Visually Effective Excel Dashboards
Design and build fully interactive Excel dashboards with dynamic charts, form controls, and KPI reporting
Así estudias: curso autodidacta
- Autodidacta y 100% en línea: contenido disponible 24/7.
- Avanzas a tu ritmo: la plataforma guarda tu progreso.
- Sin tutor ni clases en vivo: el curso está diseñado para estudiarse por tu cuenta.
- Te evalúas con actividades automáticas, sin entregas a un tutor.
Lo que serás capaz de hacer
Building an Excel dashboard from scratch is harder than it looks. This course gives you a repeatable process that works every time. Most Excel users know enough to put data in charts. This course goes further: you'll learn how to design, structure, and build fully interactive dashboards that update dynamically, look professional, and are easy for anyone to maintain. You build two complete dashboards from start to finish, downloading working project files at each stage so you can follow along or pick up from any point. What you'll be able to do after this course: Plan and wireframe an Excel dashboard before writing a single formula Apply professional design principles: layout, color schemes, typography, and spacing for clear, readable reports Use advanced formulas for dashboard logic: INDEX MATCH, INDIRECT, CHOOSE, SUMIFS, LARGE, GetPivotData, and more Add interactivity with form controls: combo boxes, check boxes, option buttons, spin buttons, list boxes, and scroll bars Build advanced chart techniques including scrolling charts, error bar methods, dynamic series labels, info-graphics, and map charts Create a full KPI dashboard with scrolling data tables, conditional formatting arrows, top and bottom analysis, and dynamic headers Build a regional pivot slicer dashboard with custom sorting, pivot chart integration, and automatic refresh using VBA Use the Excel Camera tool for advanced layout design and picture-based lookups Apply everything to Microsoft 365 using FILTER, SEQUENCE, and XLOOKUP where available What makes this course different from other Excel dashboard courses: Most dashboard courses teach you features. This one teaches you a process. You get a checklist for starting new dashboard projects, design guidelines you can apply immediately to any report, and templates you keep after the course. Every technique is taught in context, inside a real dashboard project, not as isolated examples. By the end you'll have a transferable workflow you can apply to any Excel reporting project. What's inside: 2 complete dashboard projects built step by step with downloadable draft files at each stage KPI dashboard: scrolling tables, dynamic charts, form controls, conditional formatting, and top and bottom analysis Regional dashboard: pivot slicers, pivot charts, advanced shapes, VBA for auto-refresh, and info-charts Dashboard design section: layout, color, design principles, and a project checklist Formula toolbox covering every function you need for professional dashboard work Templates, checklists, and design guidelines included Who this is for: This course works best for intermediate to advanced Excel users who already know the basics and want to build reports that genuinely impress. Beginners are welcome but will get more from the course after completing a foundational Excel course first. Taught by Leila Gharani, Microsoft MVP and trusted by 515,000+ students across 11 courses on Udemy. Enroll now and start with the dashboard planning checklist in Section 1.
- Plan and structure an Excel dashboard project using a proven workflow from wireframe to final delivery
- Add interactivity to Excel reports using form controls including combo boxes, check boxes, option buttons, and scroll bars
- Build a complete KPI dashboard with scrolling tables, dynamic charts, conditional formatting, and top and bottom analysis
- Build a regional pivot slicer dashboard with custom sorting, info-charts, and automatic pivot refresh
- Apply professional dashboard design principles: layout, color schemes, and formatting for clear decision-making reports
- Create advanced Excel charts including scrolling line charts, error bar techniques, info-graphics, and dynamic map charts
