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Video On Demand

Dashboard and Report Design Principles Using Excel - ON DEMAND - NO CE

This program is not available for credit.

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Not yet rated
Categories:
Soft Skills
Faculty:
Bernie Smith
Course Levels:
All Levels
Duration:
4 Hours
License:
Access for 90 day(s) after purchase.
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Description

Transform your data presentation skills with our comprehensive course on creating impactful dashboards and reports using Excel. This workshop is tailored for professionals who:

- Regularly produce or update dashboards and reports
- Struggle with confusing or overly complex reporting tools
- Seek to streamline varied reporting styles across their organization
- Aim to establish a consistent, replicable "house style" for reporting
- Want to impress stakeholders with clear, user-friendly data presentations

Through a combination of theory and hands-on practice, you'll learn the fundamental principles that make reports and dashboards easy to understand. We'll distill these concepts into a set of practical rules and guide you through their application in Excel.

Basic Course Information

Learning Objectives
  • Understand the principles of good dashboard and report visual design
  • Be able to review and identify issues with existing information dashboards and reports
  • Know how to apply those principles using Excel

Major Subjects
  • Principles of Visual Design for Dashboards and Reports
  • Chart Design for Rapid Understanding
  • Table Design for Efficiency
  • Effective Use of Commentary
  • Strategic Layout Techniques
  • Trend Analysis Methods
  • Developing Organizational Design Standards
  • Excel Application Techniques
  • Critical Review Skills
  • Best Practices for Data Presentation

Course Materials

Timed Outline (13.9 KB) Available after Purchase
Course Handouts (93.6 MB) Available after Purchase

Faculty

Bernie Smith Related Seminars and Products

Bernie Smith, founder of Made to Measure KPIs, trains and coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision-making.
His approach has been adopted by many organisations, including Airbus, HSBC, UBS, Lloyd’s Register, Credit Suisse, Royal Bank of Scotland, LloydsTSB and many others. He has written twenty books on KPIs, regularly tops this category on Amazon and is a frequent key-note speaker on performance measurement.

Earlier in his career, Bernie, who qualified as a professional engineer, worked as a consultant leading teams delivering exceptional operational improvement in blue-chip companies using Lean and Six Sigma approaches. This broad industry experience has given him a unique perspective when it comes to developing KPIs to improve organisational performance.

Bernie lives in Sheffield, UK, with his wife Liz, two children and some underused exercise equipment.

State Specific Details

Basic Course Information

Designed For

Anyone interested in, or involved in designing or producing, reports or dashboards using Microsoft Excel


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