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Be the Data Hero

The step-by-step guide to build pro Excel dashboards and data visualizations that work

 

 Excel Dashboard Pro is my complete, step-by-step instruction guide to developing Excel dashboards and data visualizations that will make you the data hero.  

Say Goodbye to Slow, Bloated, Ugly Excel Dashboards that Don’t Support the Business

We’ve all been there. The boss and leadership team wants to make decisions with your data. So you dump data from several different sources into Excel and start cleaning.

Several pivot tables, macros, run buttons, hidden spreadsheets, and weeks later you unveil your masterpiece. You send it off to your boss…and, they are impressed enough with you…but, there is so much bloat in the file that they can barely open it. Excel crashes sometimes when they try to open it–and when they do get it open, it’s not nearly as intuitive as you thought it would be.

Drop down boxes do not automatically update the graphics…instead, you must hit a RUN button and hope for the best. There is no real “interactivity.” It’s all pivot tables, VBA, and macros. It’s hard to navigate and even harder to fix when something goes wrong. The logic looks like spaghetti and the charts are uninspiring.

It doesn’t have to be this way.

Hi!  I’m Jordan Goldmeier

These days, I’m known around the world for the work I do in Microsoft Excel, data visualization, and data science. But it wasn’t always this way.

In fact, my journey starts about a decade ago as an auditor for the government. I was still in school, and so I was only a junior auditor. Between, you and me, I wasn’t exactly the best auditor. And, I had terrible grades. However, during my stint, I became so good with Excel and data that made my presence on large audits indispensable.

I’m Just Like You, and it Wasn’t a Cake Walk

I know what you’re thinking, that I’m some sort of whiz kid. But I’m not. In fact, I’m a bit of a nobody. I was a junior auditor with mostly mediocre grades (mostly Cs, some Ds, maybe an F or two).

However, my Excel dashboard and data visualization skills made me stand out among the crowd. 

But it wasn’t easy. In fact, my Excel journey was very much an uphill climb. And I wasn’t even sure I was up for the challenge.

You see, in those days, I spent so much time on Google looking on how to do this and that with Excel. I had been hired because of my background in both accounting and information technology. I knew how to code, but in truth, I didn’t really know a whole lot about Excel; or, at least I thought I had known enough to get by. I was way wrong.

It became clear I had a lot of catching up to do! I was eager to prove myself, so I spent countless hours researching. I bought tons and tons of Excel books. In fact, my cubicle had become a veritable Excel library. Figuring out to do things in Excel took me hours if not days.

I worked by trial and error. I would spend hours on a spreadsheet only for my manager or coworker to tell me it wasn’t what they wanted or that I hadn’t entirely understood the underlying problem. It was frustrating, disappointing, and disheartening. I knew I couldn’t live forever by trial and error.

Something Strange Happened

So I started a collection. When coworkers liked my charts and “fancy spreadsheets” (that’s what we called them before the term “dashboards”), I added them to my collection. When I saw a tool, tip, technique, or visualization I added it to the collection. Whenever I was tasked to create something new, I sought my collection first to reuse past work and for inspiration. Without realizing it, I had created a corpus of essentials Excel dashboards, tools, techniques, skills, visualizations, and theory.

At first, I was only collecting for myself, but then something strange happened. Colleagues would ask me how to do x, y, and z in Excel. I would then look it up in my Excel library and point them to the relevant sections. This didn’t work. They told me they liked it better when I explained things in a way they could understand because I was just like them.

So I started writing mini step-by-step guides for myself and coworkers, which they could keep. (This saved me time from having to go over and explain it over their shoulder.) Eventually, I was told how much faster and more productive they were because of my instructions. And that’s when it donned on me: I could save a lot of people a heck of a lot of time if shared what I knew. 

But, What Did I Know Exactly?

Yes, I had learned to Excel really well. But I what I knew was something much bigger.

First, I learned how to use Excel to its fullest in both analyzing what the data was all about and presenting results as data visualizations. In fact, this helped me save the government an enormous amount of money.

