Microsoft Excel Dashboards for Business Professionals Workshop Outline

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Microsoft Excel Dashboards Training Focus

The capability exists within Microsoft Excel and Excel VBA to construct sophisticated dashboards that integrate seamlessly with data based in Microsoft Excel or in other external data sources. Using a combination of the Excel worksheet, drawing shapes, pictures, ActiveX controls, cells and charts, sophisticated dashboards can be constructed in minimal time providing a cost effective way of a business to view its important data. Many companies are turning to constructing dashboards in Excel due to the lower cost, lower development time and because of Excel's exceptional abilities.

What You Learn at a Glance
  • What is VBA?

  • A Microsoft Excel VBA language review emphasizing dashboard construction

  • General VBA programming techniques for analyzing and organizing business data for use in Microsoft Excel dashboards

  • Advanced data analysis calculations using VBA and worksheet functions

  • How to fully command Excel's visual interface including drawing shapes, pictures, cells

  • How to align Excel's visual elements on the worksheet and create timelines, meters, performance diagrams, trees...etc using VBA

  • How to process data from multiple workbooks / multiple worksheets and organize their charts on a single worksheet using VBA

  • How to open multiple workbook files automatically using the Windows filing system and VBA

  • How to open and read text file downloads

  • How to communicate with databases (SQL Server, Access, ...) using DAO and ADO

  • How to construct an interface that controls your Excel dashboard application using ActiveX controls and VBA

  • How to create events (automated procedures) for your Excel dashboard applications

  • How to command Microsoft Word and PowerPoint for dashboard report purposes

Workshop Details
  • 2-day workshop

  • Personal examples: Covered in-class

  • Excel Versions: 2000-2007

  • Type: Business Professionals

  • Platform: Windows

  • Training Materials: Included, 1600+ page manual including our Excel Add-Ins

  • Training Method: Hands-on

*Our Beginning VBA and Advanced VBA business workshops also cover dashboard construction while building your Excel VBA skills.

Workshop Outline and Self-Study Manual Content

In this Microsoft Excel VBA  2-day "hands-on" business workshop or self-study manual, you will learn:

Day-1

  • General Microsoft Excel VBA language review emphasizing Excel dashboard construction

  • Overview on how to use Excel as a dashboard for data

  • New ways of using Excel components

  • How to use VBA to command worksheets (borders, fonts, cell colors, backgrounds...) drawing shapes, charts, pictures and ActiveX controls

  • How to create timelines, meters, performance diagrams, trees...etc using Microsoft Excel and VBA

  • How to align Excel's visual elements on the Excel worksheet

Day-2

  • How to read text files and command the Windows filing system (Open, Close, Delete..) using VBA

  • How to process data from multiple workbooks / multiple worksheets and organize their charts on a single worksheet using VBA

  • Advanced data analysis calculations using VBA and worksheet functions

  • How to create a look for your dashboard application (graphics, headers, gradients...)

  • How to construct an interface that controls your Excel dashboard application using ActiveX controls and VBA

  • How to construct navigation for your dashboard application using VBA

 Day-3

  • How to communicate with databases (SQL Server, Access, ...) using DAO and ADO in VBA

  • How to command Microsoft Word and PowerPoint for dashboard report purposes

  • Discussion on how to use VB .Net and VB 7.0 to enhance your dashboards including examples.

Intended Audience
  • Business professionals with a solid understanding of how Microsoft Excel works.

Training Options, Signup and Self-Study

   

  • Our Beginning Excel VBA workshop also covers the information presented in this workshop. East and West coast dates, times and prices on Signup page. Use the Signup buttons above to view.

  • For a complete outline, consult the Workshop Outline section below. Read about EMAGENIT and our Customers.

  • Our webcast workshops are taught live with voice, hands-on and broadcast directly to your computer from our facility (details). We can reach anywhere that has internet broadband.

EMAGENIT's Training Location

Public Location: Thousand Oaks, CA

Hotel: Thousand Oaks Inn

EMAGENIT is based in Thousand Oaks, CA which is in the vicinity of Los Angeles county (LA County), Ventura county, Santa Barbara county and San Diego county. We hold all of our courses on-site nation wide. We also webcast (webinar) our public workshops, consult our webcast page for more information.

Our public workshops are a short commute for those living in:

  • Los Angeles, CA

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  • Simi Valley, CA

  • Santa Monica, CA

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  • Pasadena, CA

  • Agoura, CA

For more information about our public workshops, visit our public workshops page our call us at 805.498.7162.

Information Request

Submit a question to us via email at dash@emagenit.com

Call EMAGENIT between the hours of 8:00 A.M. and 5 P.M. PST at 1.805.498.7162 or 805.558.9277 for more information about this workshop.

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