Join Curt Frye for an in-depth discussion in this video What you should know, part of Excel: Creating a Basic Dashboard.
- [Instructor] Before I get started with creating a basic dashboard in Excel 2016, I'd like to mention some of the things that you should know to get the most out of this course. First, you should know how to use Excel to create and manage workbooks. Second, you should know how to create formulas to summarize data. You don't need to know a wide range of formulas, but having familiarity with the way the formulas work inside of Excel, will make your job a lot easier. And finally, you should know how to bring data into Excel from external sources. Many times you will be creating dashboards with links to elsewhere in the same workbook, or to data sources outside the workbook.
The more familiar you are with the process of linking to that data, the better off you'll be. With that information in place, let's get going.
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- 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