Second, I learned how to drive organizational change by tailoring my work to a specific audience.

Third, I learned how to talk about data and to teach others. I became known as the Excel guru, not just within our office of 60 people, but eventually across the entire organization.

I realized I had tapped into Excel visualization and analysis skills that my coworkers had only assumed experts could posses, and they didn’t have the time to become experts. But they were smart enough to learn, they just needed step-by-step instructions with only the most important information.

During my time as aRelated imagen auditor my esteem within the organization grew. My work eventually became the official “tool set” for the entire Air Force Audit Agency. Over 700 people across the globe were using what I’d built. I was invited to personally present my work to the Auditor General, who reports directly to the Secretary of the Air Force, and flown to Washington D.C. to oversee its implementation.

Junior auditors aren’t supposed to make waves within large organizations. But that’s exactly what happened. I wasn’t anybody special. I just tapped into something that was important and necessary. And I was helping others to quickly become experts, too. 

What Happened Next

What happened next was a major stepping-stone that set me on the path to where I am today.

Let me set the stage. It was 2009, and I was in Dayton, Ohio. The entire city was feeling the aftermath of the housing crises. Dayton had an unemployment rate significantly above the average employment rate in Ohio. Friends were getting laid off for jobs they had for years.

And yet, I landed an incredible job in 2009 in Dayton, Ohio creating Excel Applications for the Air Force with a large, prestigious consulting firm that hires less than 1% of its applicants. The job paid more than 3x what I’d been making previously (almost a $50k pay bump) at a time when nobody was hiring.

And from there, my career took off. And so can yours.

My secret…

My secret is that there is no secret. It doesn’t really matter if you’re at the start of your career or a veteran of several decades.

I learned how to present data to change organizations, to further my career, and to become a world-class expert. The real secret is that you can do all of these things too, if you’d like. You too can spend countless hours learning as I did. Combing through blogs, books, forums and the like hoping you’ll find relevant information to become a dashboard and visualization expert– but why would you do that?

As I used to tell my coworkers, “Let me show you how to do what you want in ten minutes while saving you hours of research and frustration. Ask me your Excel question before asking Google.” (That’s how I grew my collection.)

Is Time on Your Side?

I have no doubt that you can to become and Excel dashboard and data visualization expert like me. That you’ll know what works, what doesn’t, and more important, why. That you’ll gain the confidence to challenge colleagues. And know how to best tailor your work to the correct audience to make a huge impact in your organization. You can learn all of these things on your own, through trial and error, if you have the time and the patience.

But how many of us have this time on our side?  Right now, dashboards and data visualization are hot topics. Data is driving more and more business processes.

The fun experimental time required to learn these important topics is in decline across corporations. When I first started, I longed for a centralized resource providing step-by-step instructions on how to build everything from dashboards to learning what different audiences need.

Instead of researching, I could have spent more time applying my skills to do an awesome job.

And so can you.

Let Me Be Your Guide

I’ve built a step-by-step guide to developing dashboards and data visualizations in Excel. My work comes from over a decade of experience, trial and error (lots of error), and hard won knowledge. I’ve distilled it into the most important things you need to know with the goal of getting you up to speed as quickly as possible.

Whether you’re at the beginning of your Excel and data journey or are already on the path, let me be your guide. I can show you the best paths, shortcuts, and time savers. The best mountain climbers and hikers in the world use guides to help them, so should you.

Let’s go take that journey together.

Find out what you’re going to learn from our sixteen training modules.

