In this course, you will learn how to create a visually appealing and functionally effective Dashboard that can be used to track employee or student attendance and vacation.
I will start with a blank Excel workbook and build the various components step by step in the video tutorials. Not even a single step is left out.
There will be no programming/VBA/Macros.
You will learn the true power of Excel formulas and conditional formatting to deliver simple and effective Dashboards in Excel.
By the end of this course, you will learn how to build the Dashboard yourself.
Along the way, you will also learn several useful Excel features, tips and tricks that will be handy for you to build other Excel applications as well.
You will be on your way to become an Excel Dashboard Expert.
What you will learn about Excel
Apart from learning how to build the Vacation and Attendance tracker, you will learn the following about Excel.
- Data Input Techniques - Excel Tables, Drop Down List, Check Box
- Named Ranges
- Writing Simple and Advanced Formulas (nested functions)
- Conditional Formatting using formulas
- Functions: DATE, MONTH, EOMONTH, WEEKDAY, ROW, INDEX, MATCH, IF, COUNTIFS, SUMPRODUCT, IFERROR, OR, SUM
- 10-Point Formatting Checklist
- Release Checklist
Since I will walk through each step involved, there is no pre-requisite knowledge for this course. However, if you are completely new to Excel, then I would recommend the free Useful Excel for Beginners course first.
If you have used Excel before and written simple formulas, then you should be able to follow this course.
You will need Microsoft Excel installed in your computer, preferably Excel 2013 or later version.
Most of the features used are compatible with Excel Online (free web version of Excel), but when a feature is not compatible, it will be specified along with an alternative technique.
I have spent on average more than 50 hours on each template start to finish, including concept, market research, design, development, testing, documentation and publishing. From the numerous lessons I have learned in the last 6 years of building Excel templates, I have been able to simplify the process of creating templates.
This Vacation Tracker template required several hours of work and many iterations to arrive at a solution that was simple and effective. In this course, you will be able to learn those techniques and build the template in less than 5 hours. I am very excited to share what I know with you.
Course Structure and Organization
The course begins with the Introduction chapter which presents the scope of the template we will build.
In the second chapter, we learn how to set up the inputs for the template.
We learn how to build the Team Dashboard step by step in the third chapter and the Employee Report in the fourth chapter. These chapters are the heart of the course where we will write simple and advanced formulas, apply conditional formatting using formulas and a thorough 10-Point Formatting checklist.
In the fifth chapter, we go through the release checklist that I personally went through before publishing each of my 50+ Excel templates on indzara.com.
The sixth chapter is allocated for Frequently Asked Questions, where I will be adding videos on questions asked by students of this course. If you have questions on any of the video tutorials, post them in the comments for that video. I will be reviewing and answering them. If needed, I will create a new video solution.
You will see below the detailed list of videos that are part of the course. Some of the videos are available for free preview. Please take a look. If you have any questions, please email [email protected]
PreviewGetting Started (2:32)
StartUser Inputs (4:03)
StartEmployee List (9:38)
StartDates of Month (9:39)
StartDisplay Data in Calendar - Named Ranges (6:12)
StartDisplay Data in Calendar - Formula (22:39)
StartConditional Formatting (7:49)
StartConditional Formatting - Vacation Types (5:57)
StartHow to Copy and Paste Data (3:16)
StartMonthly Summary - Headers (5:00)
StartMonthly Summary - Monthly Totals (9:13)
StartMonthly Summary - Work Days (3:28)
Start10-Point Formatting Checklist - Part 1 (14:33)
Start10-Point Formatting Checklist - Part 2 (16:18)
Get started now!
In addition to more than 4 hours of on-demand video tutorials on how to build the Vacation & Attendance Tracker Dashboard, you will also receive the following.
1. Download the fully developed Vacation & Attendance Tracker Dashboard Excel template
2. Download step by step User Guide eBook (PDF) that walks through the tutorials with explanations and screenshots.