Advanced Excel · Intermediate level

Intermediate level · Module 4 of 6 · 13 guided hours

Interactive Dashboards and Sharing Workbooks

Build interactive, accessible dashboards on data models, and protect and share workbooks safely.

Learning objectives

  • Build interactive dashboards on data models with slicers
  • Apply design and accessibility best practice
  • Protect, document and share workbooks safely

Topics

  • dashboards from data models
  • connected slicers
  • design principles
  • accessibility in Excel
  • protection and permissions
  • documentation and sharing

Lessons

  1. Lesson 1 Dashboards on Data Models

    Build dashboards from model-based PivotTables, measures and connected slicers.

    model-based PivotTablesmeasures on dashboardsconnected slicersCUBE functions (overview)

  2. Lesson 2 Design and Accessibility

    Make dashboards clear for everyone, including people using screen readers or with colour vision deficiency.

    visual hierarchycolour contrastalt textaccessibility checker

  3. Lesson 3 Protecting, Documenting and Sharing

    Protect workbook structure, document how it works and share it appropriately.

    sheet protectionlocked and unlocked cellsdocumentation sheetsharing and version control

Practical activity

Build the reporting system's dashboard on the data model, check its accessibility and prepare it for sharing with a user guide.

Expected outcomes

  • Professional, usable dashboards
  • Safe sharing practices

Assessment

Dashboard review against design, accessibility and protection checklists.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.