Excel Dashboard
Design, Automate, and Analyze
In today’s data-driven world, Excel dashboards are essential for transforming raw data into actionable insights. With interactive charts, dynamic tables, and automated reports, you can visualize trends and make informed decisions at a glance. Whether you're a business professional, analyst, or entrepreneur, mastering Excel dashboards can boost productivity and efficiency. Learn how to create stunning, user-friendly dashboards that simplify complex data and drive better results. Ready to take your Excel skills to the next level?
Module 1: Introduction
Getting your data ready
Conditional Formatting
Working with Multiple Worksheets & Workbooks (Links)
• Working with Linked Workbooks
• Saving Linked Workbook
• Updating, Breaking, Modifying Links
• Consolidating between sheets
• Excel and Hyperlinks
• Using the Auto Consolidation Option of Excel
Module 2: Essential Excel Functions for Dashboard Data Processing
Functions for Dashboard Data Processing
• Basic Mathematical & Logical Functions
• SUM, AVERAGE, MIN, MAX – Basic aggregation functions
• IF, AND, OR – Conditional logic for data manipulation
• COUNT, COUNTA, COUNTIF, COUNTIFS
Lookup & Reference Functions
• VLOOKUP & HLOOKUP – Searching for values in tabular data
• INDEX & MATCH – Advanced lookup for better accuracy
• XLOOKUP (Excel 365) – Modern alternative to VLOOKUP & INDEX/MATCH
• INDIRECT & OFFSET – Dynamic referencing for advanced reports
Text Functions for Data Cleaning
• LEFT, RIGHT, MID – Extracting specific text values
• LEN & TRIM – Handling text length and removing extra spaces
• TEXT, UPPER, LOWER, PROPER – Formatting text properly
• CONCATENATE / TEXTJOIN – Combining text values dynamically
Data Analysis Functions for Dashboards
• Data Summarization & Aggregation
• SUMIF & SUMIFS – Conditional summation
• AVERAGEIF & AVERAGEIFS – Conditional averaging
• SUBTOTAL – Aggregated calculations with filtering
Date & Time Functions
• TODAY & NOW – Dynamic date and time
• YEAR, MONTH, DAY, WEEKNUM – Extracting date components
• DATEDIF & NETWORKDAYS – Calculating differences between dates
Advanced Analytical Functions
• RANK & PERCENTILE – Ranking data dynamically
• TRANSPOSE – Converting row data into columns and vice versa
• UNIQUE & FILTER (Excel 365) – Extracting unique values and filtering data dynamically
Data Validation & Dropdown Lists
• Creating dependent dropdown lists for better user interaction
• Using INDIRECT for dynamic dropdown selections
Module 3: Pivot Tables and Power Query
• Creating and Customizing Pivot Tables
o Building Pivot Tables from Multiple Data Sources
o Using Calculated Fields and Items for Advanced Calculations
o Grouping Data by Date, Number Ranges, and Custom Categories
o Pivot Table Formatting and Design Tips
• Interactive Reports with Pivot Charts
o Creating Dynamic Pivot Charts for Visual Analysis
o Using Slicers and Timelines for Interactive Filtering
o Customizing Pivot Charts for Professional Reporting
• Getting Started with Power Query
o Understanding Power Query Editor Interface
o Connecting to Various Data Sources (Excel, CSV, Database)
o Loading Data into Excel for Analysis
• Data Cleaning and Transformation
o Removing Duplicates and Handling Missing Data
o Splitting and Merging Columns
o Using Filters and Conditional Columns for Data Transformation
Advanced Power Query Techniques
o Appending Queries for Combining Datasets
o Merging Queries for Creating Relationships between Tables
• Transforming Complex Data
o Unpivoting and Pivoting Data for Analysis
o Creating Custom Columns using M Language
o Applying Advanced Conditional Logic in Power Query
Using Slicers
• Using Slicer with Simple Tables
• User Slicer for Pivot Table Filter
• Create a Slicer based on an existing Pivot Table
• Understanding different option of slicer
• Different Formatting Styles of Slicer
Module 4: Working with Excel Charts
Working with Charts
• Basic Chart Types
• When to use which Chart
• Choose the right Graph
• Line Chart
• Column / Bar Chart
• Pie Chart
• Area Chart
• Doughnut Charts
• Combo Chart
• Pareto Chart
• Gantt Chart
• Common Requirements when using Charts
Module 5: Dashboard Designing
Introduction to Dashboard Reports
• Business Reporting where Dashboard fits in it
• Understanding Different Types of Dashboard Reports
• Typical Business Dashboard Components
Working with PowerPoint
