Excel Business Intelligence and Dashboards Training

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Course description

Excel is not just a piece of spreadsheet software – it can be an extremely powerful business intelligence tool when used correctly, transforming raw data into meaningful and useful information.

We look at imports of data, analysing data using pivot tables, and getting the most out of Excel’s extensive graphing features. Using some of your own data, we also show you how to consolidate information into simple dashboards that show key trends and relationships.

Is it right for me?

If you’re an existing Excel user who can already build simple spreadsheets, this advanced Excel training course will enhance your current abilities and provide you with valuable business intelligence and reporting skills.

What will I get out of it?

By the end of the course you will be able to:


  • Work with different data formats
  • Connect to external data sources
  • Build pivot tables
  • Create business charts
  • Create dashboards

The trainer was knowledgeable, able to communicate ideas effectively, and was open to feedback and flexible to what we wanted to get out of the session.

Regulatory Analyst, UK Power Networks

What does it cover?

  • Building a pivot table
  • Pivot table structure
  • Data formatting
  • Subtotalling data
  • Creating a pivot table with an external data source
  • Data source options
  • Pivot table options
  • Publishing to a web page
  • Creating database queries
  • Setting external data range properties
  • Creating web queries
  • Importing text files
  • Data layout and structures
  • Merging and consolidating information
  • Creating and customising charts
  • Adding more data
  • Creating user-defined chart types
  • Changing the default chart type
  • Creating miniature charts suitable for dashboards
  • Target VS actual charts
  • Using bubble charts
  • Creating charts directly in cells
  • Dashboard layouts, best practice
  • Linking to analysed data
  • Using invert if negative (not available in 2007)
  • Combining different chart types in one chart
  • Creating custom markers
  • Creating a quadrant background
  • Emphasising data with vertical banding
  • Mean and standard deviation lines

Book this course

Course leader

Richard Harker

L&D Consultant, IT Solutions

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