Excel Crash Course | Step-by-Step Dashboard Tutorial for Beginners (project files included)

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Microsoft Excel has more than 1 billion users worldwide.

Whether you’re a data professional or just getting started, Excel provides a user-friendly interface for working with data in every phase of the analytics process: data cleaning, prep, analysis, and visualization.

And the best part? ANYONE can learn the foundations of Excel in just a matter of minutes – for free!

In this demo, we’ll play the role of an entry-level data analyst for a local toy store 🧸

We’ve been given access to a spreadsheet with ~15,000 sales records for 35 different products, and our task is to use that data to understand things like weekday vs. weekend revenue, monthly trending, and top products.

Using Excel, we’ll transform the raw data into a user-friendly, interactive dashboard to help our manager better understand revenue patterns across product categories.

Along the way, we’ll walk through key steps of the analytics workflow:

✔️ Create calculated columns using formulas & functions

✔️ Perform exploratory data analysis with pivot tables

✔️ Visualize data with charts & graphs

✔️ Build a stunning, interactive dashboard

…all in less than 20 minutes!

If you’re excited to learn more and build job-ready, expert-level skills, check out our best-selling Excel courses and learning paths at Maven Analytics, including Excel Formulas, Charts, Pivot Tables, Dashboard Design, MO-201 Certification Prep, and more.

🔗 Helpful links:

👉 Full Excel Dashboard Design Course:

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⏱️ Timestamps:

00:00 - Intro
00:18 - Project Brief
00:55 - STEP 1: Creating Calculated Columns
07:07 - STEP 2: Performing Exploratory Data Analysis
10:10 - STEP 3: Visualizing Data
12:50 - STEP 4: Building an Interactive Dashboard
15:28 - Project Recap
15:43 - Resources and Next Steps


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I’m not gonna wait till I see this on LinkedIn! Opening Excel now . . .

jadehandy
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Oh man! I enjoyed the simplicity of making a dashboard. My only wish was to see how you applied the formula magic to the dashboard.

cablegurl
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Enrique great stuff, I’m already in your classes.

jesussaeta
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Really appreciate this easy to follow tutorial which demonstrates the power of excel to perform simple but very valuable analysis

Anthony
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Should I learn from here or should I go to Udemy?

SoSo-wwwi
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I have not XLOOKUP In version Excel 2019

abdulwahedissa.