
Please download the course resource files from this Lecture
Define a dashboard as a visual display of the most important information on a single screen, like a car console, showing current KPIs and enabling monthly analysis at a glance.
Use a 3 to 4 color palette with a gray background to highlight key messages in dashboards. Apply Verdana, Ariel, or Calibri fonts and layouts with KPI boxes and charts.
An effective data model provides the foundation upon which your dashboard or report is built
Boost speed and accuracy in Excel with keyboard shortcuts, date tables, charts, pivot tables, dashboards, and advanced filters; explore camera tool and visual basic for applications.
Create a dates table quickly in Excel by using the series tool to generate dates from January 1, 2019 to December 31, 2023 with a hidden series menu.
Save a chart as a template to reuse revenue, expenses, and PAL data visuals, then duplicate and apply identically sized charts with color for a cohesive dashboard.
Transform scores into word labels using custom formatting and icon sets in Excel. Use VLOOKUP with approximate match on the thresholds to drive an icon-based dashboard.
Master the advanced filter in Excel by setting up a criteria area for paid status, defining list ranges, and copying results to another location, including extracting unique country records.
Explore how to create and format Excel charts, use the recommended charts option from the insert tab, and apply data labels and titles to communicate data clearly.
Explore how trend-based conditional formats in Excel reveal patterns and anomalies by comparing data to itself, using color scales, data bars, and icon sets to highlight landfill and recovery rates.
Apply index and match in Excel to fetch data from a range by row and column, returning values from any column. Use exact match lookups shown with Texas.
In this lecture we are going to learn about the OFFSET Function. We’ll talk about what the formula is, learn some examples and how to use the OFFSET function to build dynamic named ranges.
Master the Excel sumifs function to sum data across multiple criteria, using a sum range and criteria ranges for country and month with dynamic criteria inputs.
The SUMPRODUCT function multiply values from two or more ranges of data, add the results and return the sum of the products.
Explore Excel text functions like left, right, mid, len, text, trim, lower, upper, proper, and rept. Use concatenate and related formulas to combine text and prepare data for dashboards.
Master advanced custom number formatting in Excel using the Format Cells dialog to create numeric, date, and time formats that preserve values, with thousands separators and red negatives in parentheses.
The Microsoft Excel CHOOSE function returns a value from a list of values based on a given position.
The CHOOSE formula is simple to write.
=CHOOSE(some number, value 1, value 2, value 3....)
and CHOOSE will pick a value based on some number.
Import and convert tabular data into an Excel table with Ctrl+T, enabling automatic expansion for charts and pivot tables, and learn to convert non-tabular data by creating proper headers.
Learn to import Access database tables into Excel, establish a live connection, and build pivot tables and data models using queries, Power Query, and Power Pivot.
Learn how Power Query (Get & Transform) streamlines loading, cleaning, and shaping data from CSV and XML sources into the Excel data model for dashboards.
Pivot tables allow you to manipulate report output for ad hoc and interactive analysis.
The Pivot table is composed of the following areas:
Learn how to create a Pivot Table easy.
In this lecture, we are going to learn how to create and modify a Pivot Table
Slicers provide buttons that you can click to filter PivotTable data. In addition to quick filtering, slicers also indicate the current filtering state, which makes it easy to understand what exactly is shown in a filtered PivotTable report.
Learn how to present Pivot Charts in an interactive way using Slicers and various ways to modify a Pivot Chart.
Learn to transform raw social media data into a weekly Excel dashboard by building a pivot table, adding sparklines and conditional formatting to reveal weekly trends.
Learn how to create effective professional dashboards using Pivot Charts and Pivot Tables
Create pivot charts from pivot tables by configuring cluster bar charts for category, store, profession, and day of month, then arrange charts on a dashboard with a blue monochromatic palette.
Enable the developer tab to use form controls such as buttons, check boxes, and scroll bars in Excel dashboards, enabling users to switch between views for multiple regions or markets.
Learn how to create awesome dynamic charts with INDEX function.
In this lecture we are going to learn how to make a check box and how we can use it for a dashboard. A check box turns on or off a value that indicates an opposite and unambiguous choice. Check boxes are one of the simplest yet effective form controls to use them in a Dashboard
List boxes are another great tool for creating Dashboards. With a list box you can control a chart or a bunch of charts.
Explore the top five methods to create funnel charts in Excel 2019, including built-in, in-cell, stacked bar, stacked area, and smart art pyramid approaches for sales pipelines.
Sparklines are small,
simple charts that are easy to make, easy to understand, and small
enough to fit in a single cell alongside your data.
Learn everything about sparklines and why they are useful for dashboards.
Found in many dashboards, the bullet graph serves as a replacement for dashboard gauges and meters.
