Dashboard Pro by Jordan Goldmeier (12 CPE)

• Outline

  • Module 1: Dashboard Primer
  • Module 2: Thinking Like a Dashboard Pro
  • Module 3: Working with Dashboard Formulas
  • Module 4: Lookup Functions and Array Formulas
  • Module 5: Excel Tables
  • Module 6: Sorting & Decision Functions with Excel Tables
  • Module 7: Introduction to Form Controls
  • Module 8: Formula Driven Development
  • Module 9: Interactive Legends in Excel
  • Module 10: Interactive Chart Toggle
  • Module 11: Interactive Dashboards
  • Module 12: A Primer on Data Visualization
  • Module 13: Expanding the Chart Library
  • Module 14: Bullet Charts
  • Module 15: Infographics in Excel

• Author

  Jordan Goldmeier

• Subject

  Dashboard Pro

• Benefits

  Begin Now: begin training immediately
  Certificate: download and print your certificate instantly upon completion
  Pause and Resume: pause and resume training as needed
  Exam: unlimited exam attempts

• Software

  Featuring Microsoft Excel for Windows

• Format

  On-Demand

• Access Begins

  Immediately

• Duration

  Online enrollment provides access for one year.

• Certificate of Completion

  Download instantly once a passing score on the final exam is achieved. You may re-attempt the final exam as many times as necessary.

• Enrollment Period

  Your enrollment is valid for one year.

---

 

Module 1: Dashboard Primer 1 Introduction (0:49) 2 Why Excel? (7:35) 3 Why Dashboards? (5:23) 4 Interactive Dashboards in Excel (10:19) Module 2: Thinking Like a Dashboard Pro 1 Thinking Outside the Cell (6:47) 2 Why Develop Differently? (3:40) 3 Inserting the Camera Tool (2:57) 4 Camera Tool Demo (7:54) 5 Development Principles (12:50) Module 3: Working With Formulas 1 Formula Editing Tips (11:52) 2 Excel's Calculation Engine (9:08) 3 Writing Better Formulas (11:10) Module 4: Lookup Functions and Array Formulas 1 Lookup Functions (2:44) 2 VLookup (3:24) 3 Index Match (6:28) 4 Combination (4:24) 5 Array Formulas (2:50) 6 Array Formulas Demo (20:44) 7 Array Formulas Review (2:20) Module 5: Excel Tables 1 Introduction to Excel Tables (3:43) 2 Inserting an Excel Table (8:34) 3 Working With Excel Tables (7:29) 4 Excel Table Chart Example (4:34) 5 Excel Table Rules (2:35) Module 6: Sorting & Decision Functions With Excel Tables 1 Sorting Functions (19:20) 2 Filters & SUMPRODUCT (1:38) 3 Filtering on Excel Tables (17:26) 4 Aggregation With Excel Tables (13:26) 5 Summary (2:12) Module 7: Introduction to Form Controls 1 Installing the Developer Tab (1:32) 2 Excel Controls (3:44) 3 Form Controls Demo (14:55) 4 Form Control Basics (1:59) 5 Scrollable Tables (7:26)

Module 8: Formula Driven Development 1 Excel Development Styles (5:06) 2 Information-Transformation-Presentation (7:07) Module 9: Interactive Legends in Excel 1 Introduction to Interactive Legends (1:50) 2 Setting Up the Interactive Legend (7:18) 3 Perfecting the Interactive Legend (16:50) 4 Maintaining the Interactive Legend (3:11) Module 10: Interactive Chart Toggle 1 Introduction to Interactive Chart Toggles (0:38) 2 Setting Up the Interactive Toggle (6:56) 3 Formatting the Interactive Toggle (5:04) 4 Maintaining the Interactive Toggle (2:52) Module 11: Interactive Dashboards 1 Introduction (0:41) 2 Setting Up the Interactive Dashboard (15:27) 3 Formatting the Interactive Dashboard (1:49) 4 Maintaining the Interactive Dashboard (2:58) Module 12: A Primer on Data Visualization 1 Visual Perception (8:22) 2 Gestalt's Laws of Grouping (4:37) 3 Preattentive Attributes (2:34) 4 The Problem with Pie Charts (1:45) 5 Data Viz vs Infographics (2:01) Module 13: Expanding the Chart Library 1 Introduction (0:26) 2 Dual Axis Banding (4:21) 3 Area Chart Banding (4:31) 4 Limit Charts (3:11) Module 14: Bullet Charts 1 Introduction to Bullet Charts (1:28) 2 Bullet Charts Demo (7:00) 3 Horizontal Bullet Chart Trick (4:03) Module 15: Infographics in Excel 1 Introduction to Infographics in Excel (1:17) 2 Progress Meter Demo (8:45) 3 Donut Chart Demo (6:01) 4 Waffle Unit Chart Demo (5:58) 5 Bringing it Together with the Camera Tool (2:13)

Materials

The course includes the following course materials:

• Online lecture videos
• Sample Excel files
• Glossary
• Index
• Download videos to your computer

Comments from participants

• “Jordan doesn’t just walk you through how to build various modular pieces you can combine to create a full-functioning dashboard. He also shows you ways to maintain your spreadsheets for future changes and how to format them in a way that makes your dashboard feel more like a standalone application as oppose to numbers filling up a spreadsheet. I thoroughly enjoyed taking this course and highly recommend it.” - Chris Newman, Sr. Financial Analyst


• “Excel Dashboard Pro helped reinforce that I was on the right path to mastery but in certain areas I was taking the long way around. After each lesson a lot of my work was reassessed in favor of the methods presented in the course. Not to give too much away but the section on BOOLEAN logic may change the way you use Excel – I know it did for me.” - Alex Powers, Bank Technical Analyst


• “This is not another brain dump of meaningless Excel tips and tricks. The course walks you through the theory of data visualization and dashboards with Excel applications. I have used Excel for thousands of hours and still found new, helpful tips in this series.” - George Mount, Economist


• “I love specific topics like Visual perception, Gestalt’s Law of Grouping, Data viz vs infographics, a primer on Data Visualization, array formulas, and Thinking like a Dashboard Pro.” - Rahim Zulfiqar Ali


• “It is amazing how this course shows you how to create stunning visualizations with simple Excel techniques, NO complex programming in VBA, just excel formulas. Don’t be fooled by the title and think this is just another Excel course with tricks. If you take it, you will learn how to think differently about Excel development and data visualization. It will show you how to display information appropriately to convey the right message.” - Orlando Mezquita


• “The course in general really touches upon the fundamentals and building blocks of how to build simple but yet complex Excel dashboards. You’ll learn how to build clean and non-bloated spreadsheets that are easy and effective at providing and displaying a visualization that truly captures and provides the information that the end user is looking for.” - Brad Edgar

Objectives

• Recall a chart type that is appropriate to compare values across categories
• State the purpose of data visualization
• Identify a chart type that is useful for showing values over time

Program Level

Basic

Prerequisites

None

Advance Preparation Needed

Ensure you have access to Excel for Windows, preferably versions 2010 or later. Excel for Mac is not supported.

Delivery Method

QAS Self-study

Recommended CPE Credits

12

Field of Study

Computer Software & Applications

Expiration

Program enrollment is valid for one year and participant must complete the final exam within this time period.

Registration

To register, add this course to your cart by clicking the Buy Now button and then complete the checkout process.

Refund Policy

Full 30-day refund; refund for any course cancellations or registration into upcoming session if preferred.

Complaint Resolution

For information regarding adminstrative policies such as complaint resolution, please contact Jeff Lenning CPA CITP at 949-200-7688 or via email info@excel-university.com

Official Registry Statement

Excel University, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.