Dashboard and Report Design Principles Using Excel

Instructor

Bernie
Smith

If you...
- Produce or revise dashboards and reports
- Find your current reports and dashboards confusing
- Are frustrated by the length, complexity and structure of your existing reports
- Have many different styles of dashboards and reports in use and want to simplify things
- Need to create a consistent “house style” that can be replicated by different teams
- Want to look like a star by creating reports and dashboards that your internal customers love

... this workshop can help. In this session we explore the principles of what makes reports and dashboards easy, or hard, to understand, distil this into a simple set of rules and show you how to apply these rules using Excel.

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 Topics

How to design charts for fastest possible user understanding and ease of use
Review of case studies for group critique
Developing a design standard for your organization
Designing tables for rapid understanding and efficient space use
How to use commentary, maintaining a consistent style and level of detail
Using layout to support long-term memory and improve understanding
The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.
How to apply these techniques using Excel

CPE Credits Available

4 CPE

4: Computer Software & Applications

Things to Know About This Course

Course Level

Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

Managers, subject-matter-experts and management information professionals involved in the design of reports and information dashboards.

Provider

ACPEN