Excel · Pivot Tables · Dashboards
From Data to Dashboard
Turn source data into report-ready structures with questions, checks, and review notes.
This class turns source data into report-ready structures and outputs. Participants build Excel Tables, pivot tables, conditional formatting, dashboard layouts, slicers, and a controlled AI-assisted Python chart. The emphasis stays on defined questions, source checks, and review notes rather than decorative reporting.
Duration2 Days
Who this course is forGovernment analysts, coordinators, reporting professionals, and teams that prepare recurring summaries, dashboards, chart packages, and reviewable reporting pages.
What you will learn
- Convert raw ranges into structured tables with reliable headers, filters, and refresh-ready fields.
- Start with a report question, build the pivot, and check totals against the source before sharing.
- Highlight meaningful exceptions with a limited rule set and explain what each visual cue means.
- Arrange metrics, charts, controls, notes, and source cues around a defined report question.
- Add slicers and filters, test their states, and document how each control changes the report.
- Use AI-assisted Python with controlled data, then validate source, code, labels, and chart output.
Course modules
- Excel Tables
- Pivot Tables
- Conditional Formatting
- Dashboard Layouts
- Report Controls
- Python Charts