Temario
UNIDAD 1 - A Foundation in Dashboards · 6 leccionesUNIDAD 1 - A Foundation in Dashboards
UNIDAD 1 - A 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
UNIDAD 2 - Dashboards - Before You Start · 5 leccionesUNIDAD 2 - Dashboards - Before You Start
UNIDAD 2 - Dashboards - Before You Start
- 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
UNIDAD 3 - Report Design Principles · 6 leccionesUNIDAD 3 - Report Design Principles
UNIDAD 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
UNIDAD 4 - Dashboard Source Data & Formats · 5 leccionesUNIDAD 4 - Dashboard Source Data & Formats
UNIDAD 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
UNIDAD 5 - Dashboard Formula Toolbox · 15 leccionesUNIDAD 5 - Dashboard Formula Toolbox
UNIDAD 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 Drop-down List Selection
- Realistic Case: Index for Dependent Drop-down Lists in Excel
- SUMIFS, COUNTIFS, AVERAGEIFS to Handle Multiple Criteria
- LARGE and SMALL for Sorting Excel Data
- 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 & Excel Name Manager for Flexible Ranges (Alternative to Indirect)
UNIDAD 6 - Form Controls for Interactive Excel Dashboards · 8 leccionesUNIDAD 6 - Form Controls for Interactive Excel Dashboards
UNIDAD 6 - Form Controls for Interactive Excel 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
- Bonus: Dependent Combo Boxes (2nd list automatically resets)
UNIDAD 7 - Advanced Excel Chart Techniques · 8 leccionesUNIDAD 7 - Advanced Excel Chart Techniques
UNIDAD 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)
- Add Total Values to Stacked Excel Column Charts
- Better Charts: Add Dynamic Series Labels Inside Excel Charts
- Excel Chart Secret: Error Bars for Additional Control
- Pro Excel Chart Technique: Changing Chart Ranges
- Info-graphics in Excel: Non-standard but Impressive Bar Chart
- Dynamic Excel Map Chart with Drop-down
UNIDAD 8 - *** KPI Excel Dashboard *** · 7 leccionesUNIDAD 8 - *** KPI Excel Dashboard ***
UNIDAD 8 - *** KPI Excel Dashboard ***
- Excel KPI Dashboard Overview
- BONUS: IF YOU HAVE OFFICE 365 or OFFICE 2021
- Dashboard Wireframe in Excel
- Spreadsheet Setup
- Setup of Raw Data Sheet
- Setup of Excel Calculation Sheet
- Download Dashboard till here & practice along - Draft01
UNIDAD 9 - KPI Dashboard - Scrolling Table & Bars · 7 leccionesUNIDAD 9 - KPI Dashboard - Scrolling Table & Bars
UNIDAD 9 - KPI Dashboard - Scrolling Table & Bars
- Setup a Combo Box to Ease Selection
- Complex Lookup with Index & Match in Excel
- Scrolling Data Table in Excel
- Conditionally-Formatted Data Bars
- Arrows for Deviations in Excel
- Formatting of Scrolling Data Table
- Download Excel Dashboard till here & practice along - Draft02
UNIDAD 10 - KPI Dashboard - Dynamic Headers · 3 leccionesUNIDAD 10 - KPI Dashboard - Dynamic Headers
UNIDAD 10 - KPI Dashboard - Dynamic Headers
- Conditional Comments in Header
- Adding Shapes & Text boxes in Excel
- Download Excel Dashboard till here & practice along - Draft03
UNIDAD 11 - KPI Dashboard - Top/Bottom KPI Based on Selection · 6 leccionesUNIDAD 11 - KPI Dashboard - Top/Bottom KPI Based on Selection
UNIDAD 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 6
- Actual to Budget Comparison - Sorted Bars with Error Bar Technique
- Finalize Top / Bottom Report on Dashboard
- Download Dashboard till here & practice along - Draft04
UNIDAD 12 - KPI Dashboard - Scrolling Line Chart with Check Boxes · 7 leccionesUNIDAD 12 - KPI Dashboard - Scrolling Line Chart with Check Boxes
UNIDAD 12 - 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
- Download Dashboard till here & practice along - Draft05
UNIDAD 13 - KPI Dashboard - Final Touches · 3 leccionesUNIDAD 13 - KPI Dashboard - Final Touches
UNIDAD 13 - KPI Dashboard - Final Touches
- Restrict Excel Dashboard Area and Format for Printing
- Excel Dashboard Protection, Hyperlinks and Final Touches
- Download Excel Dashboard till here - Final
UNIDAD 14 - *** Regional (Pivot / Slicer) Excel Dashboard *** · 6 leccionesUNIDAD 14 - *** Regional (Pivot / Slicer) Excel Dashboard ***
