Leila Gharani – Visually Effective Excel Dashboards

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Exploring the Essential Features of “Leila Gharani – Visually Effective Excel Dashboards”

Visually Effective Excel Dashboards

Actionable Excel Tips (Templates & Workbooks Included) You Can Use Right Now to Create Eye-Catching Excel Dashboards

Make Well-designed Dashboards that Inform & Impress

Creating an Excel Dashboard from Scratch is not Easy.

We spend a lot of time thinking about how and where to start. The process gets more complicated if we use the wrong techniques.

This course takes you from Idea to Delivery in simple steps.

You’ll learn to create well-designed Excel dashboards so you and your colleagues can see trends and make quick decisions informed by data. You’ll also learn:

• How to add interactivity to your Excel reports – No VBA required
• Clever use of Excel core functionality for responsive spreadsheets
• Use powerful visual techniques so your content has more effect
• Impress management with reports that make the decision-making process faster
• Create impressive, non-standard Excel charts using smart techniques
• Learn how to create a professional KPI dashboard from scratch
• Build Pivot Table-based dashboards for easy interactivity

My Excel Dashboard course comes with templates, tools and checklists that can be applied directly to your Excel reports.

⯆ Excel dashboard & Report templates
⯆ Checklists and design guidelines
⯆ Excel Workbooks to follow along
⯆ A 115 page PDF document outlining each step to create 2 fully functioning Excel dashboards from scratch. This provides tremendous help by documenting each step so you don’t always have to watch but can follow along by reading.
⯆ Over 10 hours of video content.
⯆ Certificate of completion

⯆ English Closed Captions

★ Note: Course recently updated to include the OFFICE 365 & OFFICE 2021 version of the KPI dashboard. You can download that version if you have Office 365 and see how you can use FILTER, SEQUENCE, XLOOKUP and other newer Excel functions to create the dashboard ★

“20 years of experience in Excel and still a lot of stuff to learn in a progressive structure. With a pleasant and engaging instructor.”

– Philippe Bastid

What differentiates this course from the other Excel Dashboard courses?

• The entire process from idea to delivery – every single step without skipping key points.
• Tried-and-trusted techniques that are not only applicable to Excel dashboards but any Excel report.
• Includes Excel templates, tools and checklists that you can use for your own Excel reports.
• Relevant and up-to-date with industry needs right now, as it’s based on feedback and suggestions from finance professionals.
• Lots of ideas and inspiration to help you come up with own report design.
• Complex topics are taught in a simple way by an instructor with 17 years of experience.

English Closed Captions available for all videos.

How is the course structured?

The course is designed to have an even balance between talking head explanations and screen-cast.

Content is clearly organised so more advanced learners can jump in at any point and follow along with the relevant project file.

You learn how to create this interactive KPI dashboard from scratch.

Here’s the thing:

You don’t just learn how to create this dashboard, but you end up learning:

1. The process you should follow for a successful Excel dashboard Project.
2. Advanced formulas that will come in handy if you ever do complex analysis in Excel.
3. Smart use of Excel’s core functionality to get impressive results.
4. Form controls without VBA to add impressive interactivity to your report.

You also learn how to create a Pivot Table based Dashboard, that uses Pivot Charts & Slicers like this one:

Along the way you learn some neat tricks;

For example, how to do VLOOKUP on pictures, what Excel’s camera tool is capable of and how to refer to create impressive charts based on Pivot Tables.

Check out the full curriculum below and take a look at the free preview lectures to see if the course is for you.

“Many thanks to Leila for this very comprehensive course, for her diamond clear explications and for the very high level of all the topics that I’d define almost esoteric …. my best ROI ever!”

– Renato Vianello

“I am completely in love with this course. Leila is awesome, explains very well and it is very easy to understand her explanations. The examples we see during the classes are so enlightening and applicable to the “real world”. Fantastic course!!!”

– Rosana Santos

“Definitely five stars still. Im half way through and it is so easy to follow that i am able to apply it immediately to my own dashboards. Fantastic course!”

