Microsoft Excel - Dashboards for Business Intelligence Course Overview

Microsoft Excel - Dashboards for Business Intelligence Course Overview

The Microsoft Excel - Dashboards for Business Intelligence course is designed to provide learners with the tools and knowledge needed to build interactive, data-driven dashboards using Microsoft Excel. This course is essential for professionals looking to enhance their Data Visualization and analysis skills for better decision-making in a business environment.

Starting with an Introduction to Dashboards, learners will understand what a dashboard is and its common features. They will progress to mastering PivotTables and PivotCharts, learning to create, format, and refresh PivotTables, work with PivotCharts, and use slicers and timelines for dynamic data segmentation.

The course also dives into Useful Functions such as Nested IFs, COUNTIFS & SUMIFS, and the powerful INDEX & MATCH, among others. In the Conditional Formatting module, students will learn how to visually enhance data using formatting values, colour scales, and icon sets.

Form Controls are covered to help learners understand how to incorporate interactive elements into their dashboards, while Working with Charts teaches the creation and customization of various chart types, including the use of secondary axes and combination charts.

The course includes a module on Working with Sparklines to create and customize miniature charts within cells, which can provide quick insights at a glance. Lastly, in the Design & Layout module, participants will learn how to professionally arrange their dashboards using gridlines, outlines, and theming for a polished, user-friendly presentation.

By the end of this course, learners will have the proficiency to design and implement advanced Excel dashboards, transforming raw data into meaningful business intelligence.

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  • Live Online Training (Duration : 8 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

To ensure participants can successfully undertake the Microsoft Excel - Dashboards for Business Intelligence course offered by Koenig Solutions, the following minimum prerequisites are recommended:


  • Basic understanding of Microsoft Excel: Familiarity with the Excel interface, entering data, and basic functions.
  • Knowledge of Excel formulas and functions: Comfort with writing and understanding simple formulas such as SUM, AVERAGE, and IF statements.
  • Experience with Excel charts and tables: Ability to create and modify charts, as well as organize data within tables.
  • Familiarity with data analysis: Understanding of basic data analysis concepts, including sorting and filtering data.
  • Basic problem-solving skills: Ability to approach data-related challenges methodically and apply Excel features to find solutions.

These prerequisites are designed to ensure that learners have the foundational skills necessary to grasp the more advanced concepts covered in the course, such as PivotTables, complex functions, and dashboard design. With these skills, participants will be well-prepared to maximize their learning experience and apply their new knowledge in practical business intelligence scenarios.


Target Audience for Microsoft Excel - Dashboards for Business Intelligence

Koenig Solutions' Microsoft Excel - Dashboards for Business Intelligence course is designed to empower professionals with the skills to create insightful, data-driven dashboards.


  • Business Analysts
  • Data Analysts
  • Project Managers
  • Financial Analysts
  • Marketing Analysts
  • Sales Professionals
  • Business Intelligence Professionals
  • Administrative Staff
  • Management Reporting Specialists
  • Operations Managers
  • IT Professionals
  • Performance Management Consultants
  • Executives looking to improve their reporting techniques
  • Any professional dealing with data and seeking to visualize and present information effectively


Learning Objectives - What you will Learn in this Microsoft Excel - Dashboards for Business Intelligence?

Introduction to Learning Outcomes:

The Microsoft Excel - Dashboards for Business Intelligence course empowers students to create compelling dashboards, utilize advanced Excel functions, and make data-driven decisions efficiently.

Learning Objectives and Outcomes:

  • Understand the purpose and components of an effective dashboard for business intelligence.
  • Create, format, and refresh PivotTables to summarize and analyze data effectively.
  • Generate dynamic PivotCharts and use Slicers and Timelines for interactive Data Visualization.
  • Apply advanced Excel functions such as Nested IFs, COUNTIFS & SUMIFS, and INDEX & MATCH to manipulate data.
  • Utilize the OFFSET and CHOOSE functions to create flexible data ranges and scenarios.
  • Implement Conditional Formatting to highlight critical data points using color scales and icon sets.
  • Incorporate Form Controls to enhance dashboard interactivity and user experience.
  • Design and construct a variety of charts, including the use of secondary axes and combination charts, to present data clearly.
  • Create and customize Sparklines for at-a-glance data trends within a cell.
  • Apply design principles and layout techniques, including the use of gridlines and theming, to create a professional and cohesive dashboard.