Learn to emphasize and mark significant events in data visualizations using bar, donut, and pie charts, with techniques like custom sorting, targeted data labels, and highlighted wedges.
Create and customize a line chart to display trends across multiple data series, add a trend line or a moving average, and smooth lines for clear visuals.
Microsoft Excel dashboards are a powerful way to leverage Excel functionality, build and manage better presentations and improve your Excel and data visualization skills. In this course, I will use my 25+ years of Excel training to show you how to turn Excel into your personal Business Intelligence tool and create Interactive Charts and awesome Dashboards in Microsoft Excel.
Learn how to make 10 well-designed Dashboards from Scratch!
Content and Overview
Welcome to the 2026 brand-new version of The Excel Dashboard and Data Analysis Course, Udemy's best-selling dashboards course.
This course was completely overhauled to prepare students for the 2026 job market, with over 20+ hours of brand-new content. This is the only course you need to learn excel dashboards and data analysis.
There are many options for online Excel training, but this course is undoubtedly the most comprehensive and practical on the market. Here's why:
This is the only Udemy course taught by a professional Bootcamp instructor-teacher with over 25 years of experience in Excel and a track record of success.
I just spent four months redoing this behemoth of a course! Everything I cover is up-to-date and relevant to 2025's Excel data analysis job market. This course does not cut any corners.
We build 10 projects and 10 complete dashboards. No other course walks you through creating a dashboard with such details.
The course is constantly updated with new content, projects, and modules. Think of it as a subscription to a never-ending supply of developer training.
Throughout the brand new version of the course, we cover tons of Excel tools:
We'll start by covering the critical Design principles of dashboards, the creation process, color tips, and layouts.
Then I'll walk you through all the methods of importing data into Excel.
After that, I'll explain over 25 functions and formulas we use in dashboards.
Then we'll dive into basic charts, advanced charting techniques, and dashboard components, like sparklines, data bars, color scales, icon sets, etc.
Once we've mastered the basics, I'll walk you through all the advanced dashboards components, like drop-down lists, filters, panel charts, rollover method, etc.
Also, I'll walk you through over ten interactive advanced charts, like bullet graphs, small multiples, and infographics.
After that, I'll explain all the form controls with a demo and detailed examples.
The following section is about data analysis using pivot tables and charts.
Once you complete a few sections, you will enter the first significant milestone project. We combine all the methods you learned to create a social media dashboard.
Finally, you're going to create with me 10 Dashboards from scratch, starting with planning and setup.
Business sales dashboard
Monthly Reporting Pivot Dashboard
Pivot KPI Dashboard
Company Dashboard
Financial KPI Dashboard
Balanced Scorecard dashboard
Pivot Slicer Dashboard
KPI Dashboard
Autoparts Dashboard
BONUS: Traffic lights Dashboard
All these come with templates and samples that can be applied directly to your business.
After that, you will enter the second major milestone project and create an auto part sales dashboard with me.
I also cover protecting and sharing your dashboard with the outside world.
Also, you'll learn advanced topics, like how with the aid of a macro and straightforward VBA code, little touches will help make the perusal of your dashboard a bit more pleasant.
Once you complete every section, you'll have quizzes and exercises to solve and fully understand the theory.
If you want to study offline, I have over 100 pages of documentation, and a detailed table of contents, so you can easily find anything in the course.
You will get access to over 50 examples and files that apply to your work. You can immediately download and use them with the code-free version so that you can follow along with me.
This course is also unique in the way that it is structured and presented. I've incorporated everything I learned in my years of teaching to make this course more effective and engaging.
If you have any questions, please don't hesitate to contact me. I got into this industry because I love working with people and helping students learn.
Enroll now and enjoy the course!
So, if you are a professional looking to become more efficient at building Excel reports and dashboards, sign up today for immediate lifetime access to over 18 hours of high-quality video content, downloadable project files, quizzes, homework exercises, and one on one support.
And by the way, at the end of the course don't forget to print out the certificate of completion.
If you're not 100% satisfied, there is a 30-day money-back guarantee!
Now, don't just take my word for it. Check out what my past students had to say about my courses:
Testimonials for this Course
"I learned so many new Excel tricks from this course. It covers almost everything. Andreas impressed me by updating his course so often! It is worth every cent. Great job!" - Chris K
"Outstanding course! Very thorough and easy to understand. Sample spreadsheets make it very simple to follow along and provide hands-on work. I would highly recommend this course." - Kelli Kellen.
"I strongly recommend the course for all types of Excel users. The lecturer follows a systematic and inspiring approach to present the most important techniques for data visualization with Excel." - Tommy Kalman.
*** learning is more effective when it is an active rather than a passive process ***
Euripides Ancient Greek dramatist