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Follow along as an Excel beginner, and you’ll create a weekly report dashboard with accurate numbers.

From cleaning messy raw data to SUMIFS and INDEX/MATCH summaries, validation cells, dashboards and charts, and even three-line weekly reports—build an Excel dashboard by following along with the starter and completed files for each session, and checking that the numbers match the source data.

1 learners are taking this course

Level Beginner

Course period Unlimited

Excel
Excel
Business Productivity
Business Productivity
Excel
Excel
Business Productivity
Business Productivity

What you will gain after the course

  • We identify and count blanks, dates and amounts stored as text, inconsistent formatting, and duplicates to clean up the source data.

  • Build a foundation that won’t break as your data grows, using tables, structured references, and week columns.

  • Create a weekly summary table of sales, order counts, and refund rates using SUMIFS and COUNTIFS.

  • Create a selector cell that changes all the numbers when you switch weeks using a dropdown and INDEX/MATCH.

  • Create three verification cells that find the top 5 customers using LARGE and INDEX/MATCH, then arrive at the same numbers another way.

  • Create a dashboard using cards, tables, and charts, then write three sentences for a weekly report based on it.

A dashboard that doesn’t just look pretty, but gets the numbers right.

From cleaning messy source data to SUMIFS and INDEX/MATCH summaries, verification cells, dashboards and charts, and a three-line weekly report—follow along with starter and completed files for each lesson to build an Excel dashboard that checks whether the numbers match the source data.

Create your own reconciliation cells to check on screen whether the numbers match the source data. Practice catching incorrect figures in the reconciliation when a cleanup step has been missed. Starter and completed files are provided for each lesson, so even if you get stuck, you can pick up again from the next lesson.

By the end of this course, you will be able to

  • Use counts to find blank cells, text-formatted dates and amounts, inconsistent labels, and duplicates, then clean the source data.

  • Build a foundation that won’t break as the data grows, using tables, structured references, and week columns.

  • Create a weekly summary table of sales, order counts, and refund rates with SUMIFS and COUNTIFS.

  • Use dropdowns and INDEX/MATCH to create a selection field that updates all the numbers when you change the week.

  • Create three validation cells that find the top five clients using LARGE and INDEX/MATCH, and calculate the same figures another way.

  • Create a dashboard with cards, tables, and charts, then use it to write three sentences for your weekly report.

Recommended for

  • New and junior employees who use Excel every day but aren’t confident with formulas or pivot tables.

  • Those who manually recalculate the numbers in their weekly reports every week

  • People who have built dashboards but aren’t sure the numbers are right.

Curriculum (9 sections · 22 lessons · approx. 146 minutes)

  • Section 0. Before You Begin: Start with the Finished Version — Preview the finished version: Change the week, and every number changes

  • Section 1. Cleaning Up Messy Source Data — Find five hidden problems in the source data, remove trailing spaces from vendor names with TRIM, convert text dates and amounts to numbers, standardize category labels, and remove duplicate rows

  • Section 2. Table and Week Number Column — Turn the data into a table and use structured references; create a week number column with WEEKNUM

  • Section 3. Weekly Summary Table — Calc sheet: Week list and start and end dates, calculating weekly sales with SUMIFS, and order count and refund rate with COUNTIFS

  • Section 4. Selection Cell and This Week/Last Week — Control sheet: Choose a week from a dropdown, retrieve this week’s value with INDEX and MATCH, retrieve last week’s value and handle the first week, and calculate the change rate, average transaction value, and quarterly cumulative total.

  • Section 5. Categories and Top Clients — Sales and share by category for the selected week, a sales table by client with ties handled, and the top 5 clients using LARGE and INDEX/MATCH

  • Section 6. Verification: Check that the numbers are correct — Create three verification cells, deliberately enter an error: See verification catch it

  • Section 7. Dashboard Layout and Charts — Building the dashboard: cards and number formatting; styling charts: target line and bars

  • Section 8. Wrap Up with a Weekly Report — Write a Three-Line Weekly Report and Organize Your Work

Practice Environment

We provide over 8,000 orders spanning 12 weeks from the fictional office supplies delivery company “Moa Office” (including intentionally inserted blanks, text-formatted dates and amounts, inconsistent formatting, and duplicates), 41 Excel files with starting and completed versions for each lesson from Lesson 0 to Lesson 21, and the finished dashboard file. All clients and figures are fictional materials for the course.

Prerequisites

  • You only need to know how to enter values in cells and save a file in Excel.

  • Microsoft 365 Excel (using the Mac interface, with Windows shortcuts also provided)

What This Course Does Not Cover

  • For those looking to learn PivotTables, Power Query, VBA, or macros.

  • Those looking for a guide to using Google Sheets

Note

The narration in this course is synthesized, and the Excel screens are recreated using the actual values and formulas from the practice files. All data is fictional and for educational purposes, and the numbers may vary depending on the runtime environment.

Recommended for
these people

Who is this course right for?

  • New and junior employees who use Excel every day but aren’t confident with functions or pivot tables.

  • Someone who manually recounts the numbers in the weekly report every week.

  • Those who have tried building a dashboard but weren’t sure if the numbers were correct.

Need to know before starting?

  • It’s enough if I can enter values in the cells in Excel and save the file.

  • Microsoft 365 Excel (based on the Mac interface, with Windows shortcuts also provided)

Hello
This is dorian05202988

Career Verified

A data craftsman with over 20 years of experience in databases and IT. As a DBA and manager of a DB Platform team, I work with database platforms and specialize in MySQL, PostgreSQL, Oracle, MongoDB, SQL tuning, AWS, Terraform, and Python. Drawing on experience in the gaming, finance, and IT services industries, I explain database and cloud architecture. I have published 『Oracle Practical Tuning: Learning SQL Patterns』 and 『Oracle Pro*C Practical Project Guide』, and have presented on serverless architectures, database selection, and multi-database strategies at AWS Summit 2018 and 2019 and DataYa Nolja 2020. Recently, I have been working on slow-query analysis and tuning recommendations using Bedrock LLM, automated DB specification sizing, and query workflows through a DB metadata MCP server and Slack bot. I explain database automation for developers and AI applications for non-developers through hands-on exercises tailored to the audience and objectives of each course. Rather than applying AI suggestions as-is, I teach a decision-making framework that verifies result equivalence, execution plans, and observability conditions, and defers action when the supporting evidence is insufficient. Company operational data and credentials are not included in the course materials.

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Curriculum

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22 lectures ∙ (2hr 26min)

Course Materials:

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