– Mark Delia

Course Curriculum

Module 1: Foundation in Dashboards

• Introduction to Excel Dashboard Course
• Get the Most from the Course
• Download Course Files Here (Excel Dashboards & Practice Files)
• Course Outline for Quick Reference
• A Dashboard Primer
• New Excel Dashboard Project? This is Your Checklist

Module 2: Before You Start with Your Dashboard

• First Steps for your Excel Dashboard Project
• Create a Mockup (Wireframe) in Excel
• Useful Excel Keyboard Shortcuts
• 4 Time-Saving Tips for Excel
• Proper Spreadsheet Architecture & Workflow

Module 3: Report Design Principles

• Layout – Best Practice for Excel Dashboard Design
• Color – Best Practice for Excel Dashboard Design
• A Color Scheme that fits with your Excel Report
• 10 Concrete Design Tips for Better Excel Reports
• Bonus: Setting a Default Theme for New Workbooks in Excel
• Quiz: Excel Report Design – Test Your Knowledge

Module 4: Dashboard Source Data & Formats

• Where is Your Source Data?
• Source: Excel Spreadsheet 
• Source: Microsoft Access
• Source: Text / Data / CSV File
• Source: Excel Add-ins

Module 5: Dashboard Formula Toolbox

• Excel Formulas You’ll Need for Impressive Dashboards
• Index Match for Complex Lookups – Basics
• Index Match for Complex Lookups – Advanced
• Index for Dynamic List Selection
• Realistic Case: Index for Dependent Drop-down Lists
• SUMIFS, COUNTIFS, AVERAGEIFS to Handle Multiple Criteria
• LARGE and SMALL for Sorting
• ROW(S), COLUMN(S) for Indexing
• ROW as Unique Identifier for Lookups
• CHOOSE for Flexibility
• Excel Text Function for Formatting
• Excel N Function for Tracking
• GetPivotData: Extract data Efficiently from Pivot Tables 
• INDIRECT for Flexible References in Excel
• Choose & Name Manager for Flexible Ranges (Alternative to Indirect)

Module 6: Form Controls for Interactive Dashboards

• Introduction to Form Controls – Active X vs. Form Controls
• Combo Box – Select From a Drop Down List in Excel
• Check Box – Check / Uncheck Option in Excel
• Spin Button – Move Up & Down Lists in Excel
• Option Button – Choose One Option Only
• List Box – Select From a List of Options in Excel
• Scroll Bar – Scroll Through Excel Graphs & Tables
• Dependent Combo Box (2nd list automatically resets once 1st list is changed)

Module 7: Advanced Excel Chart Techniques

• Chart Overview & When to Use Which Excel Graph 
• Excel Chart Basics (for those who need to get familiar with basic features)
• Improve Charts 1: Add Total Values to Stacked Excel Column Charts 
• Improve Charts 2: Add Series Labels Inside Excel Charts 
• Improve Charts 3: Excel Chart Secret: Error Bars for Additional Control 
• Pro Excel Chart Technique: Changing Chart Ranges
• Infographics in Excel using Icons (male/female)
• Pro Excel Chart Technique: Dynamic Map Chart with Drop-down 
• think-cell PowerPoint add-in

Modules 8-13: KPI Excel Dashboard – START HERE

• How You Can Follow Along & Download Documentation
• Excel KPI Dashboard Overview (Download)
• BONUS: IF YOU HAVE OFFICE 365 or OFFICE 2021

Module 8: Excel KPI Dashboard Setup

• Excel KPI Dashboard Overview 
• Dashboard Wireframe in Excel 
• Spreadsheet Setup 
• Setup of Raw Data Sheet 
• Setup of Excel Calculation sheet

Module 9: Excel KPI Dashboard – Scrolling Table & Bars

• Setup a Combo Box to Ease Selection 
• Complex Lookup with Index & Match
• Scrolling Data Table in Excel
• Conditionally-Formatted Data Bars
• Arrows for Deviations in Excel 
• Formatting of Scrolling Data Table 

Module 10: Excel KPI Dashboard – Dynamic Headers

• Conditional Comments in Header 
• Adding Shapes & Text boxes in Excel 

Module 11: KPI Dashboard – Top/Bottom KPI Based on Selection

• Show Top 6 Matches with Unique Identifier 
• List Box to Select KPI for Top 6 Matches 
• Option Button to Toggle Between Top OR Bottom
• Actual to Budget Comparison – Sorted Bars with Error Bar Technique
• Finalize Top / Bottom Report on Dashboard

