Excel Dashboards for Data Analysis and Presentation is a course in building dashboards in Excel, from preparing data with Power Query and summarising it with PivotTables and PivotCharts to slicers and KPI cards. It suits managers, supervisors and staff who report figures regularly, and you leave with a sales dashboard that refreshes in one click.
Reports that must be updated every week or month often eat up time copying data, rebuilding summary tables and redrawing charts, while managers still have to open several sheets to see the big picture. A dashboard brings the key figures, charts and filters together on one page, lets users choose what to see by month, branch or product, and updates the whole page with a single refresh when new data arrives.
This course builds a dashboard in Excel step by step: design principles, preparing data with Excel tables and Power Query, connecting several tables with the Data Model, summarising figures with PivotTables and choosing the right charts with PivotCharts. Learners then add slicers and timelines, build KPI cards with formulas, use conditional formatting and sparklines, and lay the page out so it is easy to read. The course closes with a workshop that builds a sales dashboard ready to share. (1 day, 6 hours, Intermediate level.)
Course Details
This course is a 2026 edition that replaces the previous Excel dashboard course. It has been rewritten for Excel in Microsoft 365 and Excel 2024. It runs for 1 day, 6 hours (09:00-16:00), as lectures with labs on a single set of sales, product and branch data throughout the day. Intermediate level. The course focuses on dashboards that genuinely refresh, from preparing data with Power Query through to sharing. Those who want a grounding in data management and advanced formulas first can take the Advanced Microsoft Excel for Microsoft 365 course. Learners take home a lab guide, solution files for every lab and the sales dashboard from the workshop to adapt to their own data.
Day 1: Building an Excel Dashboard from Data to Presentation
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
Start by deciding which figures users need and sketching the layout. Prepare the data as an Excel table or pull it in with Power Query so it can be refreshed, and connect several tables with the Data Model if needed. Build PivotTables that summarise the figures on a separate sheet, then place PivotCharts, KPI cards and slicers on the dashboard page. Finally, use conditional formatting to highlight key values, test Refresh All and protect the sheet before sharing.
A slicer is a set of clickable filter buttons, for example for branch or product category, and any connected PivotTables and PivotCharts show only the selected data. A timeline does the same for date ranges. To let one slicer control several reports, select the slicer, choose Report Connections and tick every PivotTable you want. Those PivotTables must be built from the same data source or the same Data Model.
A PivotChart is built from a PivotTable, so it changes instantly with grouping, filters and slicers, which makes it ideal for interactive dashboards. An ordinary chart refers to a fixed range of cells. PivotCharts cannot use some chart types, such as XY (scatter), stock, bubble, treemap and statistical charts, and their layout is tied to the PivotTable structure. For other chart types that still update with the data, use an ordinary chart based on the results of dynamic array formulas.
It suits managers, supervisors and staff who report figures regularly, as well as sales, marketing, accounting and HR staff who need to present data clearly. You should already be comfortable with basic Excel, charts and formulas such as SUM, AVERAGE and IF, and some PivotTable experience will help you move faster. Excel from Microsoft 365 on Windows is recommended.
You will be able to design dashboards that communicate clearly, prepare data with Power Query so it refreshes, connect tables with the Data Model, summarise with PivotTables, choose suitable charts, control the view with slicers and timelines, build KPI cards and share the dashboard with others, and you take home the sales dashboard from the workshop. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your team, with examples adapted to your own work, such as turning the reports your team sends to management into a dashboard. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
Articles are published in Thai.
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