: Computer Software & Applications

Program Prerequisites: None

Advanced Preparation: None

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