Part 1: The Basics -- Module 1: Dashboard Primer
  • What are dashboards?
  • Why is Excel the best tool to create dashboards in your organizations?
  • Your first Interactive Dashboard in Excel
Module 2: Thinking Like a Dashboard Pro
  • Thinking outside the cell–what does that mean?
  • Unconventional thinking: Why develop differently?
  • Development principles to build like a PRO
Module 3: Working with Dashboard Formulas
  • Make complex formulas simple
  • Excel’s calculation engine–speed up those spreadsheets!
  • Writing better formulas
Module 4: Lookup Functions and Array Formulas
  • VLOOKUP secrets
  • INDEX/MATCH
  • Adding power with array formulas
Module 5: Excel Tables
  • Inserting and working with Excel Tables
  • Excel Table Demos
  • Rules and tips for working with Excel Tables
Module 6: Sorting & Decision Functions with Excel Tables
  • Sorting Functions for your dasbboards
  • Filters & SUMPRODUCT
  • Filtering on Excel Tables
  • Aggregation with Excel Tables
Part 2: Dashboard Development -- Module 7: Introduction to Form Controls
  • Installing the developer tab
  • Excel controls
  • Form controls demo
  • Form control basics
  • Scrollable tables demo
Module 8: Formula Driven Development
  • Excel development styles
  • Information-Transformation-Presentation
  • Create dashboards that always show real-time data (without the “update” button!)
Modules 9-11: Interactive Dashboards with Excel

These modules take you through the preparation, development, and maintenance of three interactive dashboards.

  • Interactive Chart Legend Dashboard
  • Interactive Chart Production Dashboard
  • Tornado Dashboard
Part 3: Data Visualization -- Module 12: A Primer on Data Visualization
  • Visual Perception
  • Gestalt’s Law of Grouping
  • Preattentive Attributes
  • The Problem with Pie Charts
  • Data Viz vs Infographics
Module 13: Expanding Excel's Chart Library
  • Dual Axis Banding
  • Area Chart Banding
  • Limit Charts
Module 14: Creating Bullet Charts
  • Bullet Chart Demo
  • Horizontal Bullet Chart Trick
Module 15: Infographics in Excel
  • Progress Meter
  • Donut Charts
  • Waffle Unit Chart
  • Bringing it all together with the Camera Tool
Module 16: Summary
  • Course Review
  • Suggested Resources

Jordan is a true innovator in Excel and he shows us some amazing dashboard and visualization techniques in this course. You will learn to think differently about Excel, unlocking even more of its potential. This is not another “brain dump” of meaningless Excel tips and tricks. The course walks you through the theory of data visualization and dashboards with Excel applications.

George J. Mount – Economist, Online Trainer & Excel Blogger

Wait.  There’s More?

YES. YOU GET AWESOME BONUSES!

Bonus #1: 2 Q&A Webinar Sessions With Yours Truly (Value - $1,000)

I’ll be your data concierge.

This is only available for a limited time for the people who have signed up for early access. Submit your course and Excel questions for two, live Q&A webinars. Can’t make the webinar? That’s OK, we’ll provide recorded versions only available to course takers.

Bonus #2: Lifetime Access - (Value - Priceless)

That’s right. We’re giving you lifetime access. This material changed my life and we’re confident it will change yours. Learning is lifelong, and we believe you should have access to this material for as long as you’d like.

Bonus #3: Labs and Companion Files - (Value $395)

Along with step-by-step video instruction, you’ll receive all available companion files plus labs to reinforce learning. We’ll also include periodic quizzes to your mastery of the material.

The best part is, you can use the course files for your own work! Download, edit, and then use them however you see fit.

Bonus #4: Awesome Course Software! - (Value - Priceless)

We host this course locally on our Excel.TV server, so if there’s any issue, you can talk to us directly instead of going through some other service. Our course software has everything you need to get started, including online videos, course companion files, and comments sections under each video for community discussion. It’s easy to use and immediately available after purchase.

Bonus #5: Building Better Spreadsheets Presentation (Value - $3,000 to watch this presentation LIVE)

You’ll get access to my Building Better Spreadsheets Webinar. This presentation has been given to conferences around the country, which organizations often spend thousands of dollars to send their attendees to. You’ll receive it for free. 

Bonus #6: You'll have access to thousands of hours of free content! (Value - Priceless)

As part of the Excel.TV community, you’ll have access to our Excel.TV Show archive featuring thousands of hours of free interviews with developers, Excel tips, challenges, and articles. Everything you need to get inspired!

