Course curriculum
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1
***** Part 1: The Basics
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2
Module 1 - Dashboard Primer
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3
Module 2 - Thinking Like a Dashboard Pro
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4
Module 3 - Working With Dashboard Formulas
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5
Module 4 - Lookup Function & Array Formulas
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6
Module 5 - Excel Tables
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7
Module 6 - Sorting & Decision Functions with Excel Tables
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8
***** Part 2: Dashboard Development
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9
Module 7 - Introduction to Form Controls
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10
Module 8 - Formula Driven Development
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11
Modules 9 - Interactive Dashboards with Excel - Part 1
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12
Modules 10 - Interactive Dashboards with Excel - Part 2
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13
Modules 11 - Interactive Dashboards with Excel - Part 3
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14
****** Part 3: Data Visualization
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15
Module 12 - A Primer on Data Visualization
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16
Module 13 - Expanding Excel's Chart Library
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17
Module 14 - Creating Bullet Charts
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18
Module 15 - Infographics in Excel
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19
***** BONUS COURSE #1
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20
Analysis of Health Systems Dashboard (Using Formulas and Form Controls)
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21
***** BONUS COURSE #2
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22
Gannt Chart with Rollover Pop-Ups (Using VBA, Conditional Formatting & Formulas)
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23
Certificate of Completion
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Downloadable Workbooks & LAB Notes -
1.1 Introduction 1.2 Why Excel 1.3 Why Dashboards 1.4 Interactive Dashboards in Excel -
2.1 Thinking Outside the Cell 2.2 Why Develop Differently 2.3 Inserting the Camera Tool 2.4 Camera Tool Demo 2.5 Development Principles -
3.1 Formula Editing Tips 3.2 Excels Calculation Engine 3.3 Writing Better Formulas -
4.1 Lookup Functions 4.2 VLookup 4.3 Index Match 4.4 Combination 4.5 Array Formulas 4.6 Array Formulas Demo 4.7 Array Formula Review -
5.1 Introduction to Excel Tables 5.2 Inserting an Excel Table 5.3 Working with Tables 5.4 Excel Table Chart Example 5.5 Excel Table Rules -
6.1 Sorting Functions 6.2 Filters and SUMPRODUCT 6.3 Filtering on Excel Tables 6.4 Aggregation with Excel Tables 6.5 Summary -
Downloadable Workbooks & LAB Notes -
7.1 Installing the Developer Tab 7.2 Excel Controls 7.3 Form Controls Demo 7.4 Form Control Basics 7.5 Scrollable Tables -
8.1 Excel Development Styles 8.2 Information-Transformation-Presentation -
9.1 Introduction to Interactive Legends 9.2 Setting Up The Interactive Legend 9.3 Perfecting the Interactive Legend 9.4 Maintaining the Interactive Legend -
10.1 Introduction 10.2 Setting up the Interactive Toggle 10.3 Formatting the Interactive Toggle 10.4 Maintaining the Interactive Toggle -
11.1 Introduction 11.2 Setting Up The Interactive Dashboard 11.3 Formatting the Interactive Dashboard 11.4 Maintaining the Interactive Dashboard -
Downloadable Workbooks & LAB Notes -
12.1 Visual Peception 12.2 Gestalts Law 12.3 Preattentive Attributes 12.4 The Problem with Pie Charts 12.5 Data Viz vs Infographics -
13.1 Introduction 13.2 Dual Axis Banding 13.3 Area Chart Banding 13.4 Limit Charts -
14.1 Introduction to Bullet Charts 14.2 Bullet Chart Demo 14.3 Horizontal Bullet Chart Trick -
15.1 Introduction to Infographics in Excel 15.2 Progress Meter 15.3 Donut Chart Demo 15.4 Waffle Unit Chart Demo 15.5 Bringing it Together with the Camera Tool - Demo -
Downloadable Workbooks -
Introduction to the Analysis of Health Systems Dashboard Problem Description Form Control Scroll Bar Mechanism Create The Main Chart Using The LARGE, XLOOKUP, VLOOKUP & REPT Formulas Drill Down On Your Data With The LEFT, INDEX, REPT Formulas Create Top & Bottom Charts With The LARGE & XLOOLUP Formulas Dashboard Maintenance -
Downloadable Workbooks -
Course Outline Gannt Chart VBA Dashboard Overview Rollover pop-ups explained using VBA Lay out the data with the SUMIFS Formula Bring the data into the Gannt Chart Dashboard using the INDEX Formula Lay out the Gannt Chart Dashboard using Conditional Formatting Create the Legend using Conditional Formatting Set up the KPI Stacked Column Chart Design the Rollover pop-up using the INDEX formula and the Camera Tool Create the Rollover pop-up using VBA & Conditional Formatting Show the Rollover pop-up using VBA Test & Modify the Rollover pop-up using VBA Format the Rollover pop-up using VBA -
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