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Course Information

Building Interactive Dashboards Training Course Outline

Module 1 – Dashboards with Power BI

Introduction to Power BI

  • Visualisation Palette, Reports, and Dashboards
  • Enabling Visual Interactions
  • Calculating KPIs
  • Adding Tooltips and Legends

Analytical Dashboards

  • Define Analytical Dashboards
  • Time Series Chart
  • Heat Map Charts
  • Using Parameters and Slicers
  • Export Data from Visuals

Tactical Dashboard

  • What is Tactical Dashboard?
  • Creating a Dot Plot
  • Box and Whisker Plots
  • Building Funnel Chart
  • Geographical Map Chart

Working with Strategic Dashboard

  • Calculate Period-Over-Period Changes
  • Visualise Comparisons with Bullet Charts
  • Pinning Visuals to Dashboards
  • Add Media Tiles to Dashboard

Data Stories with Dashboards

  • Define Data Stories Dashboards
  • Presenting Data with Card Browser Custom Visual
  • Link Together Dashboards with Actions
  • Telling Story with Bookmarks
  • Embedded Links and Hyperlink Dashboard Tiles

Format Dashboards and Data

  • Formatting Concepts
  • Formatting Visuals and Reports
  • Creating Relevant Labels and Effective Number Formats
  • Formatting Dashboards

Module 2 – Dashboards with Excel

Introduction to Dashboards

  • Define Dashboards
  • Dashboard Types
  • Dashboard Data and Formats
  • Live Data on Dashboards

Inserting Graphics for a Dashboard

  • Inserting a Simple Chart
  • Using Sparklines with Dashboards
  • Using Tables to Dynamically Link Charts and Lists
  • Linking Charts Across Worksheets

Specialist Functions and Formulas

  • The OFFSET Function
  • Nested IF Statements Using the AND and OR Operators
  • VLOOKUPs
  • The MATCH Function

Dashboard Navigation

  • Creating Bespoke Navigation Bars
  • Creating Dashboard Links
  • Using Named Objects

Workbook Layout and Structure

  • Organising Data in Data Tables using IFs
  • Using Table Formulas to Make Dynamic Charts
  • Using More Table Formulas with Conditional Formatting
  • Using OFFSETs, VLOOKUPs and Name Range Lists

Using Excel Objects for Specialist Dashboard Views

  • Adding a Data Bar into Dashboard
  • Creating a Window Chart
  • Creating an Advanced Comparison Chart
  • Creating a Timeline Chart

Using Macros and VBA with Dashboards

  • Macros and the Visual Basic Interface
  • Configuring Controls Using Macros
  • Issues in Dashboard with VBA
  • The Select Case

Module 3 – Dashboards with Tableau

Strategic or Executive Dashboard Project

  • Define Strategic or Executive Dashboard Project
  • Create Text Elements
  • Calculate Period-Over-Period Changes
  • Visualise Comparisons with Bullet Charts
  • Arrange Elements on Dashboard

Tactical Dashboards

  • Define Tactical Dashboard Project
  • Building Waterfall Charts
  • Constructing Heat Map Charts
  • Display Geographical Map Charts
  • Link Together Dashboard Objects

Operational Dashboards

  • Build Combo Charts
  • Construct Positional Circle Charts
  • Use ARL Actions

Analytical Dashboards

  • Create Robust Time-Series Charts
  • Use Parameters to Control Display and Slicing Dimensions
  • Incorporate a Highlight Table
  • Extract Aggregated or Raw Data from the Viz

Ad-hoc Dashboards

  • Work with Sets and Groups
  • Create Bins and Box and Whisker Charts
  • Annotate Points, Marks, and Areas
  • Generate Funnel Charts

Customise and Style Dashboard

  • Styling Concepts
  • Format Axis Labels and Lines
  • Create Labels and Effective Number Formats
  • Formulate Helpful and Informative Tooltips
  • Format Parameters and Legends

Dashboard Publication

  • Prepare for Publication
  • Publish on Tableau Public
  • Publish on Tableau Server and Tableau Online
  • Employ Tableau Reader

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Prerequisites

There are no formal prerequisites to attend this course.

Audience

Anyone who want to enhance knowledge and skills to create effective business dashboards using Power BI, Excel, and Tableau can attend this course.

Building Interactive Dashboards Training​ Course Overview

A dashboard is a tool used for business intelligence and information management. Sometimes called IT dashboards, these are the single screens in which essential information is placed in the form of panels. As the business grows, there is an increase in the amount of data it collects and the need for an effective, actionable, and intuitive interface is also increasing. Here, comes the Dashboard transforming the business data into critical information that jumps out to the user.

The Knowledge Academy’s Building Interactive Dashboards course is designed to provide knowledge of how to present information in a way that is easily understood by the user. Delegates will learn how to use parameters and slicers as well as learn to export data from visuals in Power BI. Along with this, delegates will get an understanding of how to present data with card browser custom value. Delegates will become familiarised with embedded links and hyperlink dashboard tiles.

During this 1-day training, delegates will be equipped with the knowledge of how to use tables to dynamically link charts and lists in excel. In addition, delegates will learn how to use excel objects for specialist dashboard views. Delegates will acquire skills to use parameters to control display and slicing dimensions in tableau. This course will guide you through the entire how and why of every task in the dashboard creation process. After attending this course, delegates will be able to create a variety of interactive dashboards on Power BI, Excel, and Tableau that will impress the audience.             

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

What our customers are saying

Frequently asked questions

FAQ's

Please arrive at the venue at 8:45am.
There are no formal prerequisites to attend this course.
Anyone who want to enhance knowledge and skills to create effective business dashboards using Power BI, Excel, and Tableau can attend this course.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 1 day.
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The price for Building Interactive Dashboards Training certification in Canada starts from CAD1695
The Knowledge Academy is the Leading global training provider in the world for Building Interactive Dashboards Training.

Why choose us

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Best price in the industry

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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