You’ll be part of a large community at the heart of business analytics and Microsoft Excel. You’ll also be among the first to hear about exciting new courses, promotions, and more.

WHO is this for?

Career Veterans

You've been in this space for a long time and you've known there has to be a better way. Now is your time to get ahead and make a name for yourself. Show management and leadership you can save them money and correct inefficiencies with incredible dashboards and insightful data visualizations.

Newbies

New to Excel dashboards? That's OK. Get your career started on the right foot by showing even junior analysts can make a difference.

Career Changers

So you're looking to get into this whole data space but don't have much a background in it? Then you've come to the right place. Use this course to become an expert before you're even hired. Then go and nail that interview.

This course is meant for anyone looking for a step-by-step instructions on building dashboards and data visualizations that will take their careers to the next level.

Frequently asked questions

How about the videos? Can I download them for offline viewing?

Absolutely.  The videos are available for download within each lesson.  Just click on the download link and the video will be downloaded to your desktop.  Easy-peasy!

I don't know any macros or VBA, should I still take this course?

Absolutely! In fact, there is no coding in this course at all! I’ll show you how to build amazing interactive dashboards without writing a single line of code. How does that sound?

When does this course start? When does it end?

This course starts immediately upon registration and payment. You will have lifetime access to the course and can rewatch videos as many times as you’d like.

Once purchased, how long will this course be available?

FOREVER. This course comes with lifetime access. There is no time limit to complete this course. Learning is life long process, so you should have access to this course for as long as you’d like.

How long does it take to complete this course?

There is about 6.5 hours of course material available, but that doesn’t necessarily mean it will take you 6.5 hours to complete. The course is self-paced and there is no correct amount of time it should take. We encourage you to spend time with the material until you fully understand it, whether that’s simply watching a video once or multiple times, or implementing what you’ve learned at work.

Will course materials be available for download?

Yes, all associated course materials can be found within their associated lessons. We strongly encourage you to supplement your learning by following along with the course files, taking quizzes, and completing labs.

Can I watch lessons using my mobile device?

Absolutely! Our video delivery system works across all desktop and mobile platforms. Enjoy at home, at work, and on the go.

What version of Excel do you need? Can I use Excel for Mac?

I use Excel 2016 for this course. However, the vast majority of users can get by with Excel 2010 and later. In two instances, very small features I present will only be available to Excel 2013 and later–and I make those clear in the lessons. Neither instance however is a deal breaker that would prevent you from producing great work.

Excel 2007 and earlier are not supported. You may be able to follow along with Excel for Mac. However, some key strokes and the locations of certain features will be different. That said, I’ve helped many Macintosh users in my one-on-one courses, so it’s possible. But you’ll save yourself significant headache by using a Windows version.

What payment methods do you accept?

We accept all major credit cards including American Express, Master Card, Visa and Discover. We also accept PayPal.

Can my employer pay for this course?

Absolutely. You’ll have to talk to your employer to see what specifics are required. We suggest using a corporate credit card or PayPal account if available. Otherwise, you’ll receive a receipt immediately upon payment authorization that you can supply to your employer for reimbursement.

Do you offer corporate discounts?

We offer corporate discounts for group purchases. Please inquire with Rick Grantham by emailing [email protected] to find out more.

Do you offer in-person, hands-on training?

Absolutely! We can help your team and organization realize its full potential. To get started, select the right plan for you from the available options. Next, we’ll contact you to get the details. If you have questions, contact Rick Grantham by emailing [email protected] to help us craft the perfect learning experience for you and your organization.

Will your books Dashboards for Excel or Advanced Excel Essentials come free with the course?

I WISH! Unfortunately, the ability to distribute books online is restricted by my contract with my book publisher. That being said, we are working with the publisher to see if we can get attendees a really awesome discount code for signing up to the course.

I need help! Who can I contact?

Having trouble using the site? ordering the course? need help? That’s OK. Let us know if you need anything. Email [email protected] with you questions, comments, concerns, and feedback.

WHAT ARE THE NEXT STEPS?

These skills helped me define my career and land a new job which increased my salary by almost $50,000 (for real). For me, this course is easily worth $5,000 if not more (it’s a ten-to-one return). But we realize everyone is on a different step in their journey. And our goal at Excel.TV is to bring this important learning to everyone within our community. So we’re offering this course for just $297. 

With your enrollment, you’ll receive instant lifetime access and all the bonuses right away. You’ll be able to immediately begin your self-paced journey to becoming a Dashboard Pro. 

30 DAY guarantee! BOOM!

What sort of guarantee do you offer?

We offer a 30 day, ABSOLUTELY NO QUESTIONS ASKED guarantee. If you feel our product is not a good fit in the first month, just let us know and we will give your money back without hassling you!

Choose your payment option to get started.

Personal
$297 one-time

Price is limited and will end soon

ONLINE, SELF-PACED
Full Details
INSTALLMENT PLAN
$87 4 Monthly Payments

Price is limited and will end soon

ONLINE, SELF-PACED, INSTALLMENT PLAN
Full Details
CORPORATE
$8,997 req deposit

Price is limited and will end soon

IN-PERSON, SMALL TEAMS
Full Details

What do course takers have to say?

Jordan doesn’t just walk you through how to build various modular pieces you can combine to create a full-functioning dashboard. He also shows you ways to maintain your spreadsheets for future changes and how to format them in a way that makes your dashboard feel more like a standalone application as oppose to numbers filling up a spreadsheet.  I thoroughly enjoyed taking this course and highly recommend it to anyone who wants to differentiate themselves from their colleagues.

Chris Newman (Chris Macro)
Sr Financial Analyst & Founder at TheSpreadsheetGuru.com

Excel Dashboard Pro helped reinforce that I was on the right path to mastery but in certain areas I was taking the long way around. After each lesson a lot of my work was reassessed in favor of the methods presented in the course. Not to give too much away but the section on BOOLEAN logic may change the way you use Excel – I know it did for me.

Alex Powers
Bank Technical Analyst & Owner at ItsNotAboutTheCell.com

This is not another “brain dump” of meaningless Excel tips and tricks. The course walks you through the theory of data visualization and dashboards with Excel applications. I have used Excel for thousands of hours and still found new, helpful tips in this series.

George Mount
Economist and Excel blogger at GeorgeJMount.com

I love specific topics like Visual perception, Gestalt’s Law of Grouping, Data viz vs infographics so overall section of “A primer on Data Visualization” plus array formulas and section of “Thinking like a Dashboard Pro“.

Rahim Zulfiqar Ali
Founder & Chief Spreadsheet Officer at ExcelBasement.org

It is amazing how this course shows you how to create stunning visualizations with simple Excel techniques, NO complex programming in VBA, just excel formulas.

Don’t be fooled by the title and think this is just another Excel course with tricks. If you take it, you will learn how to think differently about Excel development and data visualization. It will show you how to display information appropriately to convey the right message.

I would definitely recommend this course regardless of your Excel expertise.

Orlando Mezquita
Owner at MasterDataAnalysis.com

I would definitely recommend this course to basically anyone at any Excel experience level.

 

The course in general really touches upon the fundamentals and building blocks of how to build simple but yet complex Excel dashboards. You’ll learn how to build clean and non-bloated spreadsheets that are easy and effective at providing and displaying a visualization that truly captures and provides the information that the end user is looking for.

Brad Edgar
Excel Dashboard Expert & Owner at BradEdgar.com

Decision Time. Invest in your career, now

Personal
$297 one-time

Price is limited and will end soon

ONLINE, SELF-PACED
Full Details
INSTALLMENT PLAN
$87 4 Monthly Payments

Price is limited and will end soon

ONLINE, SELF-PACED, INSTALLMENT PLAN
Full Details
CORPORATE
$8,997 req deposit

Price is limited and will end soon

IN-PERSON, SMALL TEAMS
Full Details