Module 12: Excel KPI Dashboard – Scrolling Line Chart with Check Boxes

• Complex Excel Lookup to Prepare data for Scrolling Chart 
• Scroll-able Line Chart
• Trick to Avoid Crashing Lines in an Excel Line Chart
• Check Box to Control Series Visibility in Excel (Hide or Show)
• Excel Line Series Tweaks for Better Readability
• Finalize Profit Comparison Section on Dashboard 

Module 13: Excel KPI Dashboard – Final Touches

• Restrict Excel Dashboard Area and Format for Printing 
• Excel Dashboard Protection, Hyperlinks and Final Touches 
• Excel KPI Dashboard Final Version

Modules 14-17: Regional Sales Excel Dashboard – Start Here

• How to Follow & Download Documentation (If you haven’t done so already)
• Regional Sales Dashboard Overview (Download)

Module 14: Regional (Pivot / Slicer) Excel Dashboard – Using Slicer as Buttons

• More Interactivity – Pivot Slicers as Buttons (also without Pivot Tables) 
• Column Chart Controlled by Excel Slicer Buttons 
• Pivot Slicer Custom Sorting & Design
• Check to Ensure Single Slicer Button is Selected
• Dynamic Excel Comments with Pivot Slicer Selection 

Module 15: Regional Dashboard – Advanced Excel Pivot Table Techniques

• Variances in Excel Pivot Table 
• Conditional Formatting in Excel Pivot Table
• Pivot Table as Part of Excel Dashboard Report 
• Pivot Charts in Excel Dashboards
• Automatically Refresh Excel Pivot Table with Simple VBA Code 

Module 16: Regional Excel Dashboard – Impressive Charts Using Shapes

• Info Charts: Adding Shapes to (Pivot) Charts 
• Info Charts: Overcoming Pivot Chart Limitations 

Module 17: Regional Excel Dashboard – Secrets for Impressive Reports

• Excel Camera for Improved Design 
• Advanced Excel Camera – Lookups on Pictures 
• Excel Dashboard Complete – Final Touches 
• Regional Sales Dashboard Final Version

What’s next?

• Final wrap-up
• Learn More
• Leave a Review
• Share Your Success With Me!
• 🚩 Share Your Certificate
• My Favorite Resources

Your Instructor

Leila Gharani

My courses & tutorials are for ambitious beginners and professionals who want to upgrade their data analysis skills. If you hate doing things manually, you’ll love my approach.

I don’t just want to show you solutions to specific problems, but to teach you to find solutions to ALL your future data analysis problems.

On my YouTube channel, I share Office Productivity tips & tricks based on questions I get from our online community & professionals at my training sessions.

I am a Certified Microsoft Excel Expert and was given the Microsoft MVP award in 2017. I have over 15 years of experience implementing and training users on Management Information Systems of different sizes and nature – these include SAP BW and Oracle HFM.

My background is: Masters in Economics, Economist, Consultant, Oracle HFM Accounting Systems Expert & Project Manager. My passion is teaching and solving difficult Excel problems. I am also addicted to learning and enjoy taking online courses on a variety of topics.

I founded my online learning company, XelPlus, in 2015. Our aim is to help you gain the knowledge you need so you can create useful tools, solve problems and get more done.

Let’s start now.

Who is right for this course

• Business Professionals who use Excel to create dashboards and reports
• Data analysts
• You currently use Excel and want to improve your skills
• You’d like to learn how to create interactive reports
• You’d like to improve the design of your existing Excel reports

Who’s not right for this course

• You don’t use Excel often
• You consider yourself a very basic Excel user (The course requires solid knowledge in formulas like IF and features like absolute and relative
• referencing). If you aren’t familiar with these, please check out my Excel Basics Playlist on YouTube.
• You don’t have Excel for PC (Windows) – The course is taught for Excel on Windows. If you have a Mac, I wouldn’t be able to help you if you run
• into problems (I’ve never worked with a Mac).

Please see the full list of alternative group-buy courses available here: https://lunacourse.com/shop/