UNIDAD 14 - *** Regional (Pivot / Slicer) Excel Dashboard ***
- 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 Pivot Slicer Button is Selected
- Dynamic Excel Comments with Pivot Slicer Selection
- Download Excel Regional Dashboard till here - Draft02
UNIDAD 15 - Regional Dashboard - Advanced Excel Pivot Table Techniques · 6 leccionesUNIDAD 15 - Regional Dashboard - Advanced Excel Pivot Table Techniques
UNIDAD 15 - Regional Dashboard - Advanced Excel Pivot Table Techniques
- Variances in Excel Pivot Tables
- Conditional Formatting in Excel Pivot Tables
- Pivot Table as Part of Excel Dashboard Report
- Pivot Charts in Excel Dashboards
- Automatically Refresh Excel Pivot Table with Simple VBA Code
- Download Regional Dashboard till here - Draft03
UNIDAD 16 - Regional Dashboard - Impressive Charts Using Shapes · 3 leccionesUNIDAD 16 - Regional Dashboard - Impressive Charts Using Shapes
UNIDAD 16 - Regional Dashboard - Impressive Charts Using Shapes
- Info Charts: Adding Shapes to (Pivot) Charts
- Info Charts: Overcoming Pivot Chart Limitations in Excel
- Download Regional Dashboard till here - Draft04
UNIDAD 17 - Regional Dashboard - Secrets for Impressive Reports · 4 leccionesUNIDAD 17 - Regional Dashboard - Secrets for Impressive Reports
UNIDAD 17 - Regional Dashboard - Secrets for Impressive Reports
- Excel Camera for Improved Design
- Advanced Excel Camera - Lookups on Pictures
- Dashboard Complete - Final Touches
- Download the final version of the Slicer/Regional Dashboard
UNIDAD 18 - What you Learnt · 2 leccionesUNIDAD 18 - What you Learnt
UNIDAD 18 - What you Learnt
- Final Words
- Bonus: Keep Learning
Certificado con validez SEP (opcional) por $900 MXN adicionales: lo emite la SEP, no solo una plataforma
Al demostrar la competencia recibes un certificado emitido por la Secretaría de Educación Pública a través del Gobierno del Estado de México: un documento oficial que puedes presentar con confianza ante cualquier empleador o institución.
Tu certificado con INEC
- Lo emite la Secretaría de Educación Pública (SEP), a través del Gobierno del Estado de México
- Documento oficial con folio verificable en línea
- Lo otorga la Universidad Tecnológica Fidel Velázquez
Otras plataformas en línea
- Constancia privada emitida por la misma plataforma
- Solo acredita horas cursadas o asistencia
- Sin respaldo de una autoridad educativa
Tu itinerario, de la inscripción al certificado
- 1
Inscripción con pago único
Pagas $2,800 MXN una sola vez y entras de inmediato al curso.
- 2
Estudias a tu ritmo
18 unidades con videos, lecturas y actividades, disponibles 24/7 durante 12 meses.
- 3
Cuestionarios por unidad
1 cuestionarios para comprobar lo aprendido.
- 4
Certificado
Certificado INEC al terminar; si quieres, validez SEP por $900 MXN adicionales.
Tu certificado al terminar (validez SEP opcional)
- Opcional: por $900 MXN adicionales, certificado emitido por la Secretaría de Educación Pública (SEP), a través del Gobierno del Estado de México.
- Contenido impartido por Leila Gharani.
- Folio y QR verificables para compartirlo con quien te contrate.
Empieza hoy, a tu ritmo
Un solo pago y acceso inmediato al curso completo durante 12 meses.
- 18 unidades · 107 lecciones · 60 h
- 12 meses de acceso
- 1 cuestionarios de evaluación
- Validez SEP opcional por $900 MXN adicionales
Sobre tu inscripción
¿Cómo es el pago?
Un solo pago de $2,800 MXN. No hay mensualidades ni cargos recurrentes.
¿Cuánto tiempo tengo acceso?
12 meses desde tu inscripción, 24/7, para avanzar a tu ritmo.
¿Quién imparte el contenido?
El curso es impartido por Leila Gharani; INEC gestiona tu inscripción, evaluación y certificado.
¿Qué pasa cuando vence mi acceso?
Puedes renovar tu cuenta tú mismo desde la plataforma, sin trámites ni esperas.
¿El curso tiene validez SEP?
Es opcional: por $900 MXN adicionales obtienes un certificado emitido por la SEP a través del Gobierno del Estado de México, con folio verificable.
¿El curso tiene tutor o clases en vivo?
No. Es un curso autodidacta: estudias por tu cuenta, a tu ritmo, sin tutor ni sesiones en vivo.
¿Cómo se evalúa?
Te evalúas con actividades automáticas, sin entregas a un tutor.