• Link / Connect the Excel Data (Table) and Infographics with PowerPoint
• Update data in PowerPoint
• Dynamic refresh Data, Table and Chart in PowerPoint
Dashboard Reports
• Creating your first Dashboard
• Importing External Data for Dashboard
• Understanding Data Model
• Representing your data on Dashboard
• Working with PowerPoint
Excel Dashboards: Transforming Data into Actionable Insights
Data drives decisions, and mastering Excel Dashboards empowers professionals to analyze and visualize data efficiently. At AIN GenX our Excel Dashboard Mastery training equips you with the skills to build powerful, interactive dashboards that streamline reporting and enhance decision-making. Here’s why learners choose us:
Industry-Relevant Curriculum
We cover essential dashboard concepts, including data visualization, KPI tracking, pivot tables, and automation, using powerful Excel tools like Power Query, Power Pivot, and dynamic charts
Hands-On Projects
Gain real-world experience by creating interactive sales reports, financial dashboards, and operational performance trackers that provide meaningful business insights.
Expert-Led Sessions
Learn from Excel professionals and data experts who share industry best practices, ensuring you understand both the technical and strategic aspects of dashboard creation.
Career-Oriented Focus
Our training helps you build job-ready skills, create an impressive portfolio of dashboards, and enhance your expertise for roles in business analysis, finance, marketing, and operations
Supportive Learning Environment
With live sessions, Q&A support, and mentorship, we ensure a structured, engaging learning journey tailored to your growth.
Transform your Excel skills with us and become a data-driven decision-maker!
Who Can Join Our Excel Dashboard Training?
Excel Dashboards empower professionals to analyze and present data effectively. At AIN GenX we welcome learners from diverse backgrounds to join our Excel Dashboard Mastery training program. Here’s what makes you eligible to embark on this learning journey:
Educational Background
Preferred: A degree in business, finance, data analytics, IT, or related fields is beneficial as it provides a foundational understanding of data analysis.
Non-Specific: Professionals from any industry who work with data or reports, including HR, sales, marketing, and operations, are encouraged to join.
Basic Excel Knowledge
Familiarity with Excel formulas, charts, and pivot tables is helpful.
Beginners with a willingness to learn Excel functionalities will also find our training accessible, as we cover the fundamentals.
Benefits of Joining Excel Dashboard Training
Enrolling in an Excel Dashboard Training program enhances your ability to analyze, visualize, and present data effectively. Here are the key benefits:
1. Transform Data into Actionable Insights
Learn to create interactive dashboards that simplify complex data, making it easier to analyze trends, monitor key performance indicators (KPIs), and support decision-making.
2. Boost Productivity with Automation
Master Excel’s Power Query, Power Pivot, and dynamic formulas to automate data processing and reporting, saving hours of manual work.
3. Enhance Data Visualization Skills
Develop expertise in advanced charts, conditional formatting, and pivot tables to present data in a visually appealing and insightful way.
4. Improve Career Opportunities
Excel dashboard skills are highly valued in finance, marketing, operations, sales, and analytics roles, making you a strong candidate for promotions and job opportunities.
5. Gain Hands-On Experience with Real-World Projects
Apply your learning by building sales dashboards, financial reports, operational trackers, and HR analytics dashboards used in actual business scenarios.
6. Learn from Industry Experts
Receive guidance from Excel professionals and data analysts who share practical techniques and best practices to create high-impact dashboards.
7. Make Faster & Smarter Decisions
Leverage data-driven insights with dynamic dashboards that update automatically and provide real-time information for strategic decision-making.
8. Build a Strong Portfolio
Showcase your Excel Dashboard projects to employers, demonstrating your ability to manage and present data effectively.
By mastering Excel Dashboards, you gain a competitive edge in the workplace and improve your efficiency in data handling and reporting. Ready to elevate your Excel skills?
