Skip to main content
by learnformula
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
  1. Courses
  2. /Office Productivity
  3. /MS Excel

Master Interactive Dashboards in Excel

Master pivot tables, pivot charts and advanced Excel formulas.

Created byJason Stein
AdvancedUpdated Oct 21, 2023

What You'll Learn

  • check_circleDevelop the ability to plan and design effective dashboard layouts using wireframes as a starting point.
  • check_circleLearn to construct pivot tables and pivot charts to create the foundation of dynamic Excel dashboards, turning data into actionable insights.
  • check_circleMaster the art of creating key metrics that provide valuable insights and showcase them on your dashboard.
  • check_circleAcquire proficiency in using slicers to efficiently filter and interact with dashboard data, enhancing user experience.
  • check_circleGain expertise in utilizing a wide range of Excel formulas for performing calculations essential for key dashboard metrics.
  • check_circleDiscover how to apply Excel tools such as shapes and colors to create polished and professional-looking dashboards.

About This Course

Throughout this course, you will acquire the skills and knowledge necessary to master the art of creating dynamic and engaging Excel dashboards. You'll start by planning your dashboard layout using wireframes. This journey will encompass constructing pivot tables and pivot charts to serve as the backbone of your dashboards. You will delve into the creation of essential key metrics, turning raw data into actionable insights. Further, we'll explore the utilization of slicers to effortlessly filter and interact with your dashboard. Additionally, you'll gain proficiency in working with a diverse range of Excel formulas, enabling you to perform calculations for those critical dashboard metrics. To add the finishing touch, you'll discover how to use Excel tools like shapes and colors to give your dashboards a clean and professional look.

Course Content

1 activity • 1 videos • duration: 1h

remove
Section 11 videos • 1 hour
  • videocamInteractive Excel Dashboards
    Duration 60:59

Your Instructor

Jason Stein

Accounting Guru

menu_book6 courses
star1,608 reviews

Jason is a Charted Management Account and Certified Public Accountant (CPA) of Australia who has over fifteen years of financial services experience in England and Switzerland in banking and real estate. After his move to Australia, he spent three years working as a lecturer and course designer in the fields of accounting and general business studies. Prior to his move to Australia, he worked as a consultant for a college, designing and rolling out learning programs across South Africa. Programs included simulated work environments to satisfy the work experience requirements of accounting institutes with which students were registered. He set up a non profit organization in South Africa to uplift mathematics and language education standards in rural areas.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.8 out of 5
Student's Choice
213 reviews
  • DC
    David C.
    starstarstarstarstar

    Really good course to give basic understanding of dashboards

  • SH
    Stuart H.
    starstarstarstarstar

    Yes, a great course. It was concise and very clearly presented

  • AS
    Anna S.
    starstarstarstarstar

    Clear, practical, and well structured. Good pace, relevant examples, and immediately useful in practice. Solid refresher. Thank you.

  • KM
    Krasimira M.
    starstarstarstarstar

    An excellent course on creating dashboards in Excel.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

You May Also Like

  • Ethics: Business Ethics

    2026 Ethics and Corporate Compliance

    starRated5.0out of 5,(523 reviews)
    2 CPD hrs
  • Finance: Budgeting & Financial Forecasting

    Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World

    starRated5.0out of 5,(108 reviews)
    2.5 CPD hrs
  • Accounting & Tax: Technology for Accountants

    Claude Fundamentals for Accountants (2026 Update)

    starRated5.0out of 5,(610 reviews)
    2.5 CPD hrs