Excel Dashboard Masterclass Course guide

4,000 Messy Rows to a 10-Second Excel Dashboard

Turn four thousand rows of messy sales data into an interactive Excel dashboard a manager reads in ten seconds, in Excel for the web, lab by lab.

8 November 2026 · 4 min read

UrbanCart Sales Dashboard in Excel: KPI cards, slicers, monthly trend and profit by category — Watch the lesson: Excel Dashboard Masterclass: Course Overview and Demo | Beginner to Advanced

A good dashboard answers a manager’s question in ten seconds. In this course you take about four thousand rows of raw, messy sales data and turn them into an interactive dashboard: four key numbers at the top, each compared with last year, filters at the left, and one chart per question.

The finished dashboard: total revenue, profit, margin and orders, slicers and charts — What you build. One click on a region, and every number and chart changes together.

What you will be able to do

Clean raw data: duplicates, missing values and dates typed as text, turned into a table.
Write the formulas a dashboard needs: XLOOKUP, SUMIFS, IF and IFERROR.
Summarise thousands of rows with PivotTables, and show each result in the right chart.
Build KPI cards and slicers, so one click filters every number and every chart.
Design, refresh, validate and share the dashboard.

Dashboard filtered to the West region with lower totals — Filtered to one region: every card and chart follows.

The road, lab by lab

Lab 0: set up the workbook in OneDrive.
Lab 2: clean the messy data.
Lab 3: formulas, and an Analysis sheet whose results later prove the dashboard is right.
Lab 4: PivotTables, one per question. Lab 5: charts.
Lab 6: KPI cards against last year. Lab 7: slicers. Lab 8: design.
Lab 9: new data in one refresh. Lab 10: the final project, plus bonus modules on dynamic arrays and Power Query.

Analysis sheet with check calculations: total revenue, growth and a dashboard check OK — The Analysis sheet: independent formulas that confirm the dashboard's numbers.

What you need

A browser. The course works in Excel for the web, free with a Microsoft account. A lab guide with every step and the expected result, and the data files, come with the course.

The full course is free on YouTube

The overview above is the first of 11 videos. Start with Lab 0 and build along.

Do it yourself

Lab guides, practice and full mock exams come with a subscription. See the plans