Training Scope of Excel Dashboard
An Excel Dashboard Training provides comprehensive knowledge and hands-on experience to create professional, interactive, and automated dashboards for business reporting. The scope of this training covers:
1. Fundamentals of Dashboards & Data Visualization
- Understanding the purpose and benefits of dashboards
- Principles of effective dashboard design
- Identifying key performance indicators (KPIs) and data storytelling techniques
2. Data Preparation & Cleaning
- Importing and structuring raw data for analysis
- Using Power Query for data transformation and automation
- Handling missing values, duplicates, and outliers
3. Advanced Excel Functions for Dashboards
- Key formulas: XLOOKUP, INDEX-MATCH, SUMIFS, TEXT, and IFERROR
- Logical functions for data manipulation and automation
- Dynamic named ranges for better flexibility
4. Interactive Data Visualization
- Creating dynamic charts and graphs for visual storytelling
- Using conditional formatting and sparklines
- Implementing slicers and form controls for user interactivity
5. Pivot Tables & Power Pivot
- Summarizing large datasets using pivot tables
- Building calculated fields and measures in Power Pivot
- Data modeling for multi-table analysis
6. Automation & Dashboard Efficiency
- Using Power Query for data refresh automation
7. Career & Practical Applications
- Building a dashboard portfolio for job interviews and freelancing
- Enhancing decision-making skills with data-driven insights
- Preparing for careers in business intelligence, analytics, finance, and management
This training ensures participants gain hands-on experience and practical skills to create high-impact dashboards for any business function.
What is an Excel Dashboard?
An Excel Dashboard is a visual reporting tool that presents key data and insights in an interactive and easy-to-understand format. It includes charts, tables, KPIs, and slicers to help users analyze and make data-driven decisions efficiently.
Who should attend this Excel Dashboard training?
This training is ideal for:
- Business professionals who work with reports and data
- Data analysts who want to enhance their visualization skills
- Finance, sales, marketing, HR, and operations teams
- Students and job seekers looking to improve their Excel skills
- Entrepreneurs & freelancers who need better reporting tools
What are the prerequisites for joining this training?
Basic knowledge of Microsoft Excel (such as formulas, charts, and pivot tables) is helpful, but beginners can also join as we cover fundamentals before moving to advanced techniques.
What key skills will I gain from this training?
By the end of the training, you will learn:
Data cleaning & transformation using Power Query
Advanced Excel functions (SUMIFS, INDEX-MATCH, XLOOKUP)
Interactive charts & graphs for data visualization
Pivot Tables & Power Pivot for data summarization
Automation techniques for real-time dashboards
Will this training include hands-on practice?
Yes! The training is project-based, allowing participants to work on real-world dashboards such as sales reports, financial dashboards, HR analytics, and operations trackers.
How will this training help in my career?
Excel dashboards are widely used in business intelligence, analytics, finance, and operations. This training will improve your reporting skills, make you more efficient at data analysis, and boost your career prospects.
Is certification available upon completion of the training?
Successful participants will get the AIN GenX Certificate.
Course Fee
● Online
Rs. 8,000/- Only (One Time Payment)
● On-Site
Rs. 10,000/- Only (One Time Payment)
- Fees once paid are non-refundable and non-transferable
Account Details
Bank: Habib Bank Limited
Account Title: AIN GenX
Account No: 5910-70000512-03
IBAN No: PK08 HABB 0059 1070 0005 1203
Facilitators
Irfan Bakaly
Data Analyst
25+ years of experience in Data Analysis
Noor Surani
Tech Entrepreneur
25+ years of experience in Data Analysis
Tamkeen Ahmed
Data Analyst
Supply Chain Profession
5+ years of Teaching Experience
Who this course is for:
Business Professionals, Data Analysts, Finance & Accounting Professionals, Sales & Marketing Teams, HR & Operations Professionals, Entrepreneurs & Freelancers, Students & Job Seekers
Duration
● 04 Weeks (18 Hours)
Classes
● In-Person/Online
Schedule
- Days: Saturday & Sunday
- Timing: 06:00 - 09:00 pm (PST)
Starting From
● Sunday, 13 April, 2025
Participants from Top Organizations
Certificates
