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⇱ Build Dynamic Sales Dashboards in Excel | Coursera


Build Dynamic Sales Dashboards in Excel

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Build Dynamic Sales Dashboards in Excel

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Gain insight into a topic and learn the fundamentals.
6 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
6 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Create interactive Excel sales dashboards using charts, pivot tables, and form controls.

  • Analyze sales data with formulas like IF, SUMIFS, and VLOOKUP for business insights.

  • Build dynamic dashboard features using VBA, dropdowns, and real-time visualizations.

Details to know

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Recently updated!

May 2026

Assessments

12 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Excel Dashboards for Business Analytics Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 3 modules in this course

Master the skills needed to build interactive Excel sales dashboards that transform raw business data into powerful visual insights. Learn how to create dynamic reports, analyze sales performance, and design professional dashboards using Excel and VBA.

This course provides a practical, hands-on approach to dashboard creation and business analytics in Microsoft Excel. You’ll learn how to organize raw sales data, create Pivot Tables, apply advanced formulas, and design visual dashboards that help businesses monitor performance and make data-driven decisions. As you progress, you’ll build a complete sales dashboard from scratch while learning how to use IF, SUMIFS, VLOOKUP, Pivot Tables, and dynamic charting techniques to analyze business performance effectively. The course also explores advanced dashboard interactivity through dropdowns, scroll bars, form controls, and VBA-driven automation that allow users to interact with reports in real time. What makes this course unique is its project-based learning approach focused on real-world business scenarios. Instead of isolated Excel features, learners develop a fully functional dashboard that combines analytics, visualization, and automation into a professional reporting solution. By the end of the course, you’ll be able to confidently create interactive Excel dashboards, automate reporting workflows, visualize KPIs, analyze sales trends, and generate actionable insights that support smarter business decisions.

This module introduces learners to the fundamentals of creating an interactive Excel dashboard by organizing raw data, designing navigation interfaces, and building the initial product-based visualization using pivot tables and form controls. Learners will develop a strong foundation in structuring data and creating user-friendly dashboard layouts.

What's included

7 videos4 assignments

7 videosβ€’Total 30 minutes
  • Introduction to Dashboardβ€’3 minutes
  • Raw Dataβ€’2 minutes
  • Adding Buttonsβ€’7 minutes
  • Hyperlinking Buttonsβ€’3 minutes
  • Saving Workbookβ€’4 minutes
  • Sales by Productβ€’8 minutes
  • Sales by Product Continuesβ€’4 minutes
4 assignmentsβ€’Total 60 minutes
  • Building the Dashboard Foundationβ€’30 minutes
  • Getting Started with Dashboard Designβ€’10 minutes
  • Creating Interactive Navigation Elementsβ€’10 minutes
  • Product-Level Sales Visualizationβ€’10 minutes

This module focuses on enhancing dashboard interactivity by integrating advanced Excel features such as form controls, logical formulas, and VBA-driven functionality. Learners will build dynamic charts, implement user-driven controls, and apply analytical logic to create responsive and interactive data visualizations.

What's included

8 videos4 assignments

8 videosβ€’Total 46 minutes
  • Checking Checkboxβ€’5 minutes
  • Sales by Regionβ€’6 minutes
  • Sales by Region Continuesβ€’5 minutes
  • Logical Testβ€’7 minutes
  • Sales Valueβ€’6 minutes
  • Format Controlβ€’6 minutes
  • Linking Monthsβ€’6 minutes
  • Linking Check Book Boxβ€’5 minutes
4 assignmentsβ€’Total 60 minutes
  • Adding Interactivity and Controlsβ€’30 minutes
  • Using Controls for User Interactionβ€’10 minutes
  • Applying Logic and Calculationsβ€’10 minutes
  • Advanced Control Formattingβ€’10 minutes

This module enables learners to build a complete, professional-level dashboard by integrating advanced analytics, dropdown-driven filtering, KPI tracking, and multiple chart types. Learners will create summary dashboards, perform multi-criteria analysis, and visualize business performance using dynamic Excel techniques.

What's included

7 videos4 assignments

7 videosβ€’Total 35 minutes
  • Scroll Barβ€’4 minutes
  • Summaryβ€’4 minutes
  • Summary Continuesβ€’6 minutes
  • Monthly Sales Dataβ€’6 minutes
  • Format Data Tablesβ€’6 minutes
  • Dropdowm Listβ€’6 minutes
  • Target Vs Actualβ€’3 minutes
4 assignmentsβ€’Total 60 minutes
  • Advanced Dashboard Features & Insights β€’30 minutes
  • Enhancing Navigation with Dynamic Controlsβ€’10 minutes
  • Structuring and Formatting Data for Analysisβ€’10 minutes
  • Final Dashboard Enhancements & KPI Analysisβ€’10 minutes

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Instructor

EDUCBA
1,580 Coursesβ€’325,720 learners

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