Author
Curt Frye
Released
3/8/2017- Managing data using Excel tables
- Managing PivotTables and PivotCharts
- Summarizing table and PivotTable data
- Defining conditional formats
- Creating sparklines
- Sketching your dashboard layout
- Creating and managing cell links
- Linking cell contents to a shape
- Linking to a PivotTable cell
- Extending your dashboard using hidden rows
Skill Level Beginner
Duration
Views
- [Instructor] Hi I'm Curt Frye. Welcome to creating a basic dashboard in Excel 2016. In this course I'll introduce you to the fundamentals of summarizing your data in Excel 2016 using a dashboard worksheet. I'll start by demonstrating Excel tables, the most efficient way to store data in Excel. And then introduce pivot tables, several types of conditional formats, and how to summarize your data using charts. Next I'll show you how to design your dashboard, link worksheet data to cells and shapes, and how to make the most of your screen space by hiding rows and changing the Excel program window to meet your needs.
I'm sure you'll find it that your time with creating a basic dashboard in Excel 2016 will be time well spent.
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Introduction
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Welcome43s
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1. Setting Up the Supporting Workbook
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Define conditional formats7m 39s
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Define icon set formats5m 33s
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Summarize data using charts10m 12s
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Create sparklines5m 3s
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2. Creating a Dashboard Worksheet
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Sketch your dashboard layout6m 20s
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Create and manage cell links7m 45s
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Link to a PivotTable cell4m 59s
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Conclusion
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Next steps1m 30s
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Video: Welcome