Introduction to Excel Dashboards Assignment

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Introduction to Excel Dashboards

A hands-on Excel assignment focused on data visualization, analysis, and dashboard design for business decision-making.

This presentation is a step-by-step Excel tutorial designed for Accounting Information Systems courses. Students follow 34 PowerPoint slides with individually numbered steps that guide them through transforming raw data into an interactive Excel dashboard, applying formulas, charts, and layout techniques commonly used in managerial reporting and decision support. The assignment emphasizes both technical Excel skills and effective data presentation.

  • Data Preparation
    • Reviewing and organizing source data
    • Structuring data for analysis and visualization
  • PivotTables Creation and Management
    • Creating PivotTables
    • Choosing fields
    • Applying number formats
    • Automatic refresh
    • Replicating PivotTables
  • Advanced PivotTable Analysis
    • Top 10, Top 5/Bottom 3 analysis
    • Drill-down features
  • PivotChart Creation and Formatting
    • Clustered bar and pie charts
    • Updating chart titles dynamically
  • Dashboard Assembly
    • Moving charts and slicers to dashboard
    • Adding borders and linked pictures
  • Slicer Usage
    • Inserting slicers
    • Demonstrating slicer functionality
    • Slicing multiple PivotTables
    • Formatting slicers

Step 1: Record your 4-digit Spreadsheet ID

The Spreadsheet ID is used throughout the assignment to help ensure each student submits unique work.

  • Students: Your Spreadsheet ID appears on your dashboard.
  • Faculty/Teaching Assistants: You may use any 4-digit number as your Spreadsheet ID.

Step 2: Download the assignment files

If you already downloaded the exercise files from your dashboard, you may skip this step.

↓ Download the dashboard.zip file

You will start the assignment with a blank Excel workbook.
These files will be used later in the video as you build the assignment step by step.

Important:
After downloading, you must extract (unzip) the files before using them.

  • Windows: Right-click the ZIP file and choose Extract All
  • macOS: Double-click the ZIP file to extract the contents

Keep the extracted files available while you work through the video.

Step 3: Complete the assignment alongside the instructional video

Choose the tutorial that matches your Excel environment:

  • View background on why this assignment requires Excel for Windows or Mac.

Step 4: Submit your completed spreadsheets and PDF file via your dashboard and then complete the quiz

return to your dashboard

Keep these tips in mind to ensure clean submission of your work:

  • Close Excel completely before attempting to upload your work.
  • Make use of the alternate submission methods if needed.

How This Assignment Is Graded

An automated tool is used to grade your work based on completion and accuracy, including partial points for incorrect steps. Your instructor determines how scores are applied toward course credit.

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