Creating Dashboards with Excel

Workshop Overview

A Dashboard commonly has 4 Key Attributes:

  • Usually fits on one page
  • Displays key trends, comparisons and data graphically
  • Provides the reader with conclusions relevant to the objective so that the reader doesn’t have to do their own analysis to find the meaning
  • Often includes interactive features like drop down lists

This workshop will teach you how to use Excel to build interactive dashboard, planning the dashboard, preparing the data, selecting the right dashboard design, what excel skills you would need to build dashboards, and how to build your own interactive excel dashboards from scratch.

Key benefits of attending this workshop

By the end of the workshop, delegates will be able to:

  • ANALYSE large amounts of data
  • PRESENT and REPORT data visually in a meaningful way
  • COMPILE charts, tables and other information into a dashboard report
  • CREATE interactive controls to enable the reader to customise their view
  • AUTOMATE repetitive tasks using macros
  • INCORPORATE external data to support your message

Who Should Attend

An Excel dashboard provides insight, analysis and alerts. They are fully interactive and dynamic and can help with project management, customer service, retail management, financial forecasting and much more.

This workshop is crucial for analysts, managers, reporting professionals, business owners, executives, and anyone responsible for preparing Excel based dashboards, scorecards or KPI reports.

This training is highly recommended for:

  • General Managers
  • Financial Managers
  • Directors
  • Accountants
  • Marketing Managers
  • Sales Managers
  • HR Managers
  • Business Owners and anyone who deals with management and financial reporting

Why you should Attend?

Like a car dashboard, the objective of dashboard reporting is to provide clear and concise information of the key drivers of business performance. Dashboards are a synopsis of business operations and they provide information in visual format that is easy to read, remembered and understood by key decision makers in a business. This should in turn, improve decision making.

Dashboard reports allow managers to get high-level overview of the business and help them make quick decisions. Excel is an excellent tool to make powerful dashboards that can provide analysis, insight and alert managers in timely manner.

The workshop curriculum has been developed and designed from research with actual industry practitioners and will, in just 2 days, give you all the tools and techniques needed to move from basic techniques to becoming a “Black Belt” in Creating Dashboards with Excel.