2015
Lynda
Nate Makdad
2:34
English

Learn how to explore and analyze your data by creating an interactive dashboard in Excel using pivot tables and a little Visual Basic. Using these lessons, you can create a dynamic template to generate reports for customers and to better understand your own data. Along the way, you'll learn how to import external data, design a template using pivot tables, and add slicers, macros, and action buttons to make the template more interactive. Author Nate Makdad also shares some basic principles of visual design to guide you in developing an easy-to-use and visually appealing report.

Introduction
Welcome
Using the exercise files
1. Introduction to Dynamic Dashboards
Why would you want to create a dynamic dashboard?
Topics in this course
2. Preparing Your Data
Defining your requirements
Selecting your software
Setting up your data
Creating variables
Adding reference tables
Creating action queries
3. Designing Your Visual Layout
Introduction to visual design
Creating hierarchy in the template
Design elements: Color
Design elements: Typography and font size
4. Designing the Report
Importing data using PivotTables
Learning the four dimensions of a pivot table
Inserting slicers
Advanced slicers
Recording a macro
Editing VBA code
Copying VBA code to all macros
Inserting control buttons
Formatting charts
5. Improving User Experience
Definitions and help text
Inserting hyperlinks within a report
Debugging the template
Updating your data
Conclusion
Next steps

Download File Size:438.63 MB

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