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Excel Dashboard Roadmap

The document outlines a comprehensive roadmap for mastering Excel, divided into five phases from beginner to advanced skills. It covers essential topics such as Excel foundations, intermediate analysis tools, dashboard design principles, advanced tools like Power Query and DAX, and culminates in real-world project applications. Additionally, it provides resources for further learning and tools for enhancing Excel capabilities.

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itsol480
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30 views3 pages

Excel Dashboard Roadmap

The document outlines a comprehensive roadmap for mastering Excel, divided into five phases from beginner to advanced skills. It covers essential topics such as Excel foundations, intermediate analysis tools, dashboard design principles, advanced tools like Power Query and DAX, and culminates in real-world project applications. Additionally, it provides resources for further learning and tools for enhancing Excel capabilities.

Uploaded by

itsol480
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel Dashboard Roadmap: Zero to Hero

Phase 1: Excel Foundations (Beginner)

Goal: Learn Excel basics to prepare and manage data.

Topics:

• Excel Interface & Navigation


• Ribbon, sheets, workbooks
• Keyboard shortcuts (Ctrl + T, Ctrl + Shift + L)
• Data Entry and Formatting
• Currency, date, number formats
• Conditional formatting
• Basic Formulas
• SUM(), AVERAGE(), MIN(), MAX(), COUNT()
• IF(), AND(), OR()
• Data Cleaning
• Remove duplicates
• Text functions: TRIM(), LEFT(), RIGHT(), MID(), LEN(), TEXT()
• Date functions: TODAY(), YEAR(), MONTH()
• Tables
• Create and use Excel Tables (Ctrl + T)
• Structured references

Phase 2: Intermediate Excel Skills

Goal: Learn tools for analysis and basic dashboards.

Topics:

• Sorting & Filtering


• PivotTables
• Grouping, calculated fields, % of total
• Pivot Charts
• Chart Types:
• Column, bar, pie, line, combo charts
• Sparklines
• Named Ranges (static and dynamic)

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Phase 3: Dashboard Design Essentials

Goal: Create clean, interactive dashboards.

Topics:

• Dashboard Design Principles


• Consistency, layout, white space
• Slicers & Timelines
• Connect to multiple PivotTables
• KPIs and Summary Cards
• Drop-down Lists (Data Validation)
• Form Controls:
• Checkboxes, scrollbars, combo boxes

Phase 4: Advanced Excel Tools

Goal: Build dynamic, automated dashboards.

Topics:

• Power Query (Get & Transform)


• Import, clean, transform, append, merge data
• Power Pivot & Data Model
• Create relationships
• DAX formulas: CALCULATE, FILTER, RELATED, SUMX
• Dynamic Formulas:
• INDEX(), MATCH(), INDIRECT(), OFFSET(), CHOOSE()
• Macros & VBA (optional)
• Automate refresh and interaction

Phase 5: Real-World Projects

Goal: Build and replicate full dashboards.

Project Ideas:

• Sales Dashboard
• HR Dashboard
• Finance Dashboard
• Marketing Dashboard
• Manufacturing Dashboard (like the screenshot)

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📚 Resources

YouTube Channels: - Leila Gharani - ExcelIsFun - PK: An Excel Expert - Chandoo.org - MyOnlineTrainingHub

Free Courses: - Excel for Everyone (edX) - Excel Skills for Business (Coursera) - Microsoft Learn – Excel

Datasets: - Kaggle - Mockaroo - Google Dataset Search

⚡ Tools/Plugins

• Power BI (next step)


• Add-ins: Solver, Analysis Toolpak, Inquire

Would you like a custom Excel template to practice building dashboards next?

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