Building Interactive Dashboards Training